Lone Pine Capital Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Lone Pine Capital LLC as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US      663,707,871    1,977,263      422,000
Cognizant Tech Solutions-A   CTSH US      631,139,104    8,605,660    2,251,537
Dollar General Corp          DG US        548,683,878   16,190,141      403,100
Polo Ralph Lauren Corp       RL US        541,830,934    4,085,898      503,187
Crown Castle Intl Corp       CCI US       493,006,907   12,086,465            0
Goodrich Corp                GR US        472,631,506    4,949,021      584,783
Express Scripts Inc          ESRX US      434,340,731    8,046,327   -1,696,574
Google Inc-Cl A              GOOG US      420,969,898      831,332      831,332
Yum! Brands Inc              YUM US       402,257,846    7,282,003   -3,155,139
NetApp Inc                   NTAP US      399,639,446    7,571,797   -1,222,950
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Google Inc-Cl A              GOOG US      420,969,898      831,332      831,332
Bed Bath & Beyond Inc        BBBY US      243,312,251    4,168,447    4,168,447
Yandex Nv-A                  YNDX US      222,942,859    6,278,312    6,278,312
Dollar Tree Inc              DLTR US      206,672,828    3,102,264    3,102,264
Liberty Media Corp-Cap Ser A LCAPA US     183,175,291    2,136,155    2,136,155
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US      -341,180,522            0   -7,400,879
MasterCard Inc-Class A       MA US       -174,401,937            0     -692,841
Citrix Systems Inc           CTXS US     -170,053,289            0   -2,314,910
Scripps Networks Inter-Cl A  SNI US      -164,749,466            0   -3,289,069
Mead Johnson Nutrition Co    MJN US      -156,872,818            0   -2,707,972
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Monsanto Co                  MON US       200,754,428    5,082,322    2,758,530
Wabco Holdings Inc           WBC US       200,331,907    4,058,927    2,761,432
Apple Inc                    AAPL US      121,687,051    1,977,263      422,000
Netease.Com Inc-ADR          NTES US      119,883,387    4,910,771    2,859,806
Cognizant Tech Solutions-A   CTSH US      113,913,492    8,605,660    2,251,537
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Davita Inc                   DVA US      -162,298,536      167,405   -1,900,160
Citigroup Inc                C US        -139,334,089    6,573,057   -2,771,653
Yum! Brands Inc              YUM US      -134,002,510    7,282,003   -3,155,139
Family Dollar Stores         FDO US      -115,985,932    3,293,534   -2,339,632
Express Scripts Inc          ESRX US     -107,461,994    8,046,327   -1,696,574
 
 
SOURCE: SEC 13F-HR 
FILER: Lone Pine Capital LLC 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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