Blue Ridge Capital (John Griffin) discloses updated portfolio positions in 13F filing: New BUFF LILAK CARG positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: BUFF (~3.44 mln shares), LILAK (~1.81 mln), CARG (~0.1 mln)
- Increased positions in: TRU (to ~1.46 mln shares from ~1.19 mln shares), BABA (to ~0.22 mln from ~0.19 mln), AMZN (to ~0.06 mln from ~0.06 mln)
- Maintained positions in: GRA (~1.31 mln shares), W (~0.99 mln)
- Closed positions in: PAH (from ~9.34 mln shares), OZM (from ~8.16 mln), CSX (from ~3.66 mln), GNC (from ~2.41 mln), RRC (from ~1.85 mln), MGM (from ~1.67 mln), KHC (from ~1.28 mln)
- Decreased positions in: BAC (to ~4.68 mln shares from ~12.63 mln shares), UPL (to ~5.59 mln from ~9.43 mln), C (to ~0.47 mln from ~3.75 mln), HDS (to ~4.82 mln from ~6.79 mln), JD (to ~3.79 mln from ~5.08 mln), CDK (to ~2.66 mln from ~3.94 mln), V (to ~2.22 mln from ~3.38 mln), AGN (to ~0.22 mln from ~1.28 mln), FB (to ~0.81 mln from ~1.88 mln), ULTA (to ~0.19 mln from ~1.08 mln)