Lone Pine Capital Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Lone Pine Capital LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US      785,300,704    2,059,427       82,164
Cognizant Tech Solutions-A   CTSH US      670,706,101   10,697,067    2,091,407
Dollar General Corp          DG US        597,028,911   15,811,147     -378,994
Ralph Lauren Corp            RL US        546,791,076    4,215,814      129,916
Express Scripts Inc          ESRX US      498,354,623   13,443,610    5,397,283
Crown Castle Intl Corp       CCI US       493,969,157   12,145,787       59,322
Google Inc-Cl A              GOOG US      483,307,356      938,388      107,056
News Corp-Cl A               NWSA US      410,564,012   26,522,223   21,796,103
Schlumberger Ltd             SLB US       360,863,633    6,041,581    1,954,990
QUALCOMM Inc                 QCOM US      351,231,050    7,222,518    1,050,545
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Las Vegas Sands Corp         LVS US       282,417,654    7,366,136    7,366,136
Visa Inc-Class A Shares      V US         194,772,298    2,272,192    2,272,192
NII Holdings Inc             NIHD US      188,824,393    7,006,471    7,006,471
Williams-Sonoma Inc          WSM US       179,330,905    5,824,323    5,824,323
United Technologies Corp     UTX US       173,473,846    2,465,518    2,465,518
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
O'Reilly Automotive Inc      ORLY US     -364,458,072            0   -5,563,396
Medco Health Solutions Inc   MHS US      -207,741,577            0   -3,675,541
Accenture Plc-Cl A           ACN US      -200,951,905            0   -3,325,917
Nielsen Holdings NV          NLSN US     -185,836,651            0   -5,963,949
American Tower Corp-Cl A     AMT US      -178,607,261            0   -3,413,095
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
News Corp-Cl A               NWSA US      326,911,688   26,522,223   21,796,103
Oceaneering Intl Inc         OII US       193,978,112    6,043,228    5,559,535
Apple Inc                    AAPL US      121,592,833    2,059,427       82,164
Priceline.com Inc            PCLN US      107,164,448      646,389      288,212
Accretive Health Inc         AH US         81,079,354    7,841,405    4,875,317
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Yum! Brands Inc              YUM US      -301,845,408    2,033,052   -5,248,951
Citigroup Inc                C US        -203,498,397    2,740,726   -3,832,331
Yandex Nv-A                  YNDX US     -197,491,826    1,243,941   -5,034,371
Goodrich Corp                GR US       -149,410,400    2,678,332   -2,270,689
Royal Caribbean Cruises Ltd  RCL US      -127,527,241    3,115,316   -2,063,820
 
 
SOURCE: SEC 13F-HR 
FILER: Lone Pine Capital LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

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

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