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GREENWICH, CT · CIK 0001061165
Portfolio Value
$23.25B
Positions
52
New
10
Increased
20
Decreased
17
Sold Out
13
LONE PINE CAPITAL LLC (GREENWICH, CT) reported a portfolio value of $23.25B across 52 positions in their Q4 2013 SEC 13F filing (period ending 2013-12-31). The top 10 positions account for 40.6% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DGDOLLAR GEN CORP NEW | $1.14B | 4.91% | +6.9% |
| 2 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $1.08B | 4.67% | -10.2% |
| 3 | PRICELINE COM INC | $1.03B | 4.42% | -8.7% |
| 4 | MSFTMICROSOFT CORP | $1.01B | 4.37% | New |
| 5 | BIDUBAIDU INC | $959.41M | 4.13% | +2.0% |
| 6 | QCOMQUALCOMM INC | $936.19M | 4.03% | -19.3% |
| 7 | VALEANT PHARMACEUTICALS INTL | $910.61M | 3.92% | -0.3% |
| 8 | GAPGAP INC DEL | $803.88M | 3.46% | -7.8% |
| 9 | MAMASTERCARD INC | $794.18M | 3.42% | +35.7% |
| 10 | CCICROWN CASTLE INTL CORP | $761.27M | 3.27% | +63.5% |
| Stock | Value | Shares |
|---|---|---|
| MSFTMICROSOFT CORP | $1.01B | 27,124,910 |
| ICEINTERCONTINENTALEXCHANGE GRO | $508.32M | 2,260,024 |
| SBACSBA COMMUNICATIONS CORP | $490.22M | 5,456,548 |
| BARCLAYS BK PLC | $425.07M | 9,990,000 |
| BARCLAYS BK PLC | $425.07M | 9,990,000 |
| MHMCGRAW HILL FINL INC | $424.10M | 5,423,331 |
| ENDO HEALTH SOLUTIONS INC | $292.78M | 4,340,000 |
| TOWERS WATSON & CO | $140.13M | 1,098,124 |
| LUMBER LIQUIDATORS HLDGS INC | $50.92M | 494,858 |
| SOUFUN HLDGS LTD | $3.71M | 45,000 |
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