Linear Technology Corporation (LLTC), Newmont Mining Corp (NEM) & More: GLG Partners Built These Positions Drastically In The Past Four Quarters

NVIDIA Corporation (NASDAQ:NVDA) continues the trend of chip manufacturers on our list. NVDA started Q1 2012 as a 133,000 share position for Gottesman valued at $2mm. Fast forward to Q4, and the fund manager built the position up to 1.6mm shares, adding up to a market value of $19.9mm. In that same time period, the chip manufacturer lost 14% but is up slightly since the beginning of 2013. NVIDIA Corporation (NASDAQ:NVDA) hopes to add shareholder value in 2013 by returning $1bn through dividends and buybacks. The stock is currently 13.3% away from where analysts collectively expect it to be a year from now. Billionaire Steven Cohen of SAC Capital Advisors has over $50mm invested across equity and call option positions (read about his top holdings here).

Molson Coors Brewing Company (NYSE:TAP) rounds out our list after seeing its share in Gottesman’s portfolio jump from 0.06% of AUM in Q1 2012 to 0.67% by Q4. The international brewer saw an upgrade by Goldman Sachs to Buy at the start of the month; the investment bank issued a price target of $63, which represents a potential growth of over 20% from current trading levels. The stock is already up 21% this year as alcohol drinkers help beer sales achieve their first gain in four years. Billionaire David Harding of Winton Capital Management has $12.3mm invested in Molson Coors Brewing Company (NYSE:TAP), roughly $1mm less than Gottesman (view the fund’s positions here).

Disclosure: I do not own shares of any stocks mentioned in this article.