Blue Ridge Capital - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas. Griffin has a fairly similar portfolio as last quarter, with increased positions in the top five holdings. Every position in the portfolio is less than a 7% holding, but then again, it is hard to move around more than $3B in just a few names. He nearly doubled his positions in Level 3 (LVLT) and Broadridge (BR).

Top sectors in the portfolio include:
Services 40%
Financials 18%
Technology 18%
Basic Materials 8%

Top 10 holdings are:
(DISCA)
LVLT
(CVA)
(SCHW)
(AXP)
(BIDU)
BR
(AMX)
(MLM)
(TMO)