Griffin's Blue Ridge Likes A Major Bank, Swaps Into Gold Miner ETF, Picks Up More Silver and Makes Moves In Tech


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November 17, 2009 12:08 PM EST

Yesterday, John Griffin's Blue Ridge Capital hedge fund released its 13F for the quarter ended September 30, 2009. Griffin showed a new stake in a mega-bank, swapped out of individual gold miners in favor of the the ETF, jumped on more silver, and made some moves in two major tech stocks.

Some notable moves from Blue Ridge:

  • - New 5,800,000 share stake in JPMorgan Chase (NYSE: JPM)
  • - New 3,210,000 share stake in Market Vectors Gold Miners ETF (NYSE: GDX)
  • - New 2,160,000 share stake in Dollar Tree (Nasdaq: DLTR)
  • - New 1,584,000 share stake in PennyMac (NYSE: PMT) (recent IPO)
  • - Raised stake in iShares Silver Trust (NYSE: SLV) by 3.9 million shares to 7,974,000 shares
  • - Raised stake in Amazon.com (Nasdaq: AMZN) by 610K shares to 2,535,000 shares
  • - Raised stake in Pfizer (NYSE: PFE) by 1.5 million shares to 15,155,000 shares
  • - Raises stake in Crown Castle International Corp. (NYSE: CCI) by 2.63 million shares to 6,933,750 shares
  • - Raised stake in Western Union (NYSE: WU) by 6.3 million shares to 12,275,000 shares
  • - Raised stake in Express Script (Nasdaq: ESRX) by 1.14 million shares to 1,915,000
  • - Raised stake in Monsanto (NYSE: MON) by 885K shares to 1,795,000 shares
  • - Raised stake in Palm (Nasdaq: PALM) by 1.01 million shares to 2,377,775 shares
  • - Lowered stake in Apple (Nasdaq: AAPL) by 630,000 shares to 1,390,000 shares
  • - Maintained 7,365,000 share stake in Microsoft (Nasdaq: MSFT)
  • - Liquidated stakes in gold companies Agnico-Eagle Mines Ltd. (NYSE: AEM), Goldcorp Inc. (NYSE: GG), Newmont Mining Corp. (NYSE: NEM), NovaGold Resources Inc. (NYSE: NG), Yamana Gold, Inc. (NYSE: AUY)
  • - Liquidates 4.4 million share stake in National Oilwell Varco (NYSE: NOV)
  • - Liquidates 8.27 million ADS stake in Vale S.A. (NYSE: VALE)
  • - Liquidates 1.35 million share stake in VMware (NYSE: VMW)


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    Stocks Mentioned

    AAPL 196.19

    +2.07 +1.07%
    Volume: 22,601,078
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    AEM 54.61

    +2.32 +4.44%
    Volume: 3,555,968
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    AMZN 118.03

    +1.20 +1.03%
    Volume: 9,225,734
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    AUY 10.41

    +0.40 +4.00%
    Volume: 16,139,968
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    CCI 35.87

    +0.21 +0.59%
    Volume: 2,194,800
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    DLTR 47.97

    +0.85 +1.80%
    Volume: 1,249,735
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    ESRX 85.24

    +0.74 +0.88%
    Volume: 1,529,191
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    GDX 42.57

    +1.79 +4.39%
    Volume: 24,229,260
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    GG 35.89

    +1.48 +4.30%
    Volume: 14,053,603
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    JPM 38.39

    +0.69 +1.83%
    Volume: 45,178,225
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    MON 75.72

    +1.51 +2.03%
    Volume: 6,954,244
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    MSFT 28.01

    +0.29 +1.05%
    Volume: 59,121,242
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    NEM 45.82

    +1.41 +3.17%
    Volume: 12,685,295
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    NG 5.90

    +0.31 +5.55%
    Volume: 3,850,549
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    NOV 42.68

    +1.15 +2.77%
    Volume: 7,652,708
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    PALM 9.45

    -0.39 -3.96%
    Volume: 17,290,813
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    PFE 17.88

    +0.04 +0.22%
    Volume: 70,977,165
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    PMT 16.22

    +0.10 +0.62%
    Volume: 60,140
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    SLV 15.12

    +0.37 +2.51%
    Volume: 14,773,542
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    VALE 26.33

    +1.15 +4.57%
    Volume: 29,381,288
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    VMW 45.67

    +1.42 +3.21%
    Volume: 2,150,156
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    WU 16.14

    -0.02 -0.12%
    Volume: 19,461,149
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