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John Griffin Buys Pfizer Inc, CME Group Inc Cl A, Scheringplough Corp., Sells Amgen Inc., Vimpel Communications, Target Corp.

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John Griffin was known as legendary investor Julian Robertson's right hand man. He is well respected for his value approach. This is the buys and sells of Griffin's Q2 portfolio. Blue Ridge Capital. John Griffin owns 48 stocks with a total value of $3.9 billion.

John Griffin buys Pfizer Inc, Cme Group Inc Cl A, Scheringplough Corp., The Western Union Company, State Street Corp., Ishares Silver Trust, Express Scripts Inc., Partnerre Ltd., Vmware Inc., Palm Inc., Interoil Corp., Wells Fargo & Company, Redwood Trust Inc., American Capital, Ltd., sells Amgen Inc., Vimpel Communications, Target Corp., Packaging Corp. Of America, Petroleo Brasileiro S.a.petrobras, Ishares Trust - Nasdaq Biotechnology Index, Google Inc., General Growth Properties Inc, Goodrich Petroleum Corp., Fomento Economico Mexicano S.a.b. De C.v, Devon Energy Corp., Dell Inc., Calpine Corp, Anadarko Petroleum Corp., Vornado Realty Trust during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Blue Ridge Capital. John Griffin owns 48 stocks with a total value of $3.9 billion. These are the details of the buys and sells.

New Purchases: ACAS, CME, ESRX, IOC, PALM, PFE, PRE, RWT, SGP, SLV, STT, VMW, WFC, WU,

Added Positions: AAPL, AXS, BLK, RRC, TMO,

Reduced Positions: AMZN, AUY, BRK-A, GG, MA, MON, MSFT, NEM, NOV, RNR,

Sold Out: AMGN, APC, CPN, DELL, DVN, FMX, GDP, GGP, GOOG, IBB, PBR, PKG, TGT, VIP, VNO,

For the details of John Griffin's stock buys and sells, go to the Link Here

This is the sector weightings of John Griffin's portfolio:

Technology 17.2% 17.2%
Financials 28.4% 28.4%
Consumer Services 10.5% 10.5%
Health Care 13.1% 13.1%
Consumer Goods 0.4% 0.4%
Industrials 14.9% 14.9%
Basic Materials 3.1% 3.1%
Oil & Gas 7.3% 7.3%


These are the top 5 holdings of John Griffin

  1. Apple Inc. (AAPL) - 2,020,000 shares, 7.32% of the total portfolio
  2. Millipore Corp. (MIL) - 3,024,000 shares, 5.4% of the total portfolio
  3. Pfizer Inc (PFE) - 13,660,000 shares, 5.21% of the total portfolio
  4. Thermo Fisher Scientific Inc. (TMO) - 5,000,000 shares, 5.19% of the total portfolio
  5. CME GROUP INC CL A (CME) - 656,000 shares, 5.19% of the total portfolio


Added: Apple Inc. (AAPL)

John Griffin added to his holdings in Apple Inc. by 75.65%. His purchase prices were between $119.57 and $144.67, with an estimated average price of $130.6. The impact to his portfolio due to this purchase was 3.15%. His holdings were 2,020,000 shares as of 06/30/2009.

Apple Computer Inc. designs manufactures and markets personal computers and related personal computing and communicating solutions for sale primarily to education creative consumer and business customers. Apple Inc. has a market cap of $142.37 billion; its shares were traded at around $159.59 with a P/E ratio of 27.9 and P/S ratio of 4.4. Apple Inc. had an annual average earning growth of 90.5% over the past 5 years.

Added: Blackrock Inc. (BLK)

John Griffin added to his holdings in Blackrock Inc. by 100%. His purchase prices were between $135.28 and $177.88, with an estimated average price of $154.8. The impact to his portfolio due to this purchase was 1.72%. His holdings were 770,000 shares as of 06/30/2009.

BlackRock Inc. is one of the largest investment management firms in the United States. The company offers a variety of investment products toinstitutional and individual investors in the U.S. and internationally. The company also offers a variety of risk management services to large institutional fixed income investors. Blackrock Inc. has a market cap of $24.85 billion; its shares were traded at around $188.96 with a P/E ratio of 38.2 and P/S ratio of 4.9. The dividend yield of Blackrock Inc. stocks is 1.7%. Blackrock Inc. had an annual average earning growth of 20.2% over the past 10 years.

Added: Thermo Fisher Scientific Inc. (TMO)

John Griffin added to his holdings in Thermo Fisher Scientific Inc. by 23.49%. His purchase prices were between $33.15 and $41.91, with an estimated average price of $38. The impact to his portfolio due to this purchase was 0.99%. His holdings were 5,000,000 shares as of 06/30/2009.

