Lone Pine Capital 13F 4Q09 vs 1Q10

Stock Shares Held - 12/31/2009 Shares Held - 03/31/2010 Change in shares % Change in Shares
AAPL CALL 125,400 0 (125,400) -100.00%
AAPL 2,525,541 2,349,597 (175,944) -6.97%
ACN CALL 1,600,000 1,000,000 (600,000) -37.50%
ACN 8,708,237 11,479,833 2,771,596 31.83%
ADSK 2,330,411 5,122,913 2,792,502 119.83%
AMP 0 4,270,932 4,270,932 New
AMZN 0 1,125,899 1,125,899 New
APH CALL 0 650,000 650,000 New
APH 0 3,588,797 3,588,797 New
APOL 0 267,626 267,626 New
ASR 347,986 0 (347,986) -100.00%
ATVI 0 13,237,180 13,237,180 New
BAC 14,519,200 15,277,033 757,833 5.22%
BAC/PS 2,400,000 0 (2,400,000) -100.00%
BAX 10,441,630 6,326,359 (4,115,271) -39.41%
BPOP 18,607,489 9,765,472 (8,842,017) -47.52%
CISG 888,118 888,118 0 0.00%
CRM 0 1,910,367 1,910,367 New
CTSH 0 10,899,834 10,899,834 New
CTXS CALL 1,017,000 0 (1,017,000) -100.00%
CTXS 3,656,401 3,224,801 (431,600) -11.80%
CVS 4,635,926 5,410,152 774,226 16.70%
DIS 7,441,464 0 (7,441,464) -100.00%
DISCA 6,096,538 0 (6,096,538) -100.00%
DPS 3,942,443 4,219,370 276,927 7.02%
DVA 0 4,646,350 4,646,350 New
EBAY 8,042,649 0 (8,042,649) -100.00%
EDU 809,954 2,739,527 1,929,573 238.23%
EL 3,052,933 3,498,677 445,744 14.60%
ETFC 10,436,764 0 (10,436,764) -100.00%
FLIR 6,866,822 0 (6,866,822) -100.00%
GLD CALL 2,323,500 2,323,500 0 0.00%
GMCR 3,803,287 1,560,518 (2,242,769) -58.97%
GR 4,117,998 3,229,782 (888,216) -21.57%
HBC 6,676,242 0 (6,676,242) -100.00%
HPQ 8,529,811 4,906,382 (3,623,429) -42.48%
HPQ CALL 1,200,000 0 (1,200,000) -100.00%
HSIC 2,783,983 0 (2,783,983) -100.00%
IVZ 0 515,600 515,600 New
JPM 17,486,108 17,814,985 328,877 1.88%
KO 0 3,360,300 3,360,300 New
LFT 0 3,093,594 3,093,594 New
LYV 0 9,585,320 9,585,320 New
MCD 7,620,201 6,952,805 (667,396) -8.76%
MJN 1,278,236 2,903,033 1,624,797 127.11%
MON 8,185,449 2,979,981 (5,205,468) -63.59%
MPEL 8,163,053 0 (8,163,053) -100.00%
MR 566,579 464,572 (102,007) -18.00%
MVL 350,518 0 (350,518) -100.00%
MXB 4,586,985 0 (4,586,985) -100.00%
ORLY 0 1,685,691 1,685,691 New
PAC 571,705 0 (571,705) -100.00%
PCP 1,320,855 0 (1,320,855) -100.00%
PNC 0 1,250,000 1,250,000 New
PROJ 1,782,796 0 (1,782,796) -100.00%
PTV 3,613,921 6,303,553 2,689,632 74.42%
QCOM CALL 830,000 830,000 0 0.00%
QCOM 12,240,777 14,041,700 1,800,923 14.71%
RL 0 1,777,999 1,777,999 New
SFD 5,482,182 0 (5,482,182) -100.00%
SHLD PUT 1,537,900 3,056,700 1,518,800 98.76%
SPLS 5,983,239 3,698,272 (2,284,967) -38.19%
STRA 1,353,513 1,285,134 (68,379) -5.05%
SWN 1,988,979 0 (1,988,979) -100.00%
UMPQ 0 87,914 87,914 New
UPS CALL 0 800,000 800,000 New
UPS 0 3,522,978 3,522,978 New
V 5,465,874 3,637,201 (1,828,673) -33.46%
VPRT 880,759 0 (880,759) -100.00%
WAG 7,679,875 0 (7,679,875) -100.00%
WFC 10,966,100 14,681,462 3,715,362 33.88%
WLT 0 1,621,590 1,621,590 New
WYN 0 290,410 290,410 New
YUM 6,534,659 12,272,645 5,737,986 87.81%