Lone Pine Capital as of June 30, 2008
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 27 positions in its portfolio as reported in the June 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SandRidge Energy | 11.3 | $794M | 1.2M | 645.80 | |
| America Movil Sab De Cv spon adr l | 10.7 | $752M | 1.4M | 527.50 | |
| Xto Energy | 8.3 | $583M | 8.5M | 68.51 | |
| 7.4 | $517M | 983k | 526.42 | ||
| Qualcomm (QCOM) | 7.3 | $508M | 1.1M | 443.70 | |
| Entergy Corporation (ETR) | 6.1 | $424M | 3.5M | 120.48 | |
| Fastenal Company (FAST) | 3.8 | $264M | 6.1M | 43.16 | |
| Weatherford International Lt | 3.4 | $239M | 4.8M | 49.59 | |
| Lorillard | 3.3 | $230M | 3.3M | 69.16 | |
| Monsanto Company | 3.3 | $229M | 1.8M | 126.44 | |
| Brookfield Asset Management | 3.3 | $228M | 7.0M | 32.41 | |
| MSC Industrial Direct (MSM) | 3.3 | $228M | 5.2M | 44.11 | |
| Teradata Corporation (TDC) | 3.1 | $214M | 9.3M | 23.14 | |
| CB Richard Ellis | 2.9 | $206M | 1.1M | 192.00 | |
| Illumina (ILMN) | 2.7 | $188M | 2.2M | 87.11 | |
| Amazon (AMZN) | 2.6 | $185M | 2.5M | 73.33 | |
| MasterCard Incorporated (MA) | 2.5 | $174M | 654k | 265.52 | |
| Saic | 2.5 | $171M | 8.2M | 20.81 | |
| priceline.com Incorporated | 2.3 | $164M | 1.4M | 115.46 | |
| Infosys Technologies (INFY) | 2.2 | $153M | 3.5M | 43.46 | |
| Visa (V) | 1.9 | $135M | 1.7M | 81.31 | |
| Eagle Materials (EXP) | 1.7 | $116M | 4.6M | 25.33 | |
| Sears Holdings Corporation | 1.6 | $113M | 1.5M | 73.66 | |
| Dick's Sporting Goods (DKS) | 1.5 | $103M | 5.8M | 17.74 | |
| Bunge | 0.8 | $59M | 550k | 107.69 | |
| Deltek | 0.2 | $17M | 2.2M | 7.58 | |
| New York Times Company (NYT) | 0.0 | $1.5M | 100k | 15.39 |
