Skip to content
mapperlab
LONE PINE CAPITAL LLC
13F-HR

Q2 2013

Period Jun 30, 2013Filed Aug 14, 2013View on EDGAR ↗
Compare vs4 quarters back (Q2 2012)
Positions
59
Total value
$20.53B
Top 10 concentration
38.2%
New positions
59

Holdings · 59

#Class
1
PRICELINE COM INC
741503403
COM NEW$1.42B6.92%1,718,406New
2COGNIZANT TECHNOLOGY SOLUTIO
CTSH · 192446102
CL A$829.29M4.04%13,238,915New
3
GOOGLE INC
38259P508
CL A$829.05M4.04%941,709New
4EBAY INC
EBAY · 278642103
COM$802.47M3.91%15,515,623New
5GAP INC DEL
GAP · 364760108
COM$799.4M3.89%19,156,482New
6
VALEANT PHARMACEUTICALS INTL
91911K102
COM$689.72M3.36%8,012,507New
7DOLLAR GEN CORP NEW
DG · 256677105
COM$688.63M3.35%13,655,169New
8
MONSANTO CO NEW
61166W101
COM$613.28M2.99%6,207,263New
9INTUITIVE SURGICAL INC
ISRG · 46120E602
COM NEW$587.65M2.86%1,161,068New
10
MEAD JOHNSON NUTRITION CO
582839106
COM$586.92M2.86%7,407,735New
11QUALCOMM INC
QCOM · 747525103
COM$569.13M2.77%9,316,298New
12
MICHAEL KORS HLDGS LTD
G60754101
SHS$553.55M2.70%8,925,275New
13ULTA SALON COSMETCS & FRAG I
ULTA · 90384S303
COM$512.57M2.50%5,119,504New
14KINDER MORGAN INC DEL
KMI · 49456B101
COM$468.97M2.28%12,292,738New
15RALPH LAUREN CORP
RL · 751212101
CL A$457.01M2.23%2,630,438New
16
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$455.13M2.22%3,674,874New
17NEWS CORP
NWSA · 65248E104
CL A$448.23M2.18%13,757,775New
18FLEETCOR TECHNOLOGIES INC
FLT1EUR · 339041105
COM$434.98M2.12%5,350,347New
19HERTZ GLOBAL HOLDINGS INC
HTZ · 42805T105
COM$429.84M2.09%17,332,422New
20DOLLAR TREE INC
DLTR · 256746108
COM$409.42M1.99%8,053,196New
21TRANSDIGM GROUP INC
TDG · 893641100
COM$400.74M1.95%2,556,210New
22EQUINIX INC
EQIX · 29444U502
COM NEW$385.53M1.88%2,087,116New
23
REALOGY HLDGS CORP
75605Y106
COM$379.56M1.85%7,900,805New
24
CROWN CASTLE INTL CORP
228227104
COM$365.73M1.78%5,052,143New
25
TESLA MTRS INC
88160R101 · Put
COM$344.41M1.68%3,208,000New
26KINDER MORGAN INC DEL
KMI · 49456B119
*W EXP 05/25/201$335.14M1.63%65,457,804New
27VERISIGN INC
VRSN · 92343E102
COM$334.9M1.63%7,498,853New
28
COACH INC
189754104
COM$334.45M1.63%5,858,347New
29CME GROUP INC
CME · 12572Q105
COM$296.14M1.44%3,899,076New
30AMERICAN EXPRESS CO
AXP · 025816109
COM$278.1M1.35%3,719,848New
31
B/E AEROSPACE INC
073302101
COM$271.94M1.32%4,311,013New
32WYNDHAM WORLDWIDE CORP
WYNEUR · 98310W108
COM$271.62M1.32%4,746,067New
33OCEANEERING INTL INC
OII · 675232102
COM$250.38M1.22%3,467,861New
34FACEBOOK INC
META · 30303M102
CL A$245.43M1.20%9,864,619New
35VISA INC
V · 92826C839
COM CL A$241.25M1.17%1,320,105New
36GRACE W R & CO DEL NEW
GRA1EUR · 38388F108
COM$241.09M1.17%2,868,750New
37LIBERTY MEDIA CORP DELAWARE
FWONA · 531229102
CL A$236.14M1.15%1,862,924New
38THERMO FISHER SCIENTIFIC INC
TMO · 883556102
COM$234.13M1.14%2,766,476New
39SALLY BEAUTY HLDGS INC
SBH · 79546E104
COM$233.15M1.14%7,496,661New
40WORKDAY INC
WDAY · 98138H101
CL A$225.74M1.10%3,522,285New
41OCWEN FINL CORP
OCN2EUR · 675746309
COM NEW$224.58M1.09%5,448,250New
42BLOCK H & R INC
HRB · 093671105
COM$211.9M1.03%7,636,044New
43SEMGROUP CORP
SEMGUSD · 81663A105
CL A$210.39M1.02%3,906,318New
44HUNT J B TRANS SVCS INC
JBHT · 445658107
COM$204.56M1.00%2,831,614New
45
CME GROUP INC
12572Q105 · Call
COM$151.9M0.74%2,000,000New
46LIBERTY GLOBAL PLC
LBTYA · G5480U104
SHS CL A$147.7M0.72%2,009,726New
47GRIFOLS S A
GRFS · 398438408
SP ADR REP B NVT$124.88M0.61%4,439,693New
48TRIPADVISOR INC
TRIP · 896945201
COM$121.24M0.59%1,991,854New
49LIBERTY GLOBAL PLC
LBTYA · G5480U120
SHS CL C$101.88M0.50%1,500,678New
50
SEARS HLDGS CORP
812350106 · Put
COM$95.67M0.47%2,273,500New
51
AIRGAS INC
09363102
COM$86.15M0.42%902,488New
52ASML HOLDING N V
ASML · N07059210
N Y REGISTRY SHS$81.68M0.40%1,032,466New
53WABCO HLDGS INC
WBC1EUR · 92927K102
COM$78.14M0.38%1,046,166New
54
BARCLAYS BK PLC
06740C188 · Put
IPATH S&P500 VIX$76.42M0.37%3,690,000New
55
DSW INC
23334L102
CL A$64.85M0.32%882,710New
56
QUALCOMM INC
747525103 · Call
COM$35.13M0.17%575,000New
57
CANADIAN PAC RY LTD
13645T100
COM$19.56M0.10%161,132New
58
ISOFTSTONE HLDGS LTD
46489B108
SPONSORED ADS$4.49M0.02%870,916New
59
QUAD / GRAPHICS INC
747301109 · Put
COM CL A$1.37M0.01%56,800New
Total filing value: $20.53B