Top Technology Shares in Eminence Capital’s Portfolio: GOOG, ORCL, AAPL

Wall St. Watchdog reveals information regarding Eminence Capital’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 $655.959 million.

  • Google Inc. (NASDAQ:GOOG): On 06/30/2011, Eminence Capital reported holding 168,300 shares with a market value of $85,223,755. This comprised 2.2% of the total portfolio. On 09/30/2011, Eminence Capital reported holding 358,411 shares with a market value of $184,595,994. This comprised 6.23% of the total portfolio. The net change in shares for this position over the two quarters is 190,111. 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.
  • Oracle Corp. (NASDAQ:ORCL): On 06/30/2011, Eminence Capital reported holding 6,985,200 shares with a market value of $229,882,931. This comprised 5.94% of the total portfolio. On 09/30/2011, Eminence Capital reported holding 3,751,330 shares with a market value of $107,813,223. This comprised 3.64% of the total portfolio. The net change in shares for this position over the two quarters is -3,233,870. About Company: Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle’s software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
  • Novellus Systems Inc. (NASDAQ:NVLS): On 06/30/2011, Eminence Capital reported holding 4,580,902 shares with a market value of $165,553,795. This comprised 4.28% of the total portfolio. On 09/30/2011, Eminence Capital reported holding 3,559,093 shares with a market value of $97,020,876. This comprised 3.27% of the total portfolio. The net change in shares for this position over the two quarters is -1,021,809. About Company: Novellus Systems, Inc. manufactures, markets, and services equipment used in the fabrication of integrated circuits, commonly called chips or semiconductors. The Company also develops, manufactures, sells and supports grinding, lapping and polishing equipment for a broad spectrum of industrial applications.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Eminence Capital reported holding 250,000 shares with a market value of $83,917,503. This comprised 2.17% of the total portfolio. On 09/30/2011, Eminence Capital reported holding 184,681 shares with a market value of $70,422,560. This comprised 2.38% of the total portfolio. The net change in shares for this position over the two quarters is -65,319. 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.
  • Check Point Software Technologies Ltd. (NASDAQ:CHKP): On 06/30/2011, Eminence Capital reported holding 1,624,000 shares with a market value of $92,324,398. This comprised 2.38% of the total portfolio. On 09/30/2011, Eminence Capital reported holding 945,000 shares with a market value of $49,858,198. This comprised 1.68% of the total portfolio. The net change in shares for this position over the two quarters is -679,000. About Company: Check Point Software Technologies Ltd. develops, markets and supports a range of software and hardware products and services for information technology (NYSE:IT) security and offers its customers a network and gateway security solutions, data and endpoint security solutions and management solutions.
  • Equinix Inc. (NASDAQ:EQIX): On 06/30/2011, Eminence Capital reported holding 0 shares. On 09/30/2011, Eminence Capital reported holding 455,000 shares with a market value of $40,417,651. This comprised 1.36% of the total portfolio. The net change in shares for this position over the two quarters is 455,000. About Company: Equinix, Inc. provides core Internet exchange services to networks, Internet infrastructure companies, enterprises, and content providers. The Company operates Internet Business Exchange centers in several countries, where customers can interconnect with the providers that serve Internet networks and users for their peering, transit, and traffic exchange requirements.
  • Nxp Semiconductors Nv (NASDAQ:NXPI): On 06/30/2011, Eminence Capital reported holding 0 shares. On 09/30/2011, Eminence Capital reported holding 2,793,000 shares with a market value of $39,437,160. This comprised 1.33% of the total portfolio. The net change in shares for this position over the two quarters is 2,793,000. About Company: NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking. Kaslion’s offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.
  • Elster Group Se American Deposi (NYSE:ELT): On 06/30/2011, Eminence Capital reported holding 0 shares. On 09/30/2011, Eminence Capital reported holding 2,580,000 shares with a market value of $38,571,000. This comprised 1.3% of the total portfolio. The net change in shares for this position over the two quarters is 2,580,000. About Company: Elster Group SE provides gas, electricity and water meters and related communications, networking and software solutions. The Company’s products and solutions are used to measure gas, electricity and water consumption as well as enable energy efficiency and conservation.
  • Netapp Inc. (NASDAQ:NTAP): On 06/30/2011, Eminence Capital reported holding 0 shares. On 09/30/2011, Eminence Capital reported holding 820,000 shares with a market value of $27,822,600. This comprised 0.94% of the total portfolio. The net change in shares for this position over the two quarters is 820,000. About 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.

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

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