13F filing recap · Q3 2008

What did Lone Pine Capital buy in Q3 2008?

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

Stock value

$5.18B

Positions

Estimated turnover

91.0%

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

CCICrown Castle Inc.$214.37Mreported value+7.40M shares PCPPrecision Castparts Corp$197.68Mreported value+2.51M shares DLBDolby Laboratories, Inc.$155.75Mreported value+4.43M shares HANSHansen Natural Corp$130.21Mreported value+4.30M shares NCCNational City Corp$16.35Mreported value+9.34M shares FHNFirst Horizon Corp$2.03Mreported value+216.7K shares

Increased positions

AMXNAmérica Móvil, S.a.b. De C.v.$835.14Mreported value+16.59M shares+1163.9%QCOMQualcomm Inc/de$774.08Mreported value+16.87M shares+1473.3%XTOXto Energy Inc$555.50Mreported value+3.44M shares+40.4%VVisa Inc.$285.58Mreported value+2.99M shares

Reduced positions

FASTFastenal Co$226.89Mreported value-1.53M shares-24.9%MSMMsc Industrial Direct Co., Inc.$226.81Mreported value-250.5K shares-4.8%TDCTeradata Corp /de/$168.32Mreported value-622.5K shares-6.7%LDOSLeidos Holdings, Inc.$123.69Mreported value-2.12M shares

Exited positions

GOOGLAlphabet Inc.$517.33Mprior reported value-982.7K shares-100.0%ETREntergy Corp /de/$423.93Mprior reported value-3.52M shares-100.0%MONMonsanto Company$229.03Mprior reported value-1.81M shares-100.0%BAMBrookfield Corporation$227.81Mprior reported value-7.03M shares