Lone Pine Capital

Lone Pine Capital as of Sept. 30, 2012

Portfolio Holdings for Lone Pine Capital

Lone Pine Capital holds 53 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
priceline.com Incorporated 5.3 $877M 1.4M 619.07
Google 4.9 $806M 1.1M 754.50
Cognizant Technology Solutions (CTSH) 4.5 $740M 11M 69.89
Ralph Lauren Corp (RL) 4.0 $654M 4.3M 151.23
Kinder Morgan (KMI) 3.8 $626M 18M 35.52
eBay (EBAY) 3.7 $608M 13M 48.37
Gap (GPS) 3.6 $586M 16M 35.78
Monsanto Company 3.5 $576M 6.3M 91.02
Apple (AAPL) 3.3 $537M 805k 667.11
Qualcomm (QCOM) 3.0 $495M 7.9M 62.47
TransDigm Group Incorporated (TDG) 3.0 $493M 3.5M 141.87
Walt Disney Company (DIS) 3.0 $490M 9.4M 52.28
Michael Kors Holdings 2.8 $466M 8.8M 53.18
Schlumberger (SLB) 2.8 $464M 6.4M 72.33
Verisign (VRSN) 2.8 $460M 9.4M 48.69
SPDR Gold Trust (GLD) 2.7 $445M 2.6M 172.02
Equinix 2.6 $430M 2.1M 206.05
Dollar General (DG) 2.6 $427M 8.3M 51.54
Visa (V) 2.4 $390M 2.9M 134.28
Lululemon Athletica (LULU) 2.1 $353M 4.8M 73.94
NetEase (NTES) 2.1 $349M 6.2M 56.14
News Corporation 2.1 $344M 14M 24.51
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.0 $322M 3.3M 96.30
AutoZone (AZO) 1.9 $320M 864k 369.67
DaVita (DVA) 1.9 $315M 3.0M 103.61
Wyndham Worldwide Corporation 1.9 $311M 5.9M 52.48
Tractor Supply Company (TSCO) 1.8 $289M 2.9M 98.89
Oceaneering International (OII) 1.7 $282M 5.1M 55.25
Liberty Global 1.6 $270M 4.4M 60.75
Express Scripts Holding 1.6 $270M 4.3M 62.63
Dunkin' Brands Group 1.3 $211M 7.2M 29.19
Crown Castle International 1.3 $210M 3.3M 64.10
BE Aerospace 1.3 $209M 5.0M 42.11
WABCO Holdings 1.2 $203M 3.5M 57.67
J.B. Hunt Transport Services (JBHT) 1.2 $197M 3.8M 52.04
Tripadvisor (TRIP) 1.1 $189M 5.7M 32.93
Kinder Morgan Inc/delaware Wts 1.1 $189M 54M 3.49
Dollar Tree (DLTR) 1.1 $188M 3.9M 48.29
Us Natural Gas Fd Etf 0.9 $149M 7.0M 21.34
O'reilly Automotive (ORLY) 0.8 $128M 1.5M 83.62
ACCRETIVE Health 0.6 $105M 9.4M 11.16
Sensata Technologies Hldg Bv 0.5 $86M 2.9M 29.77
Colfax Corporation 0.5 $80M 2.2M 36.67
Sears Holdings Corporation 0.4 $66M 1.3M 51.67
Anheuser-Busch InBev NV (BUD) 0.4 $61M 705k 85.91
VanceInfo Technologies 0.4 $60M 7.6M 7.85
iSoftStone Holdings 0.2 $28M 5.3M 5.33
Frontier Communications 0.2 $27M 5.5M 4.92
China Lodging 0.1 $25M 1.5M 16.69
Charter Communications 0.1 $25M 327k 75.06
Intel Corporation (INTC) 0.1 $21M 945k 22.66
CenturyLink 0.1 $12M 300k 40.40
Grifols S A Sponsored Adr R (GRFS) 0.0 $5.0M 220k 22.83