Lone Pine Capital - Portfolio Holdings
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See intro to Leading Hedge Funds' Best Ideas.
Beefed up the position in Qualcomm (QCOM), and initiated positions in Sandridge Energy (SD) and Mastercard (MA).
Top sectors in the portfolio include:
Services 34%
Technology 22%
Financials 9%
Basic Materials 8%
Top 10 holdings are:
(AMX)
QCOM
(SWN)
(GOOG)
(PCLN)
(BAM)
(SLB)
(COH)
(FAST)
(BNI)
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Mebane Faber
About this author:- Bio & more articles
- Mebane's firm: Cambria Investment Management
- Mebane's blog: World Beta
- Email Mebane
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Editor's Picks
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Short Ideas
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Cramer's Picks
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- Full list of Long Ideas »
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