Empire Capital Management
Latest statistics and disclosures from Empire Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SONS, SPY, CTXS, Jive Software, EQIX. These five stock positions account for 35.54% of Empire Capital Management's total stock portfolio.
- Added to shares of SPY (+$86.17B), CRM (+$39.06B), CIEN (+$36.42B), TIVO (+$33.61B), CTXS (+$31.02B), JDSU (+$26.13B), RHT (+$21.13B), EQIX (+$17.74B), FTNT (+$17.17B), DELL (+$13.18B).
- Started new stock positions in S, CY, Fleetmatics, FTNT, DELL, Nam Tai Electrs Inc -- Call Option, SPY, Invensense, NFLX, CIEN, DGI, SBAC, SNI, SWI, ALU, MCHP, PLCM, MSFT, IRF, MPWR, ERIC, ARMH.
- Reduced shares in these stocks: BRCM (-$42.50B), AAPL (-$40.68B), PCLN (-$33.19B), Jive Software (-$26.68B), Palo Alto Networks (-$21.44B), AKAM (-$15.71B), VMW (-$15.06B), (-$14.06B), Facebook Inc cl a (-$12.78B), Linkedin (-$10.91B).
- Sold out of its positions in APKT, AKAM, AAPL, BSFT, CERN, CRUS, Facebook Inc cl a, Juniper Networks, Linkedin, NTAP, Powerwave Technologies, PCLN, QCOM, SNDK, Skyworks Solutions, TER, VMW, Sina Corporation, Mellanox Technologies.
- As of March 31, 2013, Empire Capital Management has $1039.83B in assets under management (AUM). Assets under management grew from a total value of $751.52B to $1039.83B.
- Independent of market fluctuations, Empire Capital Management was a net buyer by $171.81B worth of stocks in the most recent quarter.
Empire Capital Management portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| SONS | Sonus Networks | 9.61 | 38595000 | 2590.00 | 2.40 | |
| SPY | SPDR S&P; 500 ETF | 8.29 | NEW | 550000 | 156670.91 | 164.51 |
| CTXS | Citrix Systems | 7.56 | +65.00% | 1090000 | 72150.46 | 63.43 |
| Jive Software | 5.04 | -70.00% | 3450000 | 15200.00 | 0.00 | |
| EQIX | Equinix | 5.03 | +51.00% | 242000 | 216309.92 | 214.08 |
| GOOG | 4.96 | -16.00% | 65000 | 794184.62 | 873.32 | |
| TIVO | TiVo | 4.38 | +281.00% | 3675000 | 12389.93 | 12.93 |
| Bazaarvoice | 4.30 | +15.00% | 6105323 | 7320.01 | 0.00 | |
| CRM | salesforce | 4.21 | +821.00% | 245000 | 178828.57 | 43.25 |
| RHT | Red Hat | 3.65 | +509.00% | 750000 | 50560.00 | 48.62 |
| CIEN | Ciena Corporation | 3.50 | NEW | 2275000 | 16010.11 | 15.51 |
| KEYN | Keynote Systems | 3.42 | 2546594 | 13959.82 | 12.65 | |
| JDSU | JDS Uniphase Corporation | 3.03 | +488.00% | 2355000 | 13365.18 | 13.07 |
| RHT | Red Hat | 2.43 | +509.00% | 500000 | 50560.00 | 48.62 |
| MSFT | Microsoft Corporation | 2.34 | NEW | 850000 | 28610.59 | 34.16 |
| FTNT | Fortinet | 1.65 | NEW | 725000 | 23680.00 | 18.31 |
| stock | 1.56 | +24.00% | 405000 | 40029.63 | 0.00 | |
| AMCC | Applied Micro Circuits Corporation | 1.54 | +11.00% | 2162880 | 7420.20 | 7.63 |
| DELL | Dell | 1.27 | NEW | 920000 | 14330.43 | 13.34 |
| BRCM | Broadcom Corporation | 1.25 | -76.00% | 374300 | 34678.07 | 36.59 |
| ARMH | ARM Holdings | 1.12 | NEW | 275000 | 42370.91 | 45.10 |
| Jive Software | 1.07 | -70.00% | 735000 | 15200.00 | 0.00 | |
| MCHP | Microchip Technology | 1.06 | NEW | 300000 | 36770.00 | 36.06 |
