Billionaire Noam Gottesman Is Betting on These Stocks

In its latest 13F, Noam Gottesman‘s Glg Partners, has disclosed its holdings as held at the end of the fourth quarter of 2013. The total value of the fund’s equity portfolio went up to around $1.44 billion in the fourth quarter, from about $1.09 billion at the end of September.We have picked Glg Partners’ top five holdings in terms of value that the fund revealed in its equity portfolio as at the end of last year.

Facebook Inc. (NASDAQ:FB)

The first on the list is Facebook Inc (NASDAQ:FB), in which the fund owns 743,775 shares, with a reported value of $40.66 million. The holding was increased from 664,104 shares held at the end of the third quarter of 2013.

In Discover Financial Services (NYSE:DFS), a direct banking and payment services company, Glg’s position was boosted to 535,941 shares, from 433,167 shares held in the previous quarter. The value of the current holding amounts to $29.99 million.

On the third spot is Apple Inc. (NASDAQ:AAPL), where the fund upped its stake to 50,601 shares, worth $28.39 million, from 37,953 shares held at the end of the third quarter.

The next on the list is Visa Inc (NYSE:V), in which Glg Partners raised its stake to 127,078 shares from 92,443 shares held in the previous quarter. The value of the holding increased to $28.29 million, from $17.67 million.

Splunk Inc (NASDAQ:SPLK) is the fifth most valuable holding of Glg Partners, in which the fund revealed owning 357,725 shares at the end of the fourth quarter, with a reported value of $24.57 million. The fund held 297,817 shares at the end of the previous quarter.

Moreover, the fund added some new positions to its equity portfolio in the fourth quarter, CME Group Inc (NASDAQ:CME) was amongst them, of which the fund owns 147,647 shares, worth $11.58 million. PVR Partners LP (NYSE:PVR) was also added to Glg’s equity portfolio during the fourth quarter, and the fund revealed owning 338,627 shares, with a reported value of $9.09 million.

The fund sold out its stake in Broadcom Corporation (NASDAQ:BRCM), a semiconductor solution for wired and wireless communications, previously holding 298,400 shares.

Disclosure: none

Recommended Reading:

Paul Tudor Jones’ New Bets: Baidu and Citigroup Among the Largest

Billionaire Edward Lampert’s Latest Stock Moves

Mohnish Pabrai’s Top Stock Picks

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

10 Top Reasons For Getting Fired

The 3 Best States to Start an LLC

10 Jobs That Allow You to Travel

7 High-Paying Jobs You Can Do From Home

12 Best Cities to Shop in USA

10 Best States To Practice Medicine

The 10 Best States to Have a Business

The 12 Most Expensive Apple (AAPL) Apps in the Market

The 10 Richest Billionaires in the World

10 Biggest Kickstarter Failures

The 10 Best Places to Work At

The Top 10 of Google Inc (GOOGL)’s Most Expensive Acquisitions

13 Best Cities to Visit in South America

10 Most Expensive Works of Art of All Time

The 10 Richest Banks in the World

The 10 Best-Paying Jobs in America (2014)

7 Most Expensive Foods in the World

The World’s Top 10 Earning Authors

Five Wicked and Very Expensive Items (and Other “Stuff”) Sold on eBay

10 Biggest Celebrity Bankruptcies

The Top 10 Highest Paid CEOs in 2014

The 10 Most Expensive Real Estate Cities in America

10 Most Expensive States To Live In America

The 10 Best Airlines in the World

The 10 Best-Selling Cars in 2014

The 10 Best Industries to Invest In

The 10 Most Expensive States to Own a Car In

Top 10 Business Schools in US: 2014 Rankings

Top 20 Female Billionaires in 2014

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!