John Paulson’s Favorite Technology Stocks in Q3

Following is information regarding Paulson & Co’s top holdings in the Technology sector for the quarter ending September 30th, 2011:

  • Hewlett-Packard Co. (NYSE:HPQ): On 6/30/11 Paulson & Co. reported holding 23,500,000 shares with a market value of $855,400,036. This comprised 3.13% of the total portfolio. On 9/30/11, Paulson & Co. held 15,173,300 shares with a market value of $340,640,597. This comprised 1.76% of the total portfolio. The net change in shares for this position over the two quarters is -8,326,700. About the company: Hewlett-Packard Company provides imaging and printing systems, computing systems, and information technology services for business and home. The Company’s products include laser and inkjet printers, scanners, copiers and faxes, personal computers, workstations, storage solutions, and other computing and printing systems. Hewlett-Packard sells its products worldwide.
  • Motorola Mobility Holdings (NYSE:MMI): On 6/30/11 Paulson & Co. reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Paulson & Co. held 9,000,000 shares with a market value of $340,019,989. This comprised 1.76% of the total portfolio. The net change in shares for this position over the two quarters is 9,000,000. About the company: Motorola Mobility Holdings Inc. provides advanced mobile media solutions and multi-screen technologies. The Company develops products that include consumer mobile phones, business-ready smartphones accessories, cordless phones, and home networking products.
  • Interdigital Inc. (NASDAQ:IDCC): On 6/30/11 Paulson & Co. reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Paulson & Co. held 3,000,000 shares with a market value of $139,740,005. This comprised 0.72% of the total portfolio. The net change in shares for this position over the two quarters is 3,000,000. About the company: InterDigital, Inc. develops technology for advanced digital wireless telecommunications applications. The Company offers both time division multiple access and wide band code division multiple access proprietary and standards compliant digital wireless technology to customers, licensees, and companies.
  • Veeco Instruments, Inc. (NASDAQ:VECO): On 6/30/11 Paulson & Co. reported holding 3,000,000 shares with a market value of $145,230,000. This comprised 0.53% of the total portfolio. On 9/30/11, Paulson & Co. held 3,000,000 shares with a market value of $73,199,999. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Veeco Instruments Inc. manufactures enabling solutions for customers in the HB-LED, solar, data storage, semiconductor, scientific research and industrial markets. The Company has technology positions in three businesses: LED & Solar Process Equipment, Data Storage Process Equipment, and Metrology Instruments.
  • Quad/Graphics, Inc. (NYSE:QUAD): On 6/30/11 Paulson & Co. reported holding 1,077,000 shares with a market value of $41,852,221. This comprised 0.15% of the total portfolio. On 9/30/11, Paulson & Co. held 1,077,000 shares with a market value of $19,461,390. This comprised 0.10% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Quad Graphics, Inc. is a commercial printing company with image centers and photography studios nationwide and plants across the country. The Company offers data and strategy services, graphic design, imaging solutions, print production, mailing and distribution services, and workflow solutions. Quad Graphics operates worldwide.
  • BMC Software, Inc. (NASDAQ:BMC): On 6/30/11 Paulson & Co. reported holding 1,600,000 shares with a market value of $87,520,001. This comprised 0.32% of the total portfolio. On 9/30/11, Paulson & Co. held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -1,600,000. About the company: BMC Software, Inc. provides management solutions for mainframe and distributed information technology systems. The Company’s portfolio of software solutions spans enterprise systems, applications, databases and IT process management. BMC also provides maintenance and support for its products and performs software implementation, integration and education services for its customers.
  • NetApp, Inc. (NASDAQ:NTAP): On 6/30/11 Paulson & Co. reported holding 970,000 shares with a market value of $51,196,599. This comprised 0.19% of the total portfolio. On 9/30/11, Paulson & Co. held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -970,000. About the company: NetApp, Inc. provides storage and data management solutions. The Company’s storage solutions include specialized hardware, software, and services that provide storage management for open network environments. NetApp serves enterprises, government agencies, and universities worldwide.
  • Quest Software, Inc. (NASDAQ:QSFT): On 6/30/11 Paulson & Co. reported holding 1,300,000 shares with a market value of $29,548,999. This comprised 0.11% of the total portfolio. On 9/30/11, Paulson & Co. held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -1,300,000. About the company: Quest Software, Inc. provides application and information availability software solutions. The Company’s products enhance the performance and reliability of an organization’s e-business, packaged and custom applications, as well as enable the delivery of information across the extended enterprise.
  • Savvis, Inc. (NASDAQ:SVVS): On 6/30/11 Paulson & Co. reported holding 5,700,000 shares with a market value of $225,320,993. This comprised 0.82% of the total portfolio. On 9/30/11, Paulson & Co. held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -5,700,000. About the company: SAVVIS, Inc. offers global information technology services. The Company offers hosting, network, and application services. SAVVIS’s products allow a company to scale its information technology infrastructure up or down as needed.
  • Teradata Corp. (NYSE:TDC): On 6/30/11 Paulson & Co. reported holding 1,450,000 shares with a market value of $87,290,001. This comprised 0.32% of the total portfolio. On 9/30/11, Paulson & Co. held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -1,450,000. About the 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.

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

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