Thermo Fisher Scientific is the world leader in serving science enabling our customers to make the world healthier cleaner and safer. Serving customers through two premier brands Thermo Scientific and Fisher Scientific we help solve analytical challenges from routine testing to complex research and discovery. Thermo Scientific offers customers a complete range of high-end analytical instruments as well as laboratory equipment software services consumables and reagents to enable integrated laboratory workflow solutions. Fisher Scientific provides a complete portfolio of laboratory equipment chemicals supplies and services used in healthcare scientific research safety and education. Thermo Fisher Scientific Inc. has a market cap of $18.72 billion; its shares were traded at around $44.76 with a P/E ratio of 14.9 and P/S ratio of 1.8. Thermo Fisher Scientific Inc. had an annual average earning growth of 2.3% over the past 5 years.

Added: Range Resources Corp. (RRC)

John Griffin added to his holdings in Range Resources Corp. by 89.36%. His purchase prices were between $39.89 and $46.81, with an estimated average price of $43.4. The impact to his portfolio due to this purchase was 0.44%. His holdings were 890,000 shares as of 06/30/2009.

Range Resources Corp. acquires develops and finances oil and gas properties in the U.S. They seek to build value primarily through lower-risk development drilling and acquisitions while to a lesser degree pursuing higher risk exploitation and exploration projects on their extensive inventory of undeveloped acreage. Through its wholly owned subsidiary Independent Producer Finance the company also provides financing to small oil and gas producers by purchasing term overriding royalty interests in their properties. Range Resources Corp. has a market cap of $7.49 billion; its shares were traded at around $47.82 with a P/E ratio of 43.1 and P/S ratio of 5.7. The dividend yield of Range Resources Corp. stocks is 0.3%. Range Resources Corp. had an annual average earning growth of 4.1% over the past 10 years.

Added: Axis Capital Holdings Ltd. (AXS)

John Griffin added to his holdings in Axis Capital Holdings Ltd. by 38.73%. His purchase prices were between $22.88 and $26.62, with an estimated average price of $25.1. The impact to his portfolio due to this purchase was 0.22%. His holdings were 1,200,000 shares as of 06/30/2009.

AXIS Capital Holdings Limited is a Bermuda-based global provider of specialty lines insurance and treaty reinsurance. Axis Capital Holdings Ltd. has a market cap of $4.08 billion; its shares were traded at around $28.63 with a P/E ratio of 13.9 and P/S ratio of 1.5. The dividend yield of Axis Capital Holdings Ltd. stocks is 2.8%. Axis Capital Holdings Ltd. had an annual average earning growth of 18.7% over the past 5 years.

New Purchase: Pfizer Inc (PFE)

John Griffin initiated holdings in Pfizer Inc. His purchase prices were between $12.89 and $15.04, with an estimated average price of $14.3. The impact to his portfolio due to this purchase was 5.21%. His holdings were 13,660,000 shares as of 06/30/2009.

Pfizer Inc is a research-based global pharmaceutical company that discovers and develops innovative value-added products that improve the quality of life of people around the world and help them enjoy longer healthier and more productive lives. Pfizer has three business segments: health care animal health and consumer health care. Its products are available in numerous countries. (Company Press Release) Pfizer Inc has a market cap of $107.16 billion; its shares were traded at around $15.88 with a P/E ratio of 6.9 and P/S ratio of 2.2. The dividend yield of Pfizer Inc stocks is 4%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years. GuruFocus rated Pfizer Inc the business predictability rank of 2.5-star.

New Purchase: Cme Group Inc Cl A (CME)

John Griffin initiated holdings in Cme Group Inc Cl A. His purchase prices were between $221.83 and $340.93, with an estimated average price of $284.2. The impact to his portfolio due to this purchase was 5.19%. His holdings were 656,000 shares as of 06/30/2009.

Chicago Mercantile Exchange Holdings is the parent company of Chicago Mercantile Exchange Inc the largest futures exchange in the United States based on notional value trading volume and open interest. As an international marketplace CME brings together buyers and sellers on its trading floors and GLOBEX around-the-clock electronic trading platform. CME offers futures contracts and options on futures primarily in four product areas: interest rates stock indexes foreign exchange and commodities. Cme Group Inc Cl A has a market cap of $17.89 billion; its shares were traded at around $269.63 with a P/E ratio of 18.9 and P/S ratio of 7. The dividend yield of Cme Group Inc Cl A stocks is 1.7%.

New Purchase: Scheringplough Corp. (SGP)

John Griffin initiated holdings in Scheringplough Corp.. His purchase prices were between $22.05 and $24.5, with an estimated average price of $23.4. The impact to his portfolio due to this purchase was 4.8%. His holdings were 7,505,000 shares as of 06/30/2009.

Schering-Plough Corporation and its subsidiaries are engaged in the discovery development manufacturing and marketing of pharmaceutical products worldwide. The company operates primarily in the prescription pharmaceutical marketplace. However where appropriate the company has sought regulatory approval to switch prescription products to over-the-counter status as a means of extending a product's life cycle. Scheringplough Corp. has a market cap of $44.27 billion; its shares were traded at around $27.1 with a P/E ratio of 15.1 and P/S ratio of 2.4. The dividend yield of Scheringplough Corp. stocks is 1%.

