Baidu Inc (BIDU), Google Inc. (GOOGL): Cantillon’s Top Tech Picks At End of Q1

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Cantillon Capital Management is a company investing in worldwide public equity markets, founded in 2003 by William von Mueffling. The fund has more than $5.11 billion in its equity portfolio as of the end of March, of which more than 60% is invested in information technology and finance stocks. In this article we will take a closer look at four tech companies in which Cantillon holds long positions: Analog Devices Inc (NASDAQ:ADI), Baidu Inc (NASDAQ:BIDU), Google Inc. (NASDAQ:GOOGL), and Sensata Technologies Holding NV (NYSE:ST).

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According to the 13F filing, Cantillon Capital Management owns around 7.74 million shares of Analog Devices Inc (NASDAQ:ADI), valued at $487.34 million. Analog Devices Inc (NASDAQ:ADI) is a leading company in designing and producing electronic equipment (semiconductor products and solutions) with almost $3 billion in annual revenue. The company has announced a dividend of $0.40 per share for the first quarter, which gives it a yield of 2.53%. Other shareholders of Analog Devices Inc (NASDAQ:ADI) include Jim Simons’ Renaissance Technologies, David Harding’s Winton Capital Management, and Ken Hahn’s Quentec Asset Management.

William von Mueffling cut his stake in Baidu Inc (NASDAQ:BIDU) to 2.29 million shares a decrease of 8,059 shares, with the position being valued at $476.51 million at the end of the first quarter of 2015. The leading Chinese-language Internet search provider registered $2.05 billion in revenue for the first quarter, up by 34% compared to the same period of 2014. Other funds with significant positions in Baidu Inc (NASDAQ:BIDU) are Stephen Mandel’s Lone Pine Capital and Philippe Laffont’s Coatue Management with 7.03 million shares and 2.95 million shares respectively as of the end of 2014.

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