Valiant Capital’s 3 Favorite Third Quarter Healthcare Stocks

Wall St. Watchdog reveals information regarding Valiant Capital Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $75.002 million.

  • Nordion Inc. (NYSE:NDZ): On 06/30/2011, Valiant Capital Management reported holding 4,255,796 shares with a market value of $46,600,965. This comprised 6.5% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 4,255,796 shares with a market value of $37,536,119. This comprised 4.82% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Nordion, Inc. manufactures products used in medical imaging and radiotherapeutics. The Company produces medical isotopes for cardiology, oncology, neurology and research products; offers molecular medicine services; and manufactures commercial gamma sterilization systems.
  • Health Net Inc. (NYSE:HNT): On 06/30/2011, Valiant Capital Management reported holding 1,739,814 shares with a market value of $55,830,632. This comprised 7.79% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 1,553,405 shares with a market value of $36,831,231. This comprised 4.73% of the total portfolio. The net change in shares for this position over the two quarters is -186,409. About Company: Health Net Inc. offers managed health care benefits and products. The Company provides group, individual, Medicare risk, Medicaid, and TRICARE programs. Health Net also offers managed health care products related to behavioral health, dental, vision, and prescription drugs, as well as offers managed health care product coordination and administrative services.
  • Vermillion Inc. (NASDAQ:VRML): On 06/30/2011, Valiant Capital Management reported holding 243,151 shares with a market value of $994,488. This comprised 0.14% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 243,151 shares with a market value of $634,624. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Vermillion, Inc. discovers, develops, and commercializes diagnostic tests. The Company focuses in the areas of oncology, hematology, cardiology, and women’s health.

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

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