HOPLITE CAPITAL MANAGEMENT, LLC Information

810 SEVENTH AVENUE, NEW YORK, New York, 10019, (212) 849-6700

Report Date: 06/30/2014

Position Statistics

Total Positions 43
New Positions 10
Increased Positions 18
Decreased Positions 24
Positions with Activity 42
Sold Out Positions 11
Total Mkt Value (in $ millions) 3,877

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 1.8%
Conglomerates 0%
Consumer Cyclical 5.01%
Consumer/Non-Cyclical 3.8%
Energy
Financial 0.01%
Healthcare 20.75%
Services 27.99%
Technology 38.86%
Transportation
Utilities

43 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SUNEDISON INC COM 298,736 -63,422 (17.51) 13,206,700
ACTAVIS PLC SHS 218,231 -28,898 (11.69) 958,331
MOHAWK INDS INC COM 194,386 39,218 25.28 1,330,865
LOWES COS INC COM 192,386 31,549 19.62 3,658,923
CITRIX SYS INC COM 181,880 9,535 5.53 2,603,864
SINCLAIR BROADCAST GROUP INC CL A 174,647 174,647 New 6,097,998
VALEANT PHARMACEUTICALS INTL I COM 169,848 67,667 66.22 1,450,455
APPLE INC COM 158,570 158,570 New 1,571,731
CONSTELLATION BRANDS INC CL A 147,344 147,344 New 1,689,143
WALGREEN CO COM 145,186 14,707 11.27 2,382,831
MICRON TECHNOLOGY INC COM 140,684 -664 (0.47) 4,278,714
BAIDU INC SPON ADR REP A 132,454 -38,508 (22.52) 612,987
APPLIED MATLS INC COM 125,046 125,046 New 5,625,097
NORTHSTAR RLTY FIN CORP COM NEW 124,214 -11,280 (8.33) 6,624,735
BLOCK H & R INC COM 123,400 -68,020 (35.53) 3,658,459
NETFLIX INC COM 118,393 118,393 New 246,982
AMERISOURCEBERGEN CORP COM 114,804 114,804 New 1,496,401
ENDO INTL PLC SHS 114,786 2,064 1.83 1,759,712
ADOBE SYS INC COM 106,192 19,446 22.42 1,484,574
ALLERGAN INC COM 102,621 102,621 New 625,850