← Lone Pine Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2009-09-30 · Filed 2009-11-16 · Accession 0000902664-09-003948

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#IssuerClass / CUSIPKindSharesValue
1AMERICA MOVIL SAB DE CVSPON ADR L SHS · 02364W105LONG5,018,369$220.0 million
2APPLE INCCOM · 037833100LONG3,091,318$573.0 million
3CEMEX SAB DE CVSPON ADR NEW · 151290889LONG14,398,618$186.0 million
4CITRIX SYS INCCOM · 177376100LONG1,324,364$52.0 million
5COACH INCCOM · 189754104LONG3,255,340$107.2 million
6COCA COLA COCOM · 191216100LONG3,471,263$186.4 million
7DELTEK INCCOM · 24784L105LONG2,002,352$15.4 million
8DISCOVERY COMMUNICATNS NEWCOM SER A · 25470F104LONG5,457,110$157.7 million
9INCCOM · 26138E109LONG904,981$26.0 million
10E TRADE FINANCIAL CORPCOM · 269246104LONG9,486,764$16.6 million
11FLIR SYS INCCOM · 302445101LONG5,166,063$144.5 million
12FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS · 344419106LONG971,694$37.0 million
13Goodrich CorporationCOM · 382388106LONG2,100,365$114.1 million
14ROASTERS INCOM · 393122106LONG3,803,287$280.8 million
15GPO AEROPORTUARIO DEL PAC SASPON ADR B · 400506101LONG588,218$16.6 million
16GRUPO AEROPORTUARIO DEL SURESPON ADR SER B · 40051E202LONG390,800$16.7 million
17HEWLETT PACKARD COCOM · 428236103LONG9,849,811$465.0 million
18HUNTINGTON BANCSHARES INCCOM · 446150104LONG7,300,000$34.4 million
19JPMORGAN CHASE & COCOM · 46625H100LONG16,361,128$716.9 million
20LAUDER ESTEE COS INCCL A · 518439104LONG744,778$27.6 million
21LIBERTY MEDIA CORP NEWENT COM SER A · 53071M500LONG4,615,098$143.6 million
22MASTERCARD INCORPORATEDCL A · 57636Q104LONG1,195,615$241.7 million
23MCDONALDS CORPCOM · 580135101LONG6,362,563$363.1 million
24MELCO CROWN ENTMT LTDADR · 585464100LONG15,964,463$111.1 million
25MINDRAY MEDICAL INTL LTDSPON ADR · 602675100LONG866,579$28.3 million
26MONSANTO CO NEWCOM · 61166W101LONG8,393,377$649.6 million
27MSCI INCCL A · 55354G100LONG4,668,255$138.3 million
28GRP ISPON ADR · 647581107LONG486,828$39.2 million
29PACTIV CORPCOM · 695257105LONG3,251,321$84.7 million
30PHILIP MORRIS INTL INCCOM · 718172109LONG1,104,953$53.9 million
31Popular IncCOM · 733174106LONG10,301,242$29.2 million
32PRECISION CASTPARTS CORPCOM · 740189105LONG1,461,411$148.9 million
33PRICELINE GRP INCCOM NEW · 741503403LONG1,851,394$307.0 million
34QUALCOMM INCCOM · 747525103LONG11,723,977$527.3 million
35SCHEIN HENRY INCCOM · 806407102LONG2,596,883$142.6 million
36SEARS HLDGS CORPCOM · 812350106PUT1,537,900$100.4 million
37SMITHFIELD FOODS INCCOM · 832248108LONG8,162,139$112.6 million
38SOUTHWESTERN ENERGY COCOM · 845467109LONG5,048,827$215.5 million
39SPDR GOLD TRGOLD SHS · 78463V107CALL3,453,500$341.4 million
40STRAYER ED INCCOM · 863236105LONG1,282,513$279.2 million
41VISA INCCOM CL A · 92826C839LONG4,411,072$304.8 million
42WALGREEN COCOM · 931422109LONG4,076,420$152.7 million
43WALTER INDS INCCOM · 93317Q105LONG2,332,377$140.1 million