Blue Ridge Capital - Portfolio Holdings

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 |  Includes: AAPL, AXP, CVA, DISCA, GOOG, MFCB, MLM, SCHW, TV, WMT, WYE
by: M F

See intro to Leading Hedge Funds' Best Ideas.

Griffin runs a pretty diversified portfolio, and he was added to his top name American Express (NYSE:AXP). New positions include Google (NASDAQ:GOOG), Apple (NASDAQ:AAPL), and Wyeth (WYE).

Top sectors in the portfolio include:

Services 30%
Financials 22%
Technology 25%

Top 10 holdings are:

AXP
GOOG
Covanta Holding (NYSE:CVA)
AAPL
Charles Schwab (NYSE:SCHW)
Millipore Corp. (MIL)
Discovery Holdings (NASDAQ:DISCA)
Grupo Televisa, S.A. (NYSE:TV)
Wal-Mart (NYSE:WMT)
Martin Marietta Materials (NYSE:MLM)