← Lone Pine Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2007-06-30 · Filed 2007-08-14 · Accession 0000902664-07-002609

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#IssuerClass / CUSIPKindSharesValue
1AFFYMAX INCCOM · 00826A109LONG733,650$19.8 million
2ALLSCRIPTS HEALTHCARE SOLUTICOM · 01988P108LONG4,226,410$107.7 million
3AMERICA MOVIL SAB DE CVSPON ADR L SHS · 02364W105LONG12,211,689$756.3 million
4APPLE INCCOM · 037833100LONG1,555,182$189.8 million
5ARRAY BIOPHARMA INCCOM · 04269X105LONG1,146,785$13.4 million
6BAXTER INTL INCCOM · 071813109LONG573,000$32.3 million
7BROOKFIELD ASSET MGMT INCCL A LTD VT SH · 112585104LONG252,228$10.1 million
8BROOKFIELD ASSET MGMT INCCL A LTD VT SH · 112585104LONG12,165,142$486.6 million
9BUNGE LIMITEDCOM · G16962105PUT550,000$46.5 million
10Career Education CorpCOM · 141665109PUT200,000$6.8 million
11CARMAX INCCOM · 143130102LONG14,332,566$365.5 million
12CHICAGO MERCANTILE HLDGS INCCL A · 167760107LONG281,421$150.4 million
13CB RICHARD ELLIS GROUP INCCL A · 12497T101LONG4,471,549$163.2 million
14COACH INCCOM · 189754104LONG7,987,390$378.5 million
15CTRIP COM INTL LTDADR · 22943F100LONG1,606,701$126.3 million
16DICKS SPORTING GOODS INCCOM · 253393102LONG2,700,210$157.1 million
17E M C CORP MASSCOM · 268648102LONG47,099,337$852.5 million
18EAGLE MATERIALS INCCOM · 26969P108LONG3,123,559$153.2 million
19EASTMAN KODAK COCOM · 277461109PUT1,150,000$32.0 million
20EQUINIX INCCOM NEW · 29444U502LONG2,683,786$245.5 million
21EXPRESS SCRIPTS INCCOM · 302182100LONG6,891,018$344.6 million
22FASTENAL COCOM · 311900104LONG4,615,858$193.2 million
23GARTNER INCCOM · 366651107LONG1,990,323$48.9 million
24GENENTECH INCCOM NEW · 368710406LONG3,707,746$280.5 million
25GENERAL ELECTRIC COCOM · 369604103LONG1,528,601$58.5 million
26GOOGLE INCCL A · 38259P508LONG1,419,391$741.9 million
27GRUPO TELEVISA SA DE CVSP ADR REP ORD · 40049J206LONG6,146,071$177.1 million
28ILLUMINA INCCOM · 452327109LONG2,738,343$111.1 million
29INTERCONTINENTALEXCHANGE INCCOM · 45865V100LONG3,321,717$491.1 million
30ITT EDUCATIONAL SERVICES INCCOM · 45068B109LONG789,685$92.7 million
31LIFE TIME FITNESS INCCOM · 53217R207LONG1,739,100$92.6 million
32MEDCO HEALTH SOLUTIONS INCCOM · 58405U102LONG2,404,302$187.5 million
33MSC INDL DIRECT INCCL A · 553530106LONG4,288,471$235.9 million
34NETEASE INCSPONSORED ADR · 64110W102LONG3,817,612$65.0 million
35NUTRI SYS INC NEWCOM · 67069D108PUT1,310,000$91.5 million
36NYMEX HOLDINGS INCCOM · 62948N104LONG701,097$88.1 million
37OVERSTOCK COM INC DELCOM · 690370101PUT635,000$11.6 million
38P T TELEKOMUNIKASI INDONESIASPONSORED ADR · 715684106LONG283,822$12.2 million
39POLO RALPH LAUREN CORPCL A · 731572103LONG927,606$91.0 million
40PRICELINE GRP INCCOM NEW · 741503403LONG1,384,540$95.2 million
41QUALCOMM INCCOM · 747525103LONG10,776,136$467.6 million
42RESEARCH IN MOTION LTDCOM · 760975102LONG1,658,964$331.8 million
43RESOURCES CONNECTION INCCOM · 76122Q105LONG2,823,836$93.7 million
44SAIC INCCOM · 78390X101LONG943,900$17.1 million
45SCHLUMBERGER LTDCOM · 806857108LONG4,744,700$403.0 million
46SCHWAB CHARLES CORP NEWCOM · 808513105LONG10,427,591$214.0 million
47SEPRACOR INCCOM · 817315104PUT510,000$20.9 million
48SINA CORPORD · G81477104LONG4,524,486$189.4 million
49SOUTHWESTERN ENERGY COCOM · 845467109LONG9,387,312$417.7 million
50SRA INTL INCCL A · 78464R105LONG1,075,600$27.2 million
51TEXAS INDS INCCOM · 882491103LONG1,777,799$139.4 million
52UNDER ARMOUR INCCL A · 904311107LONG2,858,163$130.5 million
53VISTAPRINT LIMITEDSHS · G93762204LONG1,912,276$73.1 million
54VULCAN MATLS COCOM · 929160109LONG2,728,662$312.5 million
55WNS HOLDINGS LTDSPON ADR · 92932M101LONG1,992,808$56.7 million