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John Griffin Continues to Back Priceline, AIG

John Griffin of Blue Ridge Capital has been trimming some of the fund’s biggest positions. The latest 13F filing with the SEC reveals Priceline.com Inc (NASDAQ:PCLN) as the fund’s biggest investment. Blue Ridge owns 404K shares with a reported value of $408 million. The second biggest position is American International Group Inc (NYSE:AIG), with 7.3 million shares reportedly worth $356 million.

BLUE RIDGE CAPITAL

In the third quarter, Griffin has reduced the fund’s stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 9%. Blue Ridge reported ownership of 3.7 million shares valued at $340 million. Another top pick of Griffin is Liberty Global Inc. (NASDAQ:LBTYA), with 4.1 million shares reportedly worth $330 million. Ending the top 5 is Monsanto Company (NYSE:MON), with Blue Ridge reporting 3 million shares worth approximately $318 million.

Disclosure: none

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