Lone Pine Capital (Stephen Mandel) discloses updated portfolio positions in 13F filing: New CSX TMUS positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: CSX (~14.38 mln shares), CMCSA (~13.74 mln), TMUS (~5.98 mln), Q (~5.98 mln), ALB (~1.97 mln), SNAP (~1.79 mln)
- Increased positions in: SYMC (to ~26.45 mln shares from ~13.27 mln shares), RICE (to ~13.7 mln from ~3.74 mln), TV (to ~18.44 mln from ~13.53 mln), NKE (to ~19.16 mln from ~14.4 mln), ATVI (to ~24.8 mln from ~20.65 mln) COMM (to ~7.43 mln from ~3.79 mln),
- Maintained positions in: ADBE (~4.81 mln shares), FLT (~4.5 mln shares), PCLN (~0.3 mln shares)
- Closed positions in: BAC (from ~21.67 mln shares), WMB (from ~16.33 mln), MSFT (from ~15.21 mln), PYPL (from ~12.5 mln), EBAY (from ~9.61 mln), LULU (from ~4.5 mln), ICE(from ~4.23 mln), PNC (from ~4.2 mln)
- Decreased positions in: DLTR (to ~6.54 mln shares from ~9.32 mln shares), EXPE (to ~2.12 mln from ~4.32 mln), EA (to ~7.78 mln from ~9.42 mln), FB (to ~5.11 mln from ~5.93 mln),EQIX (to ~1.43 mln from ~1.91 mln), ULTA (to ~1.52 mln from ~1.8 mln), V (to ~6.17 mln from ~6.55 mln