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Greenlight Capital LLC, a hedge fund run by David Einhorn, filed a new 13G disclosing ownership of 29,595,179 shares of MRVL as of July 16th. This gives Greenlight a 5.3% stake in the company and is an increase of 11,222,932 shares over what they reported on their March 31st 13F.

From Yahoo! Finance, Marvell Technology Group Ltd. designs, develops, and markets analog, mixed-signal, digital signal processing, and embedded and standalone ARM-based microprocessor integrated circuits.

Ownership History in MRVL
Reported via Date Name Ticker Shares % of Portfolio
13F 2011-09-30 Marvell Technology Group Ltd. MRVL 16,640,000 5.17
13F 2011-12-31 Marvell Technology Group Ltd. MRVL 17,373,557 4.59
13F 2012-03-31 Marvell Technology Group Ltd. MRVL 18,372,247 5.22
SC 13G 2012-07-16 Marvell Technology Group Ltd. MRVL 29,595,179 N/A

Zynga fell over 37% today after the company slashed its 2012 earnings outlook and posted 2nd-quarter results that were below estimates. Below are just a few funds that reported holding ZNGA shares.  Get more details at http://whalewisdom.com/stock/znga

 

Schedule 13G Holders
Filing Company Date of
Filing		 Total Reported
Shares Owned		 Shares Reported
on 13F
SC 13G/A CAPITAL RESEARCH GLOBAL INVESTORS 04/10/2012 16,521,200 16,521,200
SC 13G/A MORGAN STANLEY 05/07/2012 32,010,911 32,847,934
SC 13G/A FMR LLC 05/10/2012 294,025 4,968,625
Funds With At Least 1% of Their 13F Portfolio in ZNGA on March 31, 2012
Filer
Shares Held
Market Value
% of
Portfolio
Prior
% of Portfolio
Ranking
Change in
Shares
AH EQUITY PARTNERS II, L.L.C. 1,382,322 $ 18,177,534 16.34% 0.00 2 1,382,322
BAIN CAPITAL VENTURE INVESTORS, LLC 68,188 $ 896,672 10.82% 0.00 3 68,188
PARTNER ADVISORY SERVICES, L.P. 1,301,424 $ 17,113,725 9.46% 0.00 1 1,301,424
PARTNER FUND MANAGEMENT, L.P. 4,230,055 $ 55,625,222 2.59% 0.00 15 4,230,055
ARTORIUS MANAGEMENT, LLC 82,000 $ 1,078,300 2.54% 0.00 10 82,000
PARTNER INVESTMENT MANAGEMENT, L.P. 1,495,297 $ 19,663,155 2.34% 0.00 18 1,495,297
MARK MORRIS ET AL 384,622 $ 5,057,779 1.70% 0.00 19 384,622
JOHO CAPITAL LLC 488,000 $ 6,417,200 1.36% 0.00 11 488,000
ATTRACTOR INVESTMENT MANAGEMENT INC 112,440 $ 1,478,586 1.18% 0.00 13 112,440
HARVEST CAPITAL STRATEGIES LLC 480,000 $ 6,312,000 1.14% 0.00 30 480,000

 

Notable funds that have already reported their 13F Holdings for the June 30th 2012 quarter.
Filer
Shares Held
Market Value
% of
Portfolio
Prior
% of Portfolio
Ranking
Change in
Shares
STATE OF NEW JERSEY COMMON PENSION FUND A 3,400,000 $ 18,496,000 0.10% 0.00 218 3,400,000
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST 124,000 $ 674,560 0.42% 0.00 110 124,000
PRIVATE WEALTH PARTNERS, LLC 217,800 $ 1,184,832 0.33% 0.40% 71 108,600
KAMES CAPITAL MANAGEMENT LTD 103,300 $ 561,952 0.01% 0.00 168 103,300
APERIO GROUP, LLC 31,693 $ 172,410 0.01% 0.00 1125 31,693

Blue Ridge Capital, a hedge fund run by John A Griffin, filed a 13G today disclosing a new position in CFX. Blue Ridge Capital owned 5,370,000 shares or a 5.73% stake in the company as of July 6th.

From Yahoo! Finance, Colfax Corporation designs, manufactures, installs, maintains, and sells gas-and fluid-handling and fabrication technology products and services to commercial and governmental customers worldwide.

Ownership History in CFX
Reported via Date Name Ticker Shares % of Portfolio
SC 13G 2012-07-06 Colfax Corporation CFX 5,370,000 N/A

Carl Icahn Adds to Navistar (NAV) Holdings

Posted on July 12th, 2012

Activist investor Carl Icahn has filed a new 13D disclosing ownership of 9,038,814 shares of NAV as of July 7th. This gives Icahn a 13.19% stake in the company and is an increase of 904,188 shares over what they reported on their 23D on June 8th.

From Yahoo! Finance, Navistar International Corporation, through its subsidiaries, manufactures and sells commercial and military trucks, buses, diesel engines, recreational vehicles (RVs), and chassis, as well as provides service parts for trucks and trailers.

