Warning: session_start() [function.session-start]: open(/home/content/55/3462755/tmp/sess_r1hsvj1goccbft4olsn42jv3e3, O_RDWR) failed: No such file or directory (2) in /home/content/55/3462755/html/fv/blog/wp-content/plugins/si-captcha-for-wordpress/si-captcha.php on line 964

Warning: session_start() [function.session-start]: Cannot send session cookie - headers already sent by (output started at /home/content/55/3462755/html/fv/blog/wp-content/plugins/si-captcha-for-wordpress/si-captcha.php:964) in /home/content/55/3462755/html/fv/blog/wp-content/plugins/si-captcha-for-wordpress/si-captcha.php on line 964

Warning: session_start() [function.session-start]: Cannot send session cache limiter - headers already sent (output started at /home/content/55/3462755/html/fv/blog/wp-content/plugins/si-captcha-for-wordpress/si-captcha.php:964) in /home/content/55/3462755/html/fv/blog/wp-content/plugins/si-captcha-for-wordpress/si-captcha.php on line 964
Fundville » tiger cub

This is the first of our series “Ignore Fundville at Your Own Peril“.

Look at this fundville table that we released in February 2010:

3. Top 20 Holdings (Value) of This Quarter

No. Security Put/Call Stock Shares Value(x$1000) Activity(Shr) % Port.
1.) LIFE TECHNOLOGIES CORPORATION LIFE 6,200,000 $323,764 Cut -4.62% 8.46%
2.) HOLOGIC, INC. HOLX 17,800,000 $258,100 Cut -3.78% 6.74%
3.) GILEAD SCIENCES, INC. GILD 5,500,000 $237,985 Added 150.00% 6.22%
4.) VALEANT PHARMACEUTICALS INTERNATIONAL VRX 7,000,000 $222,530 Cut -30.00% 5.81%
5.) COVIDIEN PLC COV 3,000,000 $143,670 Cut -28.57% 3.75%
6.) MAGELLAN HEALTH SERVICES, INC. MGLN 3,425,000 $139,500 Unchanged 3.64%
7.) MEDIVATION, INC. PUT MDVN 3,500,000 $131,775 Added 250.00% 3.44%
8.) ST. JUDE MEDICAL, INC. STJ 3,500,000 $128,730 Added 89.19% 3.36%
9.) BIOGEN IDEC INC BIIB 2,277,500 $121,846 Cut -48.24% 3.18%
10.) HILL-ROM HOLDINGS, INC. HRC 4,900,000 $117,551 Unchanged 3.07%
11.) DAVITA INC. DVA 1,775,000 $104,263 Added 255.00% 2.72%
12.) CVS CAREMARK CORPORATION CVS 2,850,000 $91,799 Added 128.00% 2.40%
13.) AMERISOURCEBERGEN CORP. ABC 3,500,000 $91,245 Added 159.26% 2.38%
14.) SERVICE CORP. INTERNATIONAL SCI 11,000,000 $90,090 Added 25.00% 2.35%
15.) ALIGN TECHNOLOGY, INC. ALGN 5,000,000 $89,100 Unchanged 2.33%
16.) BIOMARIN PHARMACEUTICAL INC. BMRN 4,700,000 $88,407 Cut -4.08% 2.31%
17.) BAXTER INTERNATIONAL INC. BAX 1,500,000 $88,020 New 2.30%
18.) PERKINELMER, INC. PKI 4,200,000 $86,478 Cut -2.33% 2.26%
19.) ILLUMINA, INC. ILMN 2,800,000 $85,904 New 2.24%
20.) NEKTAR THERAPEUTICS NKTR 9,100,000 $84,812 Added 0.55% 2.22%

The first observation is that somebody was shorting MDVN, “a biopharmaceutical company, focuses on the development of small molecule drugs for the treatment of Alzheimer’s disease” (Yahoo Finance), with extremely high conviction!

Continue reading »

Bess Levin is the best! Please check out the Viking Global latest investor letter at DealBreaker.com. Combining the letter with our 13F filing data, you will get a better picture of Viking’s investment strategy.

Fundville Analytics Team

Julian Robertson’s Tigers, under the “rigorous” training of Wall Street with fear and greed, have lost wildness and become typical civilized Americans. They love “Apple” (AAPL), like to “Google” (GOOG), drink “Pepsi” (PEP) all the time, eat “Monsanto” (MON) gene modified pop corns, watch TV from “DirecTV” (DTV) and enjoy shopping with credit cards from “Visa” (V) and “MasterCard” (MA). They all live in big houses (IYR) and bank at the Chase (JPM). Once in a while, they bid expensive stuff from EBay (EBAY). Well, that’s basically the 10 most popular stocks held by 38 Tiger Club members, all are acclaimed successful hedge fund managers.

Continue reading »





Warning: Unknown: open(/home/content/55/3462755/tmp/sess_r1hsvj1goccbft4olsn42jv3e3, O_RDWR) failed: No such file or directory (2) in Unknown on line 0

Warning: Unknown: Failed to write session data (files). Please verify that the current setting of session.save_path is correct () in Unknown on line 0