Apple Inc. (AAPL), Facebook Inc (FB): Two Tech Stocks Among Glaxis Capital Management’s Top Picks

Holland and Miller also boosted their stake in Macquarie Infrastructure Company LLC (NYSE:MIC) by 30,200 shares to 43,720 shares, valuing almost $3.60 million. This step almost tripled the contribution of the holding in Macquire Infrastructure in the hedge fund’s equity portfolio to 6.69%, from 2.06% in the previous quarter. Another shareholder of the company is Peter S. Park’s Park West Asset Management, which owns a $36.50 million stake in Macquarie Infrastructure Company LLC (NYSE:MIC), the third largest in terms of value. Other funds, such as Brenner West Capital Partners and Tiger Legatus Capital, also own substantial amounts of Macquarie Infrastructure Company LLC (NYSE:MIC) shares in their equity portfolios, the company representing their largest holdings as of the end of last year.

At the same time, Glaxis Capital Management expanded their stake in Facebook Inc (NASDAQ:FB) to 25,000 shares worth $2.06 million. The company’s latest financial results showed that Facebook like most companies with international exposure was hit by currency fluctuations posting revenue of $3.54 billion, slightly below the estimate, although it was still up by 42% on the year. The company also had a strong user growth rate of 3.6%. However, another important aspect that makes investors bullish on Facebook Inc (NASDAQ:FB) is the strong growth rate of its Instagram, Messenger and WhatsApp platforms, which the company is currently seeking ways to monetize and once it does, it will have a significant impact on its top line numbers. Stephen Mandel, Philippe Laffont, Ken Griffin, and David E. Shaw are among billionaire investors with the largest stakes in Facebook Inc (NASDAQ:FB) among the funds we track.

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