Blue Ridge Capital Holdings LLC Holdings in 2nd Quarter: 13F

The following is an analysis of Blue Ridge Capital Holdings LLC as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Valeant Pharmaceuticals Inte VRX US       509,208,000    9,800,000      874,535
Apple Inc                    AAPL US      402,804,000    1,200,000      222,900
Amazon.com Inc               AMZN US      397,098,313    1,941,896      -11,104
Netflix Inc                  NFLX US      292,899,350    1,115,000      110,000
Market Vectors Gold Miners   GDX US       272,840,820    4,998,000            0
Range Resources Corp         RRC US       262,348,500    4,727,000   -1,000,000
Thermo Fisher Scientific Inc TMO US       257,560,000    4,000,000    1,210,000
Citrix Systems Inc           CTXS US      245,200,000    3,065,000            0
NRG Energy Inc               NRG US       212,617,000    8,650,000    1,570,000
JPMorgan Chase & Co          JPM US       203,471,800    4,970,000   -1,920,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Sandisk Corp                 SNDK US      192,560,000    4,640,000    4,640,000
Google Inc-Cl A              GOOG US      187,360,600      370,000      370,000
United Continental Holdings  UAL US       148,792,250    6,575,000    6,575,000
Monsanto Co                  MON US       146,168,100    2,015,000    2,015,000
Delta Air Lines Inc          DAL US       113,708,000   12,400,000   12,400,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Microsoft Corp               MSFT US     -135,709,550            0   -5,345,000
Sohu.Com Inc                 SOHU US      -68,807,200            0     -770,000
Crown Castle Intl Corp       CCI US       -66,378,000            0   -1,560,000
Covanta Holding Corp         CVA US       -52,094,000            0   -3,050,000
Ares Capital Corp            ARCC US      -25,421,250            0   -1,500,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Level 3 Communications Inc   LVLT US      176,012,127   83,164,130   64,859,130
Thermo Fisher Scientific Inc TMO US       102,575,500    4,000,000    1,210,000
Sensata Technologies Holding ST US         68,198,323    4,597,156    1,577,156
Valeant Pharmaceuticals Inte VRX US        64,630,588    9,800,000      874,535
Apple Inc                    AAPL US       62,277,322    1,200,000      222,900
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US      -114,157,200    4,970,000   -1,920,000
Range Resources Corp         RRC US       -72,451,920    4,727,000   -1,000,000
Ivanhoe Mines Ltd            IVN US       -71,510,269    3,927,000   -2,295,264
Credicorp Ltd                BAP US       -69,278,300      670,000     -540,000
Stillwater Mining Co         SWC US       -52,235,100      200,000   -2,270,000
 
 
SOURCE: SEC 13F-HR 
FILER: Blue Ridge Capital Holdings LLC 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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