← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2007-09-30 · Filed 2007-11-15 · Accession 0000902664-07-003350
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMERICA MOVIL SAB DE CV | SPON ADR L SHS · 02364W105 | LONG | 13,435,189 | $859.9 million |
| 2 | AMERICAN EAGLE OUTFITTERS NE | COM · 02553E106 | LONG | 2,155,567 | $56.7 million |
| 3 | APPLE INC | COM · 037833100 | LONG | 1,255,882 | $192.7 million |
| 4 | BROOKFIELD ASSET MGMT INC | CL A LTD VT SH · 112585104 | LONG | 804,028 | $31.0 million |
| 5 | BROOKFIELD ASSET MGMT INC | CL A LTD VT SH · 112585104 | LONG | 10,467,142 | $401.6 million |
| 6 | BUNGE LIMITED | COM · G16962105 | PUT | 550,000 | $59.1 million |
| 7 | BURLINGTON NORTHN SANTA FE C | COM · 12189T104 | LONG | 3,541,004 | $287.4 million |
| 8 | Career Education Corp | COM · 141665109 | PUT | 254,900 | $7.1 million |
| 9 | CARMAX INC | COM · 143130102 | LONG | 11,709,116 | $238.0 million |
| 10 | CME GROUP INC | COM · 12572Q105 | LONG | 450,430 | $264.6 million |
| 11 | COACH INC | COM · 189754104 | LONG | 7,801,097 | $368.8 million |
| 12 | DICKS SPORTING GOODS INC | COM · 253393102 | LONG | 3,466,610 | $232.8 million |
| 13 | E M C CORP MASS | COM · 268648102 | LONG | 24,786,454 | $515.6 million |
| 14 | EAGLE MATERIALS INC | COM · 26969P108 | LONG | 4,490,559 | $160.5 million |
| 15 | EASTMAN KODAK CO | COM · 277461109 | PUT | 1,150,000 | $30.8 million |
| 16 | EXPRESS SCRIPTS INC | COM · 302182100 | LONG | 3,102,214 | $173.2 million |
| 17 | FASTENAL CO | COM · 311900104 | LONG | 6,093,138 | $276.7 million |
| 18 | FIRST AMERN CORP CALIF | COM · 318522307 | LONG | 3,472,382 | $127.2 million |
| 19 | GARTNER INC | COM · 366651107 | LONG | 1,924,960 | $47.1 million |
| 20 | GENENTECH INC | COM NEW · 368710406 | LONG | 3,514,836 | $274.2 million |
| 21 | GOOGLE INC | CL A · 38259P508 | LONG | 1,535,176 | $870.9 million |
| 22 | ILLUMINA INC | COM · 452327109 | LONG | 1,040,074 | $54.0 million |
| 23 | INTERCONTINENTALEXCHANGE INC | COM · 45865V100 | LONG | 2,363,337 | $359.0 million |
| 24 | MEDCO HEALTH SOLUTIONS INC | COM · 58405U102 | LONG | 1,803,568 | $163.0 million |
| 25 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 1,069,660 | $38.8 million |
| 26 | MONSANTO CO NEW | COM · 61166W101 | LONG | 4,296,701 | $368.4 million |
| 27 | MSC INDL DIRECT INC | CL A · 553530106 | LONG | 4,288,471 | $217.0 million |
| 28 | NALCO HOLDING COMPANY | COM · 62985Q101 | LONG | 4,987,103 | $147.9 million |
| 29 | NUTRI SYS INC NEW | COM · 67069D108 | PUT | 1,310,000 | $61.4 million |
| 30 | OVERSTOCK COM INC DEL | COM · 690370101 | PUT | 635,000 | $18.3 million |
| 31 | P T TELEKOMUNIKASI INDONESIA | SPONSORED ADR · 715684106 | LONG | 283,822 | $13.9 million |
| 32 | PHARMERICA CORP | COM · 71714F104 | LONG | 2,105,154 | $31.4 million |
| 33 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 2,917,384 | $258.9 million |
| 34 | QUALCOMM INC | COM · 747525103 | LONG | 13,818,501 | $584.0 million |
| 35 | SAIC INC | COM · 78390X101 | LONG | 5,581,185 | $107.1 million |
| 36 | SCHLUMBERGER LTD | COM · 806857108 | LONG | 3,682,500 | $386.7 million |
| 37 | SINA CORP | ORD · G81477104 | LONG | 4,581,222 | $219.2 million |
| 38 | SOUTHWESTERN ENERGY CO | COM · 845467109 | LONG | 9,936,450 | $415.8 million |
| 39 | SRA INTL INC | CL A · 78464R105 | LONG | 1,075,600 | $30.2 million |
| 40 | VULCAN MATLS CO | COM · 929160109 | LONG | 3,627,857 | $323.4 million |
| 41 | WNS HOLDINGS LTD | SPON ADR · 92932M101 | LONG | 3,267,566 | $56.2 million |