Lone Pine Capital Q2 2013 holdings

$20.5 Billion is the total value of Lone Pine Capital's 59 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .

 Value Shares↓ Weighting
PCLN NewPRICELINE COM INC$1,420,5551,718,406
+100.0%
6.92%
CTSH NewCOGNIZANT TECHNOLOGY SOLUTIOcl a$829,28613,238,915
+100.0%
4.04%
GOOGL NewGOOGLE INCcl a$829,052941,709
+100.0%
4.04%
EBAY NewEBAY INC$802,46815,515,623
+100.0%
3.91%
GPS NewGAP INC DEL$799,40019,156,482
+100.0%
3.89%
VRX NewVALEANT PHARMACEUTICALS INTL$689,7178,012,507
+100.0%
3.36%
DG NewDOLLAR GEN CORP NEW$688,63013,655,169
+100.0%
3.35%
MON NewMONSANTO CO NEW$613,2786,207,263
+100.0%
2.99%
ISRG NewINTUITIVE SURGICAL INC$587,6541,161,068
+100.0%
2.86%
MJN NewMEAD JOHNSON NUTRITION CO$586,9157,407,735
+100.0%
2.86%
QCOM NewQUALCOMM INC$569,1339,316,298
+100.0%
2.77%
KORS NewMICHAEL KORS HLDGS LTD$553,5468,925,275
+100.0%
2.70%
ULTA NewULTA SALON COSMETCS & FRAG I$512,5655,119,504
+100.0%
2.50%
KMI NewKINDER MORGAN INC DEL$468,96812,292,738
+100.0%
2.28%
RL NewRALPH LAUREN CORPcl a$457,0122,630,438
+100.0%
2.23%
CHTR NewCHARTER COMMUNICATIONS INC Dcl a new$455,1333,674,874
+100.0%
2.22%
NWSA NewNEWS CORPcl a$448,22813,757,775
+100.0%
2.18%
FLT NewFLEETCOR TECHNOLOGIES INC$434,9835,350,347
+100.0%
2.12%
HTZ NewHERTZ GLOBAL HOLDINGS INC$429,84417,332,422
+100.0%
2.09%
DLTR NewDOLLAR TREE INC$409,4248,053,196
+100.0%
1.99%
TDG NewTRANSDIGM GROUP INC$400,7372,556,210
+100.0%
1.95%
EQIX NewEQUINIX INC$385,5322,087,116
+100.0%
1.88%
RLGY NewREALOGY HLDGS CORP$379,5557,900,805
+100.0%
1.85%
CCI NewCROWN CASTLE INTL CORP$365,7255,052,143
+100.0%
1.78%
TSLA NewTESLA MTRS INCput$344,4113,208,000
+100.0%
1.68%
KMIWS NewKINDER MORGAN INC DEL*w exp 05/25/201$335,14465,457,804
+100.0%
1.63%
VRSN NewVERISIGN INC$334,8997,498,853
+100.0%
1.63%
COH NewCOACH INC$334,4535,858,347
+100.0%
1.63%
CME NewCME GROUP INC$296,1353,899,076
+100.0%
1.44%
AXP NewAMERICAN EXPRESS CO$278,0963,719,848
+100.0%
1.35%
BEAV NewB/E AEROSPACE INC$271,9394,311,013
+100.0%
1.32%
WYND NewWYNDHAM WORLDWIDE CORP$271,6174,746,067
+100.0%
1.32%
OII NewOCEANEERING INTL INC$250,3803,467,861
+100.0%
1.22%
FB NewFACEBOOK INCcl a$245,4329,864,619
+100.0%
1.20%
V NewVISA INC$241,2491,320,105
+100.0%
1.18%
GRA NewGRACE W R & CO DEL NEW$241,0902,868,750
+100.0%
1.17%
LMCA NewLIBERTY MEDIA CORP DELAWAREcl a$236,1441,862,924
+100.0%
1.15%
TMO NewTHERMO FISHER SCIENTIFIC INC$234,1272,766,476
+100.0%
1.14%
SBH NewSALLY BEAUTY HLDGS INC$233,1467,496,661
+100.0%
1.14%
WDAY NewWORKDAY INCcl a$225,7433,522,285
+100.0%
1.10%
OCN NewOCWEN FINL CORP$224,5775,448,250
+100.0%
1.09%
HRB NewBLOCK H & R INC$211,9007,636,044
+100.0%
1.03%
SEMG NewSEMGROUP CORPcl a$210,3943,906,318
+100.0%
1.02%
JBHT NewHUNT J B TRANS SVCS INC$204,5562,831,614
+100.0%
1.00%
CME NewCME GROUP INCcall$151,9002,000,000
+100.0%
0.74%
LBTYA NewLIBERTY GLOBAL PLC$147,6952,009,726
+100.0%
0.72%
GRFS NewGRIFOLS S Asp adr rep b nvt$124,8844,439,693
+100.0%
0.61%
TRIP NewTRIPADVISOR INC$121,2441,991,854
+100.0%
0.59%
LBTYK NewLIBERTY GLOBAL PLC$101,8811,500,678
+100.0%
0.50%
SHLDQ NewSEARS HLDGS CORPput$95,6692,273,500
+100.0%
0.47%
NewAIRGAS INC$86,152902,488
+100.0%
0.42%
ASML NewASML HOLDING N V$81,6781,032,466
+100.0%
0.40%
WBC NewWABCO HLDGS INC$78,1381,046,166
+100.0%
0.38%
VXX NewBARCLAYS BK PLCput$76,4203,690,000
+100.0%
0.37%
DSW NewDSW INCcl a$64,853882,710
+100.0%
0.32%
QCOM NewQUALCOMM INCcall$35,127575,000
+100.0%
0.17%
CP NewCANADIAN PAC RY LTD$19,558161,132
+100.0%
0.10%
ISS NewISOFTSTONE HLDGS LTDsponsored ads$4,494870,916
+100.0%
0.02%
QUAD NewQUAD / GRAPHICS INCput$1,36956,800
+100.0%
0.01%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Stephen F. Mandel, Jr. — Managing Director, Portfolio Manager

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