This page lists the portfolio holdings of Stephen Mandel.
Stock Holdings
Stephen Mandel - Lone Pine Capital
Period: Q2 2010
Portfolio date: 30 Jun 2010
No. of stocks: 50
Portfolio value: $9,325,733,000
| Symbol | Stock | % of portfolio | Shares | Recent activity | |
| JPM | hist | JPMorgan Chase & Co. | 6.45 | 16,436,305 | Reduce 7.74% |
| CTSH | hist | Cognizant Technology Solutions | 6.37 | 11,867,934 | Add 8.88% |
| YUM | hist | Yum! Brands Inc. | 6.30 | 15,053,094 | Add 22.66% |
| AAPL | hist | Apple Inc. | 6.07 | 2,251,101 | Reduce 4.19% |
| CCI | hist | Crown Castle International Corp. | 4.38 | 10,957,451 | Buy |
| ACN | hist | Accenture | 4.01 | 9,668,219 | Reduce 15.78% |
| EL | hist | Estee Lauder Cos. | 3.65 | 6,105,520 | Add 74.51% |
| QCOM | hist | QUALCOMM Inc. | 3.43 | 9,735,949 | Reduce 30.66% |
| DVA | hist | DaVita Inc. | 2.95 | 4,399,247 | Reduce 5.32% |
| HPQ | hist | Hewlett-Packard | 2.84 | 6,126,382 | Add 24.87% |
| GR | hist | Goodrich Corp. | 2.79 | 3,931,324 | Add 21.72% |
| EDU | hist | New Oriental Education & Technology | 2.74 | 2,739,527 | |
| STRA | hist | Strayer Education | 2.68 | 1,203,207 | Reduce 6.37% |
| AMZN | hist | Amazon Corp. | 2.64 | 2,256,092 | Add 100.38% |
| MCD | hist | McDonald's Corp. | 2.58 | 3,652,289 | Reduce 47.47% |
| MJN | hist | Mead Johnson Nutrition Co. | 2.34 | 4,357,816 | Add 50.11% |
| ADSK | hist | Autodesk Inc. | 2.27 | 8,678,543 | Add 69.41% |
| PCLN | hist | Priceline.com Inc. | 2.25 | 1,188,249 | Buy |
| GMCR | hist | Green Mountain Coffee Roasters Inc. | 2.10 | 7,610,908 | Add 62.57% |
| ORLY | hist | O'Reilly Automotive | 2.04 | 3,991,333 | Add 136.78% |
| APH | hist | Amphenol Corp. | 1.82 | 4,318,327 | Add 20.33% |
| CTXS | hist | Citrix Systems | 1.80 | 3,985,271 | Add 23.58% |
| AMP | hist | Ameriprise Financial Inc. | 1.70 | 4,398,808 | Add 2.99% |
| V | hist | Visa Inc. | 1.67 | 2,205,117 | Reduce 39.37% |
| RL | hist | Polo Ralph Lauren Corp. | 1.65 | 2,106,191 | Add 18.46% |
| IVZ | hist | Invesco Plc | 1.64 | 9,075,772 | Add 1660.24% |
| EQIX | hist | Equinix Inc. | 1.51 | 1,731,835 | Buy |
| FDO | hist | Family Dollar Stores | 1.48 | 3,668,016 | Buy |
| ATVI | hist | Activision Blizzard Inc. | 1.48 | 13,128,280 | Reduce 0.82% |
| LNCR | hist | Lincare Holdings | 1.43 | 4,096,607 | Buy |
| GOOG | hist | Google Inc. | 1.40 | 294,090 | Buy |
| AMTD | hist | TD Ameritrade Holding Corp. | 1.37 | 8,343,305 | Buy |
| LYV | hist | Live Nation Inc. | 1.31 | 11,706,244 | Add 22.13% |
| CRM | hist | Salesforce.com | 1.23 | 1,338,973 | Reduce 29.91% |
| LFT | hist | Longtop Financial Technologies Ltd. | 1.02 | 2,923,773 | Reduce 5.49% |
| PTV | hist | Pactiv Corp. | 0.76 | 2,535,104 | Reduce 59.78% |
| DV | hist | DeVRY Inc. | 0.72 | 1,286,037 | Buy |
| DG | hist | Dollar General | 0.71 | 2,401,621 | Buy |
| CECO | hist | Career Education | 0.70 | 2,816,186 | Buy |
| OC | hist | Owens Corning | 0.64 | 2,007,315 | Buy |
| WYN | hist | Wyndham Worldwide | 0.57 | 2,632,044 | Add 806.32% |
| BPOP | hist | Popular Inc. | 0.52 | 18,218,779 | Add 86.56% |
| RGC | hist | Regal Entertainment Group | 0.45 | 3,207,839 | Buy |
| VPRT | hist | VistaPrint Ltd. | 0.41 | 796,788 | Buy |
| VIT | hist | VanceInfo Technologies Inc. | 0.29 | 1,149,089 | Buy |
| CISG | hist | Cninsure Inc. | 0.25 | 888,118 | |
| UMPQ | hist | Umpqua Holdings Corp. | 0.22 | 1,810,735 | Add 1959.67% |
| QNST | hist | QuinStreet Inc. | 0.18 | 1,496,336 | Buy |
| HTHT | hist | China Lodging Group | 0.10 | 592,269 | Buy |
| SVN | hist | 7 Days Group Holdings | 0.10 | 842,119 | Buy |
Sector % analysis
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Technology | |
| Services | |
| Consumer Goods | |
| Health Care | |
| Consumer Staples | |
| Industrials | |
| Materials | |
| Industrial Goods |