Blue Ridge Capital

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
Google 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