TPG-Axon Top 3 Stock Holdings in Third Quarter: EQIX, SWKS, RFMD

Wall St. Watchdog reveals information regarding TPG-Axon Management’s top holdings for the quarter ending September 30th, 2011. The firm held 3 stocks at the end of the quarter with an aggregate market value of $234.984 million.

  • Equinix Inc. (NASDAQ:EQIX): On 06/30/2011, TPG-Axon Management reported holding 1,710,700 shares with a market value of $172,814,908. This comprised 5.87% of the total portfolio. On 09/30/2011, TPG-Axon Management reported holding 1,695,000 shares with a market value of $150,566,853. This comprised 9.14% of the total portfolio. The net change in shares for this position over the two quarters is -15,700. 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.
  • Skyworks Solutions Inc. (NASDAQ:SWKS): On 06/30/2011, TPG-Axon Management reported holding 3,200,000 shares with a market value of $73,535,999. This comprised 2.5% of the total portfolio. On 09/30/2011, TPG-Axon Management reported holding 3,200,000 shares with a market value of $57,471,997. This comprised 3.49% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Skyworks Solutions, Inc., a wireless semiconductor company, designs and manufactures radio frequency and complete semiconductor system solutions for mobile communications applications. The Company provides front-end modules, radio frequency subsystems, and system solutions to wireless handset and infrastructure customers worldwide.
  • Rf Micro Devices Inc. (NASDAQ:RFMD): On 06/30/2011, TPG-Axon Management reported holding 7,870,000 shares with a market value of $48,164,399. This comprised 1.64% of the total portfolio. On 09/30/2011, TPG-Axon Management reported holding 4,250,000 shares with a market value of $26,945,001. This comprised 1.64% of the total portfolio. The net change in shares for this position over the two quarters is -3,620,000. About Company: RF Micro Devices, Inc. designs, develops, and markets proprietary radio frequency integrated circuits. The Company’s products are used for wireless communications applications such as cellular and PCS, cordless telephony, wireless LANs, wireless local loop, industrial radios, wireless security and remote meter reading.

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

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