Crestwood Capital Buys More Shares of Google, Rovi, Baidu and Sina in Q3

Wall St. Watchdog reveals information regarding Crestwood Capital Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 12 stocks in the Technology sector at the end of the quarter with an aggregate market value of $136.624 million.

  • American Tower Corp. (NYSE:AMT): On 06/30/2011, Crestwood Capital Management reported holding 663,400 shares with a market value of $34,715,723. This comprised 7.13% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 749,000 shares with a market value of $40,296,199. This comprised 10.02% of the total portfolio. The net change in shares for this position over the two quarters is 85,600. About Company: American Tower Corporation owns, operates, and develops wireless communications and broadcast towers in the United States. The Company leases antennae sites on multi-tenant towers for a diverse range of wireless communications industries, including personal communications services, paging, and cellular. American Tower also offers a variety of network development services.
  • Google Inc. (NASDAQ:GOOG): On 06/30/2011, Crestwood Capital Management reported holding 35,310 shares with a market value of $17,880,278. This comprised 3.67% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 48,150 shares with a market value of $24,799,175. This comprised 6.17% of the total portfolio. The net change in shares for this position over the two quarters is 12,840. 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.
  • Equinix Inc. (NASDAQ:EQIX): On 06/30/2011, Crestwood Capital Management reported holding 85,600 shares with a market value of $8,647,312. This comprised 1.78% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 165,850 shares with a market value of $14,732,456. This comprised 3.66% of the total portfolio. The net change in shares for this position over the two quarters is 80,250. About Company: Equinix, Inc. provides core Internet exchange services to networks, Internet infrastructure companies, enterprises, and content providers. The Company operates Internet Business Exchange centers in several countries, where customers can interconnect with the providers that serve Internet networks and users for their peering, transit, and traffic exchange requirements.
  • Rovi Corporation (NASDAQ:ROVI): On 06/30/2011, Crestwood Capital Management reported holding 171,200 shares with a market value of $9,820,032. This comprised 2.02% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 267,500 shares with a market value of $11,497,150. This comprised 2.86% of the total portfolio. The net change in shares for this position over the two quarters is 96,300. About Company: Rovi Corporation provides digital home entertainment experience by delivering solutions to businesses to protect, enhance an distribute digital goods to consumers across multiple channels. The Company’s services and products include connected middleware, media recognition, interactive programming guides, copy protection and rich media.
  • Infosys Technologies Ltd. (NASDAQ:INFY): On 06/30/2011, Crestwood Capital Management reported holding 74,900 shares with a market value of $4,885,727. This comprised 1% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 214,000 shares with a market value of $10,928,980. This comprised 2.72% of the total portfolio. The net change in shares for this position over the two quarters is 139,100. About Company: Infosys Technologies Limited provides IT consulting and software services, including e-business, program management and supply chain solutions. The Group’s services include application development, product co-development, and system implementation and system engineering. Infosys targets businesses specializing in the insurance, banking, telecommunication and manufacturing sectors.
  • Centurylink Inc. (NYSE:CTL): On 06/30/2011, Crestwood Capital Management reported holding 0 shares. On 09/30/2011, Crestwood Capital Management reported holding 214,000 shares with a market value of $7,087,680. This comprised 1.76% of the total portfolio. The net change in shares for this position over the two quarters is 214,000. About Company: CenturyLink Inc. is an integrated communications company. The Company provides a wide range of communications services, including local and long distance voice, Internet access and broadband services. CenturyLink operates throughout the United States.
  • Baidu Inc. (NASDAQ:BIDU): On 06/30/2011, Crestwood Capital Management reported holding 0 shares. On 09/30/2011, Crestwood Capital Management reported holding 64,200 shares with a market value of $6,863,622. This comprised 1.71% of the total portfolio. The net change in shares for this position over the two quarters is 64,200. About Company: Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, pay for performance and news, MP3, and image searches.
  • Msci Inc. (NYSE:MSCI): On 06/30/2011, Crestwood Capital Management reported holding 588,500 shares with a market value of $22,174,680. This comprised 4.55% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 214,000 shares with a market value of $6,490,620. This comprised 1.61% of the total portfolio. The net change in shares for this position over the two quarters is -374,500. About Company: MSCI Inc. provides investment decision support tools to investment institutions worldwide. The Company produces indices and risk and return portfolio analytics for use in managing investment portfolios.
  • Sina Corp. (NASDAQ:SINA): On 06/30/2011, Crestwood Capital Management reported holding 68,480 shares with a market value of $7,128,768. This comprised 1.46% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 87,740 shares with a market value of $6,283,061. This comprised 1.56% of the total portfolio. The net change in shares for this position over the two quarters is 19,260. About Company: SINA Corporation is a global Internet media company operating Chinese-language destination sites. The Company offers a network of branded content and services targeting people of Chinese descent worldwide. SINA.com offers online news, entertainment, community, and commerce through web sites that are produced and updated by local teams in China, Hong Kong, Taiwan, and North America.
  • Autonavi Holdings Limited (NASDAQ:AMAP): On 06/30/2011, Crestwood Capital Management reported holding 342,700 shares with a market value of $5,089,095. This comprised 1.05% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 385,200 shares with a market value of $5,246,424. This comprised 1.31% of the total portfolio. The net change in shares for this position over the two quarters is 42,500. About Company: AutoNavi Holdings Limited is a provider of digital map content and navigation and location-based solutions in China.

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

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