UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 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 11/14/00
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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).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 84
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Form 13F Information Table Value Total: $2,019,071
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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 42,407 744,800 SH SOLE 744,800
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ALKERMES INC COM 01642T108 22,526 583,200 SH SOLE 583,200
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ALZA CORP DEL COM 022615108 51,459 594,900 SH SOLE 594,900
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ALLTEL CORP COM 020039103 25,348 485,700 SH SOLE 485,700
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ARGONAUT TECHNOLOGIES INC COM 040175101 17,460 940,600 SH SOLE 940,600
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ASPECT COMMUNICATIONS CORP COM 04523Q102 37,337 1,810,300 SH SOLE 1,810,300
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AXYS PHARMACETICALS INC COM 054635107 2,179 319,800 SH SOLE 319,800
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BED BATH & BEYOND INC COM 075896100 42,293 1,734,000 SH SOLE 1,734,000
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BIOJECT MED TECH INC COM NEW 09059T206 3,508 645,161 SH SOLE 645,161
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BIOPURE CORP CL A 09065H105 1,095 60,600 SH SOLE 60,600
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BOYDS COLLECTION LTD COM 103354106 28,621 3,880,800 SH SOLE 3,880,800
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BRITESMILE INC COM 110415106 4,779 570,600 SH SOLE 570,600
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CABLEVISION SYS CORP CL A 12686C109 25,113 378,700 SH SOLE 378,700
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CALIPER TECHNOLOGIES CORP COM 130876105 11,588 200,000 SH SOLE 200,000
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CAPITAL ONE FINL CORP COM 14040H105 23,954 341,900 SH SOLE 341,900
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CARNIVAL CORP COM 143658102 52,624 2,137,000 SH SOLE 2,137,000
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CDW COMPUTER CTRS INC COM 125129106 21,852 316,700 SH SOLE 316,700
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CATALINA MARKETING CORP COM 148867104 49,616 1,318,700 SH SOLE 1,318,700
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CHASE MANHATTAN CORP NEW COM 16161A108 61,563 1,332,899 SH SOLE 1,332,899
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CIRCUIT CITY STORE INC CIRCT CITY GRP172737108 24,132 1,049,200 SH SOLE 1,049,200
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CLEAR CHANNEL COMMUNICATIONS COM 184502102 96,525 1,708,400 SH SOLE 1,708,400
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COMCAST CORP CL A SPL 200300200 28,685 700,700 SH SOLE 700,700
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CROWN CASTLE INTL CORP COM 228227104 60,653 1,952,600 SH SOLE 1,952,600
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CYGNUS INC COM 232560102 5,304 482,140 SH SOLE 482,140
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DIGIMARC CORP COM 253807101 1,080 58,000 SH SOLE 58,000
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DIME BANCORP INC NEW COM 25429Q102 2,695 125,000 SH SOLE 125,000
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EBENX INC COM 278668108 13,380 1,182,750 SH SOLE 1,182,750
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ENTREMED INC COM 29382F103 1,458 52,300 SH SOLE 52,300
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EPOCH PHARMACEUTICALS INC COM 294273107 2,755 285,715 SH SOLE 285,715
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ETOYS INC COM 297862104 3,584 670,600 SH SOLE 670,600
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GARTNER GROUP INC NEW CL B 366651206 11,576 1,064,457 SH SOLE 1,064,457
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GEMENI GENOMICS PLC SPONSORED ADR 36865M109 4,313 300,000 SH SOLE 300,000
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GENENTECH INC COM NEW 368710406 30,676 165,200 SH SOLE 165,200
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GENSET SA SPONSORED ADR 37244T104 10,670 388,000 SH SOLE 388,000
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GILEAD SCIENCES INC COM 375558103 34,595 315,400 SH SOLE 315,400
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IMCLONE SYS INC COM 45245W109 26,643 227,600 SH SOLE 227,600
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INGERSOLL-RAND CO COM 456866102 23,631 697,600 SH SOLE 697,600
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INTERNAP NETWORK SVCS CORP COM 45885A102 13,797 427,000 SH SOLE 427,000
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INVITROGEN CORP COM 46185R100 13,222 185,900 SH SOLE 185,900
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IMMUNOMEDICS INC COM 452907108 6,453 308,200 SH SOLE 308,200
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JONES APPAREL GROUP COM 480074103 27,385 1,033,400 SH SOLE 1,033,400
