UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 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 05/12/00
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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).)
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 66
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Form 13F Information Table Value Total: $1,484,984
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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 47,643 972,300 SH SOLE 972,300
- -----------------------------------------------------------------------------------------------------------------------------------
AFFILIATED MANAGERS GROUP COM 008252108 43,681 919,600 SH SOLE 919,600
- -----------------------------------------------------------------------------------------------------------------------------------
ALZA CORP DEL COM 022615108 18,590 494,900 SH SOLE 494,900
- -----------------------------------------------------------------------------------------------------------------------------------
AMERICAN EAGLE OUTFITTERS NEW COM 02553E106 14,276 376,300 SH SOLE 376,300
- -----------------------------------------------------------------------------------------------------------------------------------
AMGEN INC COM 031162100 31,289 509,800 SH SOLE 509,800
- -----------------------------------------------------------------------------------------------------------------------------------
AXYS PHARMACEUTICALS INC COM 054635107 2,458 319,800 SH SOLE 319,800
- -----------------------------------------------------------------------------------------------------------------------------------
BED BATH & BEYOND INC COM 075896100 16,900 429,200 SH SOLE 429,200
- -----------------------------------------------------------------------------------------------------------------------------------
BOYDS COLLECTION LTD COM 103354106 16,231 2,677,300 SH SOLE 2,677,300
- -----------------------------------------------------------------------------------------------------------------------------------
BRITESMILE INC COM 110415106 5,987 626,100 SH SOLE 626,100
- -----------------------------------------------------------------------------------------------------------------------------------
CAPITAL ONE FINL CORP COM 14040H105 34,376 717,100 SH SOLE 717,100
- -----------------------------------------------------------------------------------------------------------------------------------
CARNIVAL CORP COM 143658102 62,190 2,506,400 SH SOLE 2,506,400
- -----------------------------------------------------------------------------------------------------------------------------------
CATALINA MARKETING CORP COM 148867104 43,386 428,500 SH SOLE 428,500
- -----------------------------------------------------------------------------------------------------------------------------------
CHASE MANHATTAN CORP NEW COM 16161A108 18,135 208,000 SH SOLE 208,000
- -----------------------------------------------------------------------------------------------------------------------------------
CLEAR CHANNEL COMMUNICATIONS COM 184502102 56,072 811,900 SH SOLE 811,900
- -----------------------------------------------------------------------------------------------------------------------------------
CONCORD EFS INC COM 206197105 9,404 410,000 SH SOLE 410,000
- -----------------------------------------------------------------------------------------------------------------------------------
CORDANT TECHNOLOGIES INC COM 218412104 62,111 1,098,100 SH SOLE 1,098,100
- -----------------------------------------------------------------------------------------------------------------------------------
COSTCO WHSL CORP NEW COM 22160K105 13,246 252,000 SH SOLE 252,000
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CROWN CASTLE INTL CORP COM 228227104 29,686 783,800 SH SOLE 783,800
- -----------------------------------------------------------------------------------------------------------------------------------
CYGNUS INC COM 232560102 6,991 482,140 SH SOLE 482,140
- -----------------------------------------------------------------------------------------------------------------------------------
EBENX INC COM 278668108 15,110 512,200 SH SOLE 512,200
- -----------------------------------------------------------------------------------------------------------------------------------
ELECTRONIC ARTS INC COM 285512109 32,668 458,900 SH SOLE 458,900
- -----------------------------------------------------------------------------------------------------------------------------------
ENTREMED INC COM 29382F103 12,188 205,700 SH SOLE 205,700
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FOREST LABS INC COM 345838106 19,477 230,500 SH SOLE 230,500
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GARTNER GROUP INC NEW CL B 366651206 12,839 964,457 SH SOLE 964,457
- -----------------------------------------------------------------------------------------------------------------------------------
GENENTECH INC COM NEW 368710406 12,145 79,900 SH SOLE 79,900
- -----------------------------------------------------------------------------------------------------------------------------------
GENESIS HEALTH VENTURES INC COM 371912106 871 1,267,400 SH SOLE 1,267,400
- -----------------------------------------------------------------------------------------------------------------------------------
