13F filing recap · Q4 2005

What did Lone Pine Capital buy in Q4 2005?

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

Stock value

$7.26B

Positions

Estimated turnover

47.9%

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

SUSuncor Energy Inc.$274.04Mreported value+4.34M shares BAMBrookfield Corporation$168.22Mreported value+3.34M shares MCOMoody’s Corporation$116.40Mreported value+1.90M shares MOAltria Group Inc$112.02Mreported value+1.50M shares YHOOAltaba Inc.$87.00Mreported value+2.22M shares

Increased positions

CTXCentex Corp$415.92Mreported value+710.1K shares+13.9%RIMMResearch in Motion Ltd (now Blackberry Limited)$362.10Mreported value+1.19M shares+27.7%AAPAdvance Auto Parts, Inc.$301.89Mreported value+564.7K shares+8.8%MONMonsanto Company$287.83Mreported value+226.6K shares

Reduced positions

AMXNAmérica Móvil, S.a.b. De C.v.$648.10Mreported value-622.7K shares-2.7%GOOGLAlphabet Inc.$613.62Mreported value-568.7K shares-27.8%GDWGolden West Financial Corp$388.17Mreported value-328.3K shares-5.3%UNHUnitedHealth Group Incorporated$257.15Mreported value-3.70M shares

Exited positions

BBBYBed Bath & Beyond, Inc.$207.70Mprior reported value-5.17M shares-100.0%BBYBest Buy Co., Inc.$172.47Mprior reported value-3.96M shares-100.0%CMXCaremark RX Inc$152.58Mprior reported value-3.06M shares-100.0%JPMJPMorgan Chase & Co$145.99Mprior reported value-4.30M shares