John Griffin has been successfully added into your Personalized Guru List.
John Griffin has been removed from your Personalized Guru List.
John Griffin has been successfully added into Guru Email Alerts list.
John Griffin has been removed from Guru Email Alerts list.
Premium Members Only)Ticker![]() | Company![]() | Date
|
Action |
Impact
![]() |
Price Range (Average)*
![]() |
Current Price | Change from Average![]() |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| GOOG | Google, Inc. | 2013-03-31 | Reduce | -2.46% | $702.87 - $838.604 ($777.34) | $ 889.42 | 14% | Reduce -45.53% | 297,000 | |
| AAPL | Apple Inc | 2013-03-31 | Sold Out | -3.9% | $420.05 - $549.03 ($467.26) | $ 441.35 | -6% | Sold Out | 0 | |
| AMZN | Amazon.com Inc | 2013-03-31 | Reduce | -0.73% | $250.87 - $283.99 ($265.78) | $ 262.96 | -1% | Reduce -20.79% | 800,000 | |
| NFLX | Netflix, Inc. | 2013-03-31 | Buy | 2.4% | $92.01 - $196.45 ($159.19) | $ 228.56 | 44% | New holding, 1000000 sh. | 1,000,000 | |
| GRA | W. R. Grace & Co. | 2013-03-31 | Add | 0.64% | $67.23 - $78.51 ($73.02) | $ 81.11 | 11% | Add 28.21% | 3,000,000 | |
| WBC | Wabco Holdings Incor... | 2013-03-31 | Sold Out | -1.8% | $62.66 - $71.9 ($67.67) | $ 75.38 | 11% | Sold Out | 0 | |
| EXPE | Expedia, Inc. | 2013-03-31 | Buy | 0.84% | $60.015 - $67.5 ($64.12) | $ 57.68 | -10% | New holding, 1115000 sh. | 1,115,000 | |
| WYN | Wyndham Worldwide Co... | 2013-03-31 | Add | 0.88% | $53.21 - $64.48 ($58.86) | $ 60.69 | 3% | Add 62.54% | 2,830,000 | |
| KORS | Michael Kors Holding... | 2013-03-31 | Add | 0.81% | $51.03 - $64.84 ($56.76) | $ 60.46 | 6% | Add 117.95% | 2,125,000 | |
| WDAY | Workday Inc | 2013-03-31 | Reduce | -0.4% | $50.39 - $64.54 ($55.81) | $ 65.75 | 18% | Reduce -28.64% | 1,283,000 | |
| DIS | Walt Disney Co | 2013-03-31 | Sold Out | -2.1% | $49.79 - $57.75 ($54.4) | $ 65.57 | 20% | Sold Out | 0 | |
| TWX | Time Warner Inc | 2013-03-31 | Add | 0.5% | $47.83 - $57.62 ($52.73) | $ 59.96 | 14% | Add 20.23% | 4,100,000 | |
| VRSN | VeriSign, Inc. | 2013-03-31 | Sold Out | -1.9% | $38 - $47.27 ($43.83) | $ 47.77 | 9% | Sold Out | 0 | |
| C | Citigroup Inc | 2013-03-31 | Buy | 2.6% | $39.56 - $47.6 ($43.42) | $ 51 | 18% | New holding, 4660000 sh. | 4,660,000 | |
| VMED | Virgin Media Inc | 2013-03-31 | Reduce | -1.54% | $36.75 - $48.97 ($43.23) | $ 50.45 | 17% | Reduce -64.13% | 1,650,000 | |
| CBS | CBS Corporation | 2013-03-31 | Buy | 2.1% | $37.52 - $46.95 ($42.77) | $ 51.26 | 20% | New holding, 3500000 sh. | 3,500,000 | |
| OC | Owens-Corning, Inc. | 2013-03-31 | Add | 0.24% | $36.99 - $43.39 ($40.31) | $ 44.23 | 10% | Add 7.27% | 7,155,000 | |
| CMCSA | Comcast Corp | 2013-03-31 | Buy | 2.4% | $37.36 - $41.98 ($39.79) | $ 41.78 | 5% | New holding, 4550000 sh. | 4,550,000 | |
| THC | Tenet Healthcare Cor... | 2013-03-31 | Add | 0.24% | $32.47 - $47.58 ($39.58) | $ 44.8 | 13% | Add 22.19% | 2,120,000 | |
| HCA | HCA Holdings Inc | 2013-03-31 | Add | 0.45% | $30.17 - $40.63 ($36.53) | $ 37.29 | 2% | Add 21.78% | 4,920,000 | |
| | ||||||||||
John Griffin's Profile:John Griffin is the president of Blue Ridge Capital, an investment partnership that he founded in 1996. Mr. Griffin was known as legendary investor Julian Robertson's right hand man. He and a few others are named as Tiger Cubs as they worked with Julian Robertson at Tiger Funds. Mr. Griffin is adjunct professor of finance at Columbia Business School and a visiting professor at the University of Virginia. He began his career as a financial analyst for Morgan Stanley Merchant Banking Group before moving on to Tiger Management, where he became president in 1993. |
John Griffin's Current Portfolio:
| |||||||||||||||||||||||||||||||||
John Griffin's Sector Weightings:
| John Griffin's News:
|
Add Notes, Comments or Ask Questions
Comments