Stephen Mandel - Lone Pine Capital

History Stock Activity Share change % change to portfolio
Q3  2012
ST - Sensata Technologies Holding Add 5.88% 159,559 0.03
NWSA - News Corp. Add 2.68% 366,465 0.06
SLB - Schlumberger Ltd. Buy 6,420,645 3.00
VRSN - Verisign Inc. Buy 9,441,406 2.97
DNKN-OLD - Dunkin Brands Group Buy 7,221,207 1.36
JBHT - J.B. Hunt Transport Services Inc. Buy 3,781,720 1.27
TRIP - TripAdvisor Inc. Buy 5,747,707 1.22
DLTR - Dollar Tree Inc. Buy 3,892,021 1.21
ORLY - O'Reilly Automotive Buy 1,525,361 0.82
ENOV - Enovis Corp. Buy 723,730 0.51
CHTR - Charter Communications Buy 327,422 0.16
GRFS - Grifols SA Buy 219,774 0.03
Q2  2012
TSCO - Tractor Supply Add 1145.80% 5,438,560 1.43
KMI - Kinder Morgan Add 315.73% 13,385,106 2.74
ULTA - Ulta Beauty Inc. Add 163.00% 2,168,372 1.29
DIS - Walt Disney Co. Add 100.74% 5,936,181 1.83
GAP - Gap Inc. Add 91.80% 10,291,610 1.79
HTHT-OLD - China Lodging Group Add 83.97% 3,192,116 0.06
CPRI - Capri Holdings Ltd Add 74.95% 3,942,111 1.05
CTSH - Cognizant Technology Solutions Add 46.27% 5,377,284 1.02
RL - Ralph Lauren Corp. Add 45.57% 1,378,097 1.23
BSBR - Banco Santander (Brasil) S.A. Add 29.32% 3,670,349 0.18
MON-OLD - Monsanto Co. Add 23.82% 1,550,082 0.82
AAPL - Apple Inc. Add 13.05% 4,599,420 0.61
LULU - Lululemon Athletica Inc. Add 10.63% 404,814 0.15
WYN-OLD - Wyndham Worldwide Add 7.69% 520,595 0.17
BEAV - BE Aerospace Inc. Add 6.32% 269,115 0.07
AH - Accretive Health Inc. Add 5.92% 524,641 0.04
BKNG - Booking Holdings Inc. Add 4.36% 47,100 0.20
TDG - TransDigm Group Inc. Add 4.21% 140,233 0.12
GOOGL - Alphabet Inc. Add 2.14% 560,180 0.10
EBAY - eBay Inc. Buy 13,903,725 3.71
NWSA - News Corp. Buy 13,675,800 1.94
LBTYA - Liberty Global Ltd CL A Buy 6,080,909 1.92
DVA - DaVita HealthCare Partners Buy 6,098,278 1.90
HCA - HCA Healthcare Inc. Buy 7,366,988 1.43
KSS - Kohl's Corp. Buy 4,274,293 1.24
COO-OLD - Cooper Companies Buy 2,017,657 1.02
BUD - Anheuser-Busch InBev Buy 704,561 0.36
NFLX - Netflix Inc. Buy 2,526,916 0.16
Q1  2012
EP - El Paso Corp. Add 382.19% 25,075,010 4.78
KMI - Kinder Morgan Add 129.64% 2,393,317 0.60
GMCR - Keurig Green Mountain Inc. Add 114.98% 3,201,753 0.97
GRA - WR Grace & Co. Add 67.91% 1,347,378 0.50
CPRI - Capri Holdings Ltd Add 44.06% 1,608,745 0.48
QCOM - QUALCOMM Inc. Add 21.35% 1,350,821 0.59
NTES - NetEase.com Inc. Add 20.01% 1,493,156 0.56
EQIX - Equinix Inc. Add 13.83% 384,533 0.39
