13F-HR 1 p11-1794form13fhr.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: 9/30/2011 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 submission. Persons 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 11/14/2011 --------------------------------- --------------------------------- ---------- [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: 53 Form 13F Information Table Value Total: $ 4,907,266 -------------- (In Thousands) Provide a numbered list of the name(s) and 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 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ---------------------------- ---------------- --------- -------- ------------------- ---------- -------- ---------------------- 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 ~~397~~419,~~098~~896 1,941,896 SH SOLE 1,941,896 0 0 AMERICAN CAPITAL AGENCY CORP COM 02503X105 54,200 2,000,000 SH SOLE 2,000,000 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 97,~~381~~038 ~~919~~1,~~734~~150,000 SH SOLE ~~919~~1,~~734~~150,000 0 0 APPLE INC COM 037833100 ~~402~~457,~~804~~584 1,200,000 SH SOLE 1,200,000 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 6,~~327~~957 300,000 SH SOLE 300,000 0 0 BAKER HUGHES INC COM 057224107 ~~183~~66,~~214~~225 21,~~525~~435,000 SH SOLE 21,~~525~~435,000 0 0 BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 ~~115~~35,~~226~~847 94,~~840~~897,~~000~~100 SH SOLE 94,~~840~~897,~~000~~100 0 0 BLACKROCK INC COM 09247X101 ~~110~~85,~~291~~106 575,000 SH SOLE 575,000 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 ~~118~~80,~~769~~695 35,~~280~~130,000 SH SOLE 35,~~280~~130,000 0 0 ~~CITRIX SYS INC COM 177376100 245,200 3,065,000 SH SOLE 3,065,000 0 0 CME GROUP INC COM 12572Q105 113,720 390,000 SH SOLE 390,000 0 0~~ CREDICORP LTD COM G2519Y108 5723,~~687~~871 ~~670~~258,~~000~~900 SH SOLE ~~670~~258,~~000~~900 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 ~~113~~93,~~708~~000 12,400,000 SH SOLE 12,400,000 0 0 DISCOVERY COMMUNICATNS NEW COM SER AC ~~25470F104~~25470F302 193,~~763~~132 ~~482~~89,~~500~~096 SH SOLE ~~482~~89,~~500~~096 0 0 ~~DISCOVERY~~DOLLAR ~~COMMUNICATNS~~TREE ~~NEW~~INC COM ~~SER~~256746108 ~~C 25470F302 14~~162,~~437~~302 ~~395~~2,160,000 SH SOLE ~~395~~2,160,000 0 0 ~~DOLLAR~~DUNKIN ~~TREE~~BRANDS GROUP INC COM ~~256746108~~265504100 ~~191,866~~693 225,~~880,~~000 SH SOLE 225,~~880,~~000 0 0 DYNEGY INC DEL COM 26817G300 2013,~~829~~864 3,365,000 SH SOLE 3,365,000 0 0 EAST WEST BANCORP INC COM 27579R104 6145,~~440~~328 3,040,100 SH SOLE 3,040,100 0 0 EBAY INC COM 278642103 ~~159~~145,~~414~~681 4,940,000 SH SOLE 4,940,000 0 0 ECHOSTAR CORP CL A 278768106 4813,~~383~~008 1575,~~328,100~~300 SH SOLE 1575,~~328,100~~300 0 0 GLOBAL CROSSING LTD SHS NEW G3921A175 7848,~~103~~657 2,035,000 SH SOLE 2,035,000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 7251,~~667~~624 546,000 SH SOLE 546,000 0 0 GOLUB ~~CAP~~CAPITAL BDC INC COM 38173M102 10,~~297~~241 689,655 SH SOLE 689,655 0 0 GOOGLE INC CL A 38259P508 ~~187~~242,~~361~~326 ~~370~~470,~~000~~500 SH SOLE ~~370~~470,~~000~~500 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2318,~~211~~311 882,892 SH SOLE 882,892 0 0 ILLUMINA INC COM 452327109 35,396 865,000 SH SOLE 865,000 0 0 IVANHOE ENERGY INC COM 465790103 3017,~~372~~104 15,985,000 SH SOLE 15,985,000 0 0 IVANHOE MINES LTD COM 46579N103 9935,~~353~~072 32,~~927~~560,000 SH SOLE 32,~~927~~560,000 0 0 JPMORGAN CHASE & CO COM 46625H100 ~~203~~138,~~472~~100 4,~~970~~585,000 