New Purchase: The Western Union Company (WU)

John Griffin initiated holdings in The Western Union Company. His purchase prices were between $14.41 and $17.9, with an estimated average price of $16.6. The impact to his portfolio due to this purchase was 2.49%. His holdings were 5,975,000 shares as of 06/30/2009.

The Western Union Company is a leading provider of global money-transfer services. Together with its affiliates Orlandi Valuta and Vigo Western Union provides consumers with fast reliable and convenient ways to send and receive money around the world as well as send payments and purchase money orders. The Western Union Company has a market cap of $12.24 billion; its shares were traded at around $17.45 with a P/E ratio of 13.1 and P/S ratio of 2.3. The dividend yield of The Western Union Company stocks is 0.2%.

New Purchase: State Street Corp. (STT)

John Griffin initiated holdings in State Street Corp.. His purchase prices were between $34.1 and $48.32, with an estimated average price of $42. The impact to his portfolio due to this purchase was 1.86%. His holdings were 1,550,000 shares as of 06/30/2009.

State Street Corporation is the world's leading specialist in providing sophisticated global investors with investment servicing investment management investment research and trading services. Customers include mutual funds and other collective investment funds corporate and public pension funds corporations unions and not-for-profit organizations in and outside of the United States. State Street Corp. has a market cap of $23.94 billion; its shares were traded at around $49.24 with a P/E ratio of 10.9 and P/S ratio of 1.9. The dividend yield of State Street Corp. stocks is 0.1%. State Street Corp. had an annual average earning growth of 12.6% over the past 10 years. GuruFocus rated State Street Corp. the business predictability rank of 3-star.

New Purchase: Ishares Silver Trust (SLV)

John Griffin initiated holdings in Ishares Silver Trust. His purchase prices were between $11.68 and $15.47, with an estimated average price of $13.7. The impact to his portfolio due to this purchase was 1.39%. His holdings were 4,070,000 shares as of 06/30/2009.

Ishares Silver Trust has a market cap of $17.2 million; its shares were traded at around $13.75 .

New Purchase: Express Scripts Inc. (ESRX)

John Griffin initiated holdings in Express Scripts Inc.. His purchase prices were between $49.17 and $67.79, with an estimated average price of $61.2. The impact to his portfolio due to this purchase was 1.35%. His holdings were 774,147 shares as of 06/30/2009.

Express Scripts Inc. is one of the largest pharmacy benefit management companies in North America. Through facilities in the states and Canada the company serves thousands of client groups including managed care organizations insurance carriers third-party administrators employers and union-sponsored benefit plans. Express Scripts Inc. has a market cap of $18.23 billion; its shares were traded at around $67.22 with a P/E ratio of 19.9 and P/S ratio of 0.8. Express Scripts Inc. had an annual average earning growth of 32.8% over the past 10 years. GuruFocus rated Express Scripts Inc. the business predictability rank of 3.5-star.

New Purchase: Partnerre Ltd. (PRE)

John Griffin initiated holdings in Partnerre Ltd.. His purchase prices were between $62.91 and $67.57, with an estimated average price of $65.8. The impact to his portfolio due to this purchase was 1.12%. His holdings were 680,000 shares as of 06/30/2009.

PartnerRe Ltd. is a leading global reinsurer providing multi-line reinsurance to insurance companies. Risks reinsured include property casualty motor agriculture aviation/space catastrophe credit/surety engineering energy marine specialty property specialty casualty other lines life/annuity and health and alternative risk transfer solutions. Partnerre Ltd. has a market cap of $4.12 billion; its shares were traded at around $72.74 with a P/E ratio of 8 and P/S ratio of 1. The dividend yield of Partnerre Ltd. stocks is 2.6%.

New Purchase: Vmware Inc. (VMW)

John Griffin initiated holdings in Vmware Inc.. His purchase prices were between $25.4 and $32.59, with an estimated average price of $29. The impact to his portfolio due to this purchase was 0.94%. His holdings were 1,350,000 shares as of 06/30/2009.

VMware provides virtualization solutions from the desktop to the data center. Their solutions enable organizations to aggregate multiple servers storage infrastructure and networks together into shared pools of capacity that can be allocated dynamically securely and reliably to applications as needed increasing hardware utilization and reducing spending. They have expanded their offering with virtual infrastructure automation and management products to address distributed and heterogeneous infrastructure challenges such as system recoverability and reliability backup and recovery resource provisioning and management capacity and performance management and desktop security. They derive a significant majority of their revenues from their indirect sales channel that include distributors resellers x86 system vendors and systems integrators. Vmware Inc. has a market cap of $11.9 billion; its shares were traded at around $30.12 with a P/E ratio of 45 and P/S ratio of 6.3.

New Purchase: Palm Inc. (PALM)

John Griffin initiated holdings in Palm Inc.. His purchase prices were between $9.45 and $16.22, with an estimated average price of $11.9. The impact to his portfolio due to this purchase was 0.58%. His holdings were 1,365,775 shares as of 06/30/2009.

