See intro to Leading Hedge Funds' Best Ideas.
Griffin runs a pretty diversified portfolio, and he was added to his top name American Express (AXP). New positions include Google (GOOG), Apple (AAPL), and Wyeth (WYE).
Top sectors in the portfolio include:
Services 30%
Financials 22%
Technology 25%
Top 10 holdings are:
AXP
GOOG
Covanta Holding (CVA)
AAPL
Charles Schwab (SCHW)
Millipore Corp. (MIL)
Discovery Holdings (DISCA)
Grupo Televisa, S.A. (TV)
Wal-Mart (WMT)
Martin Marietta Materials (MLM)
