Senrigan Capital Management

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
Jaguar Mng 6.04 3.20M 1.20 0.00
ShangPharma (SHP) 1.54 128000 NEW 7.62 0.00

Past 13F-HR SEC Filings for Senrigan Capital Management