Stephen Mandel's Lone Pine Capital Loves Tech, Consumer Stocks

Stephen Mandel’s Lone Pine Capital is among the financial institutions obliged to file a 13F for every quarter. In its latest filing, the firm disclosed its long equity positions as of December 31, 2014, worth approximately $23.85 billion in the market.

Adds

• Visa Inc V - 1,771,519 shares
• HCA Holdings Inc HCA - 5,836,872 shares
• DaVita HealthCare Partners Inc DVA - 3,940,169 shares
• Cooper Companies Inc COO - 1,750,283 shares
• W.R. Grace & Co GRA - 2,902,557 shares
• Vipshop Holdings Ltd VIPS - 13,935,727 shares
• Walgreens Boots Alliance Inc WBA- 3,553,779 shares
• Netflix, Inc. NFLX - 779,647 shares
• Apple Inc. AAPL - 2,184,122 shares
• JD.com JD - 8,817,652 shares

Increases

• Priceline Group Inc PCLN – up 91 percent to 1,398,233 shares
• Autodesk, Inc. ADSK - up 228 percent to 14,463,336 shares
• Mastercard Inc MA – up 32 percent to 20,030,460 shares
• Facebook Inc FB - up 56 percent to 13,502,615 shares
• Dollar General Corp. DG - up 38 percent to 12,918,112 shares
• Equinix Inc EQIX - up 46 percent to 3,890,489 shares
• Adobe Systems Incorporated ADBE - up 6 percent to 12,179,247 shares
• Charter Communications, Inc. CHTR - up 5 percent to 3,269,032 shares
• Cheniere Energy, Inc. LNG - up 27 percent to 8,818,922 shares

Decreases

• Microsoft Corporation MSFT – down 75 percent to 5,449,944 shares
• Wynn Resorts, Limited WYNN – down 89 percent to 285,023 shares
• Michael Kors Holdings Ltd KORS - down 30 percent to 11,075,555 shares
• Valeant Pharmaceuticals Intl Inc VRX - down 24 percent to 8,250,886 shares
• McGraw Hill Financial Inc MHFI – down 31 percent to 7,369,142 shares
• Workday Inc WDAY – down 85 percent to 527,482 shares
• Under Armour Inc UA – down 65 percent to 1,560,114 shares
• Ulta Salon, Cosmetics & Fragrance, Inc. ULTA – down 35 percent to 3,344,991shares
• Baidu Inc BIDU – down 14 percent to 7,030,580 shares

Exits

• Gap Inc GPS - 19,265,265 shares
• Comcast Corporation CMCSA - 13,772,459 shares
• Crown Castle International Corp CCI - 7,845,871 shares
• Actavis plc ACT - 2,478,628 shares
• LPL Financial Holdings Inc LPLA - 8,518,366 shares