13F filing recap · Q4 2007

What did Lone Pine Capital buy in Q4 2007?

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

Stock value

$7.83B

Positions

Estimated turnover

49.4%

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

SDSandridge Energy, Inc.$235.13Mreported value+6.56M shares MAMastercard Inc$213.29Mreported value+991.1K shares INFYInfosys Limited$175.29Mreported value+3.86M shares FISFidelity National Information Services, Inc.$125.01Mreported value+3.01M shares PROJDeltek Inc$28.37Mreported value+1.86M shares MSCIMsci Inc.$872.0Kreported value+22.7K shares

Increased positions

QCOMQualcomm Inc/de$646.20Mreported value+2.60M shares+18.8%SWNSouthwestern Energy Co$568.52Mreported value+266.8K shares+2.7%BAMBrookfield Corporation$437.19Mreported value+1.02M shares+9.1%SLBSlb Limited/nv$401.93Mreported value+403.4K shares

Reduced positions

AMXNAmérica Móvil, S.a.b. De C.v.$797.97Mreported value-436.8K shares-3.3%GOOGLAlphabet Inc.$620.64Mreported value-637.6K shares-41.5%VMCVulcan Materials Company$280.45Mreported value-81.9K shares-2.3%EMCEmc Corp$264.58Mreported value-10.51M shares

Exited positions

MONMonsanto Company$368.40Mprior reported value-4.30M shares-100.0%DNAGenentech Inc$274.23Mprior reported value-3.51M shares-100.0%ESRXExpress Scripts Holding Co.$173.17Mprior reported value-3.10M shares-100.0%MHSMedco Health Solutions Inc$163.03Mprior reported value-1.80M shares