Lone Pine Capital as of Sept. 30, 2008
Portfolio Holdings for Lone Pine Capital
Lone Pine Capital holds 24 positions in its portfolio as reported in the September 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| America Movil Sab De Cv spon adr l | 16.0 | $835M | 18M | 46.36 | |
| Qualcomm (QCOM) | 14.8 | $774M | 18M | 42.97 | |
| Xto Energy | 10.7 | $556M | 12M | 46.52 | |
| Visa (V) | 5.5 | $286M | 4.7M | 61.39 | |
| SandRidge Energy | 5.2 | $270M | 14M | 19.60 | |
| priceline.com Incorporated | 4.7 | $247M | 3.6M | 68.43 | |
| Lorillard | 4.7 | $244M | 3.4M | 71.15 | |
| MSC Industrial Direct (MSM) | 4.3 | $227M | 4.9M | 46.07 | |
| Fastenal Company (FAST) | 4.3 | $227M | 4.6M | 49.39 | |
| Crown Castle International | 4.1 | $214M | 7.4M | 28.97 | |
| Precision Castparts | 3.8 | $198M | 2.5M | 78.78 | |
| Weatherford International Lt | 3.7 | $195M | 7.8M | 25.14 | |
| MasterCard Incorporated (MA) | 3.3 | $174M | 984k | 177.33 | |
| Teradata Corporation (TDC) | 3.2 | $168M | 8.6M | 19.50 | |
| Dolby Laboratories (DLB) | 3.0 | $156M | 4.4M | 35.19 | |
| Hansen Natural Corporation | 2.5 | $130M | 4.3M | 30.25 | |
| Saic | 2.4 | $124M | 6.1M | 20.23 | |
| Eagle Materials (EXP) | 1.2 | $63M | 2.8M | 22.37 | |
| Dick's Sporting Goods (DKS) | 1.1 | $58M | 2.9M | 19.58 | |
| Sears Holdings Corporation | 0.7 | $34M | 28k | 1220.00 | |
| National City Corp. | 0.3 | $16M | 9.3M | 1.75 | |
| Deltek | 0.3 | $13M | 2.2M | 6.08 | |
| Bunge | 0.1 | $3.7M | 5.5k | 675.09 | |
| First Horizon National Corporation (FHN) | 0.0 | $2.0M | 217k | 9.36 |
