Lansdowne Partners’ Likes These 2 Technology Companies the Most in Q3

Wall St. Watchdog reveals information regarding Lansdowne Partners’ top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Technology sector at the end of the quarter with an aggregate market value of $957.076 million.

  • Intel Corporation (NASDAQ:INTC): On 06/30/2011, Lansdowne Partners reported holding 23,038,119 shares with a market value of $510,524,714. This comprised 7.63% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 23,038,119 shares with a market value of $491,633,463. This comprised 8.6% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Intel Corporation designs, manufactures, and sells computer components and related products. The Company’s major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.
  • International Business Machines (NYSE:IBM): On 06/30/2011, Lansdowne Partners reported holding 4,089,508 shares with a market value of $701,555,110. This comprised 10.49% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 2,656,172 shares with a market value of $464,484,785. This comprised 8.12% of the total portfolio. The net change in shares for this position over the two quarters is -1,433,336. About Company: International Business Machines Corporation provides computer solutions through the use of advanced information technology. The Company’s solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.
  • Intel Corporation (NASDAQ:INTC): On 06/30/2011, Lansdowne Partners reported holding 332,575 shares with a market value of $736,985. This comprised 0.01% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 448,575 shares with a market value of $957,259. This comprised 0.02% of the total portfolio. The net change in shares for this position over the two quarters is 116,000. About Company: Intel Corporation designs, manufactures, and sells computer components and related products. The Company’s major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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

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