Lone Pine Capital

Lone Pine Capital as of Dec. 31, 2013

Portfolio Holdings for Lone Pine Capital

Lone Pine Capital holds 50 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dollar General (DG) 4.9 $1.1B 19M 60.32
Cognizant Technology Solutions (CTSH) 4.7 $1.1B 11M 100.98
priceline.com Incorporated 4.4 $1.0B 885k 1162.40
Microsoft Corporation (MSFT) 4.4 $1.0B 27M 37.41
Baidu (BIDU) 4.1 $959M 5.4M 177.88
Qualcomm (QCOM) 4.0 $936M 13M 74.25
Valeant Pharmaceuticals Int 3.9 $911M 7.8M 117.40
Gap (GPS) 3.5 $804M 21M 39.08
MasterCard Incorporated (MA) 3.4 $794M 951k 835.46
Crown Castle International 3.3 $761M 10M 73.43
Twenty-first Century Fox 3.1 $718M 20M 35.17
Monsanto Company 2.9 $680M 5.8M 116.55
Realogy Hldgs (HOUS) 2.6 $615M 12M 49.47
American Express Company (AXP) 2.4 $550M 6.1M 90.73
DaVita (DVA) 2.3 $537M 8.5M 63.37
FleetCor Technologies (FLT) 2.2 $511M 4.4M 117.17
Intercontinental Exchange (ICE) 2.2 $508M 2.3M 224.92
Michael Kors Holdings 2.1 $496M 6.1M 81.19
SBA Communications Corporation 2.1 $490M 5.5M 89.84
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.0 $464M 4.8M 96.52
Wyndham Worldwide Corporation 2.0 $463M 6.3M 73.69
Dollar Tree (DLTR) 2.0 $459M 8.1M 56.42
TransDigm Group Incorporated (TDG) 1.9 $446M 2.8M 161.02
Cme (CME) 1.9 $441M 5.6M 78.46
Liberty Global Inc C 1.9 $437M 5.2M 84.32
Ipath S&p 500 Vix S/t Fu Etn 1.8 $425M 10M 42.55
McGraw-Hill Companies 1.8 $424M 5.4M 78.20
Liberty Global Inc Com Ser A 1.7 $397M 4.5M 89.00
BE Aerospace 1.6 $385M 4.4M 87.03
Verisign (VRSN) 1.6 $379M 6.3M 59.78
Coach 1.6 $364M 6.5M 56.13
Us Natural Gas Fd Etf 1.5 $341M 17M 20.69
Mead Johnson Nutrition 1.3 $298M 3.6M 83.76
Endo Pharmaceuticals 1.3 $293M 4.3M 67.46
DSW 1.3 $293M 6.9M 42.73
Kinder Morgan Inc/delaware Wts 1.2 $284M 70M 4.06
Semgroup Corp cl a 1.1 $255M 3.9M 65.23
Workday Inc cl a (WDAY) 1.1 $257M 3.1M 83.16
SolarWinds 1.1 $253M 6.7M 37.83
Oceaneering International (OII) 1.1 $247M 3.1M 78.88
Liberty Media 1.0 $223M 1.5M 146.29
Facebook Inc cl a (META) 0.7 $164M 3.0M 54.65
Towers Watson & Co 0.6 $140M 1.1M 127.61
Sears Holdings Corporation 0.5 $112M 2.3M 49.04
Asml Holding (ASML) 0.5 $113M 1.2M 93.70
Charter Communications 0.5 $106M 775k 136.76
Lowe's Companies (LOW) 0.5 $105M 2.1M 49.55
Seaworld Entertainment (SEAS) 0.4 $88M 3.1M 28.77
Lumber Liquidators Holdings (LL) 0.2 $51M 495k 102.89
SouFun Holdings 0.0 $3.7M 45k 82.40