Tremblant Capital’s $184 Million Tech Stock Investments in Q3

Wall St. Watchdog reveals information regarding Tremblant Capital Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 7 stocks in the Technology sector at the end of the quarter with an aggregate market value of $184.192 million.

  • Medassets Inc. (NASDAQ:MDAS): On 06/30/2011, Tremblant Capital Management reported holding 5,529,923 shares with a market value of $73,879,769. This comprised 5.14% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 5,807,230 shares with a market value of $55,807,478. This comprised 4.36% of the total portfolio. The net change in shares for this position over the two quarters is 277,307. About Company: MedAssets Inc. provides technology-enabled products and services for hospitals and health systems. The Company’s technology-enabled solutions are delivered primarily through company-hosted, or ASP-based, software supported by enterprise-wide sales, account management, implementation services and consulting.
  • Research In Motion Limited (NASDAQ:RIMM): On 06/30/2011, Tremblant Capital Management reported holding 1,870,358 shares with a market value of $53,959,829. This comprised 3.76% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 2,023,857 shares with a market value of $41,084,296. This comprised 3.21% of the total portfolio. The net change in shares for this position over the two quarters is 153,499. About Company: Research In Motion Limited (RIM) designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. The Company provides platforms and solutions for access to email, phone, SMS messaging, Internet, and Intranet-based applications.
  • Youku.com Inc. American Depositary Shares Each Representing 18 Class A Ordinary Shares. (NYSE:YOKU): On 06/30/2011, Tremblant Capital Management reported holding 1,415,019 shares with a market value of $48,605,900. This comprised 3.38% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 2,022,625 shares with a market value of $33,090,146. This comprised 2.59% of the total portfolio. The net change in shares for this position over the two quarters is 607,606. 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.
  • Allscripts Healthcare Solutions Inc. (NASDAQ:MDRX): On 06/30/2011, Tremblant Capital Management reported holding 1,143,533 shares with a market value of $22,207,411. This comprised 1.55% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 1,671,611 shares with a market value of $30,122,431. This comprised 2.35% of the total portfolio. The net change in shares for this position over the two quarters is 528,078. 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.
  • Sina Corp. (NASDAQ:SINA): On 06/30/2011, Tremblant Capital Management reported holding 393,447 shares with a market value of $40,957,832. This comprised 2.85% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 334,031 shares with a market value of $23,919,960. This comprised 1.87% of the total portfolio. The net change in shares for this position over the two quarters is -59,416. 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.
  • Research In Motion Limited (NASDAQ:RIMM): On 06/30/2011, Tremblant Capital Management reported holding 7,816,100 shares with a market value of $225,494. This comprised 0.02% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 7,137,400 shares with a market value of $144,889. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is -678,700. About Company: Research In Motion Limited (RIM) designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. The Company provides platforms and solutions for access to email, phone, SMS messaging, Internet, and Intranet-based applications.
  • Nuance Communications Inc. (NASDAQ:NUAN): On 06/30/2011, Tremblant Capital Management reported holding 1,042,800 shares with a market value of $22,389. This comprised 0% of the total portfolio. On 09/30/2011, Tremblant Capital Management reported holding 1,108,600 shares with a market value of $22,549. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 65,800. About Company: Nuance Communications, Inc. provides speech and imaging solutions for businesses and consumers around the world. The Company’s products include a speech recognizer, call steering, and a product that converts text into speech.

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

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