13F-HR 1 p10-1592form13fhr.txt LONE PINE CAPITAL LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2010 ---------------------------- Check here if Amendment [ ]; Amendment Number: ----- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Lone Pine Capital LLC -------------------------------------------------- Address: Two Greenwich Plaza -------------------------------------------------- Greenwich, Connecticut 06830 -------------------------------------------------- -------------------------------------------------- Form 13F File Number: 028-11152 --------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Stephen F. Mandel, Jr. -------------------------------------------------- Title: Managing Director, Portfolio Manager -------------------------------------------------- Phone: (203) 618-1400 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Stephen F. Mandel, Jr. Greenwich, Connecticut 8/16/10 ------------------------- --------------------------- --------- Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 57 ------------- Form 13F Information Table Value Total: $10,156,620 ------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE 7 DAYS GROUP HLDGS LTD ADR 81783J101 9,188 842,119 SH SOLE 842,119 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 373,677 9,668,219 SH SOLE 9,668,219 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38,650 1,000,000 SH CALL SOLE 1,000,000 ACTIVISION BLIZZARD INC COM 00507V109 137,716 13,128,280 SH SOLE 13,128,280 AMAZON COM INC COM 023135106 246,501 2,256,092 SH SOLE 2,256,092 AMERIPRISE FINL INC COM 03076C106 158,929 4,398,808 SH SOLE 4,398,808 AMPHENOL CORP NEW CL A 032095101 169,624 4,318,327 SH SOLE 4,318,327 AMPHENOL CORP NEW CL A 032095101 25,532 650,000 SH CALL SOLE 650,000 APPLE INC COM 037833100 566,219 2,251,101 SH SOLE 2,251,101 AUTODESK INC COM 052769106 211,409 8,678,543 SH SOLE 8,678,543 CAREER EDUCATION CORP COM 141665109 64,829 2,816,186 SH SOLE 2,816,186 CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 9,044 592,269 SH SOLE 592,269 CITRIX SYS INC COM 177376100 168,298 3,985,271 SH SOLE 3,985,271 CNINSURE INC SPONSORED ADR 18976M103 23,038 888,118 SH SOLE 888,118 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 594,109 11,867,934 SH SOLE 11,867,934 CROWN CASTLE INTL CORP COM 228227104 408,275 10,957,451 SH SOLE 10,957,451 DAVITA INC COM 23918K108 274,689 4,399,247 SH SOLE 4,399,247 DEVRY INC DEL COM 251893103 67,504 1,286,037 SH SOLE 1,286,037 DOLLAR GEN CORP NEW COM 256677105 66,165 2,401,621 SH SOLE 2,401,621 EQUINIX INC COM NEW 29444U502 140,660 1,731,835 SH SOLE 1,731,835 FAMILY DLR STORES INC COM 307000109 138,248 3,668,016 SH SOLE 3,668,016 GOODRICH CORP COM 382388106 260,450 3,931,324 SH SOLE 3,931,324 GOOGLE INC CL A 38259P508 130,855 294,090 SH SOLE 294,090 GREEN MTN COFFEE ROASTERS IN COM 393122106 195,600 7,610,908 SH SOLE 7,610,908 HEWLETT PACKARD CO COM 428236103 265,150 6,126,382 SH SOLE 6,126,382 INVESCO LTD SHS G491BT108 152,745 9,075,772 SH SOLE 9,075,772 JPMORGAN CHASE & CO COM 46625H100 601,733 16,436,305 SH SOLE 16,436,305 LAUDER ESTEE COS INC CL A 518439104 340,261 6,105,520 SH SOLE 6,105,520 LINCARE HLDGS INC COM 532791100 133,181 4,096,607 SH SOLE 4,096,607 LIVE NATION ENTERTAINMENT IN COM 538034109 122,330 11,706,244 SH SOLE 11,706,244 LONGTOP FINL TECHNOLOGIES LT ADR 54318P108 94,730 2,923,773 SH SOLE 2,923,773 MCDONALDS CORP COM 580135101 240,576 3,652,289 SH SOLE 3,652,289 MEAD JOHNSON NUTRITION CO COM 582839106 218,414 4,357,816 SH SOLE 4,357,816 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 255,297 2,739,527 SH SOLE 2,739,527 O REILLY AUTOMOTIVE INC COM 686091109 189,828 3,991,333 SH SOLE 3,991,333 OWENS CORNING NEW COM 690742101 60,039 2,007,315 SH SOLE 2,007,315 PACTIV CORP COM 695257105 70,603 2,535,104 SH SOLE 2,535,104 POLO RALPH LAUREN CORP CL A 731572103 153,668 2,106,191 SH SOLE 2,106,191 POPULAR INC COM 733174106 48,826 18,218,779 SH SOLE 18,218,779 PRICELINE COM INC COM NEW 741503403 209,773 1,188,249 SH SOLE 1,188,249 QUALCOMM INC COM 747525103 319,729 9,735,949 SH SOLE 9,735,949 QUALCOMM INC COM 747525103 50,209 1,528,900 SH CALL SOLE 1,528,900 QUINSTREET INC COM 74874Q100 17,223 1,496,336 SH SOLE 1,496,336 REGAL ENTMT GROUP CL A 758766109 41,830 3,207,839 SH SOLE 3,207,839 SALESFORCE COM INC COM 79466L302 114,911 1,338,973 SH SOLE 1,338,973 SEARS HLDGS CORP COM 812350106 197,616 3,056,700 SH PUT SOLE 3,056,700 SPDR GOLD TRUST GOLD SHS 78463V107 410,062 3,370,000 SH CALL SOLE 3,370,000 STRAYER ED INC COM 863236105 250,135 1,203,207 SH SOLE 1,203,207 SUNTECH PWR HLDGS CO LTD ADR 86800C104 6,421 700,200 SH CALL SOLE 700,200 TD AMERITRADE HLDG CORP COM 87236Y108 127,653 8,343,305 SH SOLE 8,343,305 UMPQUA HLDGS CORP COM 904214103 20,787 1,810,735 SH SOLE 1,810,735 UNITED PARCEL SERVICE INC CL B 911312106 102,402 1,800,000 SH CALL SOLE 1,800,000 VANCEINFO TECHNOLOGIES INC ADR 921564100 26,751 1,149,089 SH SOLE 1,149,089 VISA INC COM CL A 92826C839 156,012 2,205,117 SH SOLE 2,205,117 VISTAPRINT N V SHS N93540107 37,839 796,788 SH SOLE 796,788 WYNDHAM WORLDWIDE CORP COM 98310W108 53,009 2,632,044 SH SOLE 2,632,044 YUM BRANDS INC COM 988498101 587,673 15,053,094 SH SOLE 15,053,094