John Griffin, who manages Blue Ridge Capital, was formerly legendary investor Julian Robertson’s second-in-command at Tiger Management. We track Blue Ridge’s quarterly 13F filings alongside those...... (read more)

The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to...... (read more)

Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin.  The fund has made an average return of 17.83% over the past three years on investments focused on the technology...... (read more)

The most popular small cap stocks among hedge funds, as determined by quarterly 13Fs filings (which disclose many of a filer’s long equity positions as of the end of the previous quarter) produce an...... (read more)

Hedge funds and other major investors are required to file 13Fs with the SEC several weeks after the end of each quarter, disclosing many of their long equity positions. Even with the inherent delay there...... (read more)

Hedge funds have been known to seek alpha in small- and mid-cap stocks, as their pricing is often less efficient due to poor coverage by analysts and the media. This arbitrage can be significant with...... (read more)

John Griffin, former president of Tiger Management, founded Blue Ridge Capital in 1996. Griffin employs a traditional long/short strategy and was one of the top hedge fund managers in 2007, having returned...... (read more)

Workday Inc (NYSE:WDAY) went public in mid-October at a price of $28 per share and popped 75% on its first day of trading. At its current level of about $50, the stock is up nearly 80% from the IPO price...... (read more)

According to a 13G filed with the SEC, Blue Ridge Capital has acquired a total of 6.7 million shares of Owens Corning (NYSE:OC). Owens Corning is a $3.9 billion market cap materials company which provides...... (read more)