7X7 Asset Management

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
Google 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