Palm Inc. a leader in mobile computing strives to put the power of computing in people's hands so they can access and share their most important information. The company's products include smartphones under the Treo brand; mobile managers under the LifeDrive brand; handheld computers under the Tungsten and Zire brands; as well as software and accessories. Palm products are sold through select Internet retail reseller and wireless operator channels throughout the world and at Palm Retail Stores and Palm online stores. Palm Inc. has a market cap of $1.85 billion; its shares were traded at around $13.23 with and P/S ratio of 2.5.

New Purchase: Interoil Corp. (IOC)

John Griffin initiated holdings in Interoil Corp.. His purchase prices were between $24.75 and $37.06, with an estimated average price of $33.2. The impact to his portfolio due to this purchase was 0.39%. His holdings were 525,000 shares as of 06/30/2009.

Interoil Corp is a vertically integrated energy company whose primary focus is Papua New Guinea and the surrounding region. Its assets comprise an oil refinery upstream petroleum exploration licenses and retail and commercial distribution assets. The majority of the refined products from InterOil's refinery are secured by off-take contracts with Shell and InterOil's wholly- owned subsidiary InterOil Products Limited. BP Singapore is InterOil's agent for crude oil supplied to the refinery. Interoil Corp. has a market cap of $1.07 billion; its shares were traded at around $29.77 with and P/S ratio of 1.2.

New Purchase: Wells Fargo & Company (WFC)

John Griffin initiated holdings in Wells Fargo & Company. His purchase prices were between $19.53 and $28.13, with an estimated average price of $23.4. The impact to his portfolio due to this purchase was 0.31%. His holdings were 500,000 shares as of 06/30/2009.

Wells Fargo & Company is a diversified financial services company providing banking insurance investments mortgage and consumer finance services through stores its Internet site and other distribution channels across North America as well as internationally. (Company Press Release) Wells Fargo & Company has a market cap of $123.74 billion; its shares were traded at around $26.3 with a P/E ratio of 29.6 and P/S ratio of 2.4. The dividend yield of Wells Fargo & Company stocks is 0.8%. Wells Fargo & Company had an annual average earning growth of 10.8% over the past 10 years. GuruFocus rated Wells Fargo & Company the business predictability rank of 4-star.

New Purchase: Redwood Trust Inc. (RWT)

John Griffin initiated holdings in Redwood Trust Inc.. His purchase prices were between $14.04 and $17.84, with an estimated average price of $15.6. The impact to his portfolio due to this purchase was 0.26%. His holdings were 700,000 shares as of 06/30/2009.

REDWOOD TRUST INC. is a self-advised and self-managed real estate investment trust. It specializes in acquiring and managing real estate mortgage assets which may be acquired as whole loans or as mortgage securities reperesenting interest in or obligations backed by pools of mortgage loans. Redwood Trust Inc. has a market cap of $1.2 billion; its shares were traded at around $15.96 with a P/E ratio of 61.4 and P/S ratio of 2.1. The dividend yield of Redwood Trust Inc. stocks is 6.3%. Redwood Trust Inc. had an annual average earning growth of 38.3% over the past 5 years.

New Purchase: American Capital, Ltd. (ACAS)

John Griffin initiated holdings in American Capital, Ltd.. His purchase prices were between $2.5 and $3.76, with an estimated average price of $3.1. The impact to his portfolio due to this purchase was 0.04%. His holdings were 538,346 shares as of 06/30/2009.

AMERICAN CAPITAL STRATEGIES LTD. is the only private equity fund and the largest alternative asset management company in the S&P 500. American Capital both directly and through its global asset management business is an investor in management and employee buyouts private equity buyouts and early stage and mature private and public companies. American Capital provides senior debt mezzanine debt and equity to fund growth acquisitions recapitalizations and securitizations. American Capital and its affiliates invest chiefly in companies located in North America and Europe. As a publicly traded company they offer shareholders an opportunity to invest in privately held middle market companies through ownership of their stock. American Capital, Ltd. has a market cap of $594.6 million; its shares were traded at around $2.76 with a P/E ratio of 2 and P/S ratio of 0.6.

Reduced: Goldcorp Inc. (GG)

John Griffin reduced to his holdings in Goldcorp Inc. by 33.2%. His sale prices were between $26.97 and $39.7, with an estimated average price of $33.2. The impact to his portfolio due to this sale was -0.25%. John Griffin still held 835,000 shares as of 06/30/2009.

Goldcorp is a North American based gold producer engaged in exploration extraction and processing of gold. The company's primary asset and key value driver is its Red Lake Mine which is the largest producing gold mine in Canada. Goldcorp's other operations include the Wharf Mine a gold mine located in the Black Hills of South Dakota USA and Saskatchewan Minerals an industrial minerals operation in Saskatchewan Canada which produces natural sodium sulphate used primarily in the detergent industry. Goldcorp Inc. has a market cap of $24.97 billion; its shares were traded at around $34.17 with a P/E ratio of 58.9 and P/S ratio of 10.3. The dividend yield of Goldcorp Inc. stocks is 0.5%. Goldcorp Inc. had an annual average earning growth of 22.9% over the past 5 years.

