$4 Billion Asset Manager’s Heaviest Tech Stock Investments in Q3

Wall St. Watchdog reveals information regarding Columbia Wanger Asset Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 65 stocks in the Technology sector at the end of the quarter with an aggregate market value of $4.076 billion.

  • Crown Castle International Corp. (NYSE:CCI): On 06/30/2011, Columbia Wanger Asset Management reported holding 8,061,000 shares with a market value of $328,808,197. This comprised 1.36% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 7,604,000 shares with a market value of $309,254,666. This comprised 1.67% of the total portfolio. The net change in shares for this position over the two quarters is -457,000. About Company: Crown Castle International Corp. engineers, deploys, owns, and operates shared wireless infrastructure. The Company offers wireless communications coverage to various United States markets and most of the Australian populations. Crown Castle owns, operates, and manages various wireless communication towers internationally.
  • Informatica Corporation (NASDAQ:INFA): On 06/30/2011, Columbia Wanger Asset Management reported holding 6,811,300 shares with a market value of $397,984,261. This comprised 1.65% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 6,699,000 shares with a market value of $274,324,055. This comprised 1.48% of the total portfolio. The net change in shares for this position over the two quarters is -112,300. About Company: Informatica Corporation provides data integration software and services. The Company’s software allows its clients to access, integrate and trust all their information assets. Informatica’s infrastructure software categories include data integration, cloud computing, complex event processing, application information lifecycle management, data quality, B2B Data Exchange, and others.
  • Tw Telecom Inc. (NASDAQ:TWTC): On 06/30/2011, Columbia Wanger Asset Management reported holding 13,542,000 shares with a market value of $278,017,269. This comprised 1.15% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 13,536,000 shares with a market value of $223,614,726. This comprised 1.21% of the total portfolio. The net change in shares for this position over the two quarters is -6,000. About Company: tw telecom inc. is a fiber facilities-based local exchange carrier in selected metropolitan areas across the US. The Company offers a wide range of business telephony services, primarily to medium- and large-sized business customers and other carriers. TW’s customers include telecommunications intensive business end-users, long distance carriers, and other companies.
  • Amphenol Corporation (NYSE:APH): On 06/30/2011, Columbia Wanger Asset Management reported holding 5,015,900 shares with a market value of $270,808,449. This comprised 1.12% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,889,900 shares with a market value of $199,361,225. This comprised 1.07% of the total portfolio. The net change in shares for this position over the two quarters is -126,000. About Company: Amphenol Corporation designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable. The Company’s products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics.
  • Ipg Photonics Corporation (NASDAQ:IPGP): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,673,000 shares with a market value of $339,773,826. This comprised 1.41% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,531,000 shares with a market value of $196,826,634. This comprised 1.06% of the total portfolio. The net change in shares for this position over the two quarters is -142,000. About Company: IPG Photonics Corporation produces high-power fiber lasers and amplifiers. The Company develops and commercializes optical fiber-based lasers used in a wide range of applications such as materials processing, telecommunications and medical applications.
  • Micros Systems Inc. (NASDAQ:MCRS): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,346,500 shares with a market value of $216,064,511. This comprised 0.89% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,357,500 shares with a market value of $191,424,976. This comprised 1.03% of the total portfolio. The net change in shares for this position over the two quarters is 11,000. About Company: MICROS Systems, Inc. designs, manufactures, markets, and services enterprise information solutions for the global hospitality industry. The Company’s solutions consist of application specific software and hardware systems, supplemented by services. The hospitality industry includes lodging, table service restaurants, quick service restaurants, and entertainment venues.
  • Ansys Inc. (NASDAQ:ANSS): On 06/30/2011, Columbia Wanger Asset Management reported holding 3,486,000 shares with a market value of $190,579,614. This comprised 0.79% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 3,486,000 shares with a market value of $170,953,443. This comprised 0.92% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: ANSYS, Inc. develops, markets, and supports software solutions for design analysis and optimization. The Company’s software accelerates product time to market, reduces production costs, improves engineering processes, and optimizes product quality and safety for a variety of manufactured products. ANSYS’s product family features open, flexible architecture for easy integration.
  • Cepheid (NASDAQ:CPHD): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,207,600 shares with a market value of $145,751,261. This comprised 0.6% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,205,500 shares with a market value of $163,299,573. This comprised 0.88% of the total portfolio. The net change in shares for this position over the two quarters is -2,100. About Company: Cepheid, Inc. develops, manufactures, and markets microfluidic systems for analyzing nucleic acids in blood, urine, and other substances. The Company’s technology is designed to detect infinitesimal amounts of disease-causing agents and contaminants in food and water and purify DNA and perform genetic profiling.
  • Quality Systems Inc. (NASDAQ:QSII): On 06/30/2011, Columbia Wanger Asset Management reported holding 1,332,500 shares with a market value of $116,327,254. This comprised 0.48% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 1,332,500 shares with a market value of $129,252,500. This comprised 0.7% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Quality Systems, Inc. develops and markets healthcare information systems. The Company’s systems automate medical and dental group practices, physical hospital organizations, management service organizations, community health centers, and dental schools.
  • Ii-vi Inc. (NASDAQ:IIVI): On 06/30/2011, Columbia Wanger Asset Management reported holding 6,885,600 shares with a market value of $176,271,363. This comprised 0.73% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 6,921,600 shares with a market value of $121,128,000. This comprised 0.65% of the total portfolio. The net change in shares for this position over the two quarters is 36,000. About Company: II-VI Incorporated designs, manufactures, and markets optical and optoelectronic devices used in laser processing, fiber-optic telecommunication, infrared missile guidance, advanced x-ray systems, and nuclear radiation detection. The Company manufactures its products in the United States, Singapore, China, Mexico, and Belgium.

(Note: Data regarding Columbia Wanger Asset Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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