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KENNEDY-WILSON INC COM NEW 489399204 3,690 670,900 SH SOLE 670,900
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KINDER MORGAN INC KANS COM 49455P101 36,594 893,900 SH SOLE 893,900
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KING PHARMACEUTICALS INC COM 495582108 10,443 312,299 SH SOLE 312,299
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KNIGHT TRADING GROUP INC COM 499063105 24,044 667,900 SH SOLE 667,900
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LEAP WIRELESS INTL INC COM 521863100 23,730 379,300 SH SOLE 379,300
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LEXMARK INTL NEW CL A 529771107 48,236 1,286,300 SH SOLE 1,286,300
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LILLY ELI & CO COM 532457108 55,287 681,500 SH SOLE 681,500
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LINEAR TECHNOLOGY CORP COM 535678106 36,164 558,517 SH SOLE 558,517
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M & T BK CORP COM 55261F104 25,225 49,460 SH SOLE 49,460
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MCCLATCHY CO CL A 579489105 18,417 523,400 SH SOLE 523,400
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METLIFE INC COM 59156R108 20,047 765,500 SH SOLE 765,500
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NAVISTAR INTL CORP NEW COM 63934E108 25,492 851,500 SH SOLE 851,500
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OFFICE DEPOT INC COM 676220106 38,606 4,941,500 SH SOLE 4,941,500
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OSI PHARMACEUTICALS INC COM 671040103 17,500 250,000 SH SOLE 250,000
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OUTBACK STEAKHOUSE INC COM 689899102 43,256 1,594,700 SH SOLE 1,594,700
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PHARMACIA CORP COM 71713U102 32,200 535,000 SH SOLE 535,000
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PRESSTEK INC COM 741113104 520 27,100 SH SOLE 27,100
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PROBUSINESS SERVICES INC COM 742674104 26,305 869,600 SH SOLE 869,600
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PUBLIC SVC ENTERPRISE GROUP COM 744573106 24,922 557,700 SH SOLE 557,700
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RIBOZYME PHARMACEUTICALS INC COM 762567105 5,800 200,000 SH SOLE 200,000
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ROSS STORES INC COM 778296103 30,021 2,088,400 SH SOLE 2,088,400
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SEALED AIR CORP NEW COM 81211K100 50,608 1,118,400 SH SOLE 1,118,400
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SPECTRASITE HLDGS INC COM 84760T100 43,074 2,320,500 SH SOLE 2,320,500
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STAPLES INC COM 855030102 84,758 5,974,100 SH SOLE 5,974,100
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TJX COS INC NEW COM 872540109 36,149 1,606,600 SH SOLE 1,606,600
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TARGETED GENETICS CORP COM 87612M108 3,393 285,714 SH SOLE 285,714
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TELEPHONE & DATA SYS INC COM 879433100 51,464 464,900 SH SOLE 464,900
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THERMO ELECTRON CORP COM 883556102 24,094 926,700 SH SOLE 926,700
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TREGA BIOSCIENCES INC COM 894699107 2,428 733,000 SH SOLE 733,000
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TRUE NORTH COMMUNICATIONS INC COM 897844106 22,226 621,700 SH SOLE 621,700
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VASCULAR SOLUTIONS INC COM 92231M109 2,815 150,000 SH SOLE 150,000
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VODAPHONE GROUP PLC NEW SPONSORED ADR 92857W100 4,440 120,000 SH SOLE 120,000
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VORNADO RLTY TR SH BEN INT 929042109 32,273 869,300 SH SOLE 869,300
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WALGREEN CO COM 931422109 12,269 323,400 SH SOLE 323,400
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WELLS FARGO & CO NEW COM 949746101 23,391 509,200 SH SOLE 509,200
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WHITE MTNS INS GROUP LTD COM G9618E107 46,716 171,200 SH SOLE 171,200
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XOMA LTD 0RD G9825R107 25,589 1,772,400 SH SOLE 1,772,400
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AMAZON COM INC PUT 023135956 17,297 450,000 SH PUT SOLE 450,000
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GLOBALSTAR TELECOMMUNICATIONS LTD PUT G3930H954 5,365 622,000 SH PUT SOLE 622,000
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LERNOUT & HAUSPIE SPEECH PRODS PUT B5628B954 131 10,000 SH PUT SOLE 10,000
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PROCTOR & GAMBLE CO PUT 742718959 6,030 90,000 SH PUT SOLE 90,000
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PURCHASEPRO COM PUT 746144954 8,788 200,000 SH PUT SOLE 200,000
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RITE AID CORP PUT 767754954 740 185,000 SH PUT SOLE 185,000
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