$6bn Blue Ridge Capital’s Top Small-Cap Holdings

Commercial auto parts manufacturer WABCO Holdings, Inc. (NYSE:WBC) is another nine-figure position for Blue Ridge, and they increased their overall holdings by 9% going into their last 13F filing. The stock has had lackluster performance, and Griffin’s accumulation could be a hint that the growth in price per share is still yet to come. While price-to-earnings is a respectable 13, negative earnings and revenue growth might turn value investors elsewhere. That said, famed turnaround buyer and billionaire Warren Buffett has almost $100mm invested in WBC (see his other position here) – as such, it might be wise to take a closer look at WABCO’s potential.

American Depository Receipt Youku Tudou Inc. (NYSE:YOKU) rounds out Griffin’s largest small-cap positions, with a little less than half the position size of WBC. YOKU is China’s answer to Youtube, providing users with a platform to view and share video content through the country’s highly-regulated Internet. YOKU is still struggling with monetizing their content, leading to negative earnings and negative overall absolute return for 2012. However, analysts have high hopes for the tech-company, given Youtube’s success and China’s large user base. Billionaire Ken Griffin has his eyes on YOKU as well, upping his position by 30% as of his last 13F filing. (Check out more of Citadel Investment Groups holdings here).

Disclosure: I do not own shares of any stocks mentioned in this article.