DJ CFA SOURCE: SEC 13F-HR
FILER: Lone Pine Capital LLC
QUARTER ENDED: 09/30/2013
SEC RECEIVED: 11/14/2013
The following sets forth up to 200 of the largest holdings of
Lone Pine Capital LLC as of Sep. 30, according to a Form 13F filed
with the Securities and Exchange Commission.
As of Sep. 30, Lone Pine Capital LLC held 59 positions valued at
$20,055,301,244.
Up to 200 of the largest holdings of Lone Pine Capital LLC are
listed below in order of dollar value as of Sep. 30.
Company Name Value Holdings Change
DOLLAR GENERAL CORP COM $998,472,742 17,684,604 4,029,435
COGNIZANT TECHNOLOGY SOLUTIONS $981,888,392 11,956,751 (1,282,164)
PRICELINE COM INC COM $980,184,770 969,568 (748,838)
MONSANTO CO COM $976,366,008 9,354,853 3,147,590
QUALCOMM INC COM $897,313,868 13,329,083 4,012,785
BAIDU INC ADR A $820,787,677 5,289,262 5,289,262 *
VALEANT PHARMACEUTICALS INTL $811,865,491 7,781,707 (230,800)
MICHAEL KORS HOLDINGS LTD COM $714,142,225 9,583,229 657,954
TWENTY FIRST CENTURY FOX INC $626,656,101 18,700,570 4,942,795
EBAY INC COM $609,437,347 10,922,795 (4,592,828)
ULTA SALON COSMETICS & FRAGRAN $565,993,118 4,737,930 (381,574)
REALOGY HOLDINGS CORP COM $516,386,182 12,003,398 4,102,593
FLEETCOR TECHNOLOGIES INC COM $502,604,559 4,562,496 (787,851)
MEAD JOHNSON NUTRITION CO COM $492,333,329 6,629,859 (777,876)
AMERICAN EXPRESS CO COM $471,586,075 6,244,519 2,524,671
MASTERCARD INC CL A $471,352,359 700,604 700,604 *
CROWN CASTLE INTERNATIONAL COR $463,043,356 6,340,454 1,288,311
DOLLAR TREE INC COM $437,170,883 7,648,196 (405,000)
CME GROUP INC CL A $415,449,404 5,623,300 1,724,224
EQUINIX INC COM $397,990,853 2,167,116 80,000
KINDER MORGAN INC COM CL P $388,192,733 10,913,487 (1,379,251)
FACEBOOK INC CL A $383,556,029 7,635,995 (2,228,624)
DAVITA HEALTHCARE PARTNERS INC $358,585,336 6,302,027 6,302,027 *
GOOGLE INC CL A $357,182,083 407,784 (533,925)
TRANSDIGM GROUP INC COM $354,546,327 2,556,210 0
COACH INC COM $353,422,399 6,481,247 622,900
BE AEROSPACE INC COM $350,024,395 4,741,593 430,580
WYNDHAM WORLDWIDE CORP COM $347,906,465 5,706,191 960,124
LIBERTY GLOBAL PLC CL C $298,999,617 3,963,935 2,463,257
OCWEN FINANCIAL CORP COM $294,313,348 5,277,270 (170,980)
WORKDAY INC CL A $285,058,525 3,522,285 0
CHARTER COMMUNICATIONS INC CL $262,977,672 1,951,452 (1,723,422)
LIBERTY GLOBAL PLC CL A $254,230,338 3,203,911 1,194,185
DSW INC CL A $254,144,476 2,978,721 2,096,011
PANDORA MEDIA INC COM $253,441,478 10,085,216 10,085,216 *
OCEANEERING INTERNATIONAL INC $249,366,018 3,069,498 (398,363)
VERISIGN INC COM $248,782,381 4,888,630 (2,610,223)
AMAZON.COM INC COM $241,901,136 773,737 773,737 *
VISA INC CL A $237,635,717 1,243,515 (76,590)
LIBERTY MEDIA CORP CL A $237,152,826 1,611,640 (251,284)
SEMGROUP CORP CL A $222,738,252 3,906,318 0
SOLARWINDS INC COM $199,893,643 5,701,473 5,701,473 *
GRIFOLS SA ADR B $134,851,980 4,453,500 13,807
ASML HOLDING NV NY SH $101,966,342 1,032,466 0
LOWES COS INC COM $100,675,535 2,114,588 2,114,588 *
H&R BLOCK INC COM $61,420,481 2,303,844 (5,332,200)
SEAWORLD ENTERTAINMENT INC CO $51,443,399 1,736,193 1,736,193 *
CANADIAN PACIFIC RAILWAY LTD $19,867,576 161,132 0
HERTZ GLOBAL HOLDINGS INC COM $0 0 (17,332,422)
ISOFTSTONE HOLDINGS LTD ADR $0 0 (870,916)
RALPH LAUREN CORP CL A $0 0 (2,630,438)
TRIPADVISOR INC COM $0 0 (1,991,854)
W R GRACE & CO COM $0 0 (2,868,750)
INTUITIVE SURGICAL INC COM $0 0 (1,161,068)
AIRGAS INC COM $0 0 (902,488)
J B HUNT TRANSPORT SERVICES IN $0 0 (2,831,614)
SALLY BEAUTY HOLDINGS INC COM $0 0 (7,496,661)
THERMO FISHER SC (ELECTRON) IN $0 0 (2,766,476)
WABCO HOLDINGS INC COM $0 0 (1,046,166)
* New holding 13F data provided by: FactSet Research Systems
Inc.; Please send questions to lionsharesinfo@factset.com.
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