Mandel's Lone Pine Capital 13F Breakdown: New Stake In Activision Blizzard (ATVI), Raises Stake In QUALCOMM

Hedge fund titan Stephen F. Mandel, Jr. released the 13F for his Lone Pine Capital fund for the quarter ended March 31, 2010 after the close.

The value of the disclosed portfolio is up from $ 10.45 billion at December,31 2009 to $11.05 billion at March 31, 2010, but it should be noted that cash, short positions and various other securities are not required to be disclosed in the 13F filing.

During the quarter, Stephen F. Mandel greatly increased his exposure to the electronics sector, increasing his exposure with a new stake in Activision Blizzard, and increasing his position in QUALCOMM - raising his stakes in Accenture Plc, CVS Caremark, and DR Pepper Snapple.

Below a full summary of his/her notable moves:

Notable New Stakes:
Activision Blizzard, Inc. (Nasdaq: ATVI) to 13,237,180 shares
Amazon.com (Nasdaq: AMZN) to 1,125,899 shares
Ameriprise Financial (NYSE: AMP) to 4,270,932
Amphenol Corporation (NYSE: APH) to 3,588,797 shares
Apollo Group Inc. (Nasdaq: APOL) to 267,626 shares
The Coca-Cola Company (NYSE: KO) to 3,360,300 shares
Cognizant Technology Solutions Corp. (Nasdaq: CTSH) to $10,899,834 shares
DaVita, Inc. (Nasdaq: DVA) to 4,646,350 shares
Invesco Ltd. (NYSE: IVZ) to 515,600 shares
Live Nation Entertainment, Inc. (NYSE: LYV) to 9,585,320 shares
Longtop Financial Technologies Limited (NYSE: LFT) to 3,093,594
O'Reilly Automotive Inc. (Nasdaq: ORLY) to 1,685,691 shares
PNC Financial Services Group Inc. (NYSE: PNC) to 1,250,000 shares
Polo Ralph Lauren Corp. (NYSE: RL) to 1,777,999 shares
Salesforce.com (NYSE: CRM) to 1,910,367 shares
Umpqua Holdings Corporation (Nasdaq: UMPQ) to 87,914 shares
Walter Energy, Inc. (NYSE: WLT) to 1,621,590 shares
Wyndham Worldwide Corporation (NYSE: WYN) to 290,410 shares

Raised Stakes:
Accenture Plc (NYSE: ACN) from 8,708,237 shares to 11,479,833 shares
Autodesk (Nasdaq: ADSK) from 2,330,411 shares to 5,122,913 shares
Bank of America (NYSE: BAC) from 14,519,200 shares to 15,277,033 shares
CVS Caremark (NYSE: CVS) from 4,635,926 shares to 5,410,152 shares
Dr Pepper Snapple Group, Inc. (NYSE: DPS) from 3,942,443 shares to 4,219,370 shares
J.P. Morgan Chase & Co. (NYSE: JPM) from 17,486,108 shares to 17,814,985 shares
Estee Lauder Companies Inc. (NYSE: EL) from 3,052,933 shares to 3,498,677 shares
Mead Johnson Nutrition Company (NYSE: MJN) from 1,278,236 shares to 2,903,033 shares
New Oriental Education & Technology Group (NYSE: EDU) from 809,954 shares to 2,739,527 shares
Pactiv Corp. (NYSE: PTV) from 3,613,921 shares to 6,303,553 shares
QUALCOMM Incorporated (Nasdaq: QCOM) from 12,240,777 shares to 14,041,700 shares
Wells Fargo & Company (NYSE: WFC) from 10,966,100 shares to 14,681,462 shares
Yum! Brands, Inc. (NYSE: YUM) from 6,534,659 shares to 12,272,645 shares

Notable Maintained Stakes:
Cninsure Inc. (Nasdaq: CISG) at 888,118 shares

Notable Lowered Stakes:
Apple (Nasdaq: AAPL) from 2,525,541 shares to 2,349,597 shares
Baxter International (NYSE: BAX) from 10,441,630 shares to 6,326,359 shares
Citrix Systems (Nasdaq: CTRX) from 3,656,401 shares to 3,224,801 shares
Deltek, Inc (Nasdaq: PROJ) from 1,782,796 shares to 0 shares
Discovery Communications, Inc. (Nasdaq: DISCA) from 6,096,538 shares to 0 shares
Walt Disney Co. (NYSE: DIS) from 7,441,464 shares to 0 shares
E*TRADE Financial Corporation (Nasdaq: ETFC) from 10,436,764 shares to 0 shares
eBay Inc. (Nasdaq: EBAY) from 8,042,649 shares to 0 shares
FLIR Systems, Inc. (Nasdaq: FLIR) from 6,866,822 shares to 0 shares
Goodrich Corp. (NYSE: GR) from 4,117,998 shares to 3,229,782 shares
Green Mountain Coffee Roasters Inc. (Nasdaq: GMCR) from 3,803,287 shares to 1,560,518 shares
Grupo Aeroportuario Del Sureste SA de CV (NYSE: ASR) from 3477,986 shares to 0 shares
Hewlett-Packard Company (NYSE: HPQ) from 8,529,811 shares to 4,906,382 shares
HSBC Holdings, plc. Common Stoc (NYSE: HBC) from 6,676,242 to 0 shares
Marvel Entertainment, Inc. (NYSE: MVL) from 350,518 shares to 0 shares
McDonald's Corp. (NYSE: MCD) from 7,620,201 shares to 6,952,805 shares
Melco Crown Entertainment Ltd. (MPEL) from 8,163,053 shares to 0 shares
Mindray Medical International Limited (NYSE: MR) from 566,579 shares to 464,572 shares
Monsanto Co. (NYSE: MON) from 8,185,449 to 2,979,981 shares
MSCI Inc. (NYSE: MXB) from 4,586,985 shares to 0 shares
Popular Inc. (NYSE: BPOP) from 18,607,489 shares to 9,765,472 shares
Precision Castparts Corp. (NYSE: PCP) from 1,320,855 shares to 0 shares
Henry Schein Inc. (Nasdaq: HSIC) from 2,783,983 shares to 0 shares
Smithfield Foods Inc. (NYSE: SFD) from 5,482,182 shares to 0 shares
Southwestern Energy Co. (NYSE: SWN) from 1,988,979 shares to 0 shares
Staples, Inc. (Nasdaq: SPLS) from 5,983,239 shares to 3,698,272 shares
Strayer Education Inc. (Nasdaq: STRA) from 1,353,513 shares to 0 shares
Visa (NYSE: V) from 5,465,874 shares to 3,637,201 shares
Vistaprint N.V. (Nasdaq: VPRT) from 880,759 shares to 0 shares
Walgreen Co. (NYSE: WAG) from 7,679,875 shares to 0 shares

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