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

The 10 Countries with the Highest Suicide Rates

The 10 Most Technologically Advanced Countries in the World

The 10 Safest Countries in the World to Live in Peace

The 10 Top Selling Smartphones in the World 2014

The 12 Biggest Shopping Centers in the World

The 10 Friendliest Countries in the World

Qihoo 360 Technology Co Ltd (QIHU), Actavis plc (ACT), Yahoo! Inc. (YHOO) Among 20 Long Ideas from Sohn Canada

The 10 Laziest Countries in the World

The 10 Most Polluted Countries in the World

The 10 Most Dangerous Cities in America 2014

The Top 10 Gold Producing Countries in the World

The 10 Tallest Buildings in the World

The 10 Richest Stand Up Comedians in the World

The 10 Fattest Countries in the World

The 5 Best Summer Jobs for Teens

The 10 Most Religious Countries in the World Keeping the Faith

The 10 Most Educated Countries in the World

The 10 Most Popular Cell Phones in the World

The 10 Drunkest Countries in the World

The 10 Most Expensive Private Schools in the World

The 10 Smallest Countries in the World

Walking Dead Season 5 Spoilers You’ll Wish You Didn’t Know

The 10 Poorest Countries in the World

The 10 Greenest Countries in the World

The Top 10 Countries with the Highest Population in the World

The 10 Most Visited Countries in the World

The Top 10 Star Wars Characters in the Iconic Series

The 10 Most Expensive Android Phones in the World

5 Reasons Why The Illuminati Is Real and a Threat to Society

The 6 Scariest Halloween Costumes Ever Screamed At

The 4 Biggest Hedge Fund Managers in the World Today

The 15 Most Densely Populated Countries in the World

The 10 Biggest Tea Drinking Countries in the World

Top 6 Ways to Improve Your Checkout Process and Close Sales

The 5 Most Profitable Online Businesses You Can Start Today

The 20 Most Profitable Hospitals in the US

The 5 Most Profitable Home Businesses to Start

The 7 Teams that Will Win the Stanley Cup in 2015

The Top 10 Most Expensive Digital Cameras to Snap Stunning Shots With

The 10 Highest Quality Fast Food Restaurants In America Today

The 8 Best Halloween Decorating Ideas to Spook Up Your House

10 Marvel Women that Should Get a Movie Right Now

The 20 Best Remixes of Popular Songs that Will Make You Forget the Originals

7 Most Expensive Cities in the World

5 Least Expensive Cities in the World

10 Celebrities Who Believe In Scientology

10 High Margin Food Products to Build a Business Around

The 10 Most Expensive Clothing Stores in the United States to Get Decked Out At

The 5 Biggest Kickstarter Scams That Swindled Backers’ Donations

The 10 Most Expensive Boarding Schools In the World

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!