7X7 Asset Management

7X7 Asset Management as of June 30, 2011

Portfolio Holdings for 7X7 Asset Management

7X7 Asset Management holds 23 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom Corporation 16.8 $51M 1.5M 33.64
eBay (EBAY) 14.1 $43M 1.3M 32.28
Marvell Technology Group 13.8 $42M 2.8M 14.76
Tibco Software 8.1 $25M 850k 29.02
PMC-Sierra 7.3 $22M 2.9M 7.57
Brocade Communications Systems 6.2 $19M 2.9M 6.46
Qualcomm (QCOM) 5.9 $18M 315k 56.79
Intel Corporation (INTC) 5.8 $18M 800k 22.16
Atmel Corporation 4.6 $14M 1.0M 14.07
Dell 3.3 $10M 600k 16.67
Advanced Micro Devices (AMD) 2.1 $6.3M 900k 6.99
Asml Holding Nv Adr depository receipts 1.8 $5.5M 150k 36.96
Google 1.7 $5.1M 10k 506.40
Apple (AAPL) 1.7 $5.0M 15k 335.67
NetLogic Microsystems 1.5 $4.4M 109k 40.42
Citrix Systems 1.3 $4.0M 50k 80.00
VMware 1.0 $3.0M 30k 100.23
Rubicon Technology 0.8 $2.5M 150k 16.86
Oracle Corporation (ORCL) 0.8 $2.5M 75k 32.91
Western Digital (WDC) 0.6 $1.8M 50k 36.38
Ancestry 0.3 $1.0M 25k 41.40
SuccessFactors 0.2 $735k 25k 29.40
Expedia 0.1 $435k 15k 29.00