Harvard Management’s Top Tech Stocks Holdings at End of Quarter

Wall St. Watchdog reveals information regarding Harvard Management Co.’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 14 stocks in the Technology sector at the end of the quarter with an aggregate market value of $39.983 million.

  • America Movil S.a.b. De C.v. (NYSE:AMX): On 06/30/2011, Harvard Management Co. reported holding 475,983 shares with a market value of $25,645,965. This comprised 2.12% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 984,739 shares with a market value of $21,743,037. This comprised 2.36% of the total portfolio. The net change in shares for this position over the two quarters is 508,756. About Company: America Movil SAB de C.V. provides wireless communications services in all regions of Mexico. The Company also participates in telecommunications joint ventures in several other South American countries as well as in the United States.
  • Centurylink Inc. (NYSE:CTL): On 06/30/2011, Harvard Management Co. reported holding 0 shares. On 09/30/2011, Harvard Management Co. reported holding 139,512 shares with a market value of $4,620,637. This comprised 0.5% of the total portfolio. The net change in shares for this position over the two quarters is 139,512. 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.
  • China Mobile Limited (NYSE:CHL): On 06/30/2011, Harvard Management Co. reported holding 124,525 shares with a market value of $5,825,279. This comprised 0.48% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 84,525 shares with a market value of $4,117,213. This comprised 0.45% of the total portfolio. The net change in shares for this position over the two quarters is -40,000. About Company: China Mobile Limited, through its subsidiaries, provides cellular telecommunications and related services in the People’s Republic of China and Hong Kong SAR.
  • Mobile Telesystems Ojsc (NYSE:MBT): On 06/30/2011, Harvard Management Co. reported holding 249,500 shares with a market value of $4,745,490. This comprised 0.39% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 284,500 shares with a market value of $3,499,350. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is 35,000. About Company: Mobile TeleSystems provides mobile telephone services in Russia and the former Soviet Union. The Company uses the GSM 900/1800 standard, operating throughout Russia and throughout Belarus, Ukraine, and Uzbekistan.
  • Telefonos De Mexico S.a.b. De C.v. (NYSE:TMX): On 06/30/2011, Harvard Management Co. reported holding 110,000 shares with a market value of $1,815,000. This comprised 0.15% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 130,000 shares with a market value of $1,943,500. This comprised 0.21% of the total portfolio. The net change in shares for this position over the two quarters is 20,000. About Company: Telefonos de Mexico SAB de CV (Telmex) provides local and long-distance telephone services, and Internet and broadband access, throughout Mexico. The Company also offers other telecommunications and related services such as directory assistance, data transmission, and paging.
  • Infosys Technologies Ltd. (NASDAQ:INFY): On 06/30/2011, Harvard Management Co. reported holding 68,710 shares with a market value of $4,481,954. This comprised 0.37% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 20,000 shares with a market value of $1,021,400. This comprised 0.11% of the total portfolio. The net change in shares for this position over the two quarters is -48,710. 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.
  • Perusahaan Perseroan (persero) Pt Telekomunikasi Indonesia Tbk. (NYSE:TLK): On 06/30/2011, Harvard Management Co. reported holding 0 shares. On 09/30/2011, Harvard Management Co. reported holding 25,000 shares with a market value of $826,750. This comprised 0.09% of the total portfolio. The net change in shares for this position over the two quarters is 25,000. About Company: PT Telekomunikasi Indonesia Tbk is a telecommunication company that provides a variety of domestic telecommunications services such as telephone, telex, telegram, satellite, and leased lines services. The Company also offers electronic mail, mobile communication, and cellular phone services.
  • Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM): On 06/30/2011, Harvard Management Co. reported holding 5,249,546 shares with a market value of $66,196,773. This comprised 5.48% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 62,972 shares with a market value of $719,770. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is -5,186,574. About Company: Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs. The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips. Taiwan Semiconductor is an affiliate of Philips Electronics N.V.
  • Lg Display Co. Ltd. (NYSE:LPL): On 06/30/2011, Harvard Management Co. reported holding 56,121 shares with a market value of $788,500. This comprised 0.07% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 58,589 shares with a market value of $477,500. This comprised 0.05% of the total portfolio. The net change in shares for this position over the two quarters is 2,468. About Company: LG Display Company Ltd. develops and manufactures digital display products. The Company’s products include thin film transistor-liquid crystal displays (TFT-LCD) for notebook and desktop computer monitors, TVs, and mobile phones. LG Display provides its products to overseas and domestic markets.
  • Kt Corp. (NYSE:KT): On 06/30/2011, Harvard Management Co. reported holding 73,763 shares with a market value of $1,433,953. This comprised 0.12% of the total portfolio. On 09/30/2011, Harvard Management Co. reported holding 31,088 shares with a market value of $459,481. This comprised 0.05% of the total portfolio. The net change in shares for this position over the two quarters is -42,675. About Company: KT Corporation provides telecommunication services including local, long distance, and international calling, satellite communication, data transmission, and wireless telephone services in South Korea. The Company also offers network portal and high-speed Internet access services using asymmetric digital subscriber lines (ADSLs).

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

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