MON-OLD - Monsanto Co. Add 9.82% 582,072 0.30
TDG - TransDigm Group Inc. Add 6.80% 212,258 0.16
TDC - Teradata Corp. Add 4.28% 296,500 0.13
AZO - AutoZone Inc. Buy 1,064,500 2.55
GAP - Gap Inc. Buy 11,210,965 1.89
DIS - Walt Disney Co. Buy 5,892,808 1.66
ROST - Ross Stores Inc. Buy 7,954,592 1.49
BEAV - BE Aerospace Inc. Buy 4,259,738 1.28
EL - Estee Lauder Cos. Buy 3,163,643 1.26
ULTA - Ulta Beauty Inc. Buy 1,330,266 0.80
BSBR - Banco Santander (Brasil) S.A. Buy 12,519,785 0.74
OC - Owens Corning Buy 2,486,720 0.58
WYNN - Wynn Resorts Ltd. Buy 695,207 0.56
TRIP - TripAdvisor Inc. Buy 1,865,613 0.43
ARBA - Ariba Inc. Buy 1,554,231 0.33
TSCO - Tractor Supply Buy 474,652 0.14
Q4  2011
BKNG - Booking Holdings Inc. Add 126.89% 820,234 2.94
V - Visa Inc. Add 111.12% 10,099,544 1.96
TDC - Teradata Corp. Add 97.62% 3,424,020 1.27
HTHT-OLD - China Lodging Group Add 63.18% 2,645,436 0.07
FOSL - Fossil Inc. Add 50.43% 1,000,754 0.61
EDU - New Oriental Education & Technology Add 48.02% 3,230,359 0.59
GOOGL - Alphabet Inc. Add 43.58% 8,178,180 2.02
SVN - 7 Days Group Holdings Add 36.69% 366,629 0.03
LVS - Las Vegas Sands Corp. Add 31.65% 2,331,114 0.76
OII - Oceaneering Int'l Add 29.72% 1,795,790 0.63
HMIN - Home Inns & Hotels Management Inc. Add 26.20% 240,800 0.05
NTES - NetEase.com Inc. Add 16.99% 1,083,960 0.37
AH - Accretive Health Inc. Add 15.52% 1,216,861 0.21
MON-OLD - Monsanto Co. Add 13.53% 706,048 0.38
WBC - WABCO Holdings Inc. Add 11.65% 512,343 0.17
RL - Ralph Lauren Corp. Add 11.01% 464,000 0.49
CTRP - Ctrip.com International Ltd. Add 9.43% 1,621,692 0.14
WYN-OLD - Wyndham Worldwide Add 8.05% 615,226 0.18
WSM - Williams-Sonoma Inc. Add 7.06% 822,114 0.12
NTAP - NetApp Inc. Add 5.04% 480,000 0.13
AAPL - Apple Inc. Add 4.42% 2,550,800 0.28
ISS - iSoftStone Holdings Ltd. Add 3.96% 199,941 0.01
ESRX - Express Scripts Add 2.49% 335,200 0.11
TDG - TransDigm Group Inc. Add 0.97% 30,000 0.02
FTI - TechnipFMC plc Buy 6,238,283 2.49
BIDU - Baidu Inc. Buy 2,397,810 2.14
LULU - Lululemon Athletica Inc. Buy 4,539,163 1.62
EP - El Paso Corp. Buy 6,560,799 1.33
VFC - V.F. Corp. Buy 5,443,000 1.32
WTW - Willis Towers Watson plc Buy 3,529,442 1.05
GMCR - Keurig Green Mountain Inc. Buy 2,784,721 0.96
CPRI - Capri Holdings Ltd Buy 3,651,155 0.76
GRA - WR Grace & Co. Buy 1,984,147 0.70
EBAY - eBay Inc. Buy 2,517,124 0.58
KMI - Kinder Morgan Buy 1,846,158 0.45
Q3  2011
OII - Oceaneering Int'l Add 1149.39% 5,559,535 1.64