Blue Ridge Capital Holdings

Blue Ridge Capital Holdings as of Dec. 31, 2010

Portfolio Holdings for Blue Ridge Capital Holdings

Blue Ridge Capital Holdings holds 54 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.8 $382M 2.1M 180.00
Apple (AAPL) 5.5 $364M 1.1M 322.56
JPMorgan Chase & Co. (JPM) 5.5 $361M 8.5M 42.42
Market Vectors Gold Miners ETF 4.7 $307M 5.0M 61.47
Express Scripts 4.2 $274M 5.1M 54.05
Valeant Pharmaceuticals Int 3.8 $246M 8.7M 28.29
BP (BP) 3.4 $222M 5.0M 44.17
Crown Castle International 3.2 $210M 4.8M 43.83
Citrix Systems 3.2 $210M 3.1M 68.41
Dollar Tree (DLTR) 3.2 $209M 3.7M 56.08
Western Union Company (WU) 2.9 $187M 10M 18.57
Thermo Fisher Scientific (TMO) 2.8 $186M 3.4M 55.36
Cit 2.8 $181M 3.8M 47.10
Teva Pharmaceutical Industries (TEVA) 2.7 $179M 3.4M 52.13
Range Resources (RRC) 2.7 $175M 3.9M 44.98
Cme (CME) 2.5 $163M 506k 321.75
Discovery Communications 2.5 $161M 3.9M 41.70
BlackRock (BLK) 2.3 $153M 800k 190.58
Covanta Holding Corporation 2.3 $149M 8.7M 17.19
Microsoft Corporation (MSFT) 2.3 $149M 5.3M 27.91
Banco Santander (BSBR) 2.2 $146M 11M 13.60
Credicorp (BAP) 2.2 $144M 1.2M 118.91
Goldman Sachs (GS) 2.0 $131M 780k 168.16
TD Ameritrade Holding 2.0 $131M 6.9M 18.99
Netflix (NFLX) 1.9 $125M 710k 175.70
Discovery Communications 1.8 $116M 3.2M 36.69
Cablevision Systems Corporation 1.7 $111M 3.3M 33.84
MGIC Investment (MTG) 1.5 $101M 9.9M 10.19
Liberty Global 1.5 $98M 2.8M 35.38
General Growth Properties 1.4 $92M 5.9M 15.48
Ares Capital Corporation (ARCC) 1.3 $88M 5.3M 16.48
Liberty Media 1.3 $84M 1.3M 66.48
NVR (NVR) 1.1 $72M 104k 691.02
NRG Energy (NRG) 1.1 $69M 3.5M 19.54
Echostar Corporation (SATS) 1.0 $66M 2.6M 24.97
Ivanhoe Mines 0.9 $61M 2.6M 22.92
Novagold Resources Inc Cad (NG) 0.8 $55M 3.9M 14.27
General Motors Company (GM) 0.8 $55M 1.5M 36.86
Sohu 0.8 $49M 770k 63.49
Starwood Hotels & Resorts Worldwide 0.8 $49M 805k 60.78
Xinyuan Real Estate 0.6 $36M 14M 2.63
Howard Hughes 0.5 $32M 582k 54.42
PennyMac Mortgage Investment Trust (PMT) 0.4 $29M 1.6M 18.15
Pmi Group 0.4 $26M 8.0M 3.30
Greenlight Capital Re Ltd cl a (GLRE) 0.4 $24M 883k 26.81
Ivanhoe Energy 0.3 $19M 7.1M 2.72
Theravance 0.2 $16M 620k 25.07
Tesla Motors (TSLA) 0.2 $15M 575k 26.63
Wts Wells Fargo & Co. 0.2 $14M 1.3M 11.08
Jpmorgan Chase & Co. w exp 10/201 0.2 $14M 933k 14.45
Golub Capital BDC (GBDC) 0.2 $12M 690k 17.12
Level 3 Communications 0.1 $7.6M 7.8M 0.98
Northeast Bancorp 0.0 $2.4M 157k 15.43
TAL Education (TAL) 0.0 $2.0M 125k 16.10