Reduced: Newmont Mining Corp. (NEM)

John Griffin reduced to his holdings in Newmont Mining Corp. by 42.42%. His sale prices were between $38.06 and $48.77, with an estimated average price of $42.8. The impact to his portfolio due to this sale was -0.25%. John Griffin still held 570,000 shares as of 06/30/2009.

Newmont Mining Corp. is engaged in the production of gold the exploration for gold and the acquisition and development of gold properties worldwide. The company produces gold from mines in Nevada and California and outside of the United States from operations in Peru Indonesia Mexico and Uzbekistan. Newmont Mining Corp. has a market cap of $18.57 billion; its shares were traded at around $38.77 with a P/E ratio of 25.5 and P/S ratio of 3. The dividend yield of Newmont Mining Corp. stocks is 1%. Newmont Mining Corp. had an annual average earning growth of 4.5% over the past 10 years.

Reduced: Renaissancere Holdings Ltd. (RNR)

John Griffin reduced to his holdings in Renaissancere Holdings Ltd. by 34.42%. His sale prices were between $44.01 and $50.55, with an estimated average price of $47.5. The impact to his portfolio due to this sale was -0.29%. John Griffin still held 705,000 shares as of 06/30/2009.

RENAISSANCERE Holdings Ltd. provides reinsurance and insurance coverage where the risk of natural catastrophe represents a significant component of the overall exposure. You'll find information on our web-site about Renaissance Re as well as all of our other subsidiary companies and the nature of their businesses. Renaissancere Holdings Ltd. has a market cap of $3.22 billion; its shares were traded at around $51.6 with a P/E ratio of 14 and P/S ratio of 2.6. The dividend yield of Renaissancere Holdings Ltd. stocks is 1.9%.

Reduced: Yamana Gold Inc. (AUY)

John Griffin reduced to his holdings in Yamana Gold Inc. by 54.3%. His sale prices were between $7.46 and $11.76, with an estimated average price of $9.2. The impact to his portfolio due to this sale was -0.29%. John Griffin still held 2,365,000 shares as of 06/30/2009.

Yamana Gold is a Canadian gold producer with significant gold production gold and copper-gold development stage properties exploration properties and land positions in all major mineral areas in Brazil. Yamana Gold Inc. has a market cap of $6.25 billion; its shares were traded at around $8.53 with a P/E ratio of 23.1 and P/S ratio of 5.9. The dividend yield of Yamana Gold Inc. stocks is 0.5%.

Reduced: Berkshire Hathaway Inc. (BRK-A)

John Griffin reduced to his holdings in Berkshire Hathaway Inc. by 30.98%. His sale prices were between $86210 and $95295, with an estimated average price of $90191.7. The impact to his portfolio due to this sale was -0.61%. John Griffin still held 860 shares as of 06/30/2009.

Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in a number of diverse business activities. The most important of these are insurance businesses conducted nationwide on a primary basis and worldwide on a reinsurance basis. Berkshire also owns and operates a number of other businesses engaged in a variety of activities as identified herein. Berkshire Hathaway Inc. has a market cap of $107.81 billion; its shares were traded at around $99000 with a P/E ratio of 52.4 and P/S ratio of 1. Berkshire Hathaway Inc. had an annual average earning growth of 27.1% over the past 10 years. GuruFocus rated Berkshire Hathaway Inc. the business predictability rank of 3.5-star.

Reduced: Monsanto Company (MON)

John Griffin reduced to his holdings in Monsanto Company by 61.76%. His sale prices were between $74.99 and $89.64, with an estimated average price of $83. The impact to his portfolio due to this sale was -1.06%. John Griffin still held 910,000 shares as of 06/30/2009.

Monsanto is a leading global provider of technology-based solutions and agricultural products for growers and downstream customers such as grain processors and consumers in the agricultural markets. The combination of its herbicides seeds and related genetic trait products provides growers with integrated solutions to more efficiently and cost effectively produce crops at higher yields while controlling weeds insects and diseases. Its base business led by Roundup and coupled with the latest tools in biotechnology genomics and molecular breeding. Monsanto Company has a market cap of $43.68 billion; its shares were traded at around $80.02 with a P/E ratio of 18.4 and P/S ratio of 3.8. The dividend yield of Monsanto Company stocks is 1.3%. Monsanto Company had an annual average earning growth of 30.7% over the past 5 years.

Reduced: Amazon.com Inc. (AMZN)

John Griffin reduced to his holdings in Amazon.com Inc. by 34.19%. His sale prices were between $73.6 and $87.56, with an estimated average price of $80.4. The impact to his portfolio due to this sale was -1.4%. John Griffin still held 1,925,000 shares as of 06/30/2009.

Amazon.com Inc. seeks to be the world's most customer-centric company where customers can find and discover anything they may want to buy online. The company lists unique items in categories such as books music DVDs videos consumer electronics toys camera and photo items software computer and video games tools and hardware lawn and patio items kitchen products and wireless products. Amazon.com Inc. has a market cap of $34.83 billion; its shares were traded at around $81.06 with a P/E ratio of 53.3 and P/S ratio of 1.8.

