Blue Ridge Capital Ups Shares in These 5 Companies in Q3

Wall St. Watchdog reveals information regarding significant increase in shares for Blue Ridge Capital’s holdings on the quarter ending September 30th, 2011. The firm is bullish on these stocks:

  • Illumina Inc. (NASDAQ:ILMN): On 06/30/2011, Blue Ridge Capital reported holding 0 shares. On 09/30/2011, Blue Ridge Capital reported holding 865,000 shares. The net increase in shares for this position is 865,000. About Company: Illumina, Inc. develops, manufactures and markets integrated systems for the large scale analysis of genetic variation and biological function. The Company provides a comprehensive line of products and services that currently serve the sequencing, genotyping and gene expression markets for genomic research centers, pharmaceutical companies, academic institutions and biotechnology companies.
  • American Capital Agency Corp. (NASDAQ:AGNC): On 06/30/2011, Blue Ridge Capital reported holding 0 shares. On 09/30/2011, Blue Ridge Capital reported holding 2,000,000 shares. The net increase in shares for this position is 2,000,000. About Company: American Capital Agency Corporation is a real estate investment trust. The Trust invests in agency pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by a U.S. Government agency or a U.S. Government-sponsored entity.
  • Kohlberg Kravis Roberts & Co. (NYSE:KKR): On 06/30/2011, Blue Ridge Capital reported holding 0 shares. On 09/30/2011, Blue Ridge Capital reported holding 2,387,180 shares. The net increase in shares for this position is 2,387,180. About Company: KKR & Co. L.P. is a global alternative asset manager. The Company operates private equity funds that take either controlling or strategic minority ownership positions for long-term appreciation; invests in leveraged loans, high-yield bonds and less liquid credit products; and, on behalf of portfolio companies, arranges equity and debt financing and offers capital market advice.
  • Transatlantic Petroleum Ltd. (TATPF): On 06/30/2011, Blue Ridge Capital reported holding 0 shares. On 09/30/2011, Blue Ridge Capital reported holding 401,445 shares. The net increase in shares for this position is 401,445.
  • Dunkin’ Brands Group Inc. (NASDAQ:DNKN): On 06/30/2011, Blue Ridge Capital reported holding 0 shares. On 09/30/2011, Blue Ridge Capital reported holding 25,000 shares. The net increase in shares for this position is 25,000. About Company: The owner of Dunkin’ Donuts Baskin-Robbins has more than 14,800 points of distribution in 44 countries, and approximately 120 years of combined history.

(Note: Data regarding Blue Ridge Capital’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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