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
