Blue Ridge Capital - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas.

Blue Ridge sold off a little Discovery Holdings (DISCA), and doubled positions in Target (TGT), Coach (COH), and Starbucks (SBUX).

Top sectors in the portfolio include:

Services 43%
Financials 18%
Technology 15%

Top 10 holdings are:

(CVA)
DISCA
(SCHW)
(TV)
(AMX)
(LVLT)
(AXP)
(WMT)
(BR)
(TGT)