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TPG-Axon Holdings in 2nd Quarter: 13F Alert

Aug 15 (Bloomberg) -- The following is an analysis of TPG-Axon Management as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Sprint Nextel Corp           S US         203,256,900   37,710,000   21,790,000
Mosaic Co/The                MOS US       192,691,850    2,845,000    2,845,000
Sirius Xm Radio Inc          SIRI US      181,770,000   83,000,000   83,000,000
Equinix Inc                  EQIX US      172,814,914    1,710,700     -109,300
Joy Global Inc               JOYG US      171,908,200    1,805,000    1,805,000
Coca-Cola Enterprises        CCE US       160,344,100    5,495,000     -550,000
Petrohawk Energy Corp        HK US        128,037,300    5,190,000      940,000
Viacom Inc-Class B           VIA/B US     126,990,000    2,490,000     -285,000
Virgin Media Inc             VMED US      123,012,300    4,110,000   -2,973,800
Community Health Systems Inc CYH US       114,661,200    4,465,000      694,500
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Mosaic Co/The                MOS US       192,691,850    2,845,000    2,845,000
Sirius Xm Radio Inc          SIRI US      181,770,000   83,000,000   83,000,000
Joy Global Inc               JOYG US      171,908,200    1,805,000    1,805,000
Expedia Inc                  EXPE US      114,510,500    3,950,000    3,950,000
Emerson Electric Co          EMR US        99,843,750    1,775,000    1,775,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US      -155,750,832            0   -3,378,543
AT&T Inc                     T US        -124,276,600            0   -4,060,000
El Paso Corp                 EP US        -93,848,112            0   -5,213,784
Allscripts Healthcare Soluti MDRX US      -83,849,278            0   -3,994,725
Time Warner Inc              TWX US       -76,052,531            0   -2,130,323
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Sprint Nextel Corp           S US         129,388,100   37,710,000   21,790,000
Halliburton Co               HAL US        36,865,400    1,275,000      710,000
Petrohawk Energy Corp        HK US         23,742,300    5,190,000      940,000
Itau Unibanco Hldng-Pref ADR ITUB US       12,741,216    2,435,000      580,404
Triquint Semiconductor Inc   TQNT US       10,313,600    6,840,000    2,240,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Covidien Plc                 COV US       -74,872,950    1,984,884   -1,490,825
Virgin Media Inc             VMED US      -73,846,502    4,110,000   -2,973,800
NetApp Inc                   NTAP US      -71,338,720    2,005,656   -1,674,644
Dryships Inc                 DRYS US      -66,755,431    5,434,622  -12,651,539
TD Ameritrade Holding Corp   AMTD US      -52,880,882    3,816,031   -2,285,150
 
 
SOURCE: SEC 13F-HR 
FILER: TPG-Axon Management 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

To analyze this 13F: {FLNG 139368 1 14<go>} To analyze all 13F's filed, {FLNG<go>}

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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