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Lone Pine Capital - Portfolio Holdings

by: Mebane Faber November 21, 2007 | about stocks: AMX / BAM / BNI / EMC / GOOG / ICE / MON / PCLN / QCOM / SLB / SWN

Mebane Faber

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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)

Grupo Financiero Shows Many Good Points, Rated a Buy Dec 01, 2008
Assured Guaranty Ltd. F3Q08 (Qtr End 09/30/08) Earnings Call Transcript Dec 01, 2008
Anworth Mortgage Asset Corporation Q3 2008 Earnings Call Transcript Dec 01, 2008
The Credit Spreads Blow-Up Dec 01, 2008
Credit Card Crunch Dec 01, 2008

Related Stocks:

AMX, BAM, BNI, EMC, GOOG, ICE, MON, PCLN, QCOM, SLB, SWN

More by Mebane Faber

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on Nov 21, 2008
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