-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, HNKGRV7Le2jAyckKn+i+Aojiox1F/NX97rCo1u1H8iMz4B2u8ZoK7MTc0yTHs6Wb 5XBkGO4Guxkwpx6NKVd0dQ== 0000902664-09-002092.txt : 20090515 0000902664-09-002092.hdr.sgml : 20090515 20090515161719 ACCESSION NUMBER: 0000902664-09-002092 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090515 DATE AS OF CHANGE: 20090515 EFFECTIVENESS DATE: 20090515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LONE PINE CAPITAL LLC CENTRAL INDEX KEY: 0001061165 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11152 FILM NUMBER: 09833310 BUSINESS ADDRESS: STREET 1: TWO GREENWICH PLZ CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 2036181400 MAIL ADDRESS: STREET 1: TWO GREENWICH PLZ CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 p09-0973form13fhr.txt LONE PINE CAPITAL LLC - STEPHEN F. MANDEL, JR. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 ---------------------------- 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 5/15/09 ------------------------- --------------------------- --------- 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: 34 ------------- Form 13F Information Table Value Total: $8,730,343 ------------- (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 VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(x$1000) SHRS OR SH/ PUT INVESTMENT OTHER PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------------------------------------------------------------------------------------------------------------- - ----------------------------------------------------------------------------------------------------------------------------------- ACTIVISION BLIZZARD INC COM 00507V109 68,108 6,511,264 SH SOLE 6,511,264 - ----------------------------------------------------------------------------------------------------------------------------------- AMERICA MOVIL SAB DE CV SPONS ADR L SHS 02364W105 504,810 18,641,417 SH SOLE 18,641,417 - ----------------------------------------------------------------------------------------------------------------------------------- APOLLO GROUP INC CL A 037604105 147,964 1,888,980 SH SOLE 1,888,980 - ----------------------------------------------------------------------------------------------------------------------------------- CARNIVAL CORP PAIRED CTF 143658300 183,478 8,494,358 SH SOLE 8,494,358 - ----------------------------------------------------------------------------------------------------------------------------------- COACH INC COM 189754104 146,743 8,787,008 SH SOLE 8,787,008 - ----------------------------------------------------------------------------------------------------------------------------------- COCA COLA CO COM 191216100 123,902 2,819,152 SH SOLE 2,819,152 - ----------------------------------------------------------------------------------------------------------------------------------- CTRIP COM INTL LTD ADR 22943F100 97,213 3,547,917 SH SOLE 3,547,917 - ----------------------------------------------------------------------------------------------------------------------------------- DECKERS OUTDOOR CORP COM 243537107 57,977 1,093,072 SH SOLE 1,093,072 - ----------------------------------------------------------------------------------------------------------------------------------- DELTEK INC COM 24784L105 9,553 2,206,293 SH SOLE 2,206,293 - ----------------------------------------------------------------------------------------------------------------------------------- DOLBY LABORATORIES INC COM 25659T107 71,676 2,101,333 SH SOLE 2,101,333 - ----------------------------------------------------------------------------------------------------------------------------------- FOMENTO ECONOMICO MEXICANO S SPONS ADR UNITS 344419106 197,505 7,834,394 SH SOLE 7,834,394 - ----------------------------------------------------------------------------------------------------------------------------------- GOOGLE INC CL A 38259P508 205,842 591,399 SH SOLE 591,399 - ----------------------------------------------------------------------------------------------------------------------------------- JPMORGAN CHASE & CO COM 46625H100 414,625 15,599,128 SH SOLE 15,599,128 - ----------------------------------------------------------------------------------------------------------------------------------- LAS VEGAS SANDS CORP COM 517834107 94,337 31,341,283 SH SOLE 31,341,283 - ----------------------------------------------------------------------------------------------------------------------------------- MASTERCARD INC CL A 57636Q104 352,097 2,102,320 SH SOLE 2,102,320 - ----------------------------------------------------------------------------------------------------------------------------------- MEAD JOHNSON NUTRITION CO COM CL A 582839106 34,579 1,197,755 SH SOLE 1,197,755 - ----------------------------------------------------------------------------------------------------------------------------------- MEDCO HEALTH SOLUTIONS INC COM 58405U102 245,961 5,949,700 SH SOLE 5,949,700 - ----------------------------------------------------------------------------------------------------------------------------------- MONSANTO CO NEW COM 61166W101 361,997 4,356,164 SH SOLE 4,356,164 - ----------------------------------------------------------------------------------------------------------------------------------- MSC INDL DIRECT INC CL A 553530106 93,421 3,006,797 SH SOLE 3,006,797 - ----------------------------------------------------------------------------------------------------------------------------------- PEPSICO INC COM 713448108 184,587 3,585,600 SH SOLE 3,585,600 - ----------------------------------------------------------------------------------------------------------------------------------- PHILIP MORRIS INTL INC COM 718172109 358,660 10,080,369 SH SOLE 10,080,369 - ----------------------------------------------------------------------------------------------------------------------------------- PRECISION CASTPARTS CORP COM 740189105 157,052 2,621,911 SH SOLE 2,621,911 - ----------------------------------------------------------------------------------------------------------------------------------- PRICELINE COM INC COM NEW 741503403 204,784 2,599,444 SH SOLE 2,599,444 - ----------------------------------------------------------------------------------------------------------------------------------- QUALCOMM INC COM 747525103 728,364 18,719,202 SH SOLE 18,719,202 - ----------------------------------------------------------------------------------------------------------------------------------- SANDRIDGE ENERGY INC COM 80007P307 43,603 6,616,611 SH SOLE 6,616,611 - ----------------------------------------------------------------------------------------------------------------------------------- SEARS HLDGS CORP COM 812350106 22,855 500,000 SH PUT SOLE 500,000 - ----------------------------------------------------------------------------------------------------------------------------------- SLM CORP COM 78442P106 69,549 14,050,386 SH SOLE 14,050,386 - ----------------------------------------------------------------------------------------------------------------------------------- SPDR GOLD TRUST GOLD SHS 78463V107 2,392,420 26,500,000 SH CALL SOLE 26,500,000 - ----------------------------------------------------------------------------------------------------------------------------------- STRAYER ED INC COM 863236105 141,227 785,164 SH SOLE 785,164 - ----------------------------------------------------------------------------------------------------------------------------------- UNION PAC CORP COM 907818108 295,991 7,199,986 SH SOLE 7,199,986 - ----------------------------------------------------------------------------------------------------------------------------------- URBAN OUTFITTERS INC COM 917047102 124,386 7,598,405 SH SOLE 7,598,405 - ----------------------------------------------------------------------------------------------------------------------------------- VISA INC COM CL A 92826C839 506,291 9,105,957 SH SOLE 9,105,957 - ----------------------------------------------------------------------------------------------------------------------------------- VISTAPRINT LIMITED SHS G93762204 7,095 258,100 SH SOLE 258,100 - ----------------------------------------------------------------------------------------------------------------------------------- XTO ENERGY INC COM 98385X106 81,689 2,667,833 SH SOLE 2,667,833 - 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