Kingdom Ridge Capital as of Sept. 30, 2012
Portfolio Holdings for Kingdom Ridge Capital
Kingdom Ridge Capital holds 25 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Micro Circuits Corporation | 23.0 | $37M | 7.3M | 5.06 | |
| International Business Machines (IBM) | 13.0 | $21M | 100k | 207.45 | |
| Ciena Corporation (CIEN) | 5.5 | $8.8M | 650k | 13.59 | |
| SanDisk Corporation | 5.4 | $8.7M | 200k | 43.43 | |
| Teradata Corporation (TDC) | 5.3 | $8.5M | 113k | 75.41 | |
| Garmin (GRMN) | 5.2 | $8.3M | 200k | 41.74 | |
| Microsoft Corporation (MSFT) | 4.7 | $7.4M | 250k | 29.76 | |
| Sap (SAP) | 4.5 | $7.1M | 100k | 71.33 | |
| NetApp (NTAP) | 4.1 | $6.6M | 200k | 32.88 | |
| Cree | 3.6 | $5.8M | 226k | 25.50 | |
| Nokia Corporation (NOK) | 3.2 | $5.2M | 2.0M | 2.58 | |
| Gartner (IT) | 2.9 | $4.6M | 100k | 46.09 | |
| Take-Two Interactive Software (TTWO) | 2.5 | $4.0M | 381k | 10.44 | |
| Analog Devices (ADI) | 2.5 | $3.9M | 100k | 39.18 | |
| Cogo Group | 2.1 | $3.4M | 1.7M | 2.07 | |
| Intel Corporation (INTC) | 2.1 | $3.4M | 150k | 22.66 | |
| Microchip Technology (MCHP) | 2.0 | $3.3M | 100k | 32.74 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $2.7M | 107k | 25.01 | |
| Interxion Holding | 1.5 | $2.4M | 106k | 22.72 | |
| Neophotonics Corp | 1.1 | $1.8M | 300k | 5.84 | |
| RF Micro Devices | 1.0 | $1.6M | 400k | 3.94 | |
| NetScout Systems (NTCT) | 0.9 | $1.5M | 57k | 25.52 | |
| Inphi Corporation | 0.8 | $1.3M | 125k | 10.66 | |
| Allot Communications (ALLT) | 0.7 | $1.1M | 40k | 26.52 | |
| Silicon Laboratories (SLAB) | 0.6 | $932k | 25k | 36.75 |
