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Galleon Management

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Data since: Jul-1-2007
Current Portfolio: Q4 2009


     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2009 View as: Alerts Holdings Detail
 AAPL $493.17 +16.49 +3.46% 31,541,632 280% $437.0B - 59% 3% +134.0% $25.6M | 130.0K shares - decrease of 380.0K shares
 AMAT $13.11 +0.11 +0.85% 11,424,925 79% $16.7B 2.5% 35% -23% -6.0% $5.8M | 443.6K shares - decrease of 1.1M shares
 CTSH $70.68 -0.07 -0.10% 2,616,858 114% $21.7B - 32% -15% +55.9% $3.8M | 90.0K shares - decrease of 463.8K shares
 FSLR $49.02 +3.21 +7.02% 8,216,982 208% $4.0B - 64% -72% -63.8% $16.9M | 125.0K shares - decrease of 10.0K shares
 HAL $36.77 -0.25 -0.68% 13,627,497 81% $34.0B 1.0% 35% -36% +22.2% $4.4M | 150.0K shares - No Change
 MRO $32.60 -0.09 -0.28% 7,468,368 107% $23.3B 2.1% 70% -40% +4.4% $6.2M | 190.0K shares - No Change
 MYL $22.96 +0.07 +0.31% 4,631,351 88% $9.6B - 48% -10% +24.6% $10.5M | 600.0K shares - No Change
 NOK $5.07 -0.14 -2.69% 24,838,370 76% $19.0B 3.5% 14% -57% -60.5% $4.0M | 300.0K shares - decrease of 550.0K shares
 NOV $82.46 +0.69 +0.84% 3,780,025 102% $34.7B 0.6% 72% -5% +87.0% $5.1M | 115.0K shares - No Change
 NTAP $41.11 +1.33 +3.36% 6,232,454 92% $14.1B - 25% -33% +19.6% $3.9M | 129.4K shares - decrease of 250.0K shares
 RIG $50.53 +1.09 +2.20% 5,024,423 86% $15.7B 6.4% 32% -41% -37.3% $6.9M | 80.0K shares - No Change
 SWKS $24.55 +0.27 +1.09% 4,780,612 97% $4.4B - 79% -35% +73.0% $5.6M | 450.0K shares - decrease of 275.0K shares
 UBS $14.45 +0.01 +0.07% 4,046,642 87% $54.6B - 39% -28% -6.8% $4.2M | 250.0K shares - decrease of 4.6K shares
 V $112.42 +4.07 +3.76% 9,900,537 260% $86.8B 0.8% 60% 3% +30.4% $17.5M | 220.0K shares - decrease of 150.4K shares
 VRX $48.49 -1.08 -2.18% 2,292,233 111% $15.2B - 51% -15% +247.3% $3.5M | 110.0K shares - No Change
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Discuss Galleon Management's portfolio
 
Latest Portfolio Notes & Links
 
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Nuance Slides On FY Q1 Miss; ‘Siri, What Went Wrong?’
AAPL  NUAN  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - February 09, 04:56PM from (www.forbes.com)
Nuance Communications shares are trading sharply lower after hours Thursday on disappointing results for the voice technology  more ...
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First Solar Plans to Reduce Panel Production at German Factory
FSLR  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - February 09, 04:37PM from (www.bloomberg.com)
First Solar Inc. (FSLR), the world’s biggest maker of thin-film solar panels, plans to reduce production at its factory  more ...
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PREMIUM PARTNER CONTENT
Solid Results, Improved Guidance Drives Visa Shares Higher
SYNO  V  
Posted by bullmarket ( track member | ignore member ) - February 09, 04:27PM
Continued use of credit cards in the U.S. combined with strong international and e-commerce growth drove a better-than-expected  more ...
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Transocean Ltd. Announces Schedule for Fourth Dividend Installment and Currency Election Period
RIG  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - February 09, 04:15PM from (www.marketwire.com)

ZUG, SWITZERLAND--(Marketwire - Feb 9, 2012) - Transocean Ltd. (NYSE: RIG) (SIX: RIGN) today announced the schedule  more ...

