Lone Pine Capital LLC
CIK 0001061165 · As of Q2 2013 · filed Aug 14, 2013
| PRICELINE COM INC | 6.9% | — | 1,718,406 | $1.42B |
| CTSH COGNIZANT TECH SOLUTIONS-A | 4.0% | — | 13,238,915 | $829.3M |
| GOOGLE INC | 4.0% | — | 941,709 | $829.1M |
| EBAY EBAY INC | 3.9% | — | 15,515,623 | $802.5M |
| GAP GAP INC | 3.9% | — | 19,156,482 | $799.4M |
| VALEANT PHARMACEUTICALS INTL | 3.4% | — | 8,012,507 | $689.7M |
| DG DOLLAR GENERAL CORP | 3.4% | — | 13,655,169 | $688.6M |
| MONSANTO CO NEW | 3.0% | — | 6,207,263 | $613.3M |
| ISRG INTUITIVE SURGICAL INC | 2.9% | — | 1,161,068 | $587.7M |
| MEAD JOHNSON NUTRITION CO | 2.9% | — | 7,407,735 | $586.9M |
| QCOM QUALCOMM INC | 2.8% | — | 9,316,298 | $569.1M |
| MICHAEL KORS HLDGS LTD | 2.7% | — | 8,925,275 | $553.5M |
| ULTA ULTA BEAUTY INC | 2.5% | — | 5,119,504 | $512.6M |
| KMI KINDER MORGAN INC | 2.3% | — | 12,292,738 | $469.0M |
| RL RALPH LAUREN CORP | 2.2% | — | 2,630,438 | $457.0M |
| CHARTER COMMUNICATIONS INC D | 2.2% | — | 3,674,874 | $455.1M |
| NEWS CORP | 2.2% | — | 13,757,775 | $448.2M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 2.1% | — | 5,350,347 | $435.0M |
| HERTZ GLOBAL HOLDINGS INC | 2.1% | — | 17,332,422 | $429.8M |
| DLTR DOLLAR TREE INC | 2.0% | — | 8,053,196 | $409.4M |
| TDG TRANSDIGM GROUP INC | 2.0% | — | 2,556,210 | $400.7M |
| EQUINIX INC | 1.9% | — | 2,087,116 | $385.5M |
| HOUSEUR ANYWHERE REAL ESTATE INC | 1.8% | — | 7,900,805 | $379.6M |
| CROWN CASTLE INTL CORP | 1.8% | — | 5,052,143 | $365.7M |
| TSLA PUT TESLA INC | 1.7% | — | 3,208,000 | $344.4M |
| KINDER MORGAN INC DEL | 1.6% | — | 65,457,804 | $335.1M |
| VRSN VERISIGN INC | 1.6% | — | 7,498,853 | $334.9M |
| COACH INC | 1.6% | — | 5,858,347 | $334.5M |
| CME CME GROUP INC | 1.4% | — | 3,899,076 | $296.1M |
| AXP AMERICAN EXPRESS CO | 1.4% | — | 3,719,848 | $278.1M |
| B/E AEROSPACE INC | 1.3% | — | 4,311,013 | $271.9M |
| WYNEUR WYNDHAM DESTINATIONS INC | 1.3% | — | 4,746,067 | $271.6M |
| OII OCEANEERING INTL INC | 1.2% | — | 3,467,861 | $250.4M |
| META META PLATFORMS INC-CLASS A | 1.2% | — | 9,864,619 | $245.4M |
| V VISA INC-CLASS A SHARES | 1.2% | — | 1,320,105 | $241.2M |
| GRA1EUR WR GRACE & CO | 1.2% | — | 2,868,750 | $241.1M |
| LIBERTY MEDIA CORP DELAWARE | 1.2% | — | 1,862,924 | $236.1M |
| TMO THERMO FISHER SCIENTIFIC INC | 1.1% | — | 2,766,476 | $234.1M |
| SBH SALLY BEAUTY HOLDINGS INC | 1.1% | — | 7,496,661 | $233.1M |
| WDAY WORKDAY INC-CLASS A | 1.1% | — | 3,522,285 | $225.7M |
| OCN2EUR OCWEN FINANCIAL CORP | 1.1% | — | 5,448,250 | $224.6M |
| HRB H&R BLOCK INC | 1.0% | — | 7,636,044 | $211.9M |
| SEMGUSD SEMGROUP CORP-CLASS A | 1.0% | — | 3,906,318 | $210.4M |
| JBHT HUNT (JB) TRANSPRT SVCS INC | 1.0% | — | 2,831,614 | $204.6M |
| CME CALL CME GROUP INC | 0.7% | — | 2,000,000 | $151.9M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.7% | — | 2,009,726 | $147.7M |
| GRFS GRIFOLS SA-ADR | 0.6% | — | 4,439,693 | $124.9M |
| TRIP TRIPADVISOR INC | 0.6% | — | 1,991,854 | $121.2M |
| LBTYKUSD LIBERTY GLOBAL PLC- C | 0.5% | — | 1,500,678 | $101.9M |
| SHLDEUR PUT SEARS HOLDINGS CORP | 0.5% | — | 2,273,500 | $95.7M |
| AIRGAS INC | 0.4% | — | 902,488 | $86.2M |
| ASML ASML HOLDING NV-NY REG SHS | 0.4% | — | 1,032,466 | $81.7M |
| WBC1EUR WABCO HOLDINGS INC | 0.4% | — | 1,046,166 | $78.1M |
| BARCLAYS BK PLC PUT | 0.4% | — | 3,690,000 | $76.4M |
| DSW INC | 0.3% | — | 882,710 | $64.9M |
| QCOM CALL QUALCOMM INC | 0.2% | — | 575,000 | $35.1M |
| CANADIAN PAC RY LTD | 0.1% | — | 161,132 | $19.6M |
| ISOFTSTONE HLDGS LTD | 0.0% | — | 870,916 | $4.5M |
| QUAD PUT QUAD GRAPHICS INC | 0.0% | — | 56,800 | $1.4M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.