Reduced: National Oilwell Varco Inc. (NOV)

John Griffin reduced to his holdings in National Oilwell Varco Inc. by 41.12%. His sale prices were between $31.22 and $38.69, with an estimated average price of $34.8. The impact to his portfolio due to this sale was -1.52%. John Griffin still held 4,439,000 shares as of 06/30/2009.

National-Oilwell is a worldwide leader in the design manufacture and sale of machinery and equipment and in the distribution of maintenance repair and operating products used in oil and gas drilling and production. The Company's machinery and equipment include drawworks mud pumps and power swivels which are the major mechanical components of rigs used todrill oil and gas wells. Many of these components are designed specifically for applications in offshore extended reach and deep land drilling. National Oilwell Varco Inc. has a market cap of $14.79 billion; its shares were traded at around $35.38 with a P/E ratio of 7.3 and P/S ratio of 1.1. National Oilwell Varco Inc. had an annual average earning growth of 20.2% over the past 10 years.

Reduced: Mastercard Inc. (MA)

John Griffin reduced to his holdings in Mastercard Inc. by 61.03%. His sale prices were between $161.2 and $184.91, with an estimated average price of $170.6. The impact to his portfolio due to this sale was -1.59%. John Griffin still held 613,000 shares as of 06/30/2009.

MASTERCARD INCORPORATED advances global commerce by providing a critical economic link among financial institutions businesses cardholders and merchants worldwide. As a franchisor processor and advisor MasterCard develops and markets payment solutions and provides industry-leading analysis and consulting services to financial institution customers and merchants. Its family of brands include MasterCard Maestro and Cirrus. Mastercard Inc. has a market cap of $25.35 billion; its shares were traded at around $195.94 with a P/E ratio of 20 and P/S ratio of 4.6. The dividend yield of Mastercard Inc. stocks is 0.3%.

Reduced: Microsoft Corp. (MSFT)

John Griffin reduced to his holdings in Microsoft Corp. by 64.44%. His sale prices were between $19.08 and $24.07, with an estimated average price of $21. The impact to his portfolio due to this sale was -2.87%. John Griffin still held 7,365,000 shares as of 06/30/2009.

Microsoft develops manufactures licenses and supports a wide range of software products for a multitude of computing devices. Microsoft software includes scalable operating systems for servers personal computers and intelligent devices; server applications for client/server environments; knowledge worker productivity applications; and software development tools. The Company's online efforts include the MSN network of Internet products and services and alliances with companies involved with broadband access and various forms of digital interactivity. Microsoft Corp. has a market cap of $206.92 billion; its shares were traded at around $23.25 with a P/E ratio of 13.7 and P/S ratio of 3.5. The dividend yield of Microsoft Corp. stocks is 2.2%. Microsoft Corp. had an annual average earning growth of 10% over the past 10 years. GuruFocus rated Microsoft Corp. the business predictability rank of 4-star.

Sold Out: Target Corp. (TGT)

John Griffin sold out his holdings in Target Corp.. His sale prices were between $39.3 and $43.62, with an estimated average price of $40.3.

Target Corporation operates large-format general merchandise and food discount stores in the United States which include Target and SuperTarget stores. They offer both everyday essentials and fashionable differentiated merchandise at exceptional prices. Their ability to deliver a shopping experience that is preferred by their guests is supported by their strong supply chain and technology infrastructure. They operate as a single business segment. Their credit card operations represent an integral component of their core retail business. They also operate a fully integrated online business Target.com. Although Target.com is small relative to their overall size its sales are growing at a much more rapid pace than their in-store sales and it provides important benefits to their stores and credit card operations. Target Corp. has a market cap of $31.13 billion; its shares were traded at around $41.38 with a P/E ratio of 14.7 and P/S ratio of 0.5. The dividend yield of Target Corp. stocks is 1.5%. Target Corp. had an annual average earning growth of 11.6% over the past 10 years. GuruFocus rated Target Corp. the business predictability rank of 5-star.

Sold Out: General Growth Properties Inc (GGP)

John Griffin sold out his holdings in General Growth Properties Inc. His sale prices were between $0.62 and $2.9, with an estimated average price of $1.4.

General Growth Properties is one of the oldest and most experienced shopping center owners developers and managers in the United States. It has ownership interests in and management responsibilities for a portfolio of regional shopping malls in numerous states. (Company Press Release) General Growth Properties Inc has a market cap of $916.2 million; its shares were traded at around $1.05 with a P/E ratio of 2.16 and P/S ratio of 0.27.

Sold Out: Vimpel Communications (VIP)

John Griffin sold out his holdings in Vimpel Communications. His sale prices were between $9.56 and $13.53, with an estimated average price of $11.4.

