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Five Top Hedge Fund Managers and Their Holdings |
Date: Monday, December 4, 2006
Author: Andrew Bary, Barrons Summary
Summary: Barron's identifies five top-notch hedge funds whose investment moves are closely watched by the industry, revealing their top holdings and some recent transactions:
- David Tepper's Appaloosa Fund: (1) Oracle Corp. (ORCL) (2) Micron Technology Inc. (MU) (3) Applied Materials Inc. (AMAT). Other big holdings: Cisco Systems Inc. (CSCO), Microsoft Corp. (MSFT), Texas Instruments Inc. (TXN), NASDAQ 100 Trust Shares ETF (QQQQ), AMR Corp. (AMR), UAL Corp. (UAUA), and Continental Airlines Corp. (CAL). Notes tech stocks aren't the bargains they were earlier in the year.
- David Einhorn's Greenlight Fund: (1) Ameriprise Financial Inc. (AMP) (2) Microsoft (3) Hospira Inc. (HSP). In May Einhorn talked about his affinity for Microsoft, saying that buying Microsoft at $23 was like getting Alex Rodriguez for a merely average price in a fantasy-baseball draft
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