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.
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.