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Solar Soars: Deutsche Upbeat on Demand; Jefferies, Avian Object
SPWR  FSLR  STP  TSL  LDK  JASO  YGE  SOL  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 04:08PM from (blogs.barrons.com)
Solar energy technology provider stocks are surging today, and have risen sharply over the last month or so, with First Solar  more ...
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24/7 Wall St. Closing Bell
MMM  PEP  AMGN  AAPL  TDC  IPSU  CSCO  AMSC  SIRI  RIMM  TLEO  BG  AONE  DMND  EXPE  TSL  PM  LO  DNKN  GRPN  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 04:07PM from (247wallst.com)
The three major US stock indexes opened a bit higher this morning, and after some volatility have managed to get to the final  more ...
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The FBI’s Steve Jobs File: Computing ‘Genius,’ Lousy GPA
AAPL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - February 09, 03:26PM from (www.forbes.com)
Guest post written by Connie Guglielmo Editor's note: Connie Guglielmo this weeks joins Forbes as reporter in our San Francisco  more ...
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AAPL, DELL: Mizuho Starts at Buy, Prefers to HPQ
HPQ  AAPL  MSFT  DELL  NOK  RIMM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 03:22PM from (blogs.barrons.com)
Mizuho Securities analyst Abhey Lamba, who was previously with ISI Group, late yesterday initiated coverage of Apple (AAPL),  more ...
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More Short Covering Exaggerates Solar Rallies
ENER  SPWR  WFR  FSLR  TSL  TAN  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 03:10PM from (247wallst.com)
Solar stocks are on fire. Still, they are so far down from a year ago that celebrating the move it difficult to do. To  more ...
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Higher Chinese Wages – Even for Fry Cooks -- Raise Questions About YUM’s Lofty Valuation
MCD  AAPL  YUM  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - February 09, 02:13PM from (ycharts.com)
Be it constructing iPhones or manning the deep fryers at YUM! Brands’ (YUM) KFC, the leading U.S. fast food chain in China,  more ...
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How to Profit off Addicts
IBM  S  AAPL  ATVI  VZ  T  MO  CSCO  STX  KNM  RAI  GOOG  GLUU  PM  LO  ZNGA  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - February 09, 01:42PM from (www.benzinga.com)
If you want to get rich, don't invest in things people want. Invest in things people need.
Of course, besides food,  more ...

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Apple: iPad to Grow in Business Like Hybrid Corn, Says Needham
AAPL  AMZN  GOOG  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 01:25PM from (blogs.barrons.com)
Needham & Co.’s Charlie Wolf this morning reiterated a Buy rating on shares of Apple (AAPL) and raised his price target  more ...
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Apple: More Love From The Street
AAPL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - February 09, 12:37PM from (www.forbes.com)
Apple shares are getting some new love from Wall Street analysts this morning, even as the stock pushes up close to the $500  more ...
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US Stocks Little Changed on Greek Deal
V  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - February 09, 12:06PM from (www.bloomberg.com)
U.S. stock-index futures were little changed, following two days of gains for the Standard & Poor’s 500 index,  more ...
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Sony Incoming CEO Hirai Vows to Take Painful Decisions to Cut Fixed Costs
AAPL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - February 09, 12:02PM from (www.bloomberg.com)
Enlarge image

Sony Incoming CEO Kazuo Hirai


Kazuo Hirai, incoming president and chief executive officer of Sony Corp.
 more ...

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Apple: New Sprint Subsidies Could Move iPhone Units, Says BTIG
S  AAPL  T  ETF  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 11:52AM from (blogs.barrons.com)
BTIG Research’s Walter Piecyk returns today with further thoughts on how the U.S. wireless market is dealing with the phenomenon  more ...
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Apple Captures 80% of Mobile Phone Company Profits
AAPL  MSFT  NOK  RIMM  GOOG  MMI  SSNLF  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 11:50AM from (247wallst.com)
Investment firm Canaccord Genuity said today in its daily newsletter that Apple Inc. (NASDAQ: AAPL) garners about 80% of  more ...
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Research In Motion: Canaccord Cuts Ests On Weak BB7 Sales
AAPL  RIMM  GOOG  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - February 09, 11:34AM from (www.forbes.com)
Things are not getting any better at Research In Motion. Canaccord Genuity analyst T. Michael Walkley this morning repeated  more ...
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Visa Soars to $112
V  
Linked by CrossingWallStreet.com ( track newsfeed | ignore newsfeed ) - February 09, 11:11AM from (www.crossingwallstreet.com)
Visa ($V) has been on my Watch List for sometime. It's a great company and I wish I had added to my Buy List along [....  more ...
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House Votes to Tighten Insider-Trading Ban
JPM  FNMA  GS  FMCC  V  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - February 09, 11:06AM from (www.bloomberg.com)
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Senator Charles Grassley


“Can you believe what a few people in the House  more ...

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