Ownership History in NAV
Reported via Date Name Ticker Shares % of Portfolio
13F 2011-09-30 Navistar International Corp. NAV 1,765,647 0.51
SC 13D 2011-10-13 Navistar International Corp. NAV 7,111,426 N/A
SC 13D/A 2011-11-03 Navistar International Corp. NAV 7,251,426 N/A
SC 13D/A 2011-11-15 Navistar International Corp. NAV N/A N/A
SC 13D/A 2011-12-07 Navistar International Corp. NAV N/A N/A
3 2011-12-20 Navistar International Corp. NAV 7,251,430 N/A
13F 2011-12-31 Navistar International Corp. NAV 7,251,426 2.36
13F 2012-03-31 Navistar International Corp. NAV 7,251,426 3.00
4 2012-06-07 Navistar International Corp. NAV 8,134,630 N/A
SC 13D/A 2012-06-08 Navistar International Corp. NAV 8,134,626 N/A
SC 13D/A 2012-07-11 Navistar International Corp. NAV 9,038,814 N/A

PRIMECAP Management Company, an employee owned investment manager out of Pasadena, CA, filed a new 13G disclosing ownership of 6,231,930 shares of DNDN as of June 30th. This gives PRIMECAP a 4.05% stake in the company and is a decrease of 2,485,670 shares from what they reported on their March 31st 13F.  It also marks the first time the company has trimmed its stake in DNDN since 2007.

From Yahoo! Finance, Dendreon Corporation, a biotechnology company, engages in the discovery, development, and commercialization of novel therapeutics to enhance cancer treatment options for patients.

Ownership History in DNDN
Reported via Date Name Ticker Shares % of Portfolio
13F 2001-03-31 Dendreon Corp. DNDN 1,221,000
13F 2001-06-30 Dendreon Corp. DNDN 1,438,500
13F 2001-09-30 Dendreon Corp. DNDN 1,438,500
13F 2001-12-31 Dendreon Corp. DNDN 1,438,500 0.05
13F 2002-03-31 Dendreon Corp. DNDN 1,233,500
13F 2002-06-30 Dendreon Corp. DNDN 1,203,500
13F 2002-09-30 Dendreon Corp. DNDN 1,203,500 0.02
13F 2002-12-31 Dendreon Corp. DNDN 1,203,500 0.03
13F 2003-03-31 Dendreon Corp. DNDN 1,203,500 0.03
13F 2003-06-30 Dendreon Corp. DNDN 1,203,500 0.03
13F 2003-09-30 Dendreon Corp. DNDN 1,203,500 0.04
13F 2003-12-31 Dendreon Corp. DNDN 1,527,500 0.04
13F 2004-03-31 Dendreon Corp. DNDN 1,762,750 0.07
13F 2004-06-30 Dendreon Corp. DNDN 1,762,750 0.06
13F 2004-09-30 Dendreon Corp. DNDN 1,762,750 0.04
13F 2004-12-31 Dendreon Corp. DNDN 2,095,850 0.05
13F 2005-03-31 Dendreon Corp. DNDN 2,116,750 0.03
13F 2005-06-30 Dendreon Corp. DNDN 2,122,250 0.03
13F 2005-09-30 Dendreon Corp. DNDN 2,161,750 0.03
13F 2005-12-31 Dendreon Corp. DNDN 2,164,750 0.02
13F 2006-03-31 Dendreon Corp. DNDN 2,172,750 0.02
13F 2006-06-30 Dendreon Corp. DNDN 2,172,750 0.02
13F 2006-09-30 Dendreon Corp. DNDN 2,227,850
13F 2006-12-31 Dendreon Corp. DNDN 2,281,750
13F 2007-03-31 Dendreon Corp. DNDN 1,955,000 1.41
13F 2007-06-30 Dendreon Corp. DNDN 1,900,700 0.00
13F 2007-09-30 Dendreon Corp. DNDN 1,879,000 0.02
13F 2007-12-31 Dendreon Corp. DNDN 1,872,000 0.02
13F 2008-03-31 Dendreon Corp. DNDN 1,872,000 0.02
13F 2008-06-30 Dendreon Corp. DNDN 1,872,000 0.01
13F 2008-09-30 Dendreon Corp. DNDN 1,872,000 0.02
13F 2008-12-31 Dendreon Corp. DNDN 1,830,700 0.02
13F 2009-03-31 Dendreon Corp. DNDN 1,830,700 0.02
13F 2009-06-30 Dendreon Corp. DNDN 3,444,500 0.18
13F 2009-09-30 Dendreon Corp. DNDN 4,554,500 0.23
13F 2009-12-31 Dendreon Corp. DNDN 4,800,600 0.21
13F 2010-03-31 Dendreon Corp. DNDN 4,834,600 0.28
13F 2010-06-30 Dendreon Corp. DNDN 5,388,100 0.32
13F 2010-09-30 Dendreon Corp. DNDN 5,389,400 0.37
13F 2010-12-31 Dendreon Corp. DNDN 5,986,200 0.32
13F 2011-03-31 Dendreon Corp. DNDN 7,544,649 0.41
13F 2011-06-30 Dendreon Corp. DNDN 7,682,649 0.45
13F 2011-09-30 Dendreon Corp. DNDN 8,280,160 0.13
13F 2011-12-31 Dendreon Corp. DNDN 8,450,660 0.11
SC 13G/A 2012-02-13 Dendreon Corp. DNDN 8,450,660 N/A
13F 2012-03-31 Dendreon Corp. DNDN 8,717,600 0.14
SC 13G/A 2012-06-30 Dendreon Corp. DNDN 6,231,930 N/A