Hedge Fund Activity in These Technology Stocks: QCOM, EMC, VMW, ORCL, TSM, NVDA, CRM, AAPL

Wall St. Watchdog reveals information regarding GLG Partners’ top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 53 stocks in the Technology sector at the end of the quarter with an aggregate market value of $175.995 million.

  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, GLG Partners reported holding 102,368 shares with a market value of $34,361,868. This comprised 6.86% of the total portfolio. On 09/30/2011, GLG Partners reported holding 100,177 shares with a market value of $38,199,494. This comprised 8.75% of the total portfolio. The net change in shares for this position over the two quarters is -2,191. 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.
  • Qualcomm Incorporated (NASDAQ:QCOM): On 06/30/2011, GLG Partners reported holding 281,524 shares with a market value of $15,987,748. This comprised 3.19% of the total portfolio. On 09/30/2011, GLG Partners reported holding 328,245 shares with a market value of $15,962,555. This comprised 3.66% of the total portfolio. The net change in shares for this position over the two quarters is 46,721. About Company: QUALCOMM, Inc. develops and manufactures digital wireless communications equipment. The Company licenses its Code Division Multiple Access (CDMA) intellectual property to other companies, and produces CDMA-based integrated circuits; equipment and software used to track workers and assets; software for wireless content enablement; and offers services to deliver multimedia content.
  • Emc Corporation (NYSE:EMC): On 06/30/2011, GLG Partners reported holding 533,716 shares with a market value of $14,703,875. This comprised 2.94% of the total portfolio. On 09/30/2011, GLG Partners reported holding 646,473 shares with a market value of $13,569,468. This comprised 3.11% of the total portfolio. The net change in shares for this position over the two quarters is 112,757. About Company: EMC Corporation provides enterprise storage systems, software, networks, and services. The Company’s products store, retrieve, manage, protect, and share information from all major computing environments and mainframe platforms. EMC operates offices around the world.
  • Vmware Inc. (NYSE:VMW): On 06/30/2011, GLG Partners reported holding 157,605 shares with a market value of $15,796,750. This comprised 3.15% of the total portfolio. On 09/30/2011, GLG Partners reported holding 117,639 shares with a market value of $9,455,822. This comprised 2.17% of the total portfolio. The net change in shares for this position over the two quarters is -39,966. About Company: VMware, Inc. provides virtualization solutions from the desktop to the data center. The Company’s solution products addresses a range of IT problems, which includes cost and operational inefficiencies, business continuity, software lifecycle management and desktop management.
  • Oracle Corp. (NASDAQ:ORCL): On 06/30/2011, GLG Partners reported holding 28,734 shares with a market value of $945,636. This comprised 0.19% of the total portfolio. On 09/30/2011, GLG Partners reported holding 311,047 shares with a market value of $8,939,491. This comprised 2.05% of the total portfolio. The net change in shares for this position over the two quarters is 282,313. About Company: Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle’s software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
  • Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM): On 06/30/2011, GLG Partners reported holding 110,422 shares with a market value of $1,392,421. This comprised 0.28% of the total portfolio. On 09/30/2011, GLG Partners reported holding 737,954 shares with a market value of $8,434,814. This comprised 1.93% of the total portfolio. The net change in shares for this position over the two quarters is 627,532. 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.
  • Teradata Corporation (NYSE:TDC): On 06/30/2011, GLG Partners reported holding 128,349 shares with a market value of $7,726,610. This comprised 1.54% of the total portfolio. On 09/30/2011, GLG Partners reported holding 147,573 shares with a market value of $7,899,583. This comprised 1.81% of the total portfolio. The net change in shares for this position over the two quarters is 19,224. About Company: Teradata Corporation provides data warehousing solutions, including enterprise analytic technologies and services. The Company’s data warehousing solutions are comprised of software, hardware, and related business consulting and support services.
  • Nielsen Holdings N.v. (NYSE:NLSN): On 06/30/2011, GLG Partners reported holding 119,245 shares with a market value of $3,715,674. This comprised 0.74% of the total portfolio. On 09/30/2011, GLG Partners reported holding 300,333 shares with a market value of $7,832,685. This comprised 1.79% of the total portfolio. The net change in shares for this position over the two quarters is 181,088. About Company: Nielsen Holdings N.V. is a global information and measurement company. The Company offers critical media and marketing information, analytics and industry expertise about what consumers watch (consumer interaction with television, online and mobile) and what consumers buy on a global and local basis.
  • Nvidia Corporation (NASDAQ:NVDA): On 06/30/2011, GLG Partners reported holding 317,525 shares with a market value of $5,061,348. This comprised 1.01% of the total portfolio. On 09/30/2011, GLG Partners reported holding 573,760 shares with a market value of $7,177,738. This comprised 1.64% of the total portfolio. The net change in shares for this position over the two quarters is 256,235. About Company: NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company’s products provide interactive 3D graphics to the mainstream personal computer market.
  • Salesforce.com (NYSE:CRM): On 06/30/2011, GLG Partners reported holding 59,079 shares with a market value of $8,801,589. This comprised 1.76% of the total portfolio. On 09/30/2011, GLG Partners reported holding 60,450 shares with a market value of $6,908,226. This comprised 1.58% of the total portfolio. The net change in shares for this position over the two quarters is 1,371. About Company: Salesforce.com, Inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use Salesforce.com to manage their customer, sales and operational data.

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

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