7X7 Asset Management as of March 31, 2011
Portfolio Holdings for 7X7 Asset Management
7X7 Asset Management holds 27 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 13.2 | $52M | 150k | 348.51 | |
Marvell Technology Group | 9.8 | $39M | 2.5M | 15.55 | |
Amazon (AMZN) | 9.1 | $36M | 200k | 180.13 | |
Broadcom Corporation | 8.2 | $33M | 825k | 39.38 | |
6.4 | $25M | 43k | 586.77 | ||
PMC-Sierra | 4.7 | $19M | 2.5M | 7.51 | |
Aruba Networks | 4.3 | $17M | 500k | 33.84 | |
Oracle Corporation (ORCL) | 4.2 | $17M | 500k | 33.43 | |
Cisco Systems (CSCO) | 3.9 | $15M | 900k | 17.15 | |
Brocade Communications Systems | 3.9 | $15M | 2.5M | 6.15 | |
Riverbed Technology | 3.8 | $15M | 400k | 37.65 | |
Akamai Technologies (AKAM) | 3.7 | $15M | 385k | 38.00 | |
Power Integrations (POWI) | 3.5 | $14M | 360k | 38.33 | |
Intersil Corporation | 3.2 | $13M | 1.0M | 12.45 | |
Asml Holding Nv Adr depository receipts | 3.2 | $13M | 285k | 44.50 | |
eBay (EBAY) | 2.9 | $12M | 375k | 31.04 | |
Rubicon Technology | 2.1 | $8.3M | 300k | 27.68 | |
Analog Devices (ADI) | 2.0 | $7.9M | 200k | 39.38 | |
Dell | 1.5 | $5.8M | 400k | 14.51 | |
Ciena Corporation (CIEN) | 1.3 | $5.2M | 200k | 25.94 | |
salesforce (CRM) | 1.2 | $4.7M | 35k | 133.57 | |
Advanced Micro Devices (AMD) | 0.9 | $3.7M | 425k | 8.60 | |
Cree | 0.9 | $3.5M | 75k | 46.16 | |
Finisar Corporation | 0.8 | $3.3M | 135k | 24.60 | |
Ancestry | 0.7 | $2.7M | 75k | 35.45 | |
Research In Motion | 0.3 | $1.1M | 20k | 56.55 | |
Intel Corporation (INTC) | 0.2 | $1.0M | 50k | 20.18 |