13F filing recap · Q3 2007

What did Lone Pine Capital buy in Q3 2007?

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

Stock value

$9.15B

Positions

Estimated turnover

59.7%

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

MONMonsanto Company$368.40Mreported value+4.30M shares BNIBurlington Northern Santa Fe Corporation$287.42Mreported value+3.54M shares CMECme Group Inc.$264.56Mreported value+450.4K shares NLCNalco Holding Company$147.87Mreported value+4.99M shares FAFFirst American Financial Corporation$127.16Mreported value+3.47M shares AEOAmerican Eagle Outfitters Inc$56.71Mreported value+2.16M shares MELIMercadolibre, Inc.$38.79Mreported value+1.07M shares PMCPharmerica Corporation$31.41Mreported value+2.11M shares

Increased positions

GOOGLAlphabet Inc.$870.86Mreported value+115.8K shares+8.2%AMXNAmérica Móvil, S.a.b. De C.v.$859.85Mreported value+1.22M shares+10.0%QCOMQualcomm Inc/de$583.97Mreported value+3.04M shares+28.2%SWNSouthwestern Energy Co$415.84Mreported value+549.1K shares

Reduced positions

EMCEmc Corp$515.56Mreported value-22.31M shares-47.4%BAMBrookfield Corporation$432.57Mreported value-1.15M shares-9.2%SLBSlb Limited/nv$386.66Mreported value-1.06M shares-22.4%COHCoach Inc$368.76Mreported value-186.3K shares

Exited positions

RIMMResearch in Motion Ltd (now Blackberry Limited)$331.78Mprior reported value-1.66M shares-100.0%EQIXEquinix Inc$245.49Mprior reported value-2.68M shares-100.0%SCHWSchwab Charles Corp$213.97Mprior reported value-10.43M shares-100.0%TVGrupo Televisa, S.a.b.$177.15Mprior reported value