LONE PINE CAPITAL LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 54
New Positions 12
Increased Positions 24
Decreased Positions 29
Positions with Activity 53
Sold Out Positions 11
Total Mkt Value (in $ millions) 25,376

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

Sector Weighting

Basic Materials 1.11%
Capital Goods 1.54%
Conglomerates
Consumer Cyclical 4.94%
Consumer/Non-Cyclical
Energy 2.71%
Financial 11.31%
Healthcare 12.81%
Services 34.16%
Technology 26.62%
Transportation 2.75%
Utilities

54 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 1,840,113 -609,972 (24.9) 8,250,886
MASTERCARD INC CL A 1,827,779 451,475 32.80 20,030,460
PRICELINE GRP INC COM NEW 1,762,375 843,187 91.73 1,398,233
BAIDU INC SPON ADR REP A 1,423,482 -234,422 (14.14) 7,030,580
FACEBOOK INC CL A 1,066,572 384,215 56.31 13,502,615
FLEETCOR TECHNOLOGIES INC COM 1,024,100 -24,445 (2.33) 6,435,620
EQUINIX INC COM PAR $0.001 1,007,170 321,381 46.86 3,890,489
DOLLAR GEN CORP NEW COM 949,094 265,393 38.82 12,918,112
ADOBE SYS INC COM 930,860 54,436 6.21 12,179,247
SBA COMMUNICATIONS CORP COM 847,397 -160,056 (15.89) 7,293,202
AUTODESK INC COM 832,871 579,414 228.60 14,463,336
MCGRAW HILL FINL INC COM 768,012 -361,060 (31.98) 7,369,142
COGNIZANT TECHNOLOGY SOLUTIONS CL A 723,274 -345,308 (32.32) 12,229,864
CANADIAN PAC RY LTD COM 696,838 15,159 2.22 3,585,666
MICHAEL KORS HLDGS LTD SHS 692,776 -305,172 (30.58) 11,075,555
CHENIERE ENERGY INC COM NEW 686,465 148,831 27.68 8,818,922
CHARTER COMMUNICATIONS INC DEL CL A NEW 612,731 30,593 5.26 3,269,032
TIFFANY & CO NEW COM 539,229 -71,766 (11.75) 6,047,197
ULTA SALON COSMETCS & FRAG INC COM 516,032 -286,575 (35.71) 3,344,991
REALOGY HLDGS CORP COM 497,638 -155,244 (23.78) 10,406,478