Based in New York, Mapleline Capital LLC was founded by Leon Shaulov in 2013, following his departure as senior portfolio manager at Galleon Group. Prior to that, Shaulov was employed by Sagamore Hill Capital and Goldman Sachs and has the reputation of a tough guy, being accused of verbally abusing co-workers during his time at Galleon Group. Traders and analysts that failed to gather enough information for the fund to register a profitable investment would be mouthed off by Shaulov in front of their colleagues. Mapleline Capital’s equity portfolio is mainly invested in technology stocks, with a weight of 50%, followed by consumer discretionary (15%) and financial stocks (13.5%). Current market value of the portfolio is estimated at $1.58 billion.
NXP Semiconductors NV (NASDAQ:NXPI) is Shaulov’s new favorite stock, as Mapleline has increased its investment in the company by 3,000%. According to its latest 13F filing, the fund holds approximately 762,300 shares of NXP Semiconductors NV (NASDAQ:NXPI), a position valued at $50.4 million. James Dinan is also bullish on this stock and has increased his fund’s stake in the company by 25% during Q2. As a result, Dinan’s York Capital Management currently holds 4.96 million shares of NXP Semiconductors NV (NASDAQ:NXPI), an investment valued at $328 million. Eric W. Mandelblatt is, on the other hand, not so optimistic and has reduced his fund’s stake by a 25%. Soroban Capital Partners now holds 2.62 million worth in excess of $173 million.
Leon Shaulov is also betting big on Activision Blizzard, Inc. (NASDAQ:ATVI) and has increased his fund’s stake in the company by 765% during the second quarter. As a result, Mapleline currently holds 2 million shares, worth roughly 44.6 million. Israel Englander is also a big fan of Activision Blizzard, Inc. (NASDAQ:ATVI), having boosted his fund’s holding of the stock by 145% during the same period of time. As of June 30, Millennium Management has control over 5.42 million Activision Blizzard, Inc. (NASDAQ:ATVI) shares, worth more than $121 million. David E. Shaw is bullish on this stock too, having increased his fund’s investment in the company by 385% to amass 5.28 million shares valued at $117 million.
Google Inc (NASDAQ:GOOG) is also among Shaulov’s favorites, as he has built a significant stake in the company during the second quarter. Mapleline has reported ownership of 54,001 Google Inc (NASDAQ:GOOG) shares worth in excess of 31 million. Paul Ruddock and Steve Heinz are also betting big on the Mountain View-based tech giant and have boosted their stake in the company by 21% during the quarter. Following this move, their fund, Lansdowne Partners, hold approximately 857,000 shares valued at a little over $501 million. Ken Fisher is also a fan of Google Inc (NASDAQ:GOOG) and has upped his fund’s stake in the company by 15% during the same period of time. In its latest 13F filing, Fisher Asset Management has disclosed the ownership of 745,500 shares worth roughly $436 million.
Disclosure: none.
