Top Technology Companies in the York Capital Q3 Portfolio

Wall St. Watchdog reveals information regarding York Capital Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 9 stocks in the Technology sector at the end of the quarter with an aggregate market value of $313.989 million.

  • Abovenet Inc. (NYSE:ABVT): On 06/30/2011, York Capital Management reported holding 1,687,365 shares with a market value of $118,891,736. This comprised 2.58% of the total portfolio. On 09/30/2011, York Capital Management reported holding 1,460,916 shares with a market value of $78,305,095. This comprised 4.17% of the total portfolio. The net change in shares for this position over the two quarters is -226,449. About Company: AboveNet, Inc. provides fiber optic connectivity solutions for businesses and carriers. Its optical network delivers key network and IP services in U.S. metro markets and London. AboveNet’s network used in different markets such as financial services, media, health care, retail and government.
  • American Tower Corp. (NYSE:AMT): On 06/30/2011, York Capital Management reported holding 0 shares. On 09/30/2011, York Capital Management reported holding 1,273,400 shares with a market value of $68,508,919. This comprised 3.65% of the total portfolio. The net change in shares for this position over the two quarters is 1,273,400. About Company: American Tower Corporation owns, operates, and develops wireless communications and broadcast towers in the United States. The Company leases antennae sites on multi-tenant towers for a diverse range of wireless communications industries, including personal communications services, paging, and cellular. American Tower also offers a variety of network development services.
  • Radware Ltd. (NASDAQ:RDWR): On 06/30/2011, York Capital Management reported holding 2,638,589 shares with a market value of $91,928,441. This comprised 2% of the total portfolio. On 09/30/2011, York Capital Management reported holding 2,311,695 shares with a market value of $49,909,495. This comprised 2.66% of the total portfolio. The net change in shares for this position over the two quarters is -326,894. About Company: RADWARE Ltd. develops, manufactures and markets application delivery and network security solutions that provide end-to-end availability, performance and security of mission critical networked applications.
  • Crown Castle International Corp. (NYSE:CCI): On 06/30/2011, York Capital Management reported holding 0 shares. On 09/30/2011, York Capital Management reported holding 1,168,200 shares with a market value of $47,510,692. This comprised 2.53% of the total portfolio. The net change in shares for this position over the two quarters is 1,168,200. About Company: Crown Castle International Corp. engineers, deploys, owns, and operates shared wireless infrastructure. The Company offers wireless communications coverage to various United States markets and most of the Australian populations. Crown Castle owns, operates, and manages various wireless communication towers internationally.
  • Interdigital Inc. (NASDAQ:IDCC): On 06/30/2011, York Capital Management reported holding 0 shares. On 09/30/2011, York Capital Management reported holding 741,483 shares with a market value of $34,538,279. This comprised 1.84% of the total portfolio. The net change in shares for this position over the two quarters is 741,483. About 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.
  • Gilat Satellite Networks Ltd. (NASDAQ:GILT): On 06/30/2011, York Capital Management reported holding 8,121,651 shares with a market value of $36,791,081. This comprised 0.8% of the total portfolio. On 09/30/2011, York Capital Management reported holding 8,121,651 shares with a market value of $26,070,500. This comprised 1.39% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Gilat Satellite Networks Ltd. designs, develops, manufactures, markets, and supports very small aperture terminal satellite earth stations and related hub equipment and software. The Company’s products are incorporated into telecommunications networks that provide satellite-based communications between a central location and a large number of geographically-dispersed sites.
  • Nielsen Holdings N.v. (NYSE:NLSN): On 06/30/2011, York Capital Management reported holding 355,000 shares with a market value of $11,061,800. This comprised 0.24% of the total portfolio. On 09/30/2011, York Capital Management reported holding 350,000 shares with a market value of $9,128,000. This comprised 0.49% of the total portfolio. The net change in shares for this position over the two quarters is -5,000. 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.
  • Crown Castle International Corp. (NYSE:CCI): On 06/30/2011, York Capital Management reported holding 2,250 shares with a market value of $531. This comprised 0% of the total portfolio. On 09/30/2011, York Capital Management reported holding 225,000 shares with a market value of $9,151. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 222,750. About Company: Crown Castle International Corp. engineers, deploys, owns, and operates shared wireless infrastructure. The Company offers wireless communications coverage to various United States markets and most of the Australian populations. Crown Castle owns, operates, and manages various wireless communication towers internationally.
  • Motorola Solutions Inc. (NYSE:MSI): On 06/30/2011, York Capital Management reported holding 0 shares. On 09/30/2011, York Capital Management reported holding 200,000 shares with a market value of $8,380. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 200,000. About Company: Motorola Solutions, Inc. manufactures two-way radios and accessories; mobile computers; wireless network infrastructure; private radio systems; bar code scanning and radio frequency identification equipment, and public safety broadband equipment.

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

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