13F filing recap · Q4 2006

What did Lone Pine Capital buy in Q4 2006?

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

Stock value

$7.99B

Positions

Estimated turnover

57.0%

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

MAMastercard Inc$322.38Mreported value+3.27M shares ICEIntercontinental Exchange, Inc.$306.18Mreported value+2.84M shares NMXNymex Holdings Inc$255.31Mreported value+2.06M shares EQIXEquinix Inc$143.46Mreported value+1.90M shares CTRPTrip.com Group Limited$61.98Mreported value+993.8K shares STRAStrategic Education, Inc.$55.49Mreported value+523.2K shares TLKPerusahaan Perseroan (persero) Pt Telekomunikasi Indonesia Tbk$18.14Mreported value+397.9K shares ARRYArray BioPharma Inc$6.67Mreported value+516.4K shares AFFYAFFYMAX INC$5.58Mreported value+163.8K shares

Increased positions

QCOMQualcomm Inc/de$487.89Mreported value+1.41M shares+12.2%KMXCarmax, Inc.$364.31Mreported value+3.14M shares+85.8%DNAGenentech Inc$348.24Mreported value+2.05M shares+91.1%SWNSouthwestern Energy Co$331.63Mreported value+1.24M shares

Reduced positions

AMXNAmérica Móvil, S.a.b. De C.v.$420.51Mreported value-11.8K shares-0.1%SLBSlb Limited/nv$332.26Mreported value-512.5K shares-8.9%GOOGLAlphabet Inc.$325.74Mreported value-410.8K shares-36.7%MLMMartin Marietta Materials Inc$318.12Mreported value-3.3K shares

Exited positions

BRCMBroadcom Corporation$117.50Mprior reported value-3.87M shares-100.0%CMECme Group Inc$88.05Mprior reported value-184.1K shares-100.0%CAACalatlantic Group, Inc.$81.82Mprior reported value-3.48M shares-100.0%SBUXStarbucks Corporation$76.88Mprior reported value-2.26M shares