13F-HR 1 tpg2q11.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: TPG-Axon Management LP Address: 888 Seventh Avenue, 38th Floor New York, New York 10019 13F File Number: 028- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Dinakar Singh Title: Chief Executive Officer Phone: (212) 479-2000 Signature, Place, and Date of Signing: /s/ Dinakar Singh New York, New York August 15, 2011 Effective April 1, 2011, TPG-Axon Management LP assumed the investment management responsibilities of TPG-Axon Capital Management, L.P. TPG-Axon Management LP is a wholly-owned subsidiary of TPG-Axon Capital Management, L.P. Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 32 Form 13F Information Table Value Total: $2,942,486 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALBEMARLE CORP COM 012653101 100686 1455000 SH SOLE 1455000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 50577 1725000 SH SOLE 1725000 0 0 BHP BILLITON PLC SPONSORED ADR 05545E209 7451 95000 SH SOLE 95000 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 160344 5495000 SH SOLE 5495000 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 114661 4465000 SH SOLE 4465000 0 0 COVIDIEN PLC SHS G2554F113 105655 1984884 SH SOLE 1984884 0 0 DRYSHIPS INC SHS Y2109Q101 22771 5434622 SH SOLE 5434622 0 0 EMERSON ELEC CO COM 291011104 99844 1775000 SH SOLE 1775000 0 0 EQUINIX INC COM NEW 29444U502 172815 1710700 SH SOLE 1710700 0 0 EXPEDIA INC DEL COM 30212P105 114511 3950000 SH SOLE 3950000 0 0 GRACE W R & CO DEL NEW COM 38388F108 52703 1155000 SH SOLE 1155000 0 0 HALLIBURTON CO COM 406216101 65025 1275000 SH SOLE 1275000 0 0 HARLEY DAVIDSON INC COM 412822108 71861 1754000 SH SOLE 1754000 0 0 INVESCO LTD SHS G491BT108 30525 1304479 SH SOLE 1304479 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 57344 2435000 SH SOLE 2435000 0 0 JOY GLOBAL INC COM 481165108 171908 1805000 SH SOLE 1805000 0 0 MOSAIC CO NEW COM 61945C103 192692 2845000 SH SOLE 2845000 0 0 NETAPP INC COM 64110D104 105859 2005656 SH SOLE 2005656 0 0 NYSE EURONEXT COM 629491101 2913 85000 SH SOLE 85000 0 0 PETROHAWK ENERGY CORP COM 716495106 128037 5190000 SH SOLE 5190000 0 0 QEP RES INC COM 74733V100 32000 765000 SH SOLE 765000 0 0 RF MICRODEVICES INC COM 749941100 48164 7870000 SH SOLE 7870000 0 0 SARA LEE CORP COM 803111103 39513 2080724 SH SOLE 2080724 0 0 SIRIUS XM RADIO INC COM 82967N108 181770 83000 SH SOLE 83000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 73536 3200000 SH SOLE 3200000 0 0 SPRINT NEXTEL CORP COM SER 1 852061100 203257 37710000 SH SOLE 37710000 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 74451 3816031 SH SOLE 3816031 0 0 TIME WARNER CABLE INC COM 88732J207 104183 1335000 SH SOLE 1335000 0 0 TRIQUINT SEMICONDUCTOR INC COM 89674K103 69700 6840000 SH SOLE 6840000 0 0 VIACOM INC NEW CL B 92553P201 126990 2490000 SH SOLE 2490000 0 0 VIRGIN MEDIA INC COM 92769L101 123012 4110000 SH SOLE 4110000 0 0 ZHONGPIN INC COM 98952K107 37728 3600000 SH SOLE 3600000 0 0