Billionaire investors made some innovative technology picks in the third quarter. Highlighted here are three software companies and Volterra Semiconductor Corp. (VLTR, Financial), a semiconductor business that makes voltage regulators.
These four technology companies are held by guru stakeholders as of the third quarter of 2013:
Guru: Mario Gabelli
Volterra Semiconductor Corp. (VLTR)
Portfolio Impact: 0.12%
Up 25% over 12 months, Volterra Semiconductor Corp. has a market cap of $575.49 million; shares trade with a P/E of 41.20.
The current share price is $22.97 with a change from average of 0%.
Incorporated in 1996, Volterra Semiconductor Corp. designs, develops, and markets proprietary, high-performance analog and mixed-signal power management semiconductors for the computing, storage, networking, and consumer markets.
Guru Action: As of Aug. 15, 2013, Mario Gabelli made a new buy of 846,500 shares at an average price of $22.91.
Gabelli is one of four gurus holding VLTR, and there is active insider selling to report.
Track historical pricing, revenue and net income:
Guru: Steve Mandel
SolarWinds Inc. (SWI, Financial)
Portfolio Impact: 1.09%
Down 28% over 12 months, SolarWinds Inc. has a market cap of $2.73 billion; shares trade with a P/E of 30.70.
The current share price is $36.24, with a change from average down 4%.
First incorporated in 1999, SolarWinds Inc. designs, develops, markets, sells and supports enterprise-class IT infrastructure management software, serving IT professionals in organizations of all sizes. The company’s product offerings range from individual software tools to more comprehensive software products that solve problems encountered every day by IT professionals.
Guru Action: As of Aug.12, 2013, Steve Mandel made a new buy of 5,479,465 shares. His average price range per share was $37.66.
Mandel’s current shares are 5,479,465.
Steve Mandel is one of seven gurus holding SWI and there is very active insider trading.
Track historical pricing, revenue and net income:
Guru: Steven Cohen
NQ Mobile Inc. (NQ, Financial)
Portfolio Impact: 0.14%
Up 225% over 12 months, NQ Mobile Inc. has a market cap of $1.29 billion; shares trade with a P/E of 134.60.
The current share price is $24.23, with a change from average up 45%.
NQ Mobile Inc. is a mobile Internet services provider in the People's Republic of China and the overseas market. Its service portfolio includes mobile security, privacy protection, mobile games and advertising.
Check out the GuruFocus warnings and analysis for NQ.
Guru Action: As of Aug.28, 2013, Steven Cohen increased his position by 150,411%. His average price range per share was $16.76.
Cohen’s current shares are 1,505,110.
As of the second quarter of 2013, Steven Cohen and Ron Baron were the only two guru stakeholders. Jim Simons sold out in that quarter. There is one insider trade reported for 2013.
Track historical pricing, revenue and net income:
Guru: Carl Icahn
Nuance Communications Inc. (NUAN, Financial)
Portfolio Impact: 0.13%
Down 23% over 12 months, Nuance Communications Inc. has a market cap of $5.37 billion; it trades with a P/E of 157.50.
The current share price is $17.32, with a change from average down 6%.
Nuance Communications Inc. is a provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications and services make the user experience more compelling by transforming the way people interact with devices and systems.
Guru Action: As of Aug.29, 2013, Carl Icahn increased his position by 2.94%. His average price range per share was $18.50.
Icahn’s current shares are 52,437,750.
Carl Icahn is one of seven gurus holding NUAN as of the second quarter of 2013. There is very active insider selling to report.
Track historical pricing, revenue and net income:
GuruFocus Real Time Picks reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature is for Premium Members only.
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These four technology companies are held by guru stakeholders as of the third quarter of 2013:
Guru: Mario Gabelli
Volterra Semiconductor Corp. (VLTR)
Portfolio Impact: 0.12%
Up 25% over 12 months, Volterra Semiconductor Corp. has a market cap of $575.49 million; shares trade with a P/E of 41.20.
The current share price is $22.97 with a change from average of 0%.
Incorporated in 1996, Volterra Semiconductor Corp. designs, develops, and markets proprietary, high-performance analog and mixed-signal power management semiconductors for the computing, storage, networking, and consumer markets.
Guru Action: As of Aug. 15, 2013, Mario Gabelli made a new buy of 846,500 shares at an average price of $22.91.
Gabelli is one of four gurus holding VLTR, and there is active insider selling to report.
Track historical pricing, revenue and net income:
Guru: Steve Mandel
SolarWinds Inc. (SWI, Financial)
Portfolio Impact: 1.09%
Down 28% over 12 months, SolarWinds Inc. has a market cap of $2.73 billion; shares trade with a P/E of 30.70.
The current share price is $36.24, with a change from average down 4%.
First incorporated in 1999, SolarWinds Inc. designs, develops, markets, sells and supports enterprise-class IT infrastructure management software, serving IT professionals in organizations of all sizes. The company’s product offerings range from individual software tools to more comprehensive software products that solve problems encountered every day by IT professionals.
Guru Action: As of Aug.12, 2013, Steve Mandel made a new buy of 5,479,465 shares. His average price range per share was $37.66.
Mandel’s current shares are 5,479,465.
Steve Mandel is one of seven gurus holding SWI and there is very active insider trading.
Track historical pricing, revenue and net income:
Guru: Steven Cohen
NQ Mobile Inc. (NQ, Financial)
Portfolio Impact: 0.14%
Up 225% over 12 months, NQ Mobile Inc. has a market cap of $1.29 billion; shares trade with a P/E of 134.60.
The current share price is $24.23, with a change from average up 45%.
NQ Mobile Inc. is a mobile Internet services provider in the People's Republic of China and the overseas market. Its service portfolio includes mobile security, privacy protection, mobile games and advertising.
Check out the GuruFocus warnings and analysis for NQ.
Guru Action: As of Aug.28, 2013, Steven Cohen increased his position by 150,411%. His average price range per share was $16.76.
Cohen’s current shares are 1,505,110.
As of the second quarter of 2013, Steven Cohen and Ron Baron were the only two guru stakeholders. Jim Simons sold out in that quarter. There is one insider trade reported for 2013.
Track historical pricing, revenue and net income:
Guru: Carl Icahn
Nuance Communications Inc. (NUAN, Financial)
Portfolio Impact: 0.13%
Down 23% over 12 months, Nuance Communications Inc. has a market cap of $5.37 billion; it trades with a P/E of 157.50.
The current share price is $17.32, with a change from average down 6%.
Nuance Communications Inc. is a provider of voice and language solutions for businesses and consumers around the world. Its technologies, applications and services make the user experience more compelling by transforming the way people interact with devices and systems.
Guru Action: As of Aug.29, 2013, Carl Icahn increased his position by 2.94%. His average price range per share was $18.50.
Icahn’s current shares are 52,437,750.
Carl Icahn is one of seven gurus holding NUAN as of the second quarter of 2013. There is very active insider selling to report.
Track historical pricing, revenue and net income:
GuruFocus Real Time Picks reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature is for Premium Members only.
If you are not a Premium Member, we invite you for a 7-day Free Trial.
