13F filing recap · Q2 2008

What did Lone Pine Capital buy in Q2 2008?

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

Stock value

$6.82B

Positions

Estimated turnover

304.5%

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

ETREntergy Corp /de/$423.93Mreported value+3.52M shares WFRDWeatherford International Plc$239.04Mreported value+4.82M shares LOLORILLARD INC$230.23Mreported value+3.33M shares AMZNAmazon.com Inc$185.35Mreported value+2.53M shares

Increased positions

XTOXto Energy Inc$582.73Mreported value+436.5K shares+5.4%LDOSLeidos Holdings, Inc.$171.38Mreported value+1.16M shares+16.4%DKSDick'S Sporting Goods, Inc.$103.31Mreported value+794.6K shares+15.8%

Reduced positions

SDSandridge Energy, Inc.$794.13Mreported value-8.83M shares-87.8%AMXNAmérica Móvil, S.a.b. De C.v.$751.86Mreported value-8.79M shares-86.0%GOOGLAlphabet Inc.$517.33Mreported value-636.3K shares-39.3%QCOMQualcomm Inc/de$508.05Mreported value-12.15M shares

Exited positions

AAPLApple Inc.$419.11Mprior reported value-2.92M shares-100.0%CMECme Group Inc.$279.08Mprior reported value-594.9K shares-100.0%SWNSouthwestern Energy Co$248.42Mprior reported value-7.37M shares-100.0%EMCEmc Corp$152.81Mprior reported value-10.66M shares