Passport Capital Significantly Increases Shares of Apple Inc and Google, Reduces Sina Position

Wall St. Watchdog reveals information regarding Passport Capital’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 16 stocks in the Technology sector at the end of the quarter with an aggregate market value of $138.999 million.

  • Webmd Health Corp. (NASDAQ:WBMD): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 966,700 shares with a market value of $29,146,005. This comprised 2.05% of the total portfolio. The net change in shares for this position over the two quarters is 966,700. About Company: WebMD Health Corp. provides health information services to consumers, physicians, healthcare professionals, employers, and health plans. The Company provides its services through its public and private online portals and health-focused publications.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Passport Capital reported holding 42,400 shares with a market value of $14,232,409. This comprised 0.9% of the total portfolio. On 09/30/2011, Passport Capital reported holding 75,600 shares with a market value of $28,827,793. This comprised 2.03% of the total portfolio. The net change in shares for this position over the two quarters is 33,200. 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.
  • Google Inc. (NASDAQ:GOOG): On 06/30/2011, Passport Capital reported holding 21,790 shares with a market value of $11,034,020. This comprised 0.7% of the total portfolio. On 09/30/2011, Passport Capital reported holding 45,600 shares with a market value of $23,485,823. This comprised 1.65% of the total portfolio. The net change in shares for this position over the two quarters is 23,810. 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.
  • Youku.com Inc. American Depositary Shares Each Representing 18 Class A Ordinary Shares. (NYSE:YOKU): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 786,700 shares with a market value of $12,870,412. This comprised 0.91% of the total portfolio. The net change in shares for this position over the two quarters is 786,700. About Company: Youku.com Inc. is an Internet television company. The Company’s Internet television platform enables consumers to search, view and share video content quickly and easily across multiple devices in the People’s Republic of China.
  • Vmware Inc. (NYSE:VMW): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 137,000 shares with a market value of $11,012,060. This comprised 0.78% of the total portfolio. The net change in shares for this position over the two quarters is 137,000. 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.
  • Ancestry.com Inc. (NASDAQ:ACOM): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 450,800 shares with a market value of $10,593,800. This comprised 0.75% of the total portfolio. The net change in shares for this position over the two quarters is 450,800. About Company: Ancestry.com, Inc. is an online family history research company. The Company’s website offers online sources for family and local histories, vital records, military records and census records, as well as civil, ecclesiastical, and immigration records.
  • Linkedin Corp (NYSE:LNKD): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 101,900 shares with a market value of $7,956,352. This comprised 0.56% of the total portfolio. The net change in shares for this position over the two quarters is 101,900. About Company: LinkedIn Corporation operates a social networking website used for professional networking. The Company’s website allows members to post a profile of their professional expertise and accomplishments. LinkedIn allows members to be introduced to potential clients, service providers, and subject experts.
  • Sina Corp. (NASDAQ:SINA): On 06/30/2011, Passport Capital reported holding 124,800 shares with a market value of $12,991,680. This comprised 0.82% of the total portfolio. On 09/30/2011, Passport Capital reported holding 82,100 shares with a market value of $5,879,181. This comprised 0.41% of the total portfolio. The net change in shares for this position over the two quarters is -42,700. 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.
  • Cisco Systems Inc. (NASDAQ:CSCO): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 202,000 shares with a market value of $3,131,000. This comprised 0.22% of the total portfolio. The net change in shares for this position over the two quarters is 202,000. About Company: Cisco Systems, Inc. supplies data networking products for the Internet. The Company’s Internet Protocol-based networking solutions are installed at corporations, public institutions and telecommunication companies worldwide. The Company’s solutions transport data, voice, and video within buildings, across campuses, and around the world.
  • Tudou Holdings Limited – American Depositary Shares (NASDAQ:TUDO): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 125,700 shares with a market value of $1,715,805. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 125,700. About Company: Tudou Holdings Ltd. operates an Internet website. The website allows users to upload, watch and share videos. The Company’s comprehensive video content library includes user-generated content, licensed content and in-house produced content, where users can find what they want to watch, share what they create and connect with like minded users.

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

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