A $3 Billion Hedge Fund’s Big Tech Stock Position Changes

Wall St. Watchdog reveals information regarding Bridger Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Technology sector at the end of the quarter with an aggregate market value of $180.369 million.

  • Google Inc. (NASDAQ:GOOG): On 06/30/2011, Bridger Management reported holding 158,500 shares with a market value of $80,261,231. This comprised 5.46% of the total portfolio. On 09/30/2011, Bridger Management reported holding 188,500 shares with a market value of $97,085,036. This comprised 7.23% of the total portfolio. The net change in shares for this position over the two quarters is 30,000. About Company: Google Inc. is a global technology company that provides a web based search engine through its website. The Company offers a wide range of search options, including web, image, groups, directory, and news searches.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 190,000 shares with a market value of $72,450,801. This comprised 5.4% of the total portfolio. The net change in shares for this position over the two quarters is 190,000. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • Hisoft Technology International Ltd. (NASDAQ:HSFT): On 06/30/2011, Bridger Management reported holding 37,000 shares with a market value of $542,050. This comprised 0.04% of the total portfolio. On 09/30/2011, Bridger Management reported holding 992,250 shares with a market value of $8,721,877. This comprised 0.65% of the total portfolio. The net change in shares for this position over the two quarters is 955,250. About Company: hiSoft Technology International Ltd. offers information technology, research, development, and business process outsourcing services. The Company provides Chinese software outsourcing, outsourced application maintenance, and enterprise application services. hiSoft Technology International focuses on fortune 500 firms in the software, financial services, pharmaceutical, and more.
  • Isoftstone Holdings Limited American Depositary Shares Each Representing 10 Ordinary Shares. (NYSE:ISS): On 06/30/2011, Bridger Management reported holding 220,000 shares with a market value of $3,368,200. This comprised 0.23% of the total portfolio. On 09/30/2011, Bridger Management reported holding 325,243 shares with a market value of $2,110,827. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is 105,243. About Company: iSoftStone Holdings Limited is an information technology (NYSE:IT) service provider in China. The Company focuses on four main industry vehicles including technology; communications; banking, financial services and insurance; and energy, transportation and public sector. iSoftStone Holdings Ltd provides consulting and solutions, IT services, and business process outsourcing.

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

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