Vimpel-Communications is a provider of telecommunications services in Russia Vimpel Communications has a market cap of $13.6 billion; its shares were traded at around $13.26 with and P/S ratio of 1.3. Vimpel Communications had an annual average earning growth of 46.1% over the past 5 years.

Sold Out: Anadarko Petroleum Corp. (APC)

John Griffin sold out his holdings in Anadarko Petroleum Corp.. His sale prices were between $42.59 and $51.86, with an estimated average price of $46.

Anadarko Petroleum Corporation is one of the world's largest independentoil and gas exploration and production companies. Majority of the company'stotal proved reserves are located in the U.S. primarily in the mid-continent (Kansas Oklahoma and Texas) area offshore in the Gulf of Mexico and in Alaska. Most of the company's production is domestic and the remainder is from Algeria. The company also owns and operates gas gathering systems in its U.S. core producing areas. Anadarko Petroleum Corp. has a market cap of $24.65 billion; its shares were traded at around $49.38 with a P/E ratio of 57.4 and P/S ratio of 1.6. The dividend yield of Anadarko Petroleum Corp. stocks is 0.7%. Anadarko Petroleum Corp. had an annual average earning growth of 28% over the past 10 years. GuruFocus rated Anadarko Petroleum Corp. the business predictability rank of 3.5-star.

Sold Out: Vornado Realty Trust (VNO)

John Griffin sold out his holdings in Vornado Realty Trust. His sale prices were between $40.7 and $51.48, with an estimated average price of $46.

Vornado Realty Trust is a fully-integrated real estate investment trust. The company owns directly or indirectly the following: Office Building Properties; Retail Properties; Merchandise Mart Properties; Temperature Controlled Logistics; and Other Real Estate Investments. It is one of the largest property owners in New York City. Vornado Realty Trust has a market cap of $9.21 billion; its shares were traded at around $52.91 with a P/E ratio of 10.4 and P/S ratio of 3.4. The dividend yield of Vornado Realty Trust stocks is 1.8%. Vornado Realty Trust had an annual average earning growth of 13.5% over the past 10 years. GuruFocus rated Vornado Realty Trust the business predictability rank of 2.5-star.

Sold Out: Calpine Corp (CPN)

John Griffin sold out his holdings in Calpine Corp. His sale prices were between $7.97 and $13.55, with an estimated average price of $10.6.

CALPINE CORPORATION is helping meet the needs of an economy that demands more and cleaner sources of electricity. Calpine is a major U.S. power company capable of delivering nearly 24000 megawatts of clean cost-effective reliable and fuel-efficient electricity to customers and communities in 18 states in the U.S. The company owns leases and operates low-carbon natural gas-fired and renewable geothermal power plants. Using advanced technologies Calpine generates electricity in a reliable and environmentally responsible manner for the customers and communities it serves. Calpine Corp has a market cap of $5.18 billion; its shares were traded at around $12.09 with and P/S ratio of 0.5.

Sold Out: Dell Inc. (DELL)

John Griffin sold out his holdings in Dell Inc.. His sale prices were between $10.76 and $13.68, with an estimated average price of $11.8.

Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell through its direct business model designs manufactures and customizes products and services to customer requirements and offers an extensive selection of software and peripherals. Dell Inc. has a market cap of $27.22 billion; its shares were traded at around $13.93 with a P/E ratio of 11.3 and P/S ratio of 0.4. Dell Inc. had an annual average earning growth of 10.7% over the past 10 years. GuruFocus rated Dell Inc. the business predictability rank of 3.5-star.

Sold Out: Devon Energy Corp. (DVN)

John Griffin sold out his holdings in Devon Energy Corp.. His sale prices were between $48.79 and $65.53, with an estimated average price of $58.1.

Devon Energy Corporation is an independent energy company engaged primarily in oil and gas exploration development and production and in the acquisition of producing properties. Devon currently owns oil and gas properties concentrated in four operating divisions: the Northern Division; the Southern Division; Canada; and the International Division. Devon Energy Corp. has a market cap of $27.28 billion; its shares were traded at around $61.45 with a P/E ratio of 12.1 and P/S ratio of 1.8. The dividend yield of Devon Energy Corp. stocks is 1%. Devon Energy Corp. had an annual average earning growth of 18.1% over the past 10 years. GuruFocus rated Devon Energy Corp. the business predictability rank of 4.5-star.

Sold Out: Fomento Economico Mexicano S.a.b. De C.v (FMX)

John Griffin sold out his holdings in Fomento Economico Mexicano S.a.b. De C.v. His sale prices were between $27.72 and $34.53, with an estimated average price of $31.1.

FOMENTO ECO-ADR is Latin America's largest beverage company exporting to the United States Canada and select countries in Europe Asia and Latin America. They are strategically comprised of and operates by means of the following subsidiaries: FEMSA Cerveza Coca-Cola FEMSA the largest bottler for The Coca-Cola Co. in Latin America and the Strategic Businesses Division which groups the packaging retail and logistics operations whose main objective is to offer competitive advantages to the beverage subsidiaries. Fomento Economico Mexicano S.a.b. De C.v has a market cap of $13.14 billion; its shares were traded at around $36.81 with and P/S ratio of 0.9. The dividend yield of Fomento Economico Mexicano S.a.b. De C.v stocks is 0.5%. Fomento Economico Mexicano S.a.b. De C.v had an annual average earning growth of 46.5% over the past 10 years.

