Blue Ridge Capital as of March 31, 2013
Portfolio Holdings for Blue Ridge Capital
Blue Ridge Capital holds 43 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 4.9 | $392M | 8.0M | 48.94 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $383M | 5.0M | 76.49 | |
| American International (AIG) | 4.2 | $338M | 8.7M | 38.82 | |
| Monsanto Company | 4.0 | $321M | 3.0M | 105.63 | |
| Dollar Tree (DLTR) | 4.0 | $315M | 6.5M | 48.43 | |
| priceline.com Incorporated | 3.9 | $308M | 447k | 688.16 | |
| Liberty Global | 3.6 | $286M | 3.9M | 73.38 | |
| Owens Corning (OC) | 3.5 | $282M | 7.2M | 39.43 | |
| Ralph Lauren Corp (RL) | 3.5 | $278M | 1.6M | 169.31 | |
| Range Resources (RRC) | 3.3 | $259M | 3.2M | 81.04 | |
| Sensata Technologies Hldg Bv | 3.2 | $259M | 7.9M | 32.87 | |
| Realogy Hldgs (HOUS) | 3.2 | $256M | 5.3M | 48.84 | |
| Equinix | 3.2 | $253M | 1.2M | 216.31 | |
| Colfax Corporation | 3.1 | $250M | 5.4M | 46.54 | |
| Time Warner | 3.0 | $236M | 4.1M | 57.62 | |
| 3.0 | $236M | 297k | 794.19 | ||
| W.R. Grace & Co. | 2.9 | $233M | 3.0M | 77.51 | |
| Amazon (AMZN) | 2.7 | $213M | 800k | 266.49 | |
| Grupo Fin Santander adr b | 2.6 | $211M | 14M | 15.43 | |
| Citigroup (C) | 2.6 | $206M | 4.7M | 44.24 | |
| Hca Holdings (HCA) | 2.5 | $200M | 4.9M | 40.63 | |
| Comcast Corporation (CMCSA) | 2.4 | $191M | 4.6M | 41.98 | |
| Netflix (NFLX) | 2.4 | $189M | 1.0M | 189.28 | |
| Wyndham Worldwide Corporation | 2.3 | $183M | 2.8M | 64.48 | |
| Ihs | 2.2 | $176M | 1.7M | 104.72 | |
| Sally Beauty Holdings (SBH) | 2.1 | $168M | 5.7M | 29.38 | |
| CBS Corporation | 2.0 | $163M | 3.5M | 46.69 | |
| Gap (GPS) | 2.0 | $163M | 4.6M | 35.40 | |
| Sirius XM Radio | 1.7 | $133M | 43M | 3.08 | |
| News Corporation | 1.5 | $121M | 4.0M | 30.51 | |
| Michael Kors Holdings | 1.5 | $121M | 2.1M | 56.79 | |
| BioMarin Pharmaceutical (BMRN) | 1.4 | $109M | 1.8M | 62.26 | |
| Tenet Healthcare Corporation (THC) | 1.3 | $101M | 2.1M | 47.58 | |
| Virgin Media | 1.0 | $81M | 1.7M | 48.97 | |
| Workday Inc cl a (WDAY) | 1.0 | $79M | 1.3M | 61.63 | |
| MGIC Investment (MTG) | 0.9 | $74M | 15M | 4.95 | |
| Expedia (EXPE) | 0.8 | $67M | 1.1M | 60.02 | |
| Youku | 0.8 | $60M | 3.6M | 16.77 | |
| American Intl Group | 0.2 | $18M | 1.2M | 15.20 | |
| Moly | 0.2 | $15M | 2.9M | 5.20 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.2 | $13M | 933k | 14.25 | |
| Westport Innovations | 0.1 | $9.0M | 304k | 29.52 | |
| Tesla Motors (TSLA) | 0.1 | $7.6M | 200k | 37.89 |
