Top New Buys and Sells of Hedge Fund Guru Mark Kingdon

HCA Holdings Inc. ( HCA ), Metlife Inc. ( MET ) and Target Corp. ( TGT ). His top sell is General Motors Company ( GM ).

New York-based Long/Short Equity Hedge Fund Kingdon Capital Management LLC founded in 1983 by Mark E. Kingdon manages over $4 billion in assets, including $3 billion in equity assets. Kingdon began his career as a pension fund administrator with AT&T ( T ), and then worked for Century Capital Associates for eight years prior to founding Kingdon Capital Management. The firm invests in growth and value stocks across the market capitalization range, and they employ a top-down approach to select the economies and a bottom-up stock picking approach to make its investments. Their larger $2.8 billion Kingdon Offshore Ltd. Fund has generated a cumulative return of 3,781% since founding in 1986 at 15.64% compound annual growth versus 1,012% for the S&P 500 at 9.7% compounded growth. The $1.7 billion Kingdon Associates fund has generated 10,339% cumulative return since founding in 1983 at 18.05% compound return versus 2,760% cumulative at 12.6% for the S&P 500.

The fund holds a diversified portfolio of 251 equity positions, about 60% of that in large-caps, 20% in mid-caps and the remaining 20% in small-caps. Their portfolio turnover is 150%-200%, implying an average holding period of six to eight months. Based on the most recent SEC 13-F filing for the March 2011 quarter , we determined that their portfolio is over-weight Basic Materials, Services Transportation and Consumer Sectors, and it is under-weight Healthcare and Energy Sectors.

The following summarizes their new picks and pans in the latest reported 13-F filing for the March 2011 quarter, and updated based on any 13-G filings since the end of the quarter:

General Motors Company ( GM ) is a global automaker that produces cars and trucks and sells them under the brand names Baojun, Buick, Cadillac, Chevrolet, GMC, Daewoo, Holden, Opel, Isuzu, Vauxhall, Jiefang, FAW, and Wuling. This position was initiated in the prior December 2010 quarter in the mid-$30s, so the selling out of that position completely in the low-$30s last quarter at a loss indicates a conviction in their sell decision. Micron Technology, Inc., ( MU ) together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide.

Explain Ddr Sdram - News


RDRAM antitrust trial begins

and control the total quantity of RDRAM produced, causing stock shortages, driving up prices and ultimately consigning RDRAM to a niche market. Rambus also claims Hynix and Micron underpriced their own SDRAM and DDR SDRAM chips to undercut Rambus.



Top New Buys and Sells of Hedge Fund Guru Mark Kingdon

Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static



How Much Does It Cost to Produce a Samsung Chromebook?
How Much Does It Cost to Produce a Samsung Chromebook?

The motherboard includes a 2GB Double Data Rate 3 (DDR) SDRAM, as well as a dual-core Intel Atom N570 processor and a Trusted Platform Module (TPM) for computing security from Infineon Technologies, which is most commonly found on enterprise-level



Linear Tech regulator provides rails for DRAM controllers

The LTC3634 dual-channel monolithic synchronous step-down regulator from Linear Technology provides power supply and bus termination rails for DDR1, DDR2 and DDR3 SDRAM controllers. The LTC3634 operates from an input voltage from 3.6V to 15V,



US Patents Awarded to Inventors in California (June 29)

Calif., Vincent Wong, Fremont, Calif., and Jie Du, Santa Clara, Calif., for an "automated scan testing of DDR SDRAM." The abstract of the patent published by the US Patent and Trademark Office states: "A controller for scan testing a memory.




Tekedia » Double Data Rate 3 (DDR3) Remains Top DRAM Technology

DDR3 in 2011 is projected to account for 89 percent of the 808 million DRAM module units shipped this year, up from 67 percent last year and 24 percent in 2009. In comparison, the older and slower DDR2 will make up 9 percent of the module market in 2011, down from 29 percent last year. The legacy-type product of DDR will take up the remaining module shipments in the market.

 

Double data rate synchronous dynamic random access memory (DDR SDRAM) is a class of memory integrated circuits used in computers. DDR SDRAM (sometimes referred to as DDR1 SDRAM ) has been superseded by DDR2 SDRAM and DDR3 SDRAM, neither of which are either forward or backward compatible with DDR SDRAM, meaning that DDR2 or DDR3 memory modules will not work in DDR equipped motherboards, and vice versa.


Explain Ddr Sdram - Bookshelf

Mike Meyers' CompTIA A+ Guide, Essentials: (Exam 220-601)

Mike Meyers' CompTIA A+ Guide, Essentials: (Exam 220-601)

Tech Tip RAM Slang Most techs drop some or all of the SDRAM part of DDR SDRAM ... DDR SDRAM basically copied Rambus, doubling the throughput of SDRAM by ...

Mike Meyers' CompTIA A+ Guide to Managing and Troubleshooting PCs

Mike Meyers' CompTIA A+ Guide to Managing and Troubleshooting PCs

Tech Tip RAM Slang Most techs drop some or all of the SDRAM part of DDR SDRAM when ... Figure 4.15 DDRSDRAM • DDR SDRAM AMD and many major system and memory ...

Upgrading and Repairing PCs

Upgrading and Repairing PCs

DDR SDRAM Double data rate (DDR) SDRAM memory is a JEDEC standard that is an evolutionary ... which data is transferred twice as quickly as standard SDRAM. ...

Computer Architecture

Computer Architecture

The Rambus technology competes directly with the DDR SDRAM technology. The specification of DDR SDRAM is an open standard, while RDRAM is a proprietary ...

Writing Fast Programs, A Practical Guide for Scientists and Engineers

Writing Fast Programs, A Practical Guide for Scientists and Engineers

These differences set the stage for a brief outline of the SDRAM, DDR SDRAM and RAMBUS technologies. 2.9.22.9.22.9.22.9.22.9.2 SDRAM and DDR SDRAM Memory ...

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DDR SDRAM explained - PCTechGuide.Com
Explaining what DDR is, and how it developed as a leading RAM technology.

please explain DDR vs SDRAM ?
Hello, Can someone explain the difference between SDRAM and DDR? My motherboard is and Elitegroup k7s5a and accepts both types of memory. ...

DDR SDRAM
This article will help to explain the difference between DDR SDRAM and RAM, types of DDR SDRAM sizes, DDR SDRAM speeds, and DDR SDRAM frequencies. ...

DDR-SDRAM Explained - FrostyTech News
FrostyTech is a leading Heat Sink review publication for all your computer cooling needs. Frostytech tests every major heatsink vendor so you know which coolers to get.

DDR/SDRAM???
I ran AIDA32 to check whicg type of RAM compatible with the MOBO. It tells me that i have PC2100 DDR SDRAM. It also seems that memory speed is 266MHz...