See intro to Leading Hedge Funds' Best Ideas.
Beefed up the position in Qualcomm (QCOM), and initiated positions in Sandridge Energy (SD) and Mastercard (MA).
Top sectors in the portfolio include:
Services 34%
Technology 22%
Financials 9%
Basic Materials 8%
Top 10 holdings are:
(AMX)
QCOM
(SWN)
(GOOG)
(PCLN)
(BAM)
(SLB)
(COH)
(FAST)
(BNI)
