Lone Pine Capital - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas. Not much new here. Google (GOOG) is the top position at around 10% of AUM. New positions include Monsanto (MON) and Burlington Northern (BNI).

Top sectors in the portfolio include:
Services 34%
Technology 22%
Financials 9%
Basic Materials 8%

Top 10 holdings are:
GOOG
(AMX)
(QCOM)
(SWN)
(EMC)
MON
(ICE)
(BAM)
(SLB)
(PCLN)