UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 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 02/11/00
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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: 57
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Form 13F Information Table Value Total: $1,259,324
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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
- --------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- -------- -------- --------
ABERCROMBIE & FITCH CO CL A 002896207 29,330 1,099,000 SH SOLE 1,099,000
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ACXIOM CORP COM 005125109 17,328 722,000 SH SOLE 722,000
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ADELPHIA COMMUNICATIONS CORP CL A 006848105 20,344 310,000 SH SOLE 310,000
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AFFILIATED MANAGERS GROUP COM 008252108 61,121 1,511,500 SH SOLE 1,511,500
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AMERICAN EXPRESS CO COM 025816109 20,066 120,700 SH SOLE 120,700
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AMERICAN HOME PRODS CORP COM 026609107 19,222 487,400 SH SOLE 487,400
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AMGEN INC COM 031162100 16,769 279,200 SH SOLE 279,200
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ASPECT COMMUNICATIONS CORP COM 04523Q102 16,268 415,800 SH SOLE 415,800
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ASSOCIATED GROUP INC CL A 045651106 23,579 258,400 SH SOLE 258,400
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BOYDS COLLECTION LTD COM 103354106 18,574 2,677,300 SH SOLE 2,677,300
- ------------------------------------------------------------------------------------------------------------------------------------
BRITESMILE INC COM 110415106 5,243 645,300 SH SOLE 645,300
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CHASE MANHATTAN CORP NEW COM 16161A108 21,986 283,000 SH SOLE 283,000
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CHIRON CORP COM 170040109 18,192 429,300 SH SOLE 429,300
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CLEAR CHANNEL COMMUNICATIONS COM 184502102 45,741 512,500 SH SOLE 512,500
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CONCENTRIC NETWORK CORP COM 20589R107 19,889 645,500 SH SOLE 645,500
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CORDANT TECHNOLOGIES INC COM 218412104 36,237 1,098,100 SH SOLE 1,098,100
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COSTCO WHSL CORP NEW COM 22160K105 25,778 282,500 SH SOLE 282,500
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CYGNUS INC COM 232560102 8,799 482,140 SH SOLE 482,140
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EBENX INC COM 278668108 3,394 75,000 SH SOLE 75,000
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ETOYS INC COM 297862104 5,633 214,600 SH SOLE 214,600
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FOREST LABS INC COM 345838106 30,442 495,500 SH SOLE 495,500
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GARTNER GROUP INC NEW CL B 366651206 14,849 1,075,057 SH SOLE 1,075,057
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GENENTECH INC COM NEW 368710406 2,690 20,000 SH SOLE 20,000
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GENESIS HEALTH VENTURES COM 371912106 2,614 1,267,400 SH SOLE 1,267,400
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GENSET SA SPONSORED ADR 37244T104 204 10,700 SH SOLE 10,700
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GOLDMAN SACHS GROUP INC COM 38141G104 8,006 85,000 SH SOLE 85,000
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HEALTH MGMT ASSOC INC NEW CL A 421933102 23,333 1,744,500 SH SOLE 1,744,500
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IPC COMMUNICATIONS INC COM NEW 44980K206 22,848 321,800 SH SOLE 321,800
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IMS HEALTH INC COM 449934108 84,308 3,101,000 SH SOLE 3,101,000
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INFORMIX CORP COM 456779107 14,616 1,277,900 SH SOLE 1,277,900
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IXNET INC COM 46601C109 17,659 586,200 SH SOLE 586,200
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KENNEDY-WILSON INC COM NEW 489399204 6,223 777,900 SH SOLE 777,900
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LEXMARK INTL GROUP INC CL A 529771107 43,485 480,500 SH SOLE 480,500
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LIBERTY DIGITAL INC CL A 530436104 20,604 277,500 SH SOLE 277,500
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MCI WORLDCOM INC COM 55268B106 22,383 421,824 SH SOLE 421,824
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MEDIAPLEX INC COM 58446B105 54,593 870,000 SH SOLE 870,000
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MUTUAL RISK MGMT LTD COM 628351108 11,488 683,300 SH SOLE 683,300
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NTL INC COM 629407107 20,708 165,997 SH SOLE 165,997
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NAVISTAR INTL CORP NEW COM 63934E108 33,707 711,500 SH SOLE 711,500
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NOVA CORP GA COM 669784100 19,758 626,000 SH SOLE 626,000
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OFFICE DEPOT INC COM 676220106 16,675 1,524,600 SH SOLE 1,524,600
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OMNICARE INC COM 681904108 12,437 1,036,400 SH SOLE 1,036,400
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OUTBACK STEAKHOUSE INC COM 689899102 34,772 1,340,600 SH SOLE 1,340,600
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PICO HLDGS INC COM NEW 693366205 3,672 298,200 SH SOLE 298,200
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PITNEY BOWES INC COM 724479100 29,915 619,200 SH SOLE 619,200
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PLANETRX COM INC COM 727049108 1,099 75,800 SH SOLE 75,800
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QLT PHOTOTHERAPEUTICS INC COM 746927102 21,315 362,800 SH SOLE 362,800
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QUORUM HEALTH GROUP INC COM 749084109 1,863 200,000 SH SOLE 200,000
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ROSS STORES INC COM 778296103 14,027 782,000 SH SOLE 782,000
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SEALED AIR CORP NEW COM 81211K100 33,523 647,000 SH SOLE 647,000
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SILICON VY BANCSHARES COM 827064106 7,212 145,700 SH SOLE 145,700
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TJX COS INC NEW COM 872540109 16,922 828,000 SH SOLE 828,000
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TELEPHONE & DATA SYSTEMS INC COM 879433100 30,303 240,500 SH SOLE 240,500
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VOICESTREAM WIRELESS CORP COM 928615103 52,613 369,700 SH SOLE 369,700
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VORNADO RLTY TR SH BEN INT 929042109 18,844 579,800 SH SOLE 579,800
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WALGREEN CO COM 931422109 41,781 1,428,400 SH SOLE 1,428,400
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WELLS FARGO & CO NEW COM 949746101 34,340 849,200 SH SOLE 849,200
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