NEW YORK ( TheStreet) -- 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) during the second quarter, even as it tanked nearly 30% following the BP ( BP) oil spill. Icahn also bought shares in UK-based oil major Ensco ( ESV) and NRG Energy ( NRG - Get Report), while ramping up exposure to Chesapeake Energy ( CHK - Get 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 Report), tech stocks Lawson Software ( LWSN), Micros Systems ( MCRS) and fire-arms producer Smith & Wesson ( SWHC), which got a boost in June from the Supreme Court's decision to overturn a Chicago-area ban on handguns.

Motorola ( MOT), Biogen ( BIIB - Get Report) and Genzyme ( GENZ) were among his top three holdings.

Icahn raised his holdings in Lions Gate ( LGF), a film studio that the legendary shareholder has been battling to take over for months. But he slashed his stake in Blockbuster ( BLOKA.PK) 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.


-- 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.