GENSET SA SPONSORED ADR 37244T104 12,604 388,000 SH SOLE 388,000
- -----------------------------------------------------------------------------------------------------------------------------------
GENZYME TRANSGENICS CORP COM 37246E105 830 41,500 SH SOLE 41,500
- -----------------------------------------------------------------------------------------------------------------------------------
GILEAD SCIENCES INC COM 375558103 19,988 315,400 SH SOLE 315,400
- -----------------------------------------------------------------------------------------------------------------------------------
IMS HEALTH INC COM 449934108 115,139 6,797,900 SH SOLE 6,797,900
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KENNEDY-WILSON INC COM NEW 489399204 4,552 818,400 SH SOLE 818,400
- -----------------------------------------------------------------------------------------------------------------------------------
KINDER MORGAN INC KANS COM 49455P101 6,900 200,000 SH SOLE 200,000
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KOHLS CORP COM 500255104 4,674 45,600 SH SOLE 45,600
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LEAP WIRELESS INTL INC COM 521863100 24,899 252,300 SH SOLE 252,300
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LEXMARK INTL GROUP INC CL A 529771107 20,367 192,600 SH SOLE 192,600
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MCI WORLDCOM INC COM 55268B106 87,006 1,920,124 SH SOLE 1,920,124
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MEDIAPLEX INC COM 58446B105 26,322 506,200 SH SOLE 506,200
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MUTUAL RISK MGMT LTD COM 628351108 13,666 683,300 SH SOLE 683,300
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NTL INC COM 629407107 15,952 171,869 SH SOLE 171,869
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NAVISTAR INTL CORP NEW COM 63934E108 34,166 851,500 SH SOLE 851,500
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NOVA CORP GA COM 669784100 19,106 656,000 SH SOLE 656,000
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OMNICARE INC COM 681904108 8,672 718,900 SH SOLE 718,900
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OUTBACK STEAKHOUSE INC COM 689899102 28,940 902,600 SH SOLE 902,600
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PE CORP - PE BIOSCIENCES COM PE BIO GRP 69332S102 13,674 141,700 SH SOLE 141,700
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PICO HLDGS INC COM NEW 693366205 1,015 91,200 SH SOLE 91,200
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PRE PAID LEGAL SVCS INC COM 740065107 4,616 155,500 SH SOLE 155,500
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PROGRESSIVE SOFTWARE CORP COM 743312100 9,352 399,000 SH SOLE 399,000
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QLT PHOTOTHERAPEUTICS INC COM 746927102 19,575 354,300 SH SOLE 354,300
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QUORUM HEALTH GROUP INC COM 749084109 2,013 200,000 SH SOLE 200,000
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ROSS STORES INC COM 778296103 21,452 891,500 SH SOLE 891,500
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SCM MICROSYSTEMS INC COM 784018103 5,956 61,400 SH SOLE 61,400
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SEALED AIR CORP NEW COM 81211K100 47,632 877,000 SH SOLE 877,000
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TJX COS INC NEW COM 872540109 19,703 888,000 SH SOLE 888,000
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TANNING TECHNOLOGY CORP COM 87588P101 10,146 235,600 SH SOLE 235,600
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TELEPHONE & DATA SYS INC COM 879433100 50,028 450,700 SH SOLE 450,700
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TITAN PHAARMACEUTICALS INC DEL COM 888314101 11,252 361,500 SH SOLE 361,500
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TREGA BIOSCIENCES INC COM 894699107 3,459 733,000 SH SOLE 733,000
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TRICON GLOBAL RESTAURANTS COM 895953107 18,513 596,000 SH SOLE 596,000
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VENTRO CORP COM 922815105 1,982 35,000 SH SOLE 35,000
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VISX INC DEL COM 92844S105 4,705 257,800 SH SOLE 257,800
- -----------------------------------------------------------------------------------------------------------------------------------
VORNADO RLTY TR SH BEN INT 929042109 22,438 669,800 SH SOLE 669,800
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WALGREEN CO COM 931422109 58,025 2,253,400 SH SOLE 2,253,400
- -----------------------------------------------------------------------------------------------------------------------------------
WARNER LAMBERT CO COM 934488107 13,650 140,000 SH SOLE 140,000
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WELLS FARGO & CO NEW COM 949746101 38,244 934,200 SH SOLE 934,200
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WIRELESS FACILITIES INC COM 97653A103 6,631 63,000 SH SOLE 63,000
- -----------------------------------------------------------------------------------------------------------------------------------
YOUNG & RUBICAM INC COM 987425105 19,190 408,300 SH SOLE 408,300
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