| AMZN | Amazon | 1.03 | +100.00% | 40000 | 266500.00 | 261.74 |
| Yelp Inc cl a | 1.03 | +136.00% | 450000 | 23711.11 | 0.00 | |
| Servicenow | 1.02 | +21.00% | 292500 | 36201.71 | 0.00 | |
| ALU | Alcatel-Lucent | 0.93 | NEW | 7250000 | 1330.07 | 1.48 |
| XLNX | Xilinx | 0.83 | +32.00% | 225000 | 38168.89 | 39.21 |
| NFLX | Netflix | 0.82 | NEW | 45000 | 189288.89 | 224.97 |
| Nam Tai Electrs Inc -- Call Option | 0.80 | NEW | 614000 | 13599.35 | 0.00 | |
| QLIK | Qlik Technologies | 0.78 | +200.00% | 314500 | 25831.48 | 29.70 |
| Nxp Semiconductors N V | 0.73 | +400.00% | 250000 | 30292.00 | 0.00 | |
| SBAC | SBA Communications Corporation | 0.69 | NEW | 99500 | 72000.00 | 78.19 |
| Cornerstone Ondemand | 0.66 | +90.00% | 200000 | 34100.00 | 0.00 | |
| SNI | Scripps Networks Interactive | 0.62 | NEW | 100000 | 64340.00 | 68.05 |
| Teradyne Inc call | 0.62 | NEW | 400000 | 16220.00 | 0.00 | |
| Ipath S&p 500 Vix Short Term F | 0.58 | NEW | 300000 | 20250.00 | 0.00 | |
| MSFT | Microsoft Corporation | 0.55 | NEW | 200000 | 28605.00 | 34.16 |
| S | Sprint Nextel Corporation | 0.54 | NEW | 900000 | 6210.00 | 7.36 |
| ERIC | Telefonaktiebolaget LM Ericsson | 0.48 | NEW | 400000 | 12600.00 | 11.64 |
| Workday Inc cl a | 0.47 | NEW | 80000 | 61625.00 | 0.00 | |
| IRF | International Rectifier Corporation | 0.46 | NEW | 225000 | 21151.11 | 21.98 |
| Invensense | 0.41 | NEW | 400000 | 10680.00 | 0.00 | |
| Freescale Semiconductor Holdin | 0.40 | NEW | 280000 | 14889.29 | 0.00 | |
| SWI | SolarWinds | 0.38 | NEW | 66498 | 59099.52 | 40.62 |
| ARUN | Aruba Networks | 0.28 | -70.00% | 117200 | 24744.03 | 13.30 |
| Guidewire Software | 0.28 | -49.00% | 75000 | 38440.00 | 0.00 | |
| PLCM | Poly | 0.27 | NEW | 250000 | 11080.00 | 10.68 |
| Palo Alto Networks | 0.27 | -88.00% | 50000 | 56600.00 | 0.00 | |
| MPWR | Monolithic Power Systems | 0.26 | NEW | 110000 | 24372.73 | 23.90 |
| Yandex Nv-a | 0.22 | -65.00% | 100000 | 23140.00 | 0.00 | |
| Exacttarget | 0.22 | NEW | 100000 | 23270.00 | 0.00 | |
| CY | Cypress Semiconductor Corporation | 0.21 | NEW | 200000 | 11030.00 | 11.03 |
| Fabrinet shs | 0.20 | NEW | 145300 | 14611.15 | 0.00 | |
| Homeaway | 0.19 | NEW | 60000 | 32500.00 | 0.00 | |
| DGI | DigitalGlobe | 0.18 | NEW | 65000 | 28907.69 | 28.27 |
| Fleetmatics | 0.17 | NEW | 75000 | 24253.33 | 0.00 | |
| RP | RealPage | 0.14 | -38.00% | 68000 | 20705.88 | 19.55 |
Past 13F-HR SEC Filings for Empire Capital Management
- Empire Capital Management 2012 Q4 - filed Feb. 14, 2013
- Empire Capital Management 2012 Q3 - filed Nov. 14, 2012
- Empire Capital Management 2012 Q2 - filed Aug. 14, 2012
- Empire Capital Management 2012 Q1 amended - filed May 16, 2012
- Empire Capital Management 2012 Q1 - filed May 15, 2012
- Empire Capital Management 2011 Q4 - filed Feb. 14, 2012
- Empire Capital Management 2011 Q3 - filed Nov. 14, 2011
- Empire Capital Management 2011 Q3 - filed Aug. 15, 2011
- Empire Capital Management 2011 Q1 - filed May 16, 2011
- Empire Capital Management 2010 Q4 - filed Feb. 15, 2011