13F filing recap · Q1 2010
What did Lone Pine Capital buy in Q1 2010?
Reported stock-position changes between this filing and the previous one.
Stock value
$10.31B
Positions
46
Estimated turnover
75.3%
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
CTSHCognizant Technology Solutions Corporation$555.67Mreported value+10.90M sharesDVADaVita Inc.$294.58Mreported value+4.65M sharesUPSUnited Parcel Service, Inc$226.91Mreported value+3.52M sharesAMPAmeriprise Financial Inc$193.73Mreported value+4.27M sharesKOCoca Cola Co$184.82Mreported value+3.36M sharesATVIActivision Blizzard, Inc.$159.51Mreported value+13.24M sharesAMZNAmazon.com Inc$152.86Mreported value+1.13M sharesAPHAmphenol Corp /de/$151.41Mreported value+3.59M sharesRLRalph Lauren Corporation$151.20Mreported value+1.78M sharesWLTGQWalter Energy, Inc.$149.62Mreported value+1.62M sharesCRMSalesforce, Inc.$142.23Mreported value+1.91M sharesLYVLive Nation Entertainment, Inc.$138.99Mreported value+9.59M sharesLFTLongtop Financial Technologies Limited$99.64Mreported value+3.09M sharesPNCThe Pnc Financial Services Group, Inc.$74.63Mreported value+1.25M sharesORLYO Reilly Automotive Inc$70.31Mreported value+1.69M sharesAPOLApollo Education Group, Inc.$16.40Mreported value+267.6K sharesIVZInvesco Ltd.$11.30Mreported value+515.6K sharesWYNDWyndham Destinations Inc$7.47Mreported value+290.4K sharesUMPQUmpqua Holdings Corp$1.17Mreported value+87.9K shares