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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CAMBRIDGE INVESTMENTS LTD/ INSTITUTION : CAMBRIDGE INVESTMENTS LTD/
CAMBRIDGE INVESTMENTS LTD/ Latest Top 20 Portfolio Holdings: (Filing Date: 2011-02-11) --- full portfolio
Company (links to holding history) Ticker Value On
2010-12-31
No of Shares % of portfolio
SELECT SECTOR SPDR ENERGY FUND    (SBI INT-ENERGY) XLE 40,841,000 598,401 36.78%
NATIONAL OILWELL VARCO INC    (COM) NOV 15,337,000 228,056 13.81%
SCHLUMBERGER LTD    (COM) SLB 14,666,000 175,635 13.20%
ENSCO INTERNATIONAL PLC SPON ADR EA REP 1 ORD CL A    (SHS) ESV 11,478,000 215,026 10.33%
NOBLE CORP    (SHS) NE 8,880,000 248,258 7.99%
CAMERON INTERNATIONAL CORP    (COM) CAM 7,950,000 156,708 7.16%
BAKER HUGHES INC    (COM) BHI 7,685,000 134,431 6.92%
DIAMOND OFFSHORE DRILLING INC    (COM) DO 4,193,000 62,709 3.77%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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