Blue Ridge Capital as of Dec. 31, 2017
Portfolio Holdings for Blue Ridge Capital
Blue Ridge Capital holds 30 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.4 | $253M | 2.2M | 114.02 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.3 | $219M | 651k | 335.96 | |
| Hd Supply | 6.4 | $193M | 4.8M | 40.03 | |
| Cdk Global Inc equities | 6.3 | $190M | 2.7M | 71.28 | |
| Sensata Technologies Hldg Bv | 6.1 | $184M | 3.6M | 51.11 | |
| Alnylam Pharmaceuticals (ALNY) | 5.7 | $170M | 1.3M | 127.05 | |
| Jd (JD) | 5.2 | $157M | 3.8M | 41.42 | |
| Pioneer Natural Resources | 4.8 | $146M | 844k | 172.85 | |
| Facebook Inc cl a (META) | 4.8 | $144M | 814k | 176.46 | |
| Bank of America Corporation (BAC) | 4.6 | $138M | 4.7M | 29.52 | |
| Blue Buffalo Pet Prods | 3.8 | $113M | 3.4M | 32.79 | |
| Lamb Weston Hldgs (LW) | 3.3 | $98M | 1.7M | 56.45 | |
| Adient (ADNT) | 3.1 | $94M | 1.2M | 78.70 | |
| W.R. Grace & Co. | 3.1 | $92M | 1.3M | 70.13 | |
| Transunion (TRU) | 2.7 | $80M | 1.5M | 54.96 | |
| Wayfair (W) | 2.6 | $80M | 990k | 80.27 | |
| Amazon (AMZN) | 2.5 | $75M | 64k | 1169.47 | |
| MasterCard Incorporated (MA) | 2.3 | $70M | 460k | 151.36 | |
| Danaher Corporation (DHR) | 2.2 | $67M | 720k | 92.82 | |
| Zto Express Cayman (ZTO) | 2.1 | $64M | 4.1M | 15.85 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $63M | 60k | 1053.40 | |
| Ultra Petroleum | 1.7 | $51M | 5.6M | 9.06 | |
| Devon Energy Corporation (DVN) | 1.6 | $50M | 1.2M | 41.40 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $43M | 192k | 223.66 | |
| Alibaba Group Holding (BABA) | 1.3 | $38M | 220k | 172.43 | |
| Liberty Latin America Ser C (LILAK) | 1.2 | $36M | 1.8M | 19.89 | |
| Allergan | 1.2 | $35M | 215k | 163.58 | |
| Citigroup (C) | 1.1 | $35M | 465k | 74.41 | |
| Oasis Petroleum | 0.9 | $27M | 3.2M | 8.41 | |
| Cargurus (CARG) | 0.1 | $3.0M | 100k | 29.98 |
