Lone Pine Capital as of Dec. 31, 2005
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 49 positions in its portfolio as reported in the December 2005 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| America Movil Sab De Cv spon adr l | 8.8 | $648M | 22M | 29.26 | |
| 8.3 | $614M | 1.5M | 414.86 | ||
| Centex Corp | 5.6 | $416M | 5.8M | 71.49 | |
| Golden West Financial Corp | 5.3 | $388M | 5.9M | 66.00 | |
| Research In Motion | 4.9 | $362M | 5.5M | 66.01 | |
| Advance Auto Parts (AAP) | 4.1 | $302M | 6.9M | 43.46 | |
| Monsanto Company | 3.9 | $288M | 3.7M | 77.53 | |
| Qualcomm (QCOM) | 3.7 | $275M | 6.4M | 43.08 | |
| Suncor Energy | 3.7 | $274M | 4.3M | 63.13 | |
| SLM Corporation (SLM) | 3.6 | $266M | 4.8M | 55.09 | |
| UnitedHealth (UNH) | 3.5 | $257M | 4.1M | 62.14 | |
| Corning Incorporated (GLW) | 2.9 | $215M | 11M | 19.66 | |
| Apple (AAPL) | 2.9 | $214M | 3.0M | 71.89 | |
| NII Holdings | 2.4 | $179M | 4.1M | 43.68 | |
| Brown & Brown (BRO) | 2.4 | $174M | 5.7M | 30.54 | |
| Brookfield Asset Management | 2.3 | $168M | 3.3M | 50.41 | |
| Ryland | 2.0 | $151M | 2.1M | 72.13 | |
| CB Richard Ellis | 2.0 | $151M | 2.6M | 58.85 | |
| Genentech | 1.7 | $126M | 1.4M | 92.50 | |
| Mobile TeleSystems OJSC | 1.7 | $125M | 3.6M | 35.00 | |
| Carnival Corporation (CCL) | 1.7 | $123M | 2.3M | 53.47 | |
| Moody's Corporation (MCO) | 1.6 | $116M | 1.9M | 61.42 | |
| Altria Group | 1.5 | $112M | 1.5M | 74.72 | |
| Dick's Sporting Goods (DKS) | 1.5 | $108M | 3.2M | 33.24 | |
| NetEase (NTES) | 1.3 | $94M | 1.7M | 56.16 | |
| Polo Ralph Lauren Corporation | 1.2 | $89M | 1.6M | 56.14 | |
| Williams-Sonoma (WSM) | 1.2 | $88M | 2.0M | 43.15 | |
| Legg Mason | 1.2 | $88M | 732k | 119.69 | |
| Yahoo! | 1.2 | $87M | 2.2M | 39.18 | |
| CarMax (KMX) | 1.2 | $86M | 3.1M | 27.68 | |
| Eastman Kodak Company | 1.2 | $85M | 3.7M | 23.40 | |
| Coach | 1.1 | $82M | 2.5M | 33.34 | |
| Pulte (PHM) | 1.1 | $77M | 2.0M | 39.36 | |
| White Mountains Insurance Gp (WTM) | 0.9 | $68M | 122k | 558.55 | |
| Onyx Pharmaceuticals | 0.7 | $52M | 1.8M | 28.80 | |
| General Electric Company | 0.7 | $51M | 1.5M | 35.05 | |
| Resources Connection (RGP) | 0.7 | $48M | 1.8M | 26.11 | |
| Corporate Executive Board Company | 0.6 | $45M | 497k | 89.70 | |
| Cnet Networks | 0.6 | $44M | 3.0M | 14.69 | |
| Lennar Corporation (LEN) | 0.6 | $44M | 713k | 61.02 | |
| Net 1 UEPS Technologies (LSAK) | 0.6 | $44M | 1.5M | 28.85 | |
| Tractor Supply Company (TSCO) | 0.6 | $42M | 785k | 52.94 | |
| ITC Holdings | 0.4 | $27M | 950k | 28.09 | |
| CoStar (CSGP) | 0.3 | $23M | 526k | 43.17 | |
| Worldspace (WRSPQ) | 0.2 | $18M | 1.3M | 14.51 | |
| Conor Medsystems | 0.2 | $18M | 922k | 19.35 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.1 | $7.2M | 50k | 143.36 | |
| Albertson's | 0.1 | $6.4M | 300k | 21.35 | |
| Ford Motor Company (F) | 0.1 | $5.6M | 719k | 7.72 |
