Latest statistics and disclosures from Senrigan Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, Merrimack Pharmaceuticals In, FMCN, GAME, Jaguar Mng. These five stock positions account for 98.46% of Senrigan Capital Management's total stock portfolio.
- Added to shares of these 4 stocks: FMCN (+$8.32M), TSM (+$5.30M), SHP, GAME.
- Started 2 new stock positions in SHP, FMCN.
- Reduced shares in these 5 stocks: UMC, AAPL, KT, SKM, Jaguar Mng.
- Sold out of its positions in AAPL, KT, SKM, UMC.
- As of Sept. 30, 2012, Senrigan Capital Management has $63.53M in assets under management (AUM). Assets under management grew from a total value of $51.42M to $63.53M.
- Independent of market fluctuations, Senrigan Capital Management was a net buyer by $6.72M worth of stocks in the most recent quarter.
Senrigan Capital Management portfolio companies for September 2012 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Price||Last Trade|
|Taiwan Semiconductor Mfg (TSM)||45.69||1.85M +22.00%||15.72||23.50|
|Merrimack Pharmaceuticals In||21.09||1.43M||9.38||0.00|
|Focus Media Holding (FMCN)||13.09||355353 NEW||23.40||0.00|
|Shanda Games (GAME)||12.55||2.10M +10.00%||3.79||6.24|
|ShangPharma (SHP)||1.54||128000 NEW||7.62||0.00|