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Viking Global Investors LP, a hedge fund run by Andreas Halvorsen, filed a 13G today disclosing a new position in MDVN. Viking Global Investors owned 1,954,749 shares or a 5.3% stake in the company as of August 8th, 2012.

From Yahoo! Finance, Medivation, Inc., a biopharmaceutical company, focuses on developing novel small molecule drugs for the treatment of serious diseases in the United States and Europe.

Ownership History in MDVN
Reported via Date Name Ticker Shares % of Portfolio
SC 13G 2012-08-08 Medivation, Inc. MDVN 1,954,749 N/A

Heat Map for Q2 2012 is Ready

Posted on August 15th, 2012

The Whalewisdom Heat Map for Q2 2012 is ready.

The top 10 Heat Map Stocks (calculated from 107 filers)
Stock Highlights
  • # of filers holding stock: 16
  • # of times in top 10 holdings: 3
  • Average portfolio rank: 282
  • # of filers increasing position: 9
  • # of filers decreasing position: 7
  • # of filers holding stock: 17
  • # of times in top 10 holdings: 4
  • Average portfolio rank: 333
  • # of filers increasing position: 17
  • # of filers decreasing position: 0
  • # of filers holding stock: 14
  • # of times in top 10 holdings: 3
  • Average portfolio rank: 381
  • # of filers increasing position: 9
  • # of filers decreasing position: 6
  • # of filers holding stock: 18
  • # of times in top 10 holdings: 2
  • Average portfolio rank: 121
  • # of filers increasing position: 14
  • # of filers decreasing position: 5
  •  of filers holding stock: 14
  • # of times in top 10 holdings: 2
  • Average portfolio rank: 372
  • # of filers increasing position: 9
  • # of filers decreasing position: 2
  • # of filers holding stock: 14
  • # of times in top 10 holdings: 4
  • Average portfolio rank: 210
  • # of filers increasing position: 10
  • # of filers decreasing position: 6
  • # of filers holding stock: 25
  • # of times in top 10 holdings: 5
  • Average portfolio rank: 58
  • # of filers increasing position: 18
  • # of filers decreasing position: 10
  • # of filers holding stock: 16
  • # of times in top 10 holdings: 1
  • Average portfolio rank: 403
  • # of filers increasing position: 12
  • # of filers decreasing position: 2
  • # of filers holding stock: 14
  • # of times in top 10 holdings: 0
  • Average portfolio rank: 459
  • # of filers increasing position: 11
  • # of filers decreasing position: 3
  • # of filers holding stock: 20
  • # of times in top 10 holdings: 1
  • Average portfolio rank: 165
  • # of filers increasing position: 11
  • # of filers decreasing position: 10

Berkshire Hathaway Q2 2012 13F is Here

Posted on August 14th, 2012

Warren Buffett’s Berkshire Hathaway has filed a 13F for Q2 2012.  Get complete listings here.

Summary for 06/30/2012 13F Filing

Market Value: $74,321,385,223
Prior Market Value: $75,302,404,351
New Purchases: 2 stocks
Additional Purchases: 8 stocks
Sold out of: 1 stock
Reduced holdings in: 12 stocks
Concentration % of Top 10 Holdings: 87.04%

13F Holdings Summary

Top 13F Holdings on 06/30/2012
Stock % of Portfolio
The Coca-Cola Company 21.04%
Wells Fargo & Company 18.49%
INTERNATIONAL BUSINESS MACHINES 17.54%
American Express Company 11.87%
Procter & Gamble Co. 4.91%
Wal-Mart Stores Inc. 4.38%
Kraft Foods Inc. 3.06%
U.S. Bancorp 2.86%
ConocoPhillips 2.17%
DIRECTV 1.87%
Major new positions on 06/30/2012
Stock % of Portfolio
PHILLIPS 66 1.21%
National Oilwell Varco, Inc. 0.25%
Major positions closed on 06/30/2012
Stock Prior % of Portfolio
Intel Corporation 0.29%

Hedge fund HealthCor management L.P., run by Joseph Patrick Healey,has filed their June 30th, 2012 13f filing.

Summary for 06/30/2012 13F Filing

Market Value: $2,076,101,112
Prior Market Value: $2,546,246,610
New Purchases: 11 stocks
Additional Purchases: 11 stocks
Sold out of: 24 stocks
Reduced holdings in: 11 stocks
Concentration % of Top 10 Holdings: 47.17%

13F Holdings Summary

Top 13F Holdings on 06/30/2012
Stock % of Portfolio
Johnson & Johnson 11.55%
Universal Health Services Inc. 7.95%
Allscripts Healthcare Solutions, Inc. 6.71%
Vertex Pharmaceuticals Incorporated 6.2%
Salix Pharmaceuticals Ltd. 4.79%
Magellan Health Services Inc. 4.69%
Nektar Therapeutics 4.2%
PerkinElmer Inc. 4.1%
Express Scripts Inc. 3.86%
Quest Diagnostics Inc. 3.79%
Major new positions on 06/30/2012
Stock % of Portfolio
Athenahealth, Inc. (PUT) 4.29%
Edwards Lifesciences Corp. 2.49%
CR Bard Inc. 2.0%
Centene Corp. 1.97%
Humana Inc. (CALL) 1.87%
Major positions closed on 06/30/2012
Stock Prior % of Portfolio
St. Jude Medical Inc. 6.09%
SPDR S&P 500 (PUT) 5.53%
Zimmer Holdings, Inc. 4.42%
Thermo Fisher Scientific, Inc. 3.99%
Gen-Probe Inc. 3.91%

Philippe Laffont’s Coatue Management LLC has filed their June 30th 2012 13f filing.

Summary for 06/30/2012 13F Filing

Market Value: $5,287,674,221
Prior Market Value: $4,947,211,686
New Purchases: 14 stocks
Additional Purchases: 12 stocks
Sold out of: 6 stocks
Reduced holdings in: 10 stocks
Concentration % of Top 10 Holdings: 75.99%

13F Holdings Summary

Top 13F Holdings on 06/30/2012
Stock % of Portfolio
Apple Inc. 16.72%
Equinix, Inc. 13.83%
Google Inc. 8.0%
Virgin Media, Inc. 6.75%
priceline.com Incorporated 6.14%
Liberty Global Inc. 4.77%
Chipotle Mexican Grill, Inc. 4.07%
QUALCOMM Incorporated 3.9%
TRIPADVISOR INC COM (S/D 12/27/2011) 3.49%
DUNKIN’ BRANDS GROUP, INC. 3.42%
Major new positions on 06/30/2012
Stock % of Portfolio
TRIPADVISOR INC COM (S/D 12/27/2011) 3.49%
Akamai Technologies Inc. 2.18%
VeriSign Inc. 1.1%
Polo Ralph Lauren Corp. 0.92%
The Hain Celestial Group, Inc. 0.85%
Major positions closed on 06/30/2012
Stock Prior % of Portfolio
Broadcom Corp. 3.35%
Netflix, Inc. 2.92%
Check Point Software Technologies Ltd. 1.21%
J. C. Penney Company, Inc. 0.89%
NII Holdings Inc. (CALL) 0.64%