13F filing recap · Q1 2017

What did Lone Pine Capital buy in Q1 2017?

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

Stock value

$19.01B

Positions

Estimated turnover

65.8%

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

CSXCsx Corporation$669.32Mreported value+14.38M shares CMCSAComcast Corporation$516.49Mreported value+13.74M shares QQuintiles Ims Holdings Inc$481.25Mreported value+5.98M shares TMUST-Mobile Us, Inc.$386.13Mreported value+5.98M shares HUMHumana Inc$244.09Mreported value+1.18M shares ALBAlbemarle Corporation$208.40Mreported value+1.97M shares ANETArista Networks, Inc.$167.71Mreported value+1.27M shares SNAPSnap Inc.$34.89Mreported value+1.79M shares

Increased positions

CHTRCharter Communications, Inc.$1.86Breported value+954.5K shares+20.2%ATVIActivision Blizzard, Inc.$1.24Breported value+4.15M shares+20.1%STZConstellation Brands, Inc.$1.18Breported value+881.4K shares+13.8%AVGOBroadcom Inc.$1.16Breported value+1.76M shares

Reduced positions

METAMeta Platforms, Inc.$725.35Mreported value-821.6K shares-13.9%EAElectronic Arts Inc.$696.46Mreported value-1.64M shares-17.4%FLTFleetcor Technologies, Inc.$681.70Mreported value-187.1K shares-4.0%ADBEAdobe Inc.$626.52Mreported value-213.0K shares

Exited positions

AMZNAmazon.com Inc$969.38Mprior reported value-1.29M shares-100.0%MSFTMicrosoft Corporation$945.40Mprior reported value-15.21M shares-100.0%WMBWilliams Companies, Inc.$508.45Mprior reported value-16.33M shares-100.0%TDGTransdigm Group Incorporated$504.99Mprior reported value-2.03M shares