UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 1999
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Check here if Amendment [ ]; Amendment Number:
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This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Lone Pine Capital, LLC
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Address: Two Greenwich Plaza
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Greenwich, Connecticut 06830
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Form 13F File Number: 28-7486
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The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Stephen F. Mandel, Jr.
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Title: Managing Director, Portfolio Manager
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Phone: (203) 618-1400
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Signature, Place, and Date of Signing:
/s/ Stephen F. Mandel, Jr. Greenwich, Connecticut 08/13/99
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Report Type (Check only one.):
[ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 56
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Form 13F Information Table Value Total: $1,037,768
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(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report. NONE
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Form 13F INFORMATION TABLE
<C> <C> <C> <C> <C> <C> <C> <C>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
- --------------------------------- -------------- --------- -------- ----------------- ---------- -------- --------------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
- --------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- -------- -------- --------
AFFILIATED MANAGERS GROUP COM 008252108 39,932 1,322,800 SH SOLE 1,322,800
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ALZA CORP DEL COM 022615108 14,800 290,900 SH SOLE 290,900
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AMERICAN EXPRESS CO COM 025816109 18,309 140,700 SH SOLE 140,700
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AMERICAN HOME PRODS CORP COM 026609107 30,326 527,400 SH SOLE 527,400
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AMGEN INC COM 031162100 16,546 271,800 SH SOLE 271,800
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ASSOCIATED GROUP INC CL A 045651106 16,828 258,400 SH SOLE 258,400
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BERKSHIRE HATHAWAY INC DEL CL A 084670108 16,260 236 SH SOLE 236
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BOYDS COLLECTION LTD COM 103354106 43,264 2,499,000 SH SOLE 2,499,000
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CENTOCOR INC COM 152342101 34,088 731,100 SH SOLE 731,100
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CHASE MANHATTAN CORP NEW COM 16161A108 28,933 334,000 SH SOLE 334,000
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CISCO SYS INC COM 17275R102 18,241 282,800 SH SOLE 282,800
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CLEAR CHANNEL COMMUNICATIONS COM 184502102 22,405 325,000 SH SOLE 325,000
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CONCENTRIC NETWORK CORP COM 20589R107 20,495 515,600 SH SOLE 515,600
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CORDANT TECHNOLOGIES INC COM 218412104 27,641 611,700 SH SOLE 611,700
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COSTCO COMPANIES INC COM 22160Q102 23,538 294,000 SH SOLE 294,000
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CYGNUS INC COM 232560102 10,064 774,140 SH SOLE 774,140
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DELUXE CORP COM 248019101 10,681 274,300 SH SOLE 274,300
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ELECTRONIC ARTS INC COM 285512109 21,971 405,000 SH SOLE 405,000
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EMISPHERE TECHNOLOGIES INC COM 291345106 825 116,800 SH SOLE 116,800
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EQUITABLE COS INC COM 29444G107 11,705 174,700 SH SOLE 174,700
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FIRSTAR CORP NEW WIS COM 33763V109 11,197 399,900 SH SOLE 399,900
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FOREST LABS INC CL A 345838106 5,088 110,000 SH SOLE 110,000
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GELTEX PHARMACEUTICALS INC COM 368538104 15,212 845,100 SH SOLE 845,100
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GOLDMAN SACHS GROUP INC COM 38141G104 12,283 170,000 SH SOLE 170,000
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HOWMET INTERNATIONAL COM 443208103 14,286 831,200 SH SOLE 831,200
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IPC COMMUNICATIONS INC COM NEW 44980K206 13,650 200,000 SH SOLE 200,000
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IMS HEALTH INC COM 449934108 57,066 1,826,100 SH SOLE 1,826,100
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IRIDIUM WORLD COMMUNICATIONS PUT G49398953 1,229 115,000 SH SOLE 115,000
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KENNEDY-WILSON INC COM NEW 489399204 5,654 632,600 SH SOLE 632,600
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LEXMARK INTL GROUP INC CL A 529771107 44,949 680,400 SH SOLE 680,400
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LORAL SPACE & COMMUNICATIONS COM G56462107 12,325 684,700 SH SOLE 684,700
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MCI WORLDCOM INC COM 55268B106 19,813 229,717 SH SOLE 229,717
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MEDPARTNERS INC NEW COM 58503X107 17,922 2,369,800 SH SOLE 2,369,800
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NTL INC COM 629407107 11,446 132,800 SH SOLE 132,800
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NAVISTAR INTL CORP NEW COM 63934E108 25,475 509,500 SH SOLE 509,500
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NATIONAL DATA CORP COM 635621105 8,828 206,500 SH SOLE 206,500
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NORTH FACE INC COM 659317101 8,960 907,300 SH SOLE 907,300
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OFFICE DEPOT INC COM 676220106 21,851 990,400 SH SOLE 990,400
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PICO HLDGS INC COM NEW 693366205 7,548 298,200 SH SOLE 298,200
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PAYLESS SHOESOURCE INC COM 704379106 22,053 412,200 SH SOLE 412,200
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PITTSTON CO COM BRINKS GRP 725701106 9,681 361,900 SH SOLE 361,900
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PROMUS HOTEL CORP NEW COM 74342P106 25,429 820,300 SH SOLE 820,300
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QLT PHOTOTHERAPEUTICS INC COM 746927102 12,249 222,700 SH SOLE 222,700
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ROBERT HALF INTL INC COM 770323103 19,765 760,200 SH SOLE 760,200
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SEALED AIR CORP NEW COM 81211K100 26,248 404,600 SH SOLE 404,600
- --------------------------------- -------------- --------- -------- ----------------- ---------- -------- --------------------------
TEEKAY SHIPPING CORP COM V89564104 8,901 505,000 SH SOLE 505,000
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TERRA NOVA (BERMUDA) HLDGS LTD ORD CL A G87615103 10,958 406,800 SH SOLE 406,800
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UCAR INTL INC COM 90262K109 15,196 601,800 SH SOLE 601,800
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UNITED RETAIL GROUP INC COM 911380103 8,305 549,100 SH SOLE 549,100
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VOICESTREAM WIRELESS CORP COM 928615103 32,817 1,154,000 SH SOLE 1,154,000
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VORNADO RLTY TR SH BEN INT 929042109 16,258 460,400 SH SOLE 460,400
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WASTE MGMT INC DEL COM 94106L109 19,511 363,000 SH SOLE 363,000
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WATKINS JOHNSON CO COM 942486101 5,549 188,100 SH SOLE 188,100
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WELLS FARGO & CO NEW COM 949746101 38,227 894,200 SH SOLE 894,200
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WESTERN WIRLESS CORP CL A 95988E204 12,914 478,300 SH SOLE 478,300
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WHOLE FOODS MKT INC COM 966837106 12,073 251,200 SH SOLE 251,200
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