Lone Pine Capital - Portfolio Holdings

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 |  Includes: AAPL, AMX, COH, FAST, GOOG, INFY, MON, QCOM, SD, SWN, V, XTO
by: M F

See intro to Leading Hedge Funds' Best Ideas.

New positions in XTO Energy (XTO) and Monsanto (NYSE:MON), sold out of Coach (NYSE:COH).

Top sectors in the portfolio include:

Services 16%
Technology 43%
Energy 16%

Top 10 holdings are:

Google (NASDAQ:GOOG)
Qualcomm (NASDAQ:QCOM)
America Movil SA de CV (NYSE:AMX)
Apple (NASDAQ:AAPL)
XTO
SandRidge Energy (NYSE:SD)
Fastenal Co. (NASDAQ:FAST)
Southwestern Energy Company (NYSE:SWN)
Infosys Technologies Ltd. (NYSE:INFY)
Visa (NYSE:V)