Blue Ridge Capital

Blue Ridge Capital as of March 31, 2012

Portfolio Holdings for Blue Ridge Capital

Blue Ridge Capital holds 39 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.2 $432M 721k 599.55
priceline.com Incorporated 6.6 $398M 554k 717.50
Amazon (AMZN) 5.8 $353M 1.7M 202.51
Monsanto Company 5.7 $346M 4.3M 79.76
Google 5.5 $333M 520k 641.24
JPMorgan Chase & Co. (JPM) 4.7 $282M 6.1M 45.98
Netflix (NFLX) 4.5 $272M 2.4M 115.04
Sensata Technologies Hldg Bv 4.4 $264M 7.9M 33.48
Thermo Fisher Scientific (TMO) 4.3 $263M 4.7M 56.38
Range Resources (RRC) 4.1 $249M 4.3M 58.14
Liberty Global 4.0 $245M 4.9M 50.08
Lowe's Companies (LOW) 3.7 $223M 7.1M 31.38
Hca Holdings (HCA) 3.1 $187M 7.6M 24.74
Dollar Tree (DLTR) 3.0 $181M 1.9M 94.49
Tripadvisor (TRIP) 2.8 $167M 4.7M 35.67
Ralph Lauren Corp (RL) 2.7 $163M 935k 174.33
Verisign (VRSN) 2.5 $148M 3.9M 38.35
Gilead Sciences (GILD) 2.4 $145M 3.0M 48.86
Sirius XM Radio 2.4 $143M 62M 2.31
Martin Marietta Materials (MLM) 2.3 $139M 1.6M 85.63
Delta Air Lines (DAL) 2.0 $123M 12M 9.92
BlackRock (BLK) 1.9 $118M 575k 204.90
WABCO Holdings 1.8 $106M 1.7M 60.48
Michael Kors Holdings 1.7 $104M 2.2M 46.59
TD Ameritrade Holding 1.6 $97M 4.9M 19.74
Hldgs (UAL) 1.4 $87M 4.0M 21.50
Baidu (BIDU) 1.4 $83M 568k 145.77
Citigroup (C) 1.3 $81M 2.2M 36.55
Youku 1.3 $79M 3.6M 21.99
MGIC Investment (MTG) 0.8 $49M 9.9M 4.96
Xinyuan Real Estate 0.8 $48M 14M 3.47
Yandex Nv-a (YNDX) 0.7 $44M 1.6M 26.87
Novagold Resources Inc Cad (NG) 0.4 $26M 3.6M 7.18
Tesla Motors (TSLA) 0.3 $21M 575k 37.24
Ivanhoe Energy 0.3 $17M 16M 1.05
Jpmorgan Chase & Co. w exp 10/201 0.2 $13M 933k 13.38
American Intl Group 0.2 $12M 1.2M 10.64
Pacific Biosciences of California (PACB) 0.1 $3.0M 870k 3.42
Northeast Bancorp 0.0 $1.4M 114k 12.60