Stephen Mandel’s Top Picks: Dollar General Corp. (DG), Cognizant Technology Solutions Corp (CTSH) & Others

In its latest 13F, Stephen Mandel‘s Lone Pine Capital has disclosed its holdings as held at the end of the fourth quarter of 2013. The total value of the fund’s equity portfolio increased to around $23.3 billion, from about $22.40 billion disclosed at the end of the third quarter.

LONE PINE CAPITAL

We have picked Lone Pine Capital’s top five holdings in terms of value that the fund has held in its equity portfolio at the end of last year.

First on the list is Dollar General Corp. (NYSE:DG), in which the fund owns 18.90 million shares, with a reported value of $1.14 billion. The holding increased from 17.68 million shares held at the end of third quarter. Dollar General Corp. (NYSE:DG) is a discount retailer with more than 9,961 stores located in the United States.

The next is Cognizant Technology Solutions Corp (NASDAQ:CTSH). The fund trimmed its stake to 10.74 million shares, from 11.96 million shares held at the end of September. However, the value of the current holding has surged to $1.08 billion from $981.89 million.

On the third spot is Priceline.com Inc (NASDAQ:PCLN), in which the fund disclosed a $1.03 billion stake, which amasses 884,756 shares. The holding decreased marginally from 980,185 shares held at the end of the previous quarter.

The next on the list is Baidu Inc (ADR) (NASDAQ:BIDU), another stock, in which Stephen Mandel increased his position to 5.39 million shares, from 5.29 million shares. The value of the current holding surged to $959.41 million from $820.79 million at the end of the third quarter.

Microsoft Corporation (NASDAQ:MSFT), is the fifth largest holding. Lone Pine opened the position during the fourth quarter and currently holds 25.47 million shares, worth $953.01 million.

Disclosure: none

Recommended reading:

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Hess Corp. (HES), Intel Corporation (INTC) Are Among Largest Holdings in Michael Price’ MFP Investors’ Latest 13F

Wallace R. Weitz Top Picks: Liberty Global plc (LBTYA), Berkshire Hathaway Inc. (BRK.B) & Others

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