Lone Pine Capital

Lone Pine Capital as of June 30, 2007

Portfolio Holdings for Lone Pine Capital

Lone Pine Capital holds 54 positions in its portfolio as reported in the June 2007 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
EMC Corporation 8.0 $853M 47M 18.10
America Movil Sab De Cv spon adr l 7.1 $756M 12M 61.93
Google 6.9 $742M 1.4M 522.70
Brookfield Asset Management 4.6 $496M 12M 39.90
IntercontinentalEx.. 4.6 $491M 3.3M 147.85
Qualcomm (QCOM) 4.4 $468M 11M 43.39
Southwestern Energy Company 3.9 $418M 9.4M 44.50
Schlumberger (SLB) 3.8 $403M 4.7M 84.94
Coach 3.5 $379M 8.0M 47.39
CarMax (KMX) 3.4 $366M 14M 25.50
Express Scripts 3.2 $345M 6.9M 50.01
Research In Motion 3.1 $332M 1.7M 199.99
Vulcan Materials Company (VMC) 2.9 $313M 2.7M 114.54
Genentech 2.6 $281M 3.7M 75.66
Equinix 2.3 $246M 2.7M 91.47
MSC Industrial Direct (MSM) 2.2 $236M 4.3M 55.00
Charles Schwab Corporation (SCHW) 2.0 $214M 10M 20.52
Fastenal Company (FAST) 1.8 $193M 4.6M 41.86
Apple (AAPL) 1.8 $190M 1.6M 122.04
Sina Corporation 1.8 $189M 4.5M 41.86
Medco Health Solutions 1.8 $188M 2.4M 77.99
Grupo Televisa (TV) 1.7 $177M 6.1M 28.82
CB Richard Ellis 1.5 $163M 4.5M 36.50
Dick's Sporting Goods (DKS) 1.5 $157M 2.7M 58.17
Eagle Materials (EXP) 1.4 $153M 3.1M 49.05
Chicago Mercantile Hldgs Inc cl a 1.4 $150M 281k 534.36
Texas Industries 1.3 $139M 1.8M 78.41
Under Armour (UAA) 1.2 $131M 2.9M 45.65
Ctrip.com International 1.2 $126M 1.6M 78.63
Illumina (ILMN) 1.0 $111M 2.7M 40.59
Allscripts Healthcare Solutions (MDRX) 1.0 $108M 4.2M 25.48
priceline.com Incorporated 0.9 $95M 1.4M 68.74
Resources Connection (RGP) 0.9 $94M 2.8M 33.18
Life Time Fitness 0.9 $93M 1.7M 53.23
ITT Educational Services (ESINQ) 0.9 $93M 790k 117.38
NutriSystem 0.9 $92M 1.3M 69.85
Polo Ralph Lauren Corporation 0.8 $91M 928k 98.11
Nymex Holdings 0.8 $88M 701k 125.63
Vistaprint 0.7 $73M 1.9M 38.25
NetEase (NTES) 0.6 $65M 3.8M 17.02
General Electric Company 0.6 $59M 1.5M 38.28
WNS 0.5 $57M 2.0M 28.46
Gartner (IT) 0.5 $49M 2.0M 24.59
Bunge 0.4 $47M 550k 84.50
Eastman Kodak Company 0.3 $32M 1.2M 27.83
Baxter International (BAX) 0.3 $32M 573k 56.34
SRA International 0.2 $27M 1.1M 25.26
Sepracor 0.2 $21M 510k 41.02
Affymax (AFFY) 0.2 $20M 734k 26.96
Saic 0.2 $17M 944k 18.07
Array BioPharma 0.1 $13M 1.1M 11.67
PT Telekomunikasi Indonesia (TLK) 0.1 $12M 284k 43.10
Overstock (BYON) 0.1 $12M 635k 18.27
Career Education 0.1 $6.8M 200k 33.77