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) -- Billionaire investor

Carl Icahn

stepped up exposure to energy stocks in the second quarter, while continuing to favor healthcare and technology stocks, according to latest portfolio disclosures with the Securities and Exchange Commission.

Energy was a theme for Icahn in the second quarter. He added

Anadarko Petroleum

(APC) - Get Anadarko Petroleum Corporation Report

during the second quarter, even as it tanked nearly 30% following the


(BP) - Get BP p.l.c. Report

oil spill. Icahn also bought shares in UK-based oil major




NRG Energy

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(NRG) - Get NRG Energy Inc. Report

, while ramping up exposure to

Chesapeake Energy

(CHK) - Get Chesapeake Energy Corporation Report

, which now accounts for 7.2% of the portfolio, up from 1.3% in March.

Other new positions included organic food producer

Hain Celestial

(HAIN) - Get The Hain Celestial Group Inc. Report

, tech stocks

Lawson Software

( LWSN),

Micros Systems


and fire-arms producer

Smith & Wesson


, which got a boost in June from the Supreme Court's decision to overturn a Chicago-area ban on handguns.


( MOT),


(BIIB) - Get Biogen Inc. Report



( GENZ) were among his top three holdings.

Icahn raised his holdings in

Lions Gate


, a film studio that the legendary shareholder has been battling to take over for months. But he

slashed his stake




by nearly 80%.

Investors managing more than $100 million in assets are required to report their holdings every quarter within 45 days from the end of the quarter. The managers do not need to disclose short positions or investments in non-U.S.- listed securities and the filings are therefore only a partial disclosure of holdings.

Investors like to follow the moves of big market movers like Icahn to get cues on sectors and stocks for their own portfolios. However, information in these portfolios are often dated and the portfolio manager may have changed tack since the end of the last quarter.


>>Icahn Divests 80% Shares in Blockbuster

-- Reported by Shanthi Venkataraman in New York.

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Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.