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Mandel's Lone Pine Capital Enters Dukin (DNKN), Schlumberger (SLB), VeriSign (VRSN); Cuts Apple (AAPL)

November 14, 2012 5:04 PM EST Send to a Friend
Steve Mandel's Lone Pine Capital released its 13F for the quarter ended September 30, 2012. Below is a summary:

(note - short positions are not disclosed)

New Stakes
CHARTER COMM-A (NASDAQ: CHTR) new 327,422 share position
Colfax (NYSE: CFX) new 2,171,191 share position
Dollar Tree, Inc. (NASDAQ: DLTR) new 3,892,021 share position
DUNKIN' BRANDS GRP (NASDAQ: DNKN) new 7,221,207 share position *
GRIFOLS SP ADR-B (NASDAQ: GRFS) new 219,774 share position
JB Hunt Transport Services, Inc. (NASDAQ: JBHT) new 3,781,720 share position
O REILLY AUTO (NASDAQ: ORLY) new 1,525,361 share position
Schlumberger Ltd. (NYSE: SLB) new 6,420,645 share position
TRIPADVISOR (NASDAQ: TRIP) new 5,747,707 share position
VeriSign, Inc. (NASDAQ: VRSN) new 9,441,406 share position *

Raised Stakes
Anheuser-Busch Inbev Sa/Nv (NYSE: BUD) raised from 56,118 shares to 60,529 shares
BE Aerospace, Inc. (NASDAQ: BEAV) raised from 4,528,853 shares to 4,960,406 shares *
CHINA LODGE SP ADR (NASDAQ: HTHT) raised from 20,526 shares to 24,457 shares
Cognizant Technology Solutions (NASDAQ: CTSH) raised from 8,499,329 shares to 10,591,794 shares
Dollar General (NYSE: DG) raised from 3,695,483 shares to 8,281,898 shares
lululemon athletica, Inc. (NASDAQ: LULU) raised from 4,213,709 shares to 4,769,386 shares
News Corporation - Class A Shares (NASDAQ: NWSA) raised from 13,675,800 shares to 14,042,265 shares
Priceline.com, Inc. (NASDAQ: PCLN) raised from 1,128,189 shares to 1,416,458 shares
Sensata Technologies Holding (NYSE: ST) raised from 2,712,645 shares to 2,872,204 shares

Lowered Stakes
Apple, Inc. (NASDAQ: AAPL) lowered from 1,423,209 shares to 805,269 shares
AutoZone, Inc. (NYSE: AZO) lowered from 936,470 shares to 864,249 shares
Crown Castle International Corp. (NYSE: CCI) lowered from 7,836,898 shares to 3,270,735 shares
Davita HealthCare Partners (NYSE: DVA) lowered from 3,049,139 shares to 3,040,240 shares
Walt Disney (NYSE: DIS) lowered from 11,828,989 shares to 9,362,526 shares
eBay, Inc. (NASDAQ: EBAY) lowered from 13,903,725 shares to 12,560,725 shares
Equinix, Inc. (NASDAQ: EQIX) lowered from 3,164,127 shares to 2,085,019 shares
EXPRESS SCRPTS HLDG (NASDAQ: ESRX) lowered from 7,154,848 shares to 4,309,072 shares
Gap, Inc. (NYSE: GPS) lowered from 21,502,575 shares to 16,382,475 shares
Google, Inc. (NASDAQ: GOOG) lowered from 1,335,321 shares to 1,068,269 shares
iSoftStone Holdings (NYSE: ISS) lowered from 29,946 shares to 28,002 shares
Liberty Global, Inc. Class A (NASDAQ: LBTYA) lowered from 6,080,909 shares to 4,442,580 shares
Michael Kors Holdings (NYSE: KORS) lowered from 9,202,011 shares to 8,753,483 shares
Monsanto Company (NYSE: MON) lowered from 8,058,039 shares to 6,328,874 shares
Netease.com (NASDAQ: NTES) lowered from 516,692 shares to 348,610 shares
Oceaneering International, Inc. (NYSE: OII) lowered from 7,250,714 shares to 5,097,043 shares
Qualcomm, Inc. (NASDAQ: QCOM) lowered from 7,678,339 shares to 6,876,637 shares
Ralph Lauren Corp (NYSE: RL) lowered from 4,402,128 shares to 4,322,902 shares
Sears Holding Corporation (NASDAQ: SHLD) (PUT) lowered from 1,883,300 shares to 1,273,500 shares
SPDR Gold Trust (NYSE: GLD) lowered from 3,750,348 shares to 2,587,216 shares
Tractor Supply Co (NASDAQ: TSCO) lowered from 2,956,606 shares to 2,918,487 shares
Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ: ULTA) lowered from 3,498,638 shares to 3,343,638 shares
Visa (NYSE: V) lowered from 3,292,401 shares to 2,907,401 shares
WABCO Holdings (NYSE: WBC) lowered from 4,170,336 shares to 3,514,954 shares
Wyndham Worldwide (NYSE: WYN) lowered from 7,289,162 shares to 5,932,525 shares

Liquidated Stakes
7 Days Group Holdings Ltd (NYSE: SVN) liquidated
Banco Santander S.A. ADS (NYSE: STD) liquidated
Barclays PLC ADS (NYSE: BCS) (PUT) liquidated
Cooper Cos. (NYSE: COO) liquidated
Walt Disney (NYSE: DIS) (CALL) liquidated
Google, Inc. (NASDAQ: GOOG) (CALL) liquidated
W.R. Grace & Co. (NYSE: GRA) liquidated
HCA Holdings (NYSE: HCA) liquidated
Kohls Corp. (NYSE: KSS) liquidated
Estee Lauder Cos., Inc. (NYSE: EL) liquidated
Monsanto Company (NYSE: MON) (CALL) liquidated
NetFlix, Inc. (NASDAQ: NFLX) liquidated
New Oriental Education & Technology Group (NYSE: EDU) liquidated
Owens Corning (NYSE: OC) liquidated
Ross Stores, Inc. (NASDAQ: ROST) liquidated
Teradata (NYSE: TDC) liquidated
VF Corp. (NYSE: VFC) liquidated
Weyerhaeuser Co. (NYSE: WY) (PUT) liquidated

Maintained Stakes
Accretive Health (NYSE: AH) maintained 9,387,133 share stake
CenturyLink (NYSE: CTL) (PUT) maintained 300,000 share stake
FRONTIER COMM-B (NASDAQ: FTR) (PUT) maintained 5,500,000 share stake
Intel (NASDAQ: INTC) (PUT) maintained 945,000 share stake
Kinder Morgan Energy Partners LP (NYSE: KMP) maintained 17,624,581 share stake
Qualcomm, Inc. (NASDAQ: QCOM) (CALL) maintained 1,040,000 share stake
TransDigm (NYSE: TDG) maintained 3,472,092 share stake
Vanceinfo Technologies, Inc. (NYSE: VIT) maintained 7,617,690 share stake

* Since the original filing these positions have been updated further.




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