Lone Pine Capital (Stephen Mandel) discloses updated portfolio positions in 13F filing:
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: ATVI (~10.3 mln shares), SHW (~1.1 mln), SHPG (~2.5 mln)
- Increased positions in: BUD (to ~4.2 mln shares from ~1.9 mln shares), COMM (to ~3.5 mln from ~0.9 mln), EA (to ~3.6 mln from ~1.9 mln), LULU (to ~7.4 mln from ~5.2 mln), MNST (to ~4.1 mln from ~1.1 mln) NKE (to ~18.3 mln from ~12 mln), PCLN (to ~1.1 mln from ~0.8 mln) YUM (to ~10 mln from ~1.5 mln),
- Decreased positions in: GOOGL (to ~0.2 mln shares from ~0.6 mln shares), MSFT (to ~17.3 mln from ~25.8 mln)
- Closed positions in: AGN (from ~1.8 mln shares), HZNP (from ~14 mln), ILMN (from ~1.7 mln), JD (from ~22.1 mln