13F-HR 1 p12-1812form13fhr.txt BLUE RIDGE CAPITAL, L.L.C. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2012 ---------------------------- Check here if Amendment [ ]; Amendment Number: ----- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Blue Ridge Capital, L.L.C. -------------------------------------------------- Address: 660 Madison Avenue -------------------------------------------------- New York, NY 10065-8405 -------------------------------------------------- Form 13F File Number: 028-07170 ------------------ The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John Griffin -------------------------------------------------- Title: Managing Member -------------------------------------------------- Phone: 212 446 6200 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ John Griffin New York, NY 11/14/12 ------------------------ ------------------------------ ---------- [Signature] [City, State] [Date] Report Type (Check only one.): [ x ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 37 ------------- Form 13F Information Table Value Total: $6,356,068 ------------- (in thousands) Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ---------------------------- ---------------- --------- -------- ------------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- APPLE INC COM 037833100 441,624 662,000 SH SOLE 662,000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 342,328 10,440,000 SH SOLE 10,440,000 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 15,468 1,150,000 SH SOLE 1,150,000 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 116,342 4,575,000 SH SOLE 4,575,000 0 0 AMAZON COM INC COM 023135106 371,307 1,460,000 SH SOLE 1,460,000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 88,169 2,190,000 SH SOLE 2,190,000 0 0 COLFAX CORP COM 194014106 196,918 5,370,000 SH SOLE 5,370,000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 130,805 14,280,000 SH SOLE 14,280,000 0 0 DISNEY WALT CO COM DISNEY 254687106 155,794 2,980,000 SH SOLE 2,980,000 0 0 DOLLAR TREE INC COM 256746108 223,583 4,630,000 SH SOLE 4,630,000 0 0 EQUINIX INC COM NEW 29444U502 128,215 622,252 SH SOLE 622,252 0 0 GILEAD SCIENCES INC COM 375558103 236,135 3,560,000 SH SOLE 3,560,000 0 0 GOOGLE INC CL A 38259P508 392,340 520,000 SH SOLE 520,000 0 0 GRACE W R & CO DEL NEW COM 38388F108 113,138 1,915,000 SH SOLE 1,915,000 0 0 HCA HOLDINGS INC COM 40412C101 98,088 2,950,000 SH SOLE 2,950,000 0 0 IVANHOE ENERGY INC COM 465790103 5,854 11,257,686 SH SOLE 11,257,686 0 0 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 9,601 933,000 SH SOLE 933,000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 236,925 3,900,000 SH SOLE 3,900,000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 163,486 1,972,800 SH SOLE 1,972,800 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 69,134 1,300,000 SH SOLE 1,300,000 0 0 MONSANTO CO NEW COM 61166W101 276,246 3,035,000 SH SOLE 3,035,000 0 0 MGIC INVT CORP WIS COM 552848103 15,148 9,900,600 SH SOLE 9,900,600 0 0 OWENS CORNING NEW COM 690742101 179,346 5,360,000 SH SOLE 5,360,000 0 0 PRICELINE COM INC COM NEW 741503403 342,965 554,000 SH SOLE 554,000 0 0 RALPH LAUREN CORP CL A 751212101 248,017 1,640,000 SH SOLE 1,640,000 0 0 RANGE RES CORP COM 75281A109 231,270 3,310,000 SH SOLE 3,310,000 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 234,439 7,875,000 SH SOLE 7,875,000 0 0 SIRIUS XM RADIO INC COM 82967N108 204,092 78,800,000 SH SOLE 78,800,000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 294,738 5,010,000 SH SOLE 5,010,000 0 0 TRIPADVISOR INC COM 896945201 92,204 2,800,000 SH SOLE 2,800,000 0 0 TESLA MTRS INC COM 88160R101 5,856 200,000 SH SOLE 200,000 0 0 TIME WARNER INC COM NEW 887317303 79,110 1,745,000 SH SOLE 1,745,000 0 0 UNITED CONTL HLDGS INC COM 910047109 97,123 4,980,678 SH SOLE 4,980,678 0 0 VERISIGN INC COM 92343E102 302,852 6,220,000 SH SOLE 6,220,000 0 0 WABCO HLDGS INC COM 92927K102 142,733 2,475,000 SH SOLE 2,475,000 0 0 WESTPORT INNOVATIONS INC COM NEW 960908309 8,471 304,278 SH SOLE 304,278 0 0 YOUKU TUDOU INC SPONSORED ADR 98742U100 66,204 3,600,000 SH SOLE 3,600,000 0 0