Lanexa Management
Latest statistics and disclosures from LANEXA MANAGEMENT's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNDK, GOOG, GUID, AKAM, IPHI. These five stock positions account for 18.88% of LANEXA MANAGEMENT's total stock portfolio.
- Added to shares of ISRG, EBAY, TDC, ARUN, Palo Alto Networks, CTXS, TTWO, JNPR, Nxp Semiconductors N V, AMZN.
- Started new stock positions in AMZN, FTI, JNPR, TDC, Research In Motion, ISRG, ALTR, DAL, Seagate Technology Com Stk, PWER, MCHP, Palo Alto Networks, Herbalife Ltd Com Stk, EBAY, AMAP, Servicenow, OSIS, Millennial Media, EMC, TTWO, CTXS, ADSK, ARUN.
- Reduced shares in these stocks: SEAC (-$6.16M), DGI, BRCM, MU, NFLX, QCOM, SNDK, GUID, TRAK, SFLY.
- Sold out of its positions in ARMH, ATML, BBY, BRCM, TRAK, DGI, Envivio, LRCX, Pacira Pharmaceuticals, CRM, Avg Technologies shs.
- As of March 31, 2013, LANEXA MANAGEMENT has $78.59M in assets under management (AUM). Assets under management dropped from a total value of $78.69M to $78.59M.
- Independent of market fluctuations, LANEXA MANAGEMENT was a net seller by $9.12M worth of stocks in the most recent quarter.
LANEXA MANAGEMENT portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| SNDK | SanDisk Corporation | 4.20 | -42.00% | 60000 | 54.97 | 62.32 |
| GOOG | 4.04 | +33.00% | 4000 | 794.25 | 901.00 | |
| GUID | Guidance Software | 3.79 | -43.00% | 274832 | 10.85 | 8.96 |
| AKAM | Akamai Technologies | 3.48 | +6.00% | 77500 | 35.32 | 42.81 |
| IPHI | Inphi Corporation | 3.37 | +10.00% | 253251 | 10.45 | 11.41 |
| QLIK | Qlik Technologies | 3.29 | 100000 | 25.83 | 30.01 | |
| ISRG | Intuitive Surgical | 3.12 | NEW | 5000 | 491.20 | 512.99 |
| EBAY | eBay | 3.10 | NEW | 45000 | 54.22 | 52.66 |
| FORM | FormFactor | 3.00 | -27.00% | 501263 | 4.70 | 6.95 |
| SEAC | SeaChange International | 2.99 | -72.00% | 197689 | 11.89 | 11.77 |
| TDC | Teradata Corporation | 2.98 | NEW | 40000 | 58.50 | 55.74 |
| QCOM | QUALCOMM | 2.98 | -56.00% | 35000 | 66.94 | 62.69 |
| ARUN | Aruba Networks | 2.90 | NEW | 92120 | 24.74 | 14.91 |
| Palo Alto Networks | 2.82 | NEW | 39154 | 56.60 | 0.00 | |
| FALC | FalconStor Software | 2.77 | +144.00% | 811289 | 2.68 | 1.53 |
| CTXS | Citrix Systems | 2.75 | NEW | 30000 | 72.17 | 62.59 |
| Nxp Semiconductors N V | 2.74 | +164.00% | 71200 | 30.29 | 0.00 | |
| INVE | Identive | 2.65 | +8.00% | 1406503 | 1.48 | 0.76 |
| TTWO | Take-Two Interactive Software | 2.57 | NEW | 125000 | 16.15 | 15.55 |
| ILMN | Illumina | 2.37 | +15.00% | 34500 | 53.97 | 71.81 |
| AAPL | Apple | 2.25 | 4000 | 442.75 | 430.18 | |
| Responsys | 2.22 | +7.00% | 197376 | 8.85 | 0.00 | |
| FTNT | Fortinet | 2.02 | +34.00% | 67048 | 23.68 | 17.91 |
| VMW | VMware | 2.01 | +31.00% | 20000 | 78.90 | 71.65 |
| LLNW | Limelight Networks | 1.98 | -2.00% | 750000 | 2.08 | 2.32 |
| MU | Micron Technology | 1.90 | -70.00% | 150000 | 9.98 | 13.75 |
| CWST | Casella Waste Systems | 1.86 | +13.00% | 334308 | 4.37 | 4.19 |
| CALD | Callidus Software | 1.80 | -20.00% | 310000 | 4.57 | 6.49 |
| JNPR | Juniper Networks | 1.77 | NEW | 75000 | 18.55 | 19.02 |
| AMZN | Amazon | 1.69 | NEW | 5000 | 266.40 | 281.97 |
| NVDA | NVIDIA Corporation | 1.63 | +300.00% | 100000 | 12.83 | 15.19 |
| SFLY | Shutterfly | 1.40 | -64.00% | 25000 | 44.16 | 54.54 |
| AMAP | AutoNavi Holdings | 1.38 | NEW | 100934 | 10.72 | 12.76 |
| ALTR | Altera Corporation | 1.35 | NEW | 30000 | 35.47 | 32.92 |
| OSIS | OSI Systems | 1.19 | NEW | 15036 | 62.32 | 58.70 |
| NTAP | NetApp | 1.09 | -64.00% | 25000 | 34.16 | 39.08 |
| DAL | Delta Air Lines | 1.05 | NEW | 50000 | 16.52 | 18.80 |
| FTI | FMC Technologies | 1.04 | NEW | 15000 | 54.40 | 57.60 |
| stock | 1.02 | 20000 | 40.05 | 0.00 | ||
| MCHP | Microchip Technology | 0.94 | NEW | 20000 | 36.75 | 37.94 |
| BIDU | Baidu | 0.84 | +50.00% | 7500 | 87.73 | 95.28 |
| EMC | EMC Corporation | 0.76 | NEW | 25000 | 23.88 | 25.28 |
| NFLX | Netflix | 0.72 | -85.00% | 3000 | 189.33 | 233.50 |
| Millennial Media | 0.69 | NEW | 85000 | 6.35 | 0.00 | |
| Servicenow | 0.58 | NEW | 12500 | 36.24 | 0.00 | |
| Herbalife Ltd Com Stk | 0.48 | NEW | 10000 | 37.50 | 0.00 | |
| PWER | Power-One | 0.48 | NEW | 91644 | 4.14 | 6.32 |
| Seagate Technology Com Stk | 0.47 | NEW | 100 | 3660.00 | 0.00 | |
| IMMR | Immersion Corporation | 0.38 | -61.00% | 25164 | 11.72 | 14.65 |
| ADSK | Autodesk | 0.26 | NEW | 5000 | 41.20 | 35.53 |
| ERTS | Electronic Arts | 0.23 | -91.00% | 10000 | 17.70 | 0.00 |
| Fusion-io | 0.23 | -82.00% | 11025 | 16.33 | 0.00 | |
| Edwards Group Ltd Sponsored | 0.19 | -36.00% | 18496 | 8.06 | 0.00 | |
| Research In Motion | 0.18 | NEW | 10000 | 14.40 | 0.00 |
Past 13F-HR SEC Filings for LANEXA MANAGEMENT
- Lanexa Management 2012 Q3 - filed Nov. 14, 2012
- Lanexa Management 2011 Q3 - filed Nov. 14, 2011
- Lanexa Management 2011 Q2 - filed Aug. 15, 2011
- Lanexa Management 2011 Q1 - filed May 16, 2011
- Lanexa Management 2010 Q4 - filed Feb. 14, 2011