Lone Pine Capital Buys Alibaba Group Holding, First Data Corp, Union Pacific Corp, Sells Booking Holdings Inc, Dollar Tree Inc, SBA Communications Corp

Investment company Lone Pine Capital buys Alibaba Group Holding, First Data Corp, Union Pacific Corp, Alphabet Inc, Wynn Resorts, Adobe Inc, Canadian Pacific Railway, Electronic Arts Inc, NIO Inc, sells Booking Holdings Inc, Dollar Tree Inc, SBA Communications Corp, UnitedHealth Group Inc, CSX Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Lone Pine Capital. As of 2018-09-30, Lone Pine Capital owns 25 stocks with a total value of $19.4 billion. These are the details of the buys and sells.

For the details of Steve Mandel's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Steve+Mandel

These are the top 5 holdings of Steve Mandel
  1. Alibaba Group Holding Ltd (BABA) - 9,732,169 shares, 8.25% of the total portfolio. Shares added by 52.19%
  2. Microsoft Corp (MSFT) - 13,737,471 shares, 8.08% of the total portfolio. Shares added by 9.86%
  3. Adobe Inc (ADBE) - 5,424,771 shares, 7.53% of the total portfolio. Shares added by 21.73%
  4. Activision Blizzard Inc (ATVI) - 16,138,688 shares, 6.91% of the total portfolio. Shares added by 13.19%
  5. IQVIA Holdings Inc (IQV) - 8,403,439 shares, 5.61% of the total portfolio. Shares reduced by 16.96%
New Purchase: First Data Corp (FDC)

Lone Pine Capital initiated holding in First Data Corp. The purchase prices were between $21.12 and $26.24, with an estimated average price of $24.11. The stock is now traded at around $17.82. The impact to a portfolio due to this purchase was 2.76%. The holding were 21,911,495 shares as of 2018-09-30.

New Purchase: Union Pacific Corp (UNP)

Lone Pine Capital initiated holding in Union Pacific Corp. The purchase prices were between $138.26 and $164.99, with an estimated average price of $150.54. The stock is now traded at around $148.56. The impact to a portfolio due to this purchase was 2.7%. The holding were 3,224,826 shares as of 2018-09-30.

New Purchase: NIO Inc (NIO)

Lone Pine Capital initiated holding in NIO Inc. The purchase prices were between $6.6 and $11.6, with an estimated average price of $8.24. The stock is now traded at around $7.10. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,736,290 shares as of 2018-09-30.

Added: Alibaba Group Holding Ltd (BABA)

Lone Pine Capital added to a holding in Alibaba Group Holding Ltd by 52.19%. The purchase prices were between $156.36 and $197.98, with an estimated average price of $176.96. The stock is now traded at around $150.44. The impact to a portfolio due to this purchase was 2.83%. The holding were 9,732,169 shares as of 2018-09-30.

Added: Alphabet Inc (GOOG)

Lone Pine Capital added to a holding in Alphabet Inc by 35.50%. The purchase prices were between $1102.89 and $1268.33, with an estimated average price of $1196.79. The stock is now traded at around $1043.66. The impact to a portfolio due to this purchase was 1.43%. The holding were 891,299 shares as of 2018-09-30.

Added: Wynn Resorts Ltd (WYNN)

Lone Pine Capital added to a holding in Wynn Resorts Ltd by 56.79%. The purchase prices were between $127.06 and $166.78, with an estimated average price of $148.5. The stock is now traded at around $103.24. The impact to a portfolio due to this purchase was 1.41%. The holding were 5,955,497 shares as of 2018-09-30.

Added: Adobe Inc (ADBE)

Lone Pine Capital added to a holding in Adobe Inc by 21.73%. The purchase prices were between $242.01 and $274.69, with an estimated average price of $257.68. The stock is now traded at around $235.22. The impact to a portfolio due to this purchase was 1.34%. The holding were 5,424,771 shares as of 2018-09-30.

Added: Canadian Pacific Railway Ltd (CP)

Lone Pine Capital added to a holding in Canadian Pacific Railway Ltd by 36.17%. The purchase prices were between $178.44 and $212, with an estimated average price of $199.89. The stock is now traded at around $206.76. The impact to a portfolio due to this purchase was 1.13%. The holding were 3,896,747 shares as of 2018-09-30.

Added: Electronic Arts Inc (EA)

Lone Pine Capital added to a holding in Electronic Arts Inc by 24.35%. The purchase prices were between $111.55 and $148.93, with an estimated average price of $128.86. The stock is now traded at around $85.76. The impact to a portfolio due to this purchase was 0.95%. The holding were 7,855,868 shares as of 2018-09-30.

Sold Out: Booking Holdings Inc (BKNG)

Lone Pine Capital sold out a holding in Booking Holdings Inc. The sale prices were between $1824.99 and $2086.93, with an estimated average price of $1969.55.

Sold Out: Dollar Tree Inc (DLTR)

Lone Pine Capital sold out a holding in Dollar Tree Inc. The sale prices were between $79.78 and $95.61, with an estimated average price of $87.62.

Sold Out: SBA Communications Corp (SBAC)

Lone Pine Capital sold out a holding in SBA Communications Corp. The sale prices were between $154.1 and $166.03, with an estimated average price of $159.39.

Sold Out: Square Inc (SQ)

Lone Pine Capital sold out a holding in Square Inc. The sale prices were between $61.75 and $99.01, with an estimated average price of $77.13.

Sold Out: Mohawk Industries Inc (MHK)

Lone Pine Capital sold out a holding in Mohawk Industries Inc. The sale prices were between $175.35 and $224.84, with an estimated average price of $196.12.

Sold Out: PagSeguro Digital Ltd (PAGS)

Lone Pine Capital sold out a holding in PagSeguro Digital Ltd. The sale prices were between $25.07 and $29.51, with an estimated average price of $27.2.



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