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TPG-Axon Management Holdings in 3rd Quarter: 13F Alert

Nov 14 (Bloomberg) -- The following is an analysis of TPG-Axon Management as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Equinix Inc                  EQIX US      150,566,850    1,695,000      -15,700
Ensco Plc-Spon ADR           ESV US       118,662,050    2,935,000    2,935,000
Sirius XM Radio Inc          SIRI US      117,058,522   77,522,200   -5,477,800
Time Warner Cable            TWC US       105,661,620    1,686,000      351,000
Viacom Inc-Class B           VIA/B US     104,239,461    2,690,745      200,745
TD Ameritrade Holding Corp   AMTD US      104,006,994    7,072,900    3,256,869
Virgin Media Inc             VMED US       90,703,750    3,725,000     -385,000
Joy Global Inc               JOYG US       88,891,500    1,425,000     -380,000
Coca-Cola Enterprises        CCE US        73,388,287    2,949,690   -2,545,310
Community Health Systems Inc CYH US        72,766,720    4,373,000      -92,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Ensco Plc-Spon ADR           ESV US       118,662,050    2,935,000    2,935,000
Express Scripts Inc          ESRX US       70,989,050    1,915,000    1,915,000
MetLife Inc                  MET US        51,118,250    1,825,000    1,825,000
Visa Inc-Class A Shares      V US          41,402,760      483,000      483,000
Schlumberger Ltd             SLB US        33,448,800      560,000      560,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Sprint Nextel Corp           S US        -203,256,900            0  -37,710,000
Expedia Inc                  EXPE US     -114,510,500            0   -3,950,000
NetApp Inc                   NTAP US     -105,858,524            0   -2,005,656
Emerson Electric Co          EMR US       -99,843,750            0   -1,775,000
Harley-Davidson Inc          HOG US       -71,861,380            0   -1,754,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
TD Ameritrade Holding Corp   AMTD US       29,556,229    7,072,900    3,256,869
WR Grace & Co                GRA US         6,501,220    1,777,894      622,894
Time Warner Cable            TWC US         1,478,220    1,686,000      351,000
Viacom Inc-Class B           VIA/B US     -22,750,539    2,690,745      200,745 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Mosaic Co/The                MOS US      -139,363,520    1,089,000   -1,756,000
Covidien Plc                 COV US       -98,604,799      159,877   -1,825,007
Coca-Cola Enterprises        CCE US       -86,955,813    2,949,690   -2,545,310
Albemarle Corp               ALB US       -83,733,150      419,625   -1,035,375
Joy Global Inc               JOYG US      -83,016,700    1,425,000     -380,000
 
 
SOURCE: SEC 13F-HR 
FILER: TPG-Axon Management 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

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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