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STOCK TICKER:

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

RORER ASSET MANAGEMENT LLC/PA INSTITUTION : RORER ASSET MANAGEMENT LLC/PA
RORER ASSET MANAGEMENT LLC/PA Latest Top 20 Portfolio Holdings: (Filing Date: 2009-05-01) --- full portfolio
Company (links to holding history) Ticker Value On
2009-03-31
No of Shares % of portfolio
APOLLO GROUP INC    (CL A) APOL 13,975,000 178,422 3.85%
JP MORGAN CHASE AND COMPANY    (COM) JPM 12,866,000 484,073 3.54%
ALTRIA GROUP INC    (COM) MO 12,576,000 785,032 3.46%
BANK OF NEW YORK MELLON CORP    (COM) BK 12,290,000 435,047 3.39%
APPLE INC    (COM) AAPL 11,799,000 112,251 3.25%
ORACLE CORP    (COM) ORCL 11,549,000 639,195 3.18%
FISERV INC    (COM) FISV 11,526,000 316,163 3.18%
CONAGRA FOODS INC    (COM) CAG 11,135,000 660,109 3.07%
CVS CAREMARK CORPORATION    (COM) CVS 10,976,000 399,292 3.02%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 10,710,000 300,235 2.95%
ST JUDE MED INC    (COM) STJ 10,554,000 290,516 2.91%
CHEVRON CORP NEW    (COM) CVX 10,398,000 154,659 2.86%
TD AMERITRADE HOLDING CORPORATION    (COM) AMTD 10,251,000 742,365 2.82%
PAYCHEX INC    (COM) PAYX 10,026,000 390,592 2.76%
CISCO SYSTEMS INC    (COM) CSCO 9,725,000 579,924 2.68%
LINEAR TECHNOLOGY CORP    (COM) LLTC 9,447,000 411,107 2.60%
JOHNSON & JOHNSON    (COM) JNJ 9,023,000 171,537 2.48%
VULCAN MATLS CO    (COM) VMC 8,911,000 201,218 2.45%
LOWES COS INC    (COM) LOW 8,633,000 473,099 2.38%
DEVON ENERGY CORP    (COM) DVN 8,605,000 192,544 2.37%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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