LONE PINE CAPITAL LLC Information

TWO GREENWICH PLZ, GREENWICH, Connecticut, 06830, (203) 618-1400

Report Date: 09/30/2014

Position Statistics

Total Positions 53
New Positions 7
Increased Positions 23
Decreased Positions 23
Positions with Activity 46
Sold Out Positions 11
Total Mkt Value (in $ millions) 25,829

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

Sector Weighting

Basic Materials
Capital Goods 1.4%
Conglomerates
Consumer Cyclical 8.89%
Consumer/Non-Cyclical
Energy 1.91%
Financial 8.37%
Healthcare 11.9%
Services 38.23%
Technology 25.45%
Transportation 3.66%
Utilities

53 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 1,803,985 -161,928 (8.24) 8,188,393
VALEANT PHARMACEUTICALS INTL I COM 1,764,232 143,967 8.89 10,985,940
MASTERCARD INC CL A 1,217,784 267,772 28.19 15,082,787
MICHAEL KORS HLDGS LTD SHS 1,116,648 309,979 38.43 15,954,399
SBA COMMUNICATIONS CORP COM 1,023,234 -3,540 (0.35) 8,670,738
COGNIZANT TECHNOLOGY SOLUTIONS CL A 983,479 -622,742 (38.77) 18,068,688
MCGRAW HILL FINL INC COM 964,619 -148,697 (13.36) 10,833,547
FLEETCOR TECHNOLOGIES INC COM 924,404 77,246 9.12 6,589,236
MICROSOFT CORP COM 920,007 -165,234 (15.23) 22,335,690
GAP INC DEL COM 814,921 New 19,265,265
ADOBE SYS INC COM 805,557 -29,679 (3.55) 11,467,010
COMCAST CORP NEW CL A 751,839 88,500 13.34 13,772,459
PRICELINE GRP INC COM NEW 731,635 37,741 5.44 729,265
ULTA SALON COSMETCS & FRAG INC COM 696,422 New 5,202,611
CROWN CASTLE INTL CORP NEW COM 683,846 -50,483 (6.88) 7,845,871
ACTAVIS PLC SHS 678,847 New 2,478,628
FACEBOOK INC CL A 658,600 658,600 New 8,638,513
REALOGY HLDGS CORP COM 627,351 New 13,652,898
DOLLAR GEN CORP NEW COM 624,608 147,429 30.90 9,305,845
CANADIAN PAC RY LTD COM 618,471 -283 (0.05) 3,507,664


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