Top Technology Companies in $1 Billion Millennium Sector Portfolio: AAPL, GOOG, NETL, QCOM, VSEA, CSCO

Wall St. Watchdog reveals information regarding Millennium Management LLC’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 426 stocks in the Technology sector at the end of the quarter with an aggregate market value of $1.006 billion.

  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Millennium Management LLC reported holding 186,512 shares with a market value of $62,606,486. This comprised 0.57% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 89,459 shares with a market value of $34,112,507. This comprised 0.4% of the total portfolio. The net change in shares for this position over the two quarters is -97,053. 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, Millennium Management LLC reported holding 12,964 shares with a market value of $6,564,710. This comprised 0.06% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 63,997 shares with a market value of $32,961,013. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is 51,033. 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.
  • Netlogic Microsystems Inc. (NASDAQ:NETL): On 06/30/2011, Millennium Management LLC reported holding 0 shares. On 09/30/2011, Millennium Management LLC reported holding 605,091 shares with a market value of $29,116,978. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 605,091. About Company: Netlogic Microsystems Inc. is a semiconductor company that designs, develops and markets high performance knowledge-based processors. The Company’s products are designed for a variety of advanced networking systems, such as routers, switches, access multiplexors and networked storage devices.
  • Qualcomm Incorporated (NASDAQ:QCOM): On 06/30/2011, Millennium Management LLC reported holding 335,777 shares with a market value of $19,068,776. This comprised 0.17% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 586,705 shares with a market value of $28,531,465. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 250,928. 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.
  • Varian Semiconductor Equipment Associates Inc. (NASDAQ:VSEA): On 06/30/2011, Millennium Management LLC reported holding 386,851 shares with a market value of $23,768,125. This comprised 0.22% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 389,947 shares with a market value of $23,845,260. This comprised 0.28% of the total portfolio. The net change in shares for this position over the two quarters is 3,096. About Company: Varian Semiconductor Equipment Associates, Inc. designs, manufactures, markets, and services semiconductor processing equipment used in the fabrication of integrated circuits. The Company supplies ion implantation systems used to manufacture semiconductor chips.
  • Cisco Systems Inc. (NASDAQ:CSCO): On 06/30/2011, Millennium Management LLC reported holding 694,027 shares with a market value of $10,833,761. This comprised 0.1% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 1,074,538 shares with a market value of $16,655,339. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is 380,511. 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.
  • Allscripts Healthcare Solutions Inc. (NASDAQ:MDRX): On 06/30/2011, Millennium Management LLC reported holding 610,758 shares with a market value of $11,860,920. This comprised 0.11% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 895,665 shares with a market value of $16,139,884. This comprised 0.19% of the total portfolio. The net change in shares for this position over the two quarters is 284,907. About Company: Allscripts Healthcare Solutions, Inc. develops and markets clinical software. The Company’s products include electronic health records, electronic prescribing, revenue cycle management, practice management, document management, medication services, hospital care management, emergency department information systems and homecare automation.
  • Microsoft Corporation (NASDAQ:MSFT): On 06/30/2011, Millennium Management LLC reported holding 265,122 shares with a market value of $6,893,172. This comprised 0.06% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 615,315 shares with a market value of $15,315,190. This comprised 0.18% of the total portfolio. The net change in shares for this position over the two quarters is 350,193. About Company: Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
  • Earthlink Inc. (NASDAQ:ELNK): On 06/30/2011, Millennium Management LLC reported holding 2,092,062 shares with a market value of $16,108,877. This comprised 0.15% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 2,263,203 shares with a market value of $14,778,716. This comprised 0.17% of the total portfolio. The net change in shares for this position over the two quarters is 171,141. About Company: EarthLink, Inc. is an Internet service provider serving individuals and business subscribers. The Company provides Internet access, Web hosting, and electronic commerce solutions internationally from various points of presence.
  • Nii Holdings Inc. (NASDAQ:NIHD): On 06/30/2011, Millennium Management LLC reported holding 17,560 shares with a market value of $744,193. This comprised 0.01% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 545,641 shares with a market value of $14,705,025. This comprised 0.17% of the total portfolio. The net change in shares for this position over the two quarters is 528,081. About Company: NII Holdings Inc., provides mobile communications for business customers in Latin America. The Company has operations in Argentina, Brazil, Chile, Mexico, and Peru, offering a fully integrated wireless communications tool with digital cellular service, text/numeric paging, wireless internet access, and Nextel DirectConnect, a digital two-way radio feature.

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

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