Gruber & McBaine Capital Management’s Mellanox Technologies, Ltd. MLNX Stock Holding History

Gruber & McBaine Capital Management’s Portfolio MLNX Stock Details MLNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$7.05M	Buy	145,000 +20,000	+16%	+$970K	1.91%	8
2015 Q1	$5.67M	Buy	125,000 +60,000	+92%	+$2.74M	1.51%	9
2014 Q4	$2.78M	Buy	65,000 +45,000	+225%	+$1.95M	0.77%	41
2014 Q3	$897K	Buy	20,000 +10,000	+100%	+$406K	0.25%	119
2014 Q2	$349K	Hold	10,000	–	–	0.09%	173
2014 Q1	$391K	Hold	10,000	–	–	0.1%	165
2013 Q4	$400K	Buy	+10,000	New	+$381K	0.1%	150

Other funds holding MLNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCI

Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

SRFM

Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

Gruber & McBaine Capital Management's MLNX Position: Q2 2015 in Review

Gruber & McBaine Capital Management increased its Mellanox Technologies, Ltd. (MLNX) stake by 16% in Q2 2015, buying an estimated $970K and bringing the position to 145,000 shares worth $7.05M. The position accounts for 1.91% of the portfolio, ranked #8.

Gruber & McBaine Capital Management first reported a position in MLNX in Q4 2013 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold MLNX as of Q2 2015.

Gruber & McBaine Capital Management held 145,000 shares of Mellanox Technologies, Ltd. worth $7.05M as of Q2 2015.
Gruber & McBaine Capital Management bought 20,000 Mellanox Technologies, Ltd. shares in Q2 2015, an estimated $970K.
Mellanox Technologies, Ltd. made up 1.91% of Gruber & McBaine Capital Management's portfolio in Q2 2015, its #8 holding.
Gruber & McBaine Capital Management first reported a position in Mellanox Technologies, Ltd. in Q4 2013 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Mellanox Technologies, Ltd. as of Q2 2015.

Based on Gruber & McBaine Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.