Sold Out: Goodrich Petroleum Corp. (GDP)

John Griffin sold out his holdings in Goodrich Petroleum Corp.. His sale prices were between $20.73 and $29.4, with an estimated average price of $25.2.

Goodrich Petroleum Corporation and subsidiaries is an independent oil and gas company engaged in the exploration development production and acquisition of oil and natural gas properties in the onshore portions of the United States primarily the states of Louisiana and Texas. The company owns working and overriding royalty interests in active oil and gas wells located throughout the fields in eight states. Goodrich Petroleum Corp. has a market cap of $865.7 million; its shares were traded at around $23.01 with and P/S ratio of 4. Goodrich Petroleum Corp. had an annual average earning growth of 14.8% over the past 5 years.

Sold Out: Packaging Corp. Of America (PKG)

John Griffin sold out his holdings in Packaging Corp. Of America. His sale prices were between $13.66 and $16.92, with an estimated average price of $15.5.

Packaging Corp. of America is one of the largest producers of containerboard in the United States and also one of the largest manufacturers of corrugated packaging products. The company produces corrugated containers as well as the containerboard used to manufacture corrugated containers. Corrugated containers are the most commonlyused type of paper packaging. Corrugated containers referred to as cardboard boxes are made by combining multiple layers of heavyweight paper known as containerboard and fabricating them into finished boxes. Packaging Corp. Of America has a market cap of $1.86 billion; its shares were traded at around $18.19 with a P/E ratio of 15 and P/S ratio of 0.8. The dividend yield of Packaging Corp. Of America stocks is 3.3%. Packaging Corp. Of America had an annual average earning growth of 28.2% over the past 5 years.

Sold Out: Google Inc. (GOOG)

John Griffin sold out his holdings in Google Inc.. His sale prices were between $372.5 and $444.32, with an estimated average price of $405.9.

Google is a public and profitable company focused on search services. Named for the mathematical term `googol` Google operates web sites at many international domains with the most trafficked being www.google.com. Google is widely recognized as the `World's Best Search Engine` and is fast accurate and easy to use. The company also serves corporate clients including advertisers content publishers and site managers with cost-effective advertising and a wide range of revenue generating search services. Google's breakthrough technology and continued innovation serve the company's mission of `organizing the world's information and making it universally accessible and useful.` Google Inc. has a market cap of $140.56 billion; its shares were traded at around $444.89 with a P/E ratio of 24.1 and P/S ratio of 6.5.

Sold Out: Petroleo Brasileiro S.a.petrobras (PBR)

John Griffin sold out his holdings in Petroleo Brasileiro S.a.petrobras. His sale prices were between $33.51 and $44.03, with an estimated average price of $39.1.

PETROBRAS-ADR C is an integrated company operating in exploration production refining retailing and transportation of petroleum and its byproducts at home and abroad. Petroleo Brasileiro S.a.petrobras has a market cap of $179.01 billion; its shares were traded at around $40.87 with a P/E ratio of 0.3 and P/S ratio of 1.4. The dividend yield of Petroleo Brasileiro S.a.petrobras stocks is 0.7%. Petroleo Brasileiro S.a.petrobras had an annual average earning growth of 48% over the past 5 years.

Sold Out: Ishares Trust - Nasdaq Biotechnology Index (IBB)

John Griffin sold out his holdings in Ishares Trust - Nasdaq Biotechnology Index. His sale prices were between $64.51 and $72.83, with an estimated average price of $67.4.

The ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND seeks investment results that correspond generally to the price and yield performance before fees and expenses of companies primarily engaged in the biotechnology industry as represented by the NASDAQ Biotechnology Index. Ishares Trust - Nasdaq Biotechnology Index has a market cap of $1.41 billion; its shares were traded at around $75.19 .

Sold Out: Amgen Inc. (AMGN)

John Griffin sold out his holdings in Amgen Inc.. His sale prices were between $47.07 and $52.8, with an estimated average price of $49.5.

Amgen Inc. discovers develops and delivers innovative human therapeutics. A biotechnology pioneer Amgen was one of the first companies to realize the new science's promise by bringing safe and effective medicines from lab to manufacturing plant to patient. Amgen therapeutics have changed the practice of medicine helping millions of people around the world in the fight against cancer kidney disease rheumatoid arthritis and other serious illnesses. With a deep and broad pipeline of potential new medicines Amgen remains committed to advancing science to dramatically improve people's lives. Amgen Inc. has a market cap of $60.58 billion; its shares were traded at around $59.84 with a P/E ratio of 13 and P/S ratio of 4. Amgen Inc. had an annual average earning growth of 19.2% over the past 10 years. GuruFocus rated Amgen Inc. the business predictability rank of 4-star.


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