Lone Pine Capital - Portfolio Holdings
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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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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ETFs In Focus
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Editor's Picks
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Most Popular
- Apocalypse Dow: The Search for Scapegoats
- Reading the S&P 500's Crashing Waves
- On a Return to Normalcy: Dow 8,500
- Looking Back at Lehman: Lying, Scapegoating and a General Lack of Accountability
- iShares ETF Tracking Error: Risks and Explanations
- U.S. vs. the World: Sectors Matter
- Full list of Editor's Picks »
- Nation's Debt: It's Not Being Rescued, It's Being Moved Around »
- Crazy P/E Ratios »
- Clueless - Cramer's Mad Money (10/8/08) »
- Cramer: Dow Could Drop Another 14%, Oil's Going to $50 »
- Wall Street Breakfast: Must-Know News »
- Roger Wiegand: 'Severe Bull Market' Ahead for Gold »
- Awaiting Apple Earnings and Guidance »
- Four Ways to Protect Money During the Fallout »
- Cramer Should Be Suspended »
- Ford, GM on the Chopping Block? »
- Earnings Preview: General Electric »
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Long Ideas
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Short Ideas
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Cramer's Picks
- 'When There's Blood in the Streets', Buy Biotech Stocks
- Midstream MLPs Crashing, Present Opportunity
- A Fresh Look at Shipping Company Stocks
- Panic Selling in InterOil: What Now?
- Potash Corp.: No Liquidity Problems Here
- The Year of the Bear
- Cobalt: More Than Just Blue
- Investors Can Find Comfort in Big Blue
- Hershey: The Perfect Recession Investment?
- Applied Materials Leads by Example
- Full list of Long Ideas »
- The Short Case for General Electric
- Too Late to Short SPY? An Historical Perspective
- Henderson Group: Profit Warning Surprises Short Investors
- Decreasing Chipotle Traffic Could Spell Trouble
- Why I Sold Lowe's Short
- Accor, Host and Marriott: Short Interest Heats Up
- Global Financial Crisis Makes Oil a Great Hedge
- Michael Page International: Stock Down on Market Weakness
- Gaming Stocks Still a Poor Bet - Barron's
- After Coming Rate Cuts, Some Appealing Short ETFs
- Full list of Short Ideas »
- Bulls Take a Stand - Cramer's Stop Trading! (10/10/08)
- Clueless - Cramer's Mad Money (10/8/08)
- Torpedo Dry Ships - Cramer's Lightning Round (10/8/08)
- Chocolate Lover - Cramer's Mad Money (10/7/08)
- Yield is King - Cramer's Lightning Round (10/7/08)
- Goldman Disses Solar - Cramer's Stop Trading ! (10/7/08)
- Time to Hoard Cash - Cramer's Mad Money (10/6/08)
- Buyers On Strike - Cramer's Stop Trading! (10/6/08)
- Still Bullish on RIMM - Cramer's Lightning Round (10/6/08)
- The Cramer Crash?
- Full list of Cramers Picks »
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