13F-HR 1 p12-1440form13fhr.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: June 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 8/14/12 ------------------------ ------------------------------ ---------- [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: 41 ------------- Form 13F Information Table Value Total: $6,624,737 ------------- (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 ----------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ----- AMAZON COM INC COM 023135106 397,762 1,741,896 SH SOLE 1,741,896 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 119,225 4,575,000 SH SOLE 4,575,000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 335,020 10,440,000 SH SOLE 10,440,000 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 11,857 1,150,000 SH SOLE 1,150,000 0 0 APPLE INC COM 037833100 438,876 751,500 SH SOLE 751,500 0 0 BLACKROCK INC COM 09247X101 27,717 163,214 SH SOLE 163,214 0 0 CITIGROUP INC COM NEW 172967424 60,850 2,220,000 SH SOLE 2,220,000 0 0 COLFAX CORP COM 194014106 108,764 3,945,000 SH SOLE 3,945,000 0 0 DELTA AIRLINES INC DEL COM NEW 247361702 135,780 12,400,000 SH SOLE 12,400,000 0 0 DOLLAR TREE INC COM 256746108 206,592 3,840,000 SH SOLE 3,840,000 0 0 GENERAL MTRS CO COM 37045V100 115,165 5,840,000 SH SOLE 5,840,000 0 0 GILEAD SCIENCES INC COM 375558103 211,017 4,115,000 SH SOLE 4,115,000 0 0 GOOGLE INC CL A 38259P508 301,636 520,000 SH SOLE 520,000 0 0 HCA HOLDINGS INC COM 40412C101 255,612 8,400,000 SH SOLE 8,400,000 0 0 IVANHOE ENERGY INC COM 465790103 7,823 15,985,000 SH SOLE 15,985,000 0 0 JPMORGAN CHASE & CO COM 46625H100 219,204 6,135,000 SH SOLE 6,135,000 0 0 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 9,115 933,000 SH SOLE 933,000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 242,443 4,885,000 SH SOLE 4,885,000 0 0 LOWES COS INC COM 548661107 223,851 7,871,000 SH SOLE 7,871,000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 199,415 2,530,000 SH SOLE 2,530,000 0 0 MGIC INVT CORP WIS COM 552848103 28,514 9,900,600 SH SOLE 9,900,600 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 113,596 2,715,000 SH SOLE 2,715,000 0 0 MOLYCORP INC DEL COM 608753109 46,764 2,170,000 SH SOLE 2,170,000 0 0 MONSANTO CO NEW COM 61166W101 251,237 3,035,000 SH SOLE 3,035,000 0 0 NETFLIX INC COM 64110L106 171,213 2,500,000 SH SOLE 2,500,000 0 0 OWENS CORNING NEW COM 690742101 72,777 2,550,000 SH SOLE 2,550,000 0 0 PRICELINE COM INC COM NEW 741503403 368,144 554,000 SH SOLE 554,000 0 0 RALPH LAUREN CORP CL A 751212101 130,956 935,000 SH SOLE 935,000 0 0 RANGE RES CORP COM 75281A109 218,710 3,535,000 SH SOLE 3,535,000 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 210,893 7,875,000 SH SOLE 7,875,000 0 0 SIRIUS XM RADIO INC COM 82967N108 145,780 78,800,000 SH SOLE 78,800,000 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 83,385 4,905,000 SH SOLE 4,905,000 0 0 TESLA MTRS INC COM 88160R101 17,992 575,000 SH SOLE 575,000 0 0 THERMO FISCHER SCIENTIFIC INC COM 883556102 260,069 5,010,000 SH SOLE 5,010,000 0 0 TRIP ADVISOR INC COM 896945201 253,616 5,675,000 SH SOLE 5,675,000 0 0 UNITED CONTL HLDGS INC COM 910047109 98,431 4,045,678 SH SOLE 4,045,678 0 0 VERISIGN INC COM 92343E102 271,005 6,220,000 SH SOLE 6,220,000 0 0 WABCO HLDGS INC COM 92927K102 131,002 2,475,000 SH SOLE 2,475,000 0 0 WESPORT INNOVATIONS INC COM NEW 960908309 11,182 304,278 SH SOLE 304,278 0 0 XINYUAN REAL ESTATE CO LTD SPONS ADR 98417P105 33,702 11,086,195 SH SOLE 11,086,195 0 0 YOUKU INC SPONSORED ADR 98742U100 78,048 3,600,000 SH SOLE 3,600,000 0 0