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, 2000
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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 08/11/00
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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: 73
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Form 13F Information Table Value Total: $1,821,319
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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
--------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- -------- -------- --------
ADELPHIA COMMUNICATIONS CORP CL A 006848105 33,108 706,300 SH SOLE 706,300
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AFFILIATED MANAGERS GROUP COM 008252108 62,431 1,372,100 SH SOLE 1,372,100
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ALKERMES INC COM 01642T108 18,897 401,000 SH SOLE 401,000
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ALZA CORP DEL COM 022615108 29,261 494,900 SH SOLE 494,900
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AMGEN INC COM 031162100 44,595 634,800 SH SOLE 634,800
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ASPECT COMMUNICATIONS CORP COM 04523Q102 36,211 921,100 SH SOLE 921,100
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AXYS PHARMACETICALS INC COM 054635107 1,899 319,800 SH SOLE 319,800
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BED BATH & BEYOND INC COM 075896100 45,458 1,254,000 SH SOLE 1,254,000
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BIOPURE CORP CL A 09065H105 3,138 166,800 SH SOLE 166,800
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BOYDS COLLECTION LTD COM 103354106 27,351 3,217,700 SH SOLE 3,217,700
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BRITESMILE INC COM 110415106 2,660 591,000 SH SOLE 591,000
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CVS CORP COM 126650100 35,532 888,300 SH SOLE 888,300
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CABLEVISION SYS CORP CL A 12686C109 30,727 452,700 SH SOLE 452,700
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CAPITAL ONE FINL CORP COM 14040H105 37,579 842,100 SH SOLE 842,100
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CARNIVAL CORP COM 143658102 31,855 1,633,600 SH SOLE 1,633,600
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CATALINA MARKETING CORP COM 148867104 51,530 505,200 SH SOLE 505,200
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CHASE MANHATTAN CORP NEW COM 16161A108 24,736 536,999 SH SOLE 536,999
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CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 30,931 932,000 SH SOLE 932,000
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CLEAR CHANNEL COMMUNICATIONS COM 184502102 80,138 1,068,500 SH SOLE 1,068,500
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COMCAST CORP CL A SPL 200300200 34,251 845,700 SH SOLE 845,700
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COSTCO WHSL CORP NEW COM 22160K105 33 1,000 SH SOLE 1,000
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CROWN CASTLE INTL CORP COM 228227104 46,501 1,274,000 SH SOLE 1,274,000
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CYGNUS INC COM 232560102 6,871 482,140 SH SOLE 482,140
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EBENX INC COM 278668108 25,028 1,181,250 SH SOLE 1,181,250
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ENTREMED INC COM 29382F103 6,975 233,000 SH SOLE 233,000
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ETOYS INC COM 297862104 4,254 670,600 SH SOLE 670,600
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FOREST LABS INC COM 345838106 16,271 161,100 SH SOLE 161,100
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GARTNER GROUP INC NEW CL B 366651206 10,512 1,064,457 SH SOLE 1,064,457
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GENENTECH INC COM NEW 368710406 34,434 200,200 SH SOLE 200,200
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GENERAL MTRS CORP CL H NEW 370442832 32,292 368,000 SH SOLE 368,000
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GENESIS HEALTH VENTURES INC COM 371912106 218 995,500 SH SOLE 995,500
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GENSET SA SPONSORED ADR 37244T104 8,973 388,000 SH SOLE 388,000
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GILEAD SCIENCES INC COM 375558103 22,433 315,400 SH SOLE 315,400
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GOLDMAN SACHS GROUP INC COM 38141G104 95 1,000 SH SOLE 1,000
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IMS HEALTH INC COM 449934108 131,540 7,307,800 SH SOLE 7,307,800
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IMCLONE SYS INC COM 45245W109 17,397 227,600 SH SOLE 227,600
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INTUIT COM 461202103 7,187 173,700 SH SOLE 173,700
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JONES PHARMA INC COM 480236108 11,087 277,600 SH SOLE 277,600
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KENNEDY-WILSON INC COM NEW 489399204 4,434 834,700 SH SOLE 834,700
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KINDER MORGAN INC KANS COM 49455P101 36,256 1,049,000 SH SOLE 1,049,000
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LEAP WIRELESS INTL INC COM 521863100 36,829 783,600 SH SOLE 783,600
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LEXMARK INTL GROUP INC CL A 529771107 82,818 1,231,500 SH SOLE 1,231,500
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LINEAR TECHNOLOGY CORP COM 535678106 21,336 333,700 SH SOLE 333,700
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M & T BK CORP COM 55261F104 22,257 49,460 SH SOLE 49,460
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MEDIAPLEX INC COM 58446B105 10,637 550,800 SH SOLE 550,800
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METLIFE INC COM 59156R108 16,123 765,500 SH SOLE 765,500
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MUTUAL RISK MGMT LTD COM 628351108 1,030 59,500 SH SOLE 59,500
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NAVISTAR INTL CORP NEW COM 63934E108 26,450 851,500 SH SOLE 851,500
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NOVA CORP GA COM 669784100 22,322 799,000 SH SOLE 799,000
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OUTBACK STEAKHOUSE INC COM 689899102 22,324 763,200 SH SOLE 763,200
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PE CORP COM PE BIO GRP 69332S102 15,593 236,700 SH SOLE 236,700
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PHARMACIA CORP COM 71713U102 27,653 535,000 SH SOLE 535,000
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QLT INC COM 746927102 25,420 328,800 SH SOLE 328,800
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QUORUM HEALTH GROUP INC COM 749084109 2,063 200,000 SH SOLE 200,000
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RIBOZYME PHARMACEUTICALS COM 762567105 5,163 200,000 SH SOLE 200,000
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ROSS STORES INC COM 778296103 28,795 1,687,600 SH SOLE 1,687,600
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SEALED AIR CORP NEW COM 81211K100 54,522 1,041,000 SH SOLE 1,041,000
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STAPLES INC COM 855030102 32,351 2,104,100 SH SOLE 2,104.000
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TJX COS INC NEW COM 872540109 39,621 2,113,100 SH SOLE 2,113,100
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TARGETED GENETICS CORP COM 87612M108 4,250 285,714 SH SOLE 285,714
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TELEFONOS DE MEXICO SA SPON ADR ORD L 879403780 17,994 315,000 SH SOLE 315,000
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TELEPHONE & DATA SYS INC COM 879433100 48,110 479,900 SH SOLE 479,900
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TITAN PHARMAACEUTICALS INC DEL COM 888314101 6,592 153,300 SH SOLE 153,300
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TREGA BIOSCIENCES INC COM 894699107 2,336 733,000 SH SOLE 733,000
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VODAPHONE AIRTOUCH PLC SPONSORED ADR 92857T107 3,937 95,000 SH SOLE 95,000
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VOICESTREAM WIRELESS CORP COM 928615103 18,038 155,100 SH SOLE 155,100
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VORNADO RLTY TR SH BEN INT 929042109 31,355 902,300 SH SOLE 902,300
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WALGREEN CO COM 931422109 49,408 1,535,000 SH SOLE 1,535,000
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WELLS FARGO & CO NEW COM 949746101 28,257 729,200 SH SOLE 729,200
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WHITE MTNS INS GROUP LTD COM G9618E107 18,640 116,500 SH SOLE 116,500
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RITE AID CORP PUT 767754954 1,215 185,000 SH PUT SOLE 185,000
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GLOBALSTAR TELECOMMUNICATIONS LTD PUT G393OH954 5,598 622,000 SH PUT SOLE 622,000
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OSI PHARMACEUTICALS INC COM 671040103 7,203 250,000 SH SOLE 250,000
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