Blue Ridge Capital (John Griffin) discloses updated portfolio positions in 13F filing: New positions in GNC and ULTA; increased positions in V and C; closed position in WFC
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: GNC (~2.41 mln shares), ULTA (~1.08 mln), IPOA (~1 mln), ORLY (~0.41 mln), BABA (~0.19 mln)
- Increased positions in: V (to ~3.38 mln shares from ~2.04 mln shares), C (to ~3.75 mln from ~3.24 mln), W (to ~1.09 mln from ~0.74 mln), PXD (to ~1.1 mln from ~0.79 mln), ALNY (to ~1.53 mln from ~1.38 mln) PCLN (to ~0.1 mln from ~0.03 mln),
- Maintained positions in: BAC (~12.63 mln shares), HDS (~6.79 mln shares), JD (~5.08 mln shares), ST (~4.44 mln shares), CDK (~3.94 mln shares), FB (~1.88 mln shares), CHTR (~0.87 mln shares)
- Closed positions in: WFC (from ~3.57 mln shares), FLT (from ~1.21 mln), ADSK (from ~1 mln), BMRN (from ~0.56 mln), GS (from ~0.44 mln), LBTYK (from ~0.35 mln)
- Decreased positions in: PAH (to ~9.34 mln shares from ~10.71 mln shares), CSX (to ~3.66 mln from ~4.62 mln),ADNT (to ~1.96 mln from ~2.36 mln), DHR (to ~1.12 mln from ~1.49 mln), TRU (to ~1.19 mln from ~1.54 mln),TDG (to ~0.83 mln from ~1.05 mln), MA (to ~0.68 mln from ~0.88 mln), AGN (to ~1.28 mln from ~1.44 mln),GOOGL (to ~0.06 mln from ~0.19 mln), AMZN (to ~0.06 mln from ~0.12 mln)