SH SOLE 4,~~970~~585,000 0 0 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 128,~~568~~686 933,000 SH SOLE 933,000 0 0 ~~LEVEL~~KKR 3& ~~COMMUNICATIONS~~CO ~~INC~~L P DEL COM ~~52729N100~~UNITS ~~202~~48248M102 24,~~920~~827 832,~~164~~387,~~130~~180 SH SOLE 832,~~164~~387,~~130~~180 0 0 ~~LIBERTY~~LEVEL ~~GLOBAL~~3 COMMUNICATIONS INC COM ~~SER~~52729N100 ~~A 530555101 114~~123,~~852~~915 283,~~550~~164,~~000~~130 SH SOLE 283,~~550~~164,~~000~~130 0 0 LIBERTY ~~MEDIA~~GLOBAL ~~CORP~~INC ~~NEW LIB STAR~~ COM SER A ~~53071M708~~530555101 15152,~~223~~861 ~~202~~4,~~323~~225,000 SH SOLE ~~202~~4,~~323~~225,000 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 ~~272~~202,~~841~~492 43,~~998~~669,000 SH SOLE 43,~~998~~669,000 0 0 MGIC INVT CORP WIS COM 552848103 5818,~~909~~514 9,900,600 SH SOLE 9,900,600 0 0 MONSANTO CO NEW COM 61166W101 ~~146~~188,~~168~~225 23,~~015~~135,000 SH SOLE 23,~~015~~135,000 0 0 NETFLIX INC COM 64110L106 ~~292~~229,~~899~~712 12,~~115~~028,000 SH SOLE 12,~~115~~028,000 0 0 NORTHEAST BANCORP COM NEW 663904209 2,~~161~~024 157,040 SH SOLE 157,040 0 0 NOVAGOLD RES INC COM NEW 66987E206 6646,~~194~~408 7,195,000 SH SOLE 7,195,000 0 0 NRG ENERGY INC COM NEW 629377508 ~~212~~163,~~617~~847 87,~~650~~725,000 SH SOLE 87,~~650~~725,000 0 0 NVR INC COM 62944T105 8529,~~788~~746 ~~118~~49,250 SH SOLE ~~118~~49,250 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 102,~~179~~793 870,000 SH SOLE 870,000 0 0 PENNYMAC MTG INVT TR COM 70931T103 3937,~~503~~906 2,384,000 SH SOLE 2,384,000 0 0 ~~PMI GROUP INC COM 69344M101 8,565 8,005,000 SH SOLE 8,005,000 0 0~~ PRICELINE COM INC COM NEW 741503403 ~~112~~141,~~625~~805 ~~220~~315,~~000~~500 SH SOLE ~~220~~315,~~000~~500 0 0 RANGE RES CORP COM 75281A109 ~~262~~275,~~349~~909 4,~~727~~719,~~000~~627 SH SOLE 4,~~727~~719,~~000~~627 0 0 ~~SANDISK CORP COM 80004C101 192,560 4,640,000 SH SOLE 4,640,000 0 0~~ SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 ~~173~~171,~~083~~990 46,~~597~~500,~~156 SH SOLE 4,597,156 0 0 STILLWATER MNG CO COM 86074Q102 4,402 200,~~000 SH SOLE ~~200~~6,~~000 0 0 TAL ED GROUP ADS REPSTG COM 874080104 1~~500,~~356 125,~~000 ~~SH SOLE 125,000~~ 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 9572,~~697~~128 4,905,000 SH SOLE 4,905,000 0 0 TESLA MTRS INC COM 88160R101 1614,~~750~~024 575,000 SH SOLE 575,000 0 0 ~~TEVA~~THERMO ~~PHARMACEUTICAL~~FISHER ~~INDS~~SCIENTIFIC ~~LTD~~INC ~~ADR~~COM ~~881624209~~883556102 ~~118~~235,~~862~~982 24,~~465~~660,000 SH SOLE 24,~~465~~660,000 0 0 ~~THERMO~~TRANSATLANTIC ~~FISHER~~PETROLEUM ~~SCIENTIFIC~~LTD ~~INC~~SHS ~~COM~~G89982105 ~~883556102~~329 ~~257~~401,~~560~~445 ~~4,000,000~~ SH SOLE 4401,~~000,000~~445 0 0 UNITED CONTL HLDGS INC COM 910047109 ~~148~~58,~~792~~470 63,~~575~~017,~~000~~010 SH SOLE 63,~~575~~017,~~000~~010 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 ~~509~~279,~~208~~128 97,~~800~~519,~~000~~600 SH SOLE 97,~~800~~519,~~000~~600 0 0 ~~YANDEX~~XINYUAN NREAL VESTATE ~~SHS~~CO ~~CLASS~~LTD ASPONS ~~N97284108~~ADR 4198417P105 24,~~192~~618 113,~~160~~752,~~000~~933 SH SOLE 113,~~160~~752,~~000~~933 0 0 ~~YOUKU~~YANDEX ~~COM~~N ~~INC~~V ~~SPONSORED~~SHS ~~ADR~~CLASS ~~98742U100~~A 30N97284108 33,~~915~~554 ~~900~~1,640,000 SH SOLE ~~900~~1,640,000 0 0 ~~XINYUAN~~YOUKU ~~REAL~~COM ~~ESTATE~~INC COSPONSORED ~~LTD SPONS~~ ADR ~~98417P105~~98742U100 3056,~~079~~115 133,~~752~~430,~~933~~000 SH SOLE 133,~~752~~430,~~933~~000 0 0

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