Blue Ridge Capital

Blue Ridge Capital as of Sept. 30, 2012

Portfolio Holdings for Blue Ridge Capital

Blue Ridge Capital holds 37 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $442M 662k 667.11
Google 6.2 $392M 520k 754.50
Amazon (AMZN) 5.8 $371M 1.5M 254.32
priceline.com Incorporated 5.4 $343M 554k 619.07
American International (AIG) 5.4 $342M 10M 32.79
Verisign (VRSN) 4.8 $303M 6.2M 48.69
Thermo Fisher Scientific (TMO) 4.6 $295M 5.0M 58.83
Monsanto Company 4.3 $276M 3.0M 91.02
Ralph Lauren Corp (RL) 3.9 $248M 1.6M 151.23
Liberty Global 3.7 $237M 3.9M 60.75
Gilead Sciences (GILD) 3.7 $236M 3.6M 66.33
Sensata Technologies Hldg Bv 3.7 $234M 7.9M 29.77
Range Resources (RRC) 3.6 $231M 3.3M 69.87
Dollar Tree (DLTR) 3.5 $224M 4.6M 48.29
Sirius XM Radio 3.2 $204M 79M 2.59
Colfax Corporation 3.1 $197M 5.4M 36.67
Owens Corning (OC) 2.8 $179M 5.4M 33.46
Martin Marietta Materials (MLM) 2.6 $164M 2.0M 82.87
Walt Disney Company (DIS) 2.5 $156M 3.0M 52.28
WABCO Holdings 2.2 $143M 2.5M 57.67
Delta Air Lines (DAL) 2.1 $131M 14M 9.16
Equinix 2.0 $128M 622k 206.05
America Movil Sab De Cv spon adr l 1.8 $116M 4.6M 25.43
W.R. Grace & Co. 1.8 $113M 1.9M 59.08
Hca Holdings (HCA) 1.5 $98M 3.0M 33.25
Hldgs (UAL) 1.5 $97M 5.0M 19.50
Tripadvisor (TRIP) 1.4 $92M 2.8M 32.93
BioMarin Pharmaceutical (BMRN) 1.4 $88M 2.2M 40.26
Time Warner 1.2 $79M 1.7M 45.34
Michael Kors Holdings 1.1 $69M 1.3M 53.18
Youku 1.0 $66M 3.6M 18.39
MGIC Investment (MTG) 0.2 $15M 9.9M 1.53
American Intl Group 0.2 $16M 1.2M 13.45
Jpmorgan Chase & Co. w exp 10/201 0.1 $9.6M 933k 10.29
Westport Innovations 0.1 $8.5M 304k 27.84
Ivanhoe Energy 0.1 $5.9M 11M 0.52
Tesla Motors (TSLA) 0.1 $5.9M 200k 29.28