13F-HR 1 p10-0271form13fhr.txt BLUE RIDGE CAPITAL HOLDINGS LLC - BLUE RIDGE CAPITAL OFFSHORE HOLDINGS LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2009 ---------------------------- Check here if Amendment [ ]; Amendment Number: ----- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Blue Ridge Capital Holdings LLC Blue Ridge Capital Offshore Holdings LLC -------------------------------------------------- Address: 660 Madison Avenue -------------------------------------------------- New York, NY 10065-8405 -------------------------------------------------- Form 13F File Number: 28-6968 ------------------ The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John Griffin -------------------------------------------------- Title: Managing Member -------------------------------------------------- Phone: 212 446 6200 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ John Griffin New York, NY 2/16/10 ------------------------ ------------------------------ ---------- [Signature] [City, State] [Date] Report Type (Check only one.): [x] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 45 ------------- Form 13F Information Table Value Total: $5,303,951 ------------- (in thousands) Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name

~~Form~~FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ~~TITLE~~ VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------- --------------- --------- -------- ---------------------- ---------- --------- ---- ------- ----- AMAZON COM INC COM 023135106 ~~236,668~~281819 ~~2,535,000~~2095000 SH SOLE ~~2,535,000~~2095000 0 0 AMERICAN CAP LTD COM 02503Y103 ~~2,217~~1675 ~~686,279~~686279 SH SOLE ~~686,279~~686279 0 0 APPLE INC COM 037833100 ~~257,637~~292917 ~~1,390,000~~1390000 SH SOLE ~~1,390,000~~1390000 0 0 ARES CAP CORP COM 04010L103 66608 5350000 SH SOLE 5350000 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 ~~70,801~~31347 ~~701~~316 SH SOLE ~~701~~316 0 0 BLACKROCK INC COM 09247X101 ~~184,297~~140481 ~~850,000~~605000 SH SOLE ~~850,000~~605000 0 0 ~~BROADRIDGE~~CME ~~FINL~~GROUP ~~SOLUTIONS~~INC IN COM ~~11133T103~~12572Q105 ~~25,800~~220390 ~~1,283,600~~656000 SH SOLE ~~1,283,600~~656000 0 0 ~~CME~~COVANTA ~~GROUP~~HLDG ~~INC~~CORP COM ~~12572Q105~~22282E102 ~~202,173~~156698 ~~656,000~~8662117 SH SOLE ~~656,000~~8662117 0 0 ~~COVANTA~~CREDICORP ~~HLDG~~LTD ~~CORP~~ COM ~~22282E102~~G2519Y108 ~~147,256~~69318 ~~8,662,117~~900000 SH SOLE ~~8,662,117~~900000 0 0 CROWN CASTLE INTL CORP COM 228227104 ~~217,442~~290994 ~~6,933,750~~7453750 SH SOLE ~~6,933,750~~7453750 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 ~~153,406~~162858 ~~5,310,000~~5310000 SH SOLE ~~5,310,000~~5310000 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 ~~109,847~~111914 ~~4,220,000~~4220000 SH SOLE ~~4,220,000~~4220000 0 0 DOLLAR TREE INC COM 256746108 ~~105,149~~127995 ~~2,160,000~~2650000 SH SOLE ~~2,160,000~~2650000 0 0 ECHOSTAR CORP CL A 278768106 ~~56,580~~61729 ~~3,065,000~~3065000 SH SOLE ~~3,065,000~~3065000 0 0 EQUINIX INC COM NEW 29444U502 ~~48,760~~35560 ~~530,000~~335000 SH SOLE ~~530,000~~335000 0 0 EXPRESS SCRIPTS INC COM 302182100 ~~148,566~~165494 ~~1,915,000~~1915000 SH SOLE ~~1,915,000~~1915000 0 0 ~~EXTERRAN~~FIRST ~~HLDGS~~NIAGARA FINL GP INC COM ~~30225X103~~33582V108 ~~33,236~~29420 ~~1,400,000~~2115000 SH SOLE ~~1,400,000~~2115000 0 0 GREEN MTN COFFEE ROASTERS IN COM 393122106 39106 480000 SH SOLE 480000 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 ~~16,598~~20827 ~~882,892~~882892 SH SOLE ~~882,892~~882892 0 0 IBERIABANK CORP COM 450828108 20986 390000 SH SOLE 390000 0 0 INTEROIL CORP COM 460951106 ~~20,622~~40325 ~~525,000~~525000 SH SOLE ~~525,000~~525000 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 ~~130,614~~84332 ~~7,974,000~~5099000 SH SOLE ~~7,974,000~~5099000 0 0 JPJPMORGAN ~~MORGAN~~ CHASE & CO COM 46625H100 ~~254,156~~359404 ~~5,800,000~~8625000 SH SOLE ~~5,800,000~~8625000 0 0 LIBERTY MEDIA CORP NEW LIB STAR COM A 53071M708 50765 1100000 SH SOLE 1100000 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 ~~145,381~~84795 ~~3,210,000~~1835000 SH SOLE ~~3,210,000~~1835000 0 0 MASTERCARD INC CL A 57636Q104 ~~101,681~~111607 ~~503,000~~436000 SH SOLE ~~503,000~~436000 0 0 ~~MICROSOFT~~MCDONALDS CORP COM ~~594918104~~580135101 ~~189,428~~240394 ~~7,365,000~~3850000 SH SOLE ~~7,365,000~~3850000 0 0 ~~MILLIPORE~~MICROSOFT CORP COM ~~601073109~~594918104 ~~212,678~~187300 ~~3,024,000~~6145000 SH SOLE ~~3,024,000~~6145000 0 0 ~~MONSANTO~~MILLIPORE COCORP ~~NEW~~ COM ~~61166W101~~601073109 ~~138,933~~218786 ~~1,795,000~~3024000 SH SOLE ~~1,795,000~~3024000 0 0 ~~NETFLIX~~MONSANTO ~~INC~~CO NEW COM ~~64110L106~~61166W101 ~~17,607~~80319 ~~381,350~~982500 SH SOLE ~~381,350~~982500 0 0 ~~PALM~~NETFLIX INC ~~NEW~~ COM ~~696643105~~64110L106 ~~41,516~~19519 ~~2,377,775~~354309 SH SOLE ~~2,377,775~~354309 0 0 PENNYMAC MTG INVT TR COM 70931T103 ~~31,537~~27213 ~~1,584,000~~1584000 SH SOLE ~~1,584,000~~1584000 0 0 PETROHAWK ENERGY CORP COM 716495106 ~~71,783~~71130 ~~2,965,000~~2965000 SH SOLE ~~2,965,000~~2965000 0 0 PFIZER INC COM 717081103 ~~250,815~~208366 ~~15,155,000~~11455000 SH SOLE ~~15,155,000~~11455000 0 0 RANGE RES CORP COM 75281A109 ~~120,685~~145562 ~~2,445,000~~2920000 SH SOLE ~~2,445,000~~2920000 0 0 REDWOOD TR INC COM 758075402 ~~10,850~~10122 ~~700,000~~700000 SH SOLE ~~700,000~~700000 0 0 ~~RENAISSANCERE~~SCHWAB ~~HOLDINGS~~CHARLES ~~LTD~~CORP NEW COM ~~G7496G103~~808513105 ~~9,534~~90054 ~~174,100~~4785000 SH SOLE ~~174,100~~4785000 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 51867 2676300 SH SOLE 2676300 0 0 TERADATA CORP DEL COM 88076W103 72603 2310000 SH SOLE 2310000 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 144383 2570000 SH SOLE 2570000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 ~~187,781~~205067 ~~4,300,000~~4300000 SH SOLE ~~4,300,000~~4300000 0 0 VISA INC COM CL A 92826C839 ~~178,698~~140435 ~~2,585,700~~1605700 SH SOLE ~~2,585,700~~1605700 0 0 ~~WESTERN~~WASHINGTON UNFED COINC COM ~~959802109~~938824109 ~~232,243~~37713 ~~12,275,000~~1950000 SH SOLE ~~12,275,000~~1950000 0 0 ~~WHOLE~~WESTERN ~~FOODS~~UN ~~MKT~~CO ~~INC~~ COM ~~966837106~~959802109 ~~30,490~~231384 ~~1,000,000~~12275000 SH SOLE ~~1,000,000~~12275000 0 0 ~~WYNN~~XINYUAN ~~RESORTS~~REAL ESTATE CO LTD ~~COM~~SPONS ~~983134107~~ADR ~~25,520~~98417P105 ~~360,000~~62370 13952933 SH SOLE ~~360,000~~13952933 0 0

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