Blue Ridge Capital

Blue Ridge Capital as of June 30, 2013

Portfolio Holdings for Blue Ridge Capital

Blue Ridge Capital holds 50 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific (TMO) 4.2 $346M 4.1M 84.63
priceline.com Incorporated 4.0 $334M 404k 826.67
American International (AIG) 4.0 $332M 7.4M 44.70
Citigroup (C) 4.0 $331M 6.9M 47.97
Liberty Global Inc Com Ser A 3.8 $318M 4.3M 73.49
Owens Corning (OC) 3.8 $313M 8.0M 39.08
Monsanto Company 3.6 $300M 3.0M 98.80
Colfax Corporation 3.4 $280M 5.4M 52.11
W.R. Grace & Co. 3.0 $252M 3.0M 84.04
Endo Pharmaceuticals 3.0 $250M 6.8M 36.79
Google 2.9 $243M 276k 880.37
Ralph Lauren Corp (RL) 2.9 $240M 1.4M 173.74
Time Warner 2.9 $237M 4.1M 57.82
Sensata Technologies Hldg Bv 2.8 $230M 6.6M 34.90
Amazon (AMZN) 2.7 $222M 800k 277.69
Dollar Tree (DLTR) 2.6 $214M 4.2M 50.84
Equinix 2.5 $206M 1.1M 184.72
Grupo Fin Santander adr b 2.4 $194M 14M 14.21
Gap (GPS) 2.3 $192M 4.6M 41.73
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.3 $191M 1.9M 100.12
Comcast Corporation (CMCSA) 2.3 $190M 4.6M 41.75
Sally Beauty Holdings (SBH) 2.1 $178M 5.7M 31.10
Hca Holdings (HCA) 2.1 $177M 4.9M 36.06
Ihs 2.1 $175M 1.7M 104.38
CBS Corporation 2.1 $171M 3.5M 48.87
Wyndham Worldwide Corporation 1.9 $162M 2.8M 57.23
Gilead Sciences (GILD) 1.8 $151M 3.0M 51.27
Hertz Global Holdings 1.8 $151M 6.1M 24.80
Sirius XM Radio 1.8 $145M 43M 3.35
Realogy Hldgs (HOUS) 1.6 $135M 2.8M 48.04
Michael Kors Holdings 1.6 $132M 2.1M 62.02
News Corporation 1.6 $129M 4.0M 32.58
Range Resources (RRC) 1.5 $124M 1.6M 77.32
Hollyfrontier Corp 1.4 $112M 2.6M 42.78
Charter Communications 1.2 $104M 835k 123.85
BioMarin Pharmaceutical (BMRN) 1.2 $98M 1.8M 55.74
Tenet Healthcare Corporation (THC) 1.2 $98M 2.1M 46.10
Netflix (NFLX) 1.1 $92M 434k 211.09
MGIC Investment (MTG) 1.1 $90M 15M 6.07
Workday Inc cl a (WDAY) 1.0 $82M 1.3M 64.09
Youku 0.8 $69M 3.6M 19.19
Avis Budget (CAR) 0.8 $68M 2.4M 28.75
Expedia (EXPE) 0.8 $67M 1.1M 60.15
E TRADE Financial Corporation 0.6 $49M 3.9M 12.66
Linkedin Corp 0.5 $45M 250k 178.30
American Intl Group 0.2 $21M 1.2M 18.24
Moly 0.2 $18M 2.9M 6.20
Jpmorgan Chase & Co. w exp 10/201 0.2 $15M 933k 15.60
Westport Innovations 0.1 $10M 304k 33.53
Tableau Software Inc Cl A 0.1 $5.5M 100k 55.42