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Lone Pine Capital - Portfolio Holdings

by: Mebane Faber May 19, 2008 | about: AAPL / AMX / COH / FAST / GOOG / INFY / MON / QCOM / SD / SWN / V / XTO    
Mebane Faber

Mebane Faber

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About this author:

See intro to Leading Hedge Funds' Best Ideas.

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

Top sectors in the portfolio include:

Services 16%
Technology 43%
Energy 16%

Top 10 holdings are:

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

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