Blue Ridge Capital - Portfolio Holdings

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)

Comments

[sbjforever]

It's not rocket science to present a portfolio that contains Google and Apple when these two companies provide 85% of the growth making fund managers appear market-savvy. It doesn't require that your manager works out of a luxurious office in a Manhattan skyscraper either. That YOUR money pays for. The technique is plain vanilla deception no matter how you spin it.