Lone Pine Capital as of Dec. 31, 2011
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 54 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $871M | 2.2M | 405.00 | |
| 6.2 | $870M | 1.3M | 645.90 | ||
| priceline.com Incorporated | 4.9 | $686M | 1.5M | 467.71 | |
| Ralph Lauren Corp (RL) | 4.6 | $646M | 4.7M | 138.08 | |
| Dollar General (DG) | 4.5 | $631M | 15M | 41.14 | |
| Express Scripts | 4.4 | $616M | 14M | 44.69 | |
| SPDR Gold Trust (GLD) | 4.1 | $570M | 3.8M | 151.99 | |
| Visa (V) | 3.5 | $487M | 4.8M | 101.53 | |
| Crown Castle International | 3.4 | $474M | 11M | 44.80 | |
| NetApp (NTAP) | 3.2 | $443M | 12M | 36.27 | |
| Cognizant Technology Solutions (CTSH) | 3.0 | $425M | 6.6M | 64.31 | |
| Monsanto Company | 3.0 | $415M | 5.9M | 70.07 | |
| Las Vegas Sands (LVS) | 3.0 | $414M | 9.7M | 42.73 | |
| Oceaneering International (OII) | 2.6 | $362M | 7.8M | 46.13 | |
| Qualcomm (QCOM) | 2.5 | $346M | 6.3M | 54.70 | |
| Teradata Corporation (TDC) | 2.4 | $336M | 6.9M | 48.51 | |
| NetEase (NTES) | 2.4 | $335M | 7.5M | 44.85 | |
| FMC Technologies | 2.3 | $326M | 6.2M | 52.23 | |
| Wyndham Worldwide Corporation | 2.2 | $312M | 8.3M | 37.83 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $299M | 3.1M | 95.68 | |
| Fossil | 2.1 | $288M | 3.6M | 79.36 | |
| Equinix | 2.0 | $282M | 2.8M | 101.40 | |
| Baidu (BIDU) | 2.0 | $279M | 2.4M | 116.47 | |
| Williams-Sonoma (WSM) | 1.7 | $240M | 6.2M | 38.50 | |
| New Oriental Education & Tech | 1.7 | $240M | 10M | 24.05 | |
| Ctrip.com International | 1.6 | $220M | 9.4M | 23.40 | |
| WABCO Holdings | 1.5 | $213M | 4.9M | 43.40 | |
| Lululemon Athletica (LULU) | 1.5 | $212M | 4.5M | 46.66 | |
| ACCRETIVE Health | 1.5 | $208M | 9.1M | 22.98 | |
| Liberty Media Corp lcpad | 1.3 | $177M | 2.3M | 78.05 | |
| El Paso Corporation | 1.2 | $174M | 6.6M | 26.57 | |
| V.F. Corporation (VFC) | 1.2 | $173M | 1.4M | 126.99 | |
| Sensata Technologies Hldg Bv | 1.2 | $162M | 6.2M | 26.28 | |
| Green Mountain Coffee Roasters | 1.1 | $156M | 3.5M | 44.85 | |
| Willis Group Holdings | 1.0 | $137M | 3.5M | 38.80 | |
| Ameriprise Financial (AMP) | 0.8 | $117M | 2.4M | 49.64 | |
| Michael Kors Holdings | 0.7 | $100M | 3.7M | 27.25 | |
| W.R. Grace & Co. | 0.7 | $91M | 2.0M | 45.92 | |
| SolarWinds | 0.6 | $78M | 2.8M | 27.95 | |
| eBay (EBAY) | 0.6 | $76M | 2.5M | 30.33 | |
| VanceInfo Technologies | 0.5 | $71M | 7.9M | 9.07 | |
| Medco Health Solutions | 0.4 | $62M | 1.1M | 55.90 | |
| Kinder Morgan (KMI) | 0.4 | $59M | 1.8M | 32.17 | |
| iSoftStone Holdings | 0.3 | $46M | 5.3M | 8.75 | |
| Sears Holdings Corporation | 0.3 | $42M | 1.3M | 31.78 | |
| News Corporation | 0.2 | $34M | 1.9M | 17.84 | |
| Home Inns & Hotels Management | 0.2 | $30M | 1.2M | 25.80 | |
| China Lodging | 0.2 | $24M | 1.7M | 14.20 | |
| Intel Corporation (INTC) | 0.2 | $23M | 945k | 24.25 | |
| Tesla Motors (TSLA) | 0.1 | $20M | 703k | 28.56 | |
| Arcos Dorados Holdings (ARCO) | 0.1 | $17M | 825k | 20.53 | |
| 7 Days Group Holdings | 0.1 | $15M | 1.4M | 11.15 | |
| Yandex Nv-a (YNDX) | 0.1 | $13M | 638k | 19.70 | |
| Bed Bath & Beyond | 0.1 | $6.5M | 280k | 23.37 |
