Blue Ridge Capital as of Dec. 31, 2012
Portfolio Holdings for Blue Ridge Capital
Blue Ridge Capital holds 43 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 5.4 | $386M | 545k | 707.38 | ||
| American International (AIG) | 5.1 | $369M | 10M | 35.30 | |
| priceline.com Incorporated | 4.8 | $344M | 554k | 620.39 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $320M | 5.0M | 63.78 | |
| Gilead Sciences (GILD) | 4.1 | $294M | 4.0M | 73.45 | |
| Monsanto Company | 4.0 | $287M | 3.0M | 94.65 | |
| Apple (AAPL) | 3.9 | $282M | 530k | 532.17 | |
| Dollar Tree (DLTR) | 3.7 | $264M | 6.5M | 40.56 | |
| Sensata Technologies Hldg Bv | 3.6 | $256M | 7.9M | 32.48 | |
| Amazon (AMZN) | 3.5 | $253M | 1.0M | 250.87 | |
| Owens Corning (OC) | 3.4 | $247M | 6.7M | 36.99 | |
| Liberty Global | 3.4 | $246M | 3.9M | 62.96 | |
| Ralph Lauren Corp (RL) | 3.4 | $246M | 1.6M | 149.92 | |
| Equinix | 3.4 | $241M | 1.2M | 206.20 | |
| Grupo Fin Santander adr b | 3.1 | $221M | 14M | 16.18 | |
| Realogy Hldgs (HOUS) | 3.1 | $220M | 5.3M | 41.96 | |
| Colfax Corporation | 3.0 | $217M | 5.4M | 40.35 | |
| Range Resources (RRC) | 2.9 | $208M | 3.3M | 62.83 | |
| Virgin Media | 2.4 | $169M | 4.6M | 36.75 | |
| Time Warner | 2.3 | $163M | 3.4M | 47.83 | |
| Ihs | 2.2 | $161M | 1.7M | 96.00 | |
| W.R. Grace & Co. | 2.2 | $157M | 2.3M | 67.23 | |
| Walt Disney Company (DIS) | 2.1 | $148M | 3.0M | 49.79 | |
| Verisign (VRSN) | 1.9 | $136M | 3.5M | 38.82 | |
| WABCO Holdings | 1.8 | $131M | 2.0M | 65.19 | |
| Delta Air Lines (DAL) | 1.8 | $127M | 11M | 11.87 | |
| Sirius XM Radio | 1.7 | $125M | 43M | 2.89 | |
| Hca Holdings (HCA) | 1.7 | $122M | 4.0M | 30.13 | |
| Sally Beauty Holdings (SBH) | 1.6 | $112M | 4.8M | 23.57 | |
| America Movil Sab De Cv spon adr l | 1.5 | $106M | 4.6M | 23.14 | |
| Workday Inc cl a (WDAY) | 1.4 | $98M | 1.8M | 54.50 | |
| Wyndham Worldwide Corporation | 1.3 | $93M | 1.7M | 53.21 | |
| Hldgs (UAL) | 1.2 | $87M | 3.7M | 23.38 | |
| BioMarin Pharmaceutical (BMRN) | 1.2 | $86M | 1.8M | 49.20 | |
| Youku | 0.9 | $66M | 3.6M | 18.24 | |
| Tenet Healthcare Corporation (THC) | 0.8 | $56M | 1.7M | 32.47 | |
| Michael Kors Holdings | 0.7 | $50M | 975k | 51.03 | |
| Moly | 0.4 | $27M | 2.9M | 9.44 | |
| MGIC Investment (MTG) | 0.4 | $26M | 9.9M | 2.66 | |
| American Intl Group | 0.2 | $16M | 1.2M | 13.80 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.1 | $11M | 933k | 11.86 | |
| Westport Innovations | 0.1 | $8.1M | 304k | 26.71 | |
| Tesla Motors (TSLA) | 0.1 | $6.8M | 200k | 33.87 |
