In Express Scripts Holding Company (NASDAQ:ESRX), Marque Millennium Capital owns 103,400 shares, valued at $8.97 million. The stock of the $63 billion healthcare management company edged up by 2.5% during the January-March period. In its latest financial results, Express Scripts Holding Company (NASDAQ:ESRX) posted revenue of $24.90 billion, up from $23.69 billion a year earlier and EPS of $0.61, versus $0.42 for the first quarter of 2014. Moreover, the company provided its EPS outlook for the second quarter, setting it between $1.39 and $1.43, which tops the current estimates of $1.37. Robert Rodriguez and Steven Romick’s First Pacific Advisors LLC and Glenn Greenberg‘s Brave Warrior Capital were the largest shareholders of Express Scripts Holding Company (NASDAQ:ESRX) among the funds we track, according to the previous round of 13F filings.
The following two companies are Mr. Meckel’s largest picks from the technology sector. In Apple, which owns one of the most profitable businesses ever, the investor reported holding almost 66,900 shares worth $8.32 million. Apple Inc. (NASDAQ:AAPL) is the obvious choice of any technology-oriented investor due to its solid returns. The company’s latest financial results also came ahead of expectations and on top of that, its buyback program was increased to $200 billion. Overall, it is obvious why investors like Apple Inc. (NASDAQ:AAPL). Among the investors we track, Apple is the most popular stock (see the list of 10 most popular stocks here). The most bullish of them is Carl Icahn, who owns 52.76 million shares. David Einhorn’s Greenlight Capital also likes Apple Inc. (NASDAQ:AAPL), as it stated in its last letter to investors: “AAPL is a superior company that merits a premium multiple.”
Finally, the fifth-largest position in terms of value is represented by Western Digital Corp (NASDAQ:WDC), in which Marque owns 88,400 shares worth $8.05 billion. Western Digital Corp (NASDAQ:WDC) is a company that develops data storage solutions, with HDDs and SSDs being among its product offerings. Its stock is up by around 11% over the last 52 weeks and analysts are bullish on the company’s prospects, as the majority of firms covering the stock reiterated ‘Buy’ ratings in the last month and the consensus price target stands at above $117 per share, upside of over 20%. The largest shareholders of Western Digital Corp (NASDAQ:WDC) among the funds from our database are Cliff Asness’ AQR Capital Management, Ken Griffin’s Citadel Investment Group, and Donald Chiboucis’ Columbus Circle Investors, although their positions amass less than 1% of their equity portfolios.
Disclosure: none
