John Griffin

Last Update: 2014-11-14

Number of Stocks: 47
Number of New Stocks: 2

Total Value: $8,454 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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John Griffin Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BABA Alibaba Group Holdin... 2014-09-30 Buy 1.6%$87.17 - $93.89
($89.95)
$ 109.2522%New holding, 1500000 sh.1,500,000
YNDX Yandex NV 2014-09-30 Add0.96%$28.22 - $34.64
($30.26)
$ 18.09-40%Add 49.83%8,900,000
SIRI Sirius XM Holdings I... 2014-09-30 Add0.72%$3.31 - $3.64
($3.5)
$ 3.46-1%Add 45.32%54,895,000
LNKD LinkedIn Corp 2014-09-30 Add0.52%$156.31 - $231
($200.03)
$ 231.8416%Add 44.21%685,000
IHS IHS Inc 2014-09-30 Add0.5%$125.46 - $142.47
($135.79)
$ 116.9-14%Add 20%2,016,000
MPC Marathon Petroleum C... 2014-09-30 Add0.26%$75.79 - $92.39
($85.12)
$ 84.03-1%Add 8.79%3,155,000
BMRN Biomarin Pharmaceuti... 2014-09-30 Add0.11%$55.78 - $73
($65.82)
$ 91.8340%Add 6.19%2,230,000
MGNX Macrogenics Inc 2014-09-30 Add0.11%$18.37 - $22.63
($20.67)
$ 33.8364%Add 50%1,350,000
TPUB Tribune Publishing C... 2014-09-30 Buy 0.03%$18.53 - $25.5
($20.68)
$ 2311%New holding, 125000 sh.125,000
CAR Avis Budget Group In... 2014-09-30 Reduce-2.55%$56.99 - $69.52
($62.83)
$ 58.15-7%Reduce -65.27%2,326,850
CFX Colfax Corp 2014-09-30 Reduce-1.33%$57.87 - $74.82
($65.18)
$ 49.51-24%Reduce -33.99%3,545,000
SBH Sally Beauty Holding... 2014-09-30 Sold Out -1.3%$24.14 - $28.16
($26.54)
$ 30.9417%Sold Out0
LNG Cheniere Energy Inc 2014-09-30 Reduce-1.21%$70.2 - $84.46
($76.24)
$ 71.46-6%Reduce -43.27%2,275,000
WAG Walgreen Co 2014-09-30 Reduce-1.03%$59.21 - $73.98
($65.4)
$ 74.3814%Reduce -22.34%4,850,000
C Citigroup Inc 2014-09-30 Sold Out -0.84%$46.9 - $53.66
($50.28)
$ 54.18%Sold Out0
ENDP Endo International P... 2014-09-30 Reduce-0.77%$61.26 - $70.27
($65.73)
$ 71.318%Reduce -16.38%5,698,528
HFC HollyFrontier Corp 2014-09-30 Reduce-0.6%$43.1 - $51.26
($46.73)
$ 36.7-22%Reduce -46.02%1,660,000
AMZN Amazon.com Inc 2014-09-30 Reduce-0.43%$307.06 - $360.84
($332.81)
$ 297.73-10%Reduce -16.67%675,000
GOOG Google Inc 2014-09-30 Reduce-0.36%$562.73 - $596.08
($579.9)
$ 511.1-12%Reduce -13.97%394,000
LBTYK Liberty Global PLC 2014-09-30 Reduce-0.26%$39.71 - $43.35
($41.64)
$ 47.5814%Reduce -10.76%5,060,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

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.

» More Profile & Performance

John Griffin's Current Portfolio:

Ticker Shares Value ($1000)
ACT1,735,000418,621
CHTR2,730,000413,240
ENDP5,698,528389,437
AIG6,370,000344,107
PCLN301,000348,733
MON3,050,000343,156
TMO2,715,000330,416
ST6,585,000293,230
WAG4,850,000287,460
MPC3,155,000267,134
» More Current Portfolio

John Griffin's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 16.7% 16.7%
Healthcare 16.3% 16.3%
Financial Services 12% 12%
Basic Materials 10% 10%
Technology 9.4% 9.4%
Communication Services 7.4% 7.4%
Industrials 5% 5%
Consumer Defensive 4.1% 4.1%
Energy 2.2% 2.2%
Real Estate 1.7% 1.7%
» More Sector Weightings

John Griffin's News:

» More Related News


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