Stock Quotes in this Article: RFMD, RL, STX, TMO, TWC, WDC, MSI, GMLP

NEW YORK (Stockpickr) -- At Stockpickr, we track the 30 of the top holdings of a variety of high-profile investors, such as Warren Buffett and Carl Icahn. On the heels of the most-recent quarterly 13F filings with the SEC, we're drilling down into these portfolios to offer you the stock picks of some of the world's most famous and most followed investors.

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    One of our most popular professional portfolios is that of George Soros' Soros Fund Management. Keeping in mind that Soros Fund Management conducts hundreds of transactions every quarter, we thought we'd single out some of its recent top buys. In July, Soros announced that he'd be returning capital to investors in order to avoid Dodd Frank reporting requirements.

    What follows is a closer look at eight of the top 30 holdings that Stockpickr tracks in its George Soros portfolio. These stocks, including one brand-new buy, saw position increases in the most-recent quarter of 25% or more. They are organized here by position-increase size.

     

     

    8. Motorola Solutions

    Motorola Solutions (MSI) comprises 4.7% of Soros' portfolio. The 5.7 million-share position is a 26.4% increase over the previous quarter.

    MSI also shows up as the top holding in Carl Icahn's Icahn Capital portfolio, comprising 31.9% of the total.

    Stock Overview: Motorola Solutions provides technologies, products and services that make a range of mobile experiences possible. Its portfolio includes wireless handsets, wireless accessories, digital entertainment devices, set-top boxes and video distribution systems. It has a market cap of $15.3 billion and a 2.4 short interest ratio, and it trades with a P/E of 12.3. The stock yields 2%.

    Analyst Ratings: Of 19 analysts covering the stock, seven rate it a buy, 10 rate it a hold, and two rate it a sell. TheStreet Ratings has a C- hold rating on the stock.

    7. RF Micro Devices

    RF Micro Devices (RFMD) comprises 0.7% of Soros' portfolio. The 6.7 million-share position is a 52.7% increase over the previous quarter.

    Stock Overview: RF Micro Devices designs and manufactures of high-performance radio frequency components and compound semiconductors technologies. It has a market cap of $1.9 billion and a 3.5 short interest ratio, and it trades with a P/E of 18.5.

    Analyst Ratings: Of 17 analysts covering the stock, 10 rate it a buy, five rate it a hold, and two rate it a sell. TheStreet Ratings' has a C hold rating on RF Micro.

    6. Western Digital

    Western Digital (WDC) comprises 0.7% of Soros' portfolio. The 994,850-share position is a 74.1% increase over the previous quarter.

    Western Digital also shows up in the portfolio of Whitney Tilson's T2 Partners, comprising 1.9% of the total.

    Stock Overview: Western Digital designs, develops, manufactures and sells hard drives. A hard drive is a device that uses one or more rotating magnetic disks to store and allow fast access to data. It has a market cap of $6.5 billion and a 2.1 short interest ratio, and it trades with a P/E of 9.

    Analyst Ratings: Of 18 analysts covering the stock, 11 rate it a buy, six rate it a hold, and one rates it a sell.

    More on Western Digital: Western Digital shows up on a recent list of 10 Stocks That May Outperform Through 2011.

    5. Ralph Lauren

    Ralph Lauren (RL) comprises 2.4% of Soros' portfolio. The 994,610-share position is a 100.4% increase over the previous quarter.

    Ralph Lauren also shows up in the portfolio of Steven Mandel's Lone Pine Capital, comprising 4.2% of the total.

    Stock Overview: Ralph Lauren designs, markets, and distributes men's, women's and children's apparel, accessories, fragrances, and home furnishings. It has a market cap of $8.9 billion and a 2.3 short interest ratio, and it trades with a P/E of 22.5. The stock yields 0.6%.

    Analyst Ratings: Of 12 analysts covering the stock, seven rate it a buy, and five rate it a hold. TheStreet Ratings has an A buy rating on Ralph Lauren

    More on Ralph Lauren: Ralph Lauren was recently featured in "5 High-End Stocks to Make You Money."

    4. Thermo Fisher Scientific

    Thermo Fisher Scientific (TMO) comprises 1.1% of Soros' portfolio. The 937,100-share position is a 106% increase over the previous quarter.

    Thermo Fisher also shows up in the portfolios of John Griffin's Blue Ridge Capital, at 3.9% of the total, and Larry Robbins' Glenview Capital Management, at 3.5% of the total.

    Stock Overview: Thermo Fisher Scientific develops, manufactures and sells a broad range of products that are sold worldwide.. It has a market cap of about $20 billion and a 1.6 short interest ratio, and it trades with a P/E of 20.1.

    Analyst Ratings: Of 14 analysts covering the stock, all 14 rate it a strong buy. TheStreet Ratings has a B- buy rating on Thermo Fisher

    More on TMO: Thermo Fisher shows up on a recent list of 8 Top-Rated Diversified Stocks.

    3. Seagate Technology

    Seagate Technology (STX) comprises 1% of Soros' portfolio. The 3.5 million-share position is a 545% increase over the previous quarter.

    Seagate also shows up in the portfolio of David Einhorn's Greenlight Capital, comprising 4% of the total.

    Stock Overview: Seagate Technology designs, manufactures, markets and sells hard disk drives and produces a range of disk drive products addressing enterprise applications.. It has a market cap of $4.4 billion and a 1.8 short interest ratio, and it trades with a P/E of 10.2. The stock yields 6.5%, making it one of the top-yielding computer hardware stocks.

    Analyst Ratings: Of 18 analysts covering the stock, nine rate it a buy, eight rate it a hold, and one rates it a sell. TheStreet Ratings has a C hold rating on Seagate

    2. Golar LNG Partners

    Golar LNG Partners (GMLP) comprises 0.6% of Soros' portfolio. The 1.2 million-share position is a new position as of the most recently reported quarter.

    Stock Overview: Golar LNG Partners is a limited partnership, which owns and operates floating storage and regasification units and LNG carriers under long-term charters.. It has a market cap of $588.8 million and a 2.3 short interest ratio. The stock yields 1.5.

    Analyst Ratings: Of five analysts covering the stock, three rate it a buy, and two rate it a hold.

    1. Time Warner Cable

    Time Warner Cable (TWC) comprises 1% of Soros' portfolio. The 743,030-share position is a 990.6% increase over the previous quarter.

    Time Warner Cable also shows up in the portfolios of Lee Ainslie's Maverick Capital, comprising 2.7% of the total portfolio, and Julian Robertson's Tiger Management, at 4.7% of the total.

    Stock Overview: Time Warner Cable, together with its subsidiaries, is a cable operator in the U.S., with technologically advanced, well-clustered systems located mainly in five geographic areas: New York State, the Carolinas, Ohio, Southern California and Texas. It has a market cap of $22.6 billion and a 3.7 short interest ratio, and it trades with a P/E of 16.3. The stock yields 2.8%.

    Analyst Ratings: Of 19 analysts covering the stock, 11 rate it a buy, and eight rate it a hold. TheStreet Ratings has a B- buy rating on TWC.

    More on TWC:
    Time Warner Cable shows up on a recent list of 10 Risky Media Stocks.

    To see these stocks in action, check out the 8 Top George Soros Buys portfolio. For Soros' top 30 holdings, visit the George Soros portfolio at Stockpickr.

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