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Griffin's Blue Ridge Capital Shows New Stakes in MLM, KORS, TRIP; Raises AAPL, C, JPM

May 15, 2012 4:55 PM EDT Send to a Friend
John Griffin's Blue Ridge Capital hedge fund released its 13F for the quarter ended March 31, 2012. Below is a summary"

New Stakes
Martin Marietta Materials, Inc. (NYSE: MLM) new 1,620,000 share position
Michael Kors Holdings (NYSE: KORS) new 2,225,000 share position
TRIPADVISOR (NASDAQ: TRIP) new 4,675,000 share position

Raised Stakes
Apple, Inc. (NASDAQ: AAPL) raised from 375,500 shares to 720,500 shares
Citigroup, Inc. (NYSE: C) raised from 1,260,000 shares to 2,220,000 shares
Gilead Sciences, Inc. (NASDAQ: GILD) raised from 1,340,000 shares to 2,970,000 shares
Google, Inc. (NASDAQ: GOOG) raised from 500,000 shares to 520,000 shares
HCA Holdings (NYSE: HCA) raised from 6,640,000 shares to 7,550,000 shares
JPMorgan Chase & Co. (NYSE: JPM) raised from 4,285,000 shares to 6,135,000 shares
Liberty Global, Inc. Class A (NASDAQ: LBTYA) raised from 4,840,856 shares to 4,885,000 shares
Sirius XM Radio, Inc. (NASDAQ: SIRI) raised from 55,374,141 shares to 61,990,000 shares
VeriSign, Inc. (NASDAQ: VRSN) raised from 2,080,000 shares to 3,860,000 shares
WABCO Holdings (NYSE: WBC) raised from 1,370,000 shares to 1,745,000 shares
Youku (NYSE: YOKU) raised from 54,845 shares to 3,600,000 shares

Lowered Stakes
Northeast Bancorp (NASDAQ: NBN) lowered from 157,040 shares to 114,300 shares
NovaGold Resources, Inc. (NYSE: NG) lowered from 7,195,000 shares to 3,597,500 shares
Range Resources Corp. (NYSE: RRC) lowered from 5,719,627 shares to 4,289,720 shares

Liquidated Stakes
American Capital Agency Corp. (NASDAQ: AGNC) liquidated
Arcos Dorados Holdings (NYSE: ARCO) liquidated
DUNKIN' BRANDS GRP (NASDAQ: DNKN) liquidated
Dynegy (NYSE: DYN) liquidated
East-West Bancorp, Inc. (NASDAQ: EWBC) liquidated
EchoStar Corporation (NASDAQ: SATS) liquidated
GOLUB CAPITAL BDC, Inc. (NASDAQ: GBDC) liquidated
Greenlight Captial RE, LTD. Class A (NASDAQ: GLRE) liquidated
Illumina, Inc. (NASDAQ: ILMN) liquidated
Ivanhoe Mines Ltd. (NYSE: IVN) liquidated
KKR & Co. L.P. (NYSE: KKR) liquidated
Level 3 Communications, Inc. (NYSE: LVLT) liquidated
Market Vectors ETF Trust Market Vectors Gold Miners (NYSE: GDX) liquidated
NRG Energy, Inc. (NYSE: NRG) liquidated
PennyMac Mortgage Investment Trust (NYSE: PMT) liquidated
Valeant Pharmaceuticals International, Inc. (NYSE: VRX) liquidated

Maintained Stakes
Amazon.Com, Inc. (NASDAQ: AMZN) maintained 1,741,896 share stake
Baidu.com SP ADR (NASDAQ: BIDU) maintained 567,500 share stake
Blackrock, Inc. (NYSE: BLK) maintained 575,000 share stake
Hartford Financial Services Group, Inc. (NYSE: HIG) maintained 12,400,000 share stake
Dollar Tree, Inc. (NASDAQ: DLTR) maintained 1,920,000 share stake
Ivanhoe Energy, Inc. (NASDAQ: IVAN) maintained 15,985,000 share stake
Lowes Cos. (NYSE: LOW) maintained 7,096,000 share stake
MGIC Investment Corp. (NYSE: MTG) maintained 9,900,600 share stake
Monsanto Company (NYSE: MON) maintained 4,335,000 share stake
NetFlix, Inc. (NASDAQ: NFLX) maintained 2,365,000 share stake
Pacific Biosciences of California, Inc. (NASDAQ: PACB) maintained 870,000 share stake
Priceline.com, Inc. (NASDAQ: PCLN) maintained 554,000 share stake
Ralph Lauren Corp (NYSE: RL) maintained 935,000 share stake
Sensata Technologies Holding (NYSE: ST) maintained 7,875,000 share stake
TD Ameritrade Holding (NASDAQ: AMTD) maintained 4,905,000 share stake
Tesla Motors, Inc. (NASDAQ: TSLA) maintained 575,000 share stake
Thermo Fisher Scientific (NYSE: TMO) maintained 4,660,000 share stake
United Continental Holdings (NYSE: UAL) maintained 4,045,678 share stake
Xinyuan Real Estate Co. Ltd. ADS (NYSE: XIN) maintained 13,752,933 share stake
YANDEX (NASDAQ: YNDX) maintained 1,640,000 share stake




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