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John Griffin | Blue Ridge Capital, L.l.c.

This pages lists all securities owned by Blue Ridge Capital, L.l.c. going back to 2013 Q2. At the top of the list are companies that have been held the longest such as Grace W R & Co Del New, Sensata Technologies Hldg Nv, and Ulta Beauty, Inc..

Name
Ticker
Quarters Owned
First Quarter Owned
Latest Quarter Owned
Min % of Portfolio
Avg % of Portfolio
Max % of Portfolio
Grace W R & Co Del New
19
'13 Q2'17 Q4
1.70%
2.91%
3.69%
Sensata Technologies Hldg Nv
19
'13 Q2'17 Q4
1.91%
3.23%
6.14%
Ulta Beauty, Inc.
ULTA
18
'13 Q2'17 Q4
1.43%
2.29%
4.39%
BioMarin Pharmaceutical Inc.
BMRN
17
'13 Q2'17 Q2
0.62%
1.55%
3.27%
Mastercard Incorporated
MA
15
'14 Q2'17 Q4
1.21%
1.85%
2.46%
Visa Inc.
V
15
'14 Q2'17 Q4
1.25%
2.81%
8.42%
Platform Specialty Prods Cor
15
'14 Q1'17 Q3
1.23%
2.12%
3.22%
Priceline Grp Inc
15
'13 Q2'17 Q3
0.98%
3.50%
4.88%
Amazon.com, Inc.
AMZN
14
'13 Q2'17 Q4
1.00%
2.79%
4.17%
Liberty Global Plc
14
'14 Q1'17 Q2
0.19%
2.19%
2.97%

Industry Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.