← Lone Pine Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2008-06-30 · Filed 2008-08-14 · Accession 0000902664-08-002641
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM · 023135106 | LONG | 2,527,634 | $185.4 million |
| 2 | AMERICA MOVIL SAB DE CV | SPON ADR L SHS · 02364W105 | LONG | 1,425,325 | $751.9 million |
| 3 | BROOKFIELD ASSET MGMT INC | CL A LTD VT SH · 112585104 | LONG | 7,029,742 | $227.8 million |
| 4 | BUNGE LIMITED | COM · G16962105 | PUT | 550,000 | $59.2 million |
| 5 | CB RICHARD ELLIS GROUP INC | CL A · 12497T101 | LONG | 1,070,211 | $205.5 million |
| 6 | DELTEK INC | COM · 24784L105 | LONG | 2,206,293 | $16.7 million |
| 7 | DICKS SPORTING GOODS INC | COM · 253393102 | LONG | 5,823,694 | $103.3 million |
| 8 | EAGLE MATERIALS INC | COM · 26969P108 | LONG | 4,590,559 | $116.3 million |
| 9 | ENTERGY CORP NEW | COM · 29364G103 | LONG | 3,518,632 | $423.9 million |
| 10 | FASTENAL CO | COM · 311900104 | LONG | 6,120,831 | $264.2 million |
| 11 | GOOGLE INC | CL A · 38259P508 | LONG | 982,732 | $517.3 million |
| 12 | ILLUMINA INC | COM · 452327109 | LONG | 2,161,843 | $188.3 million |
| 13 | INFOSYS TECHNOLOGIES LTD | SPONSORED ADR · 456788108 | LONG | 3,529,866 | $153.4 million |
| 14 | LORILLARD INC | COM · 544147101 | LONG | 3,328,911 | $230.2 million |
| 15 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 653,678 | $173.6 million |
| 16 | MONSANTO CO NEW | COM · 61166W101 | LONG | 1,811,400 | $229.0 million |
| 17 | MSC INDL DIRECT INC | CL A · 553530106 | LONG | 5,173,605 | $228.2 million |
| 18 | NEW YORK TIMES CO | CL A · 650111107 | PUT | 100,000 | $1.5 million |
| 19 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 1,418,102 | $163.7 million |
| 20 | QUALCOMM INC | COM · 747525103 | LONG | 1,145,020 | $508.0 million |
| 21 | SAIC INC | COM · 78390X101 | LONG | 8,235,545 | $171.4 million |
| 22 | SANDRIDGE ENERGY INC | COM · 80007P307 | LONG | 1,229,691 | $794.1 million |
| 23 | SEARS HLDGS CORP | COM · 812350106 | PUT | 200,000 | $14.7 million |
| 24 | SEARS HLDGS CORP | COM · 812350106 | PUT | 1,336,800 | $98.5 million |
| 25 | TERADATA CORP DEL | COM · 88076W103 | LONG | 9,254,453 | $214.1 million |
| 26 | VISA INC | COM CL A · 92826C839 | LONG | 1,662,000 | $135.1 million |
| 27 | WEATHERFORD INTERNATIONAL LT | COM · G95089101 | LONG | 4,820,337 | $239.0 million |
| 28 | XTO Energy | COM · 98385X106 | LONG | 8,505,819 | $582.7 million |