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Stephen Mandel - Lone Pine Capital Q3-2011 Fund Portfolio

Stephen Mandel - Lone Pine Capital Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Stephen Mandel - Lone Pine Capital - portfolio movements as of Q3/2011 (September 30, 2011). In total, he held 52 stocks with a total portfolio worth of USD 12,018,487,000.

Stephen Mandel’s - Lone Pine Capital - Pabrai Investments fund positions as of Q3/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
AAPL - Apple Inc.
6.53
Add 4.16%
$381.32
CTSH - Cognizant Technology Solutions
5.58
Add 24.30%
$62.70
DG - Dollar General
4.97
Reduce 2.34%
$37.76
RL - Polo Ralph Lauren Corp.
4.55
Add 3.18%
$129.70
ESRX - Express Scripts
4.15
Add 67.08%
$37.07
CCI - Crown Castle International Corp.
4.11
Add 0.49%
$40.67
GOOG - Google Inc.
4.02
Add 12.88%
$515.04
NWSA - News Corp.
3.42
Add 461.18%
$15.48
SLB - Schlumberger Ltd.
3
Add 47.84%
$59.73
QCOM - QUALCOMM Inc.
2.92
Add 17.02%
$48.63
NTAP - NetApp Inc.
2.69
Add 25.72%
$33.93
GR - Goodrich Corp.
2.69
Reduce 45.88%
$120.68
BBBY - Bed Bath & Beyond
2.61
Add 31.16%
$57.31
MON - Monsanto Co.
2.61
Add 2.71%
$60.04
PCLN - Priceline.com Inc.
2.42
Add 80.47%
$449.46
LVS - Las Vegas Sands Corp.
2.35
Buy
$38.34
EQIX - Equinix Inc.
2.32
Add 3.94%
$88.83
CTRP - Ctrip.com International Ltd.
2.3
Add 6.27%
$32.16
DLTR - Dollar Tree Inc.
2.23
Add 14.96%
$75.14
TDG - TransDigm Group Inc.
2.1
Add 2.08%
$81.67
NTES - NetEase.com Inc.
2.03
Add 29.91%
$38.16
WYN - Wyndham Worldwide
1.81
Add 13.57%
$28.51
OII - Oceaneering Int'l
1.78
Add 1149.39%
$35.34
V - Visa Inc.
1.62
Buy
$85.72
NIHD - NII Holdings Inc.
1.57
Buy
$26.95
TDC - Teradata Corp.
1.56
Add 27.43%
$53.53
WSM - Williams-Sonoma Inc.
1.49
Buy
$30.79
ST - Sensata Technologies Holding
1.47
Add 31.33%
$26.46
UTX - United Technologies
1.44
Buy
$70.36
KO - Coca Cola Co.
1.42
Reduce 2.40%
$67.56
IFF - International Flav/Frag
1.4
Add 9.12%
$56.22
AH - Accretive Health Inc.
1.39
Add 164.37%
$21.23
WBC - WABCO Holdings Inc.
1.39
Add 8.35%
$37.86
LCAPA - Liberty Media Capital
1.37
Add 16.48%
$66.12
FOSL - Fossil Inc.
1.34
Buy
$81.06
EL - Estee Lauder Cos.
1.34
Reduce 31.64%
$87.84
EDU - New Oriental Education & Technology
1.29
Reduce 3.83%
$22.97
YUM - Yum! Brands Inc.
0.84
Reduce 72.08%
$49.39
AMP - Ameriprise Financial Inc.
0.77
Add 16.62%
$39.36
USB - U.S. Bancorp
0.75
Reduce 46.07%
$23.54
SWI - SolarWinds Inc.
0.69
Add 97.51%
$22.02
LSTZA - Liberty Starz Group
0.67
0
$63.56
C - Citigroup Inc.
0.58
Reduce 58.30%
$25.62
RCL - Royal Caribbean Cruises Ltd.
0.56
Reduce 39.85%
$21.64
VIT - VanceInfo Technologies Inc.
0.44
Add 76.94%
$6.73
GRFS - Grifols SA
0.38
Buy
$6.39
ISS - iSoftStone Holdings Ltd.
0.27
Add 31.91%
$6.49
YNDX - Yandex N.V.
0.21
Reduce 80.19%
$20.46
HMIN - Home Inns & Hotels Management Inc.
0.2
Add 14.32%
$25.77
ARCO - Arcos Dorados Holdings Inc.
0.16
Reduce 17.54%
$23.19
HTHT - China Lodging Group
0.12
0
$13.69
SVN - 7 Days Group Holdings
0.11
0
$12.66





Related Stock Ticker of Stephen Mandel - Lone Pine Capital:
AAPL, CTSH, DG, RL, ESRX, CCI, GOOG, MWSA, SLB, QCOM, NTAP, GR, BBY, MON, PCLN, LVS, EQIX, CTRP, DLTR, TDG, NTES, WYN, OLL, V, TDC, WSM, ST, UTX, KO, IFF, AH, WBC, LCAPA, FOSL, EL, EDU, YUM, AMP, USB, SWI, LSTZA, C, RCL, VIT, GRFS, ISS, YNDX, HMIN, ARCO, HTHT, SVN

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