13F filing recap · Q2 2005

What did Lone Pine Capital buy in Q2 2005?

Reported stock-position changes between this filing and the previous one.

Stock value

$8.00B

Positions

Estimated turnover

31.6%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

AAPAdvance Auto Parts, Inc.$150.77Mreported value+2.34M shares DNAGenentech Inc$142.96Mreported value+1.78M shares MONMonsanto Company$125.13Mreported value+1.99M shares PAPanamsat Holding Corporation$79.31Mreported value+3.87M shares RCLRoyal Caribbean Cruises Ltd$59.16Mreported value+1.22M shares SCHWSchwab Charles Corp$58.32Mreported value+5.17M shares CMECme Group Inc$43.53Mreported value+147.3K shares MRXMedicis Pharmaceutical Corporation$40.88Mreported value+1.29M shares NTESNetease, Inc.$40.51Mreported value+709.3K shares SRXSra International Inc$23.73Mreported value+683.4K shares CONRConor Medsystems Inc$5.42Mreported value+353.4K shares

Increased positions

GOOGLAlphabet Inc.$760.64Mreported value+176.9K shares+7.3%AMXNAmérica Móvil, S.a.b. De C.v.$439.27Mreported value+1.33M shares+22.1%GDWGolden West Financial Corp$337.02Mreported value+1.16M shares+28.6%CTXCentex Corp$307.75Mreported value+815.3K shares

Reduced positions

APOLApollo Education Group, Inc.$588.30Mreported value-520.6K shares-6.5%NJJNii Holdings Inc$252.33Mreported value-6.7K shares-0.2%SLMSlm Corp$219.49Mreported value-360.3K shares-7.7%BBBYBed Bath & Beyond, Inc.$201.71Mreported value-1.23M shares

Exited positions

CLColgate-Palmolive Company$66.47Mprior reported value-1.27M shares-100.0%MRSHMarsh & Mclennan Companies, Inc.$64.24Mprior reported value-2.11M shares-100.0%MOGNMgi Pharma Inc$35.51Mprior reported value-1.41M shares-100.0%SGITempur Sealy International Inc$34.91Mprior reported value