Lone Pine Capital

Lone Pine Capital as of March 31, 2010

Portfolio Holdings for Lone Pine Capital

Lone Pine Capital holds 48 positions in its portfolio as reported in the March 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 7.2 $797M 18M 44.75
Qualcomm (QCOM) 5.7 $624M 15M 41.96
Cognizant Technology Solutions (CTSH) 5.0 $556M 11M 50.98
Apple (AAPL) 5.0 $552M 2.3M 235.00
Accenture (ACN) 4.7 $524M 13M 41.95
Yum! Brands (YUM) 4.3 $470M 12M 38.33
McDonald's Corporation (MCD) 4.2 $464M 7.0M 66.72
Wells Fargo & Company (WFC) 4.1 $457M 15M 31.12
Baxter International (BAX) 3.3 $368M 6.3M 58.20
Visa (V) 3.0 $331M 3.6M 91.03
Sears Holdings Corporation 3.0 $331M 3.1M 108.43
Strayer Education 2.8 $313M 1.3M 243.52
DaVita (DVA) 2.7 $295M 4.6M 63.40
United Parcel Service (UPS) 2.5 $278M 4.3M 64.41
Bank of America Corporation (BAC) 2.5 $273M 15M 17.85
Hewlett-Packard Company 2.4 $261M 4.9M 53.15
SPDR Gold Trust (GLD) 2.3 $253M 2.3M 108.95
New Oriental Education & Tech 2.1 $234M 2.7M 85.51
Goodrich Corporation 2.1 $228M 3.2M 70.52
Estee Lauder Companies (EL) 2.0 $227M 3.5M 64.87
Monsanto Company 1.9 $213M 3.0M 71.42
CVS Caremark Corporation (CVS) 1.8 $198M 5.4M 36.56
Ameriprise Financial (AMP) 1.8 $194M 4.3M 45.36
Coca-Cola Company (KO) 1.7 $185M 3.4M 55.00
Amphenol Corporation (APH) 1.6 $179M 4.2M 42.19
Pactiv Corporation 1.4 $159M 6.3M 25.18
Activision Blizzard 1.4 $160M 13M 12.05
Citrix Systems 1.4 $153M 3.2M 47.47
Amazon (AMZN) 1.4 $153M 1.1M 135.77
Polo Ralph Lauren Corporation 1.4 $151M 1.8M 85.04
Green Mountain Coffee Roasters 1.4 $151M 1.6M 96.87
Mead Johnson Nutrition 1.4 $151M 2.9M 52.03
Autodesk (ADSK) 1.4 $151M 5.1M 29.38
Walter Energy 1.4 $150M 1.6M 92.27
Dr Pepper Snapple 1.3 $148M 4.2M 35.17
salesforce (CRM) 1.3 $142M 1.9M 74.45
Live Nation Entertainment (LYV) 1.3 $139M 9.6M 14.50
Longtop Financial Technologies 0.9 $100M 3.1M 32.21
Staples 0.8 $87M 3.7M 23.41
PNC Financial Services (PNC) 0.7 $75M 1.3M 59.70
O'Reilly Automotive 0.6 $70M 1.7M 41.71
Popular 0.3 $28M 9.8M 2.91
CNinsure 0.2 $24M 888k 26.61
Apollo 0.1 $16M 268k 61.29
Mindray Medical International 0.1 $17M 465k 36.42
Invesco (IVZ) 0.1 $11M 516k 21.91
Wyndham Worldwide Corporation 0.1 $7.5M 290k 25.73
Umpqua Holdings Corporation 0.0 $1.2M 88k 13.26