13F-HR 1 p10-1847form13fhr.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: September 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 11/15/10 ------------------------- --------------------------- --------- 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: 54 ------------- Form 13F Information Table Value Total: $11,384,867 ------------- (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
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN3 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 21,900 1,217,331 SH SOLE 1,217,331 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 392,647 9,240,919 SH SOLE 9,240,919 ACTIVISION BLIZZARD INC COM 00507V109 75,687 6,995,112 SH SOLE 6,995,112 AMAZON COM INC COM 023135106 124,353 791,755 SH SOLE 791,755 AMERIPRISE FINL INC COM 03076C106 249,844 5,278,758 SH SOLE 5,278,758 AMPHENOL CORP NEW CL A 032095101 247,598 5,055,079 SH SOLE 5,055,079 APPLE INC COM 037833100 768,141 2,707,106 SH SOLE 2,707,106 AUTODESK INC COM 052769106 277,453 8,678,543 SH SOLE 8,678,543 CAREER EDUCATION CORP COM 141665109 85,199 3,968,301 SH SOLE 3,968,301 CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 20,393 868,903 SH SOLE 868,903 CITRIX SYS INC COM 177376100 140,837 2,063,852 SH SOLE 2,063,852 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 594,625 9,223,288 SH SOLE 9,223,288 COLGATE PALMOLIVE CO COM 194162103 208,151 2,708,179 SH SOLE 2,708,179 CROWN CASTLE INTL CORP COM 228227104 540,705 12,246,997 SH SOLE 12,246,997 DAVITA INC COM 23918K108 204,645 2,964,583 SH SOLE 2,964,583 DEVRY INC DEL COM 251893103 78,464 1,594,469 SH SOLE 1,594,469 DICKS SPORTING GOODS INC COM 253393102 141,733 5,054,663 SH SOLE 5,054,663 DOLLAR GEN CORP NEW COM 256677105 250,433 8,561,804 SH SOLE 8,561,804 EQUINIX INC COM NEW 29444U502 341,493 3,336,520 SH SOLE 3,336,520 EXPRESS SCRIPTS INC COM 302182100 206,362 4,237,421 SH SOLE 4,237,421 FAMILY DLR STORES INC COM 307000109 209,017 4,733,166 SH SOLE 4,733,166 GOODRICH CORP COM 382388106 298,361 4,046,664 SH SOLE 4,046,664 GOOGLE INC CL A 38259P508 78,745 149,766 SH SOLE 149,766 GREEN MTN COFFEE ROASTERS IN COM 393122106 163,061 5,227,990 SH SOLE 5,227,990 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 11,678 235,870 SH SOLE 235,870 INFORMATICA CORP COM 45666Q102 59,762 1,555,884 SH SOLE 1,555,884 INVESCO LTD SHS G491BT108 201,595 9,495,772 SH SOLE 9,495,772 JPMORGAN CHASE & CO COM 46625H100 445,868 11,711,781 SH SOLE 11,711,781 LAUDER ESTEE COS INC CL A 518439104 338,915 5,360,033 SH SOLE 5,360,033 LINCARE HLDGS INC COM 532791100 156,620 6,244,817 SH SOLE 6,244,817 LIVE NATION ENTERTAINMENT IN COM 538034109 137,119 13,878,448 SH SOLE 13,878,448 LONGTOP FINL TECHNOLOGIES LT ADR 54318P108 120,710 3,067,608 SH SOLE 3,067,608 MCDONALDS CORP COM 580135101 74,379 998,239 SH SOLE 998,239 MEAD JOHNSON NUTRITION CO COM 582839106 237,760 4,177,816 SH SOLE 4,177,816 NETAPP INC COM 64110D104 162,931 3,272,364 SH SOLE 3,272,364 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 274,388 2,811,927 SH SOLE 2,811,927 O REILLY AUTOMOTIVE INC COM 686091109 247,900 4,659,771 SH SOLE 4,659,771 POLO RALPH LAUREN CORP CL A 731572103 277,571 3,088,927 SH SOLE 3,088,927 POPULAR INC COM 733174106 69,193 23,859,676 SH SOLE 23,859,676 PRICELINE COM INC COM NEW 741503403 124,563 357,591 SH SOLE 357,591 QUALCOMM INC COM 747525103 113,901 2,523,708 SH SOLE 2,523,708 SALESFORCE COM INC COM 79466L302 105,424 942,973 SH SOLE 942,973 SCHWAB CHARLES CORP NEW COM 808513105 175,430 12,620,845 SH SOLE 12,620,845 SEARS HLDGS CORP COM 812350106 220,510 3,056,700 SH PUT SOLE 3,056,700 SPDR GOLD TRUST GOLD SHS 78463V107 431,057 3,370,000 SH CALL SOLE 3,370,000 STRAYER ED INC COM 863236105 216,666 1,241,638 SH SOLE 1,241,638 TOWERS WATSON & CO CL A 891894107 102,944 2,093,206 SH SOLE 2,093,206 TRANSDIGM GROUP INC COM 893641100 153,876 2,479,871 SH SOLE 2,479,871 UMPQUA HLDGS CORP COM 904214103 20,534 1,810,735 SH SOLE 1,810,735 VANCEINFO TECHNOLOGIES INC ADR 921564100 91,699 2,835,474 SH SOLE 2,835,474 VIASAT INC COM 92552V100 23,861 580,411 SH SOLE 580,411 VISA INC COM CL A 92826C839 201,735 2,716,607 SH SOLE 2,716,607 WYNDHAM WORLDWIDE CORP COM 98310W108 173,087 6,300,947 SH SOLE 6,300,947 YUM BRANDS INC COM 988498101 693,346 15,053,094 SH SOLE 15,053,094