Kingdom Ridge Capital as of Sept. 30, 2013
Portfolio Holdings for Kingdom Ridge Capital
Kingdom Ridge Capital holds 26 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Micro Circuits Corporation | 33.9 | $94M | 7.3M | 12.90 | |
| Finisar Corporation | 12.7 | $35M | 1.6M | 22.63 | |
| Open Text Corp (OTEX) | 9.8 | $27M | 360k | 74.65 | |
| Take-Two Interactive Software (TTWO) | 7.7 | $21M | 1.2M | 18.17 | |
| F5 Networks (FFIV) | 4.4 | $12M | 143k | 85.81 | |
| Allot Communications (ALLT) | 3.1 | $8.6M | 680k | 12.65 | |
| NetApp (NTAP) | 3.1 | $8.5M | 200k | 42.62 | |
| BroadSoft | 2.9 | $7.9M | 220k | 36.08 | |
| Monolithic Power Systems (MPWR) | 2.1 | $5.8M | 191k | 30.28 | |
| MicroStrategy Incorporated (MSTR) | 2.0 | $5.5M | 53k | 103.75 | |
| Activision Blizzard | 1.8 | $5.0M | 300k | 16.68 | |
| Ciena Corporation (CIEN) | 1.8 | $5.0M | 200k | 25.01 | |
| LogMeIn | 1.7 | $4.7M | 150k | 31.05 | |
| Audience | 1.6 | $4.5M | 400k | 11.24 | |
| Rudolph Technologies | 1.5 | $4.0M | 353k | 11.40 | |
| Cogo Group | 1.2 | $3.4M | 1.5M | 2.31 | |
| Marvell Technology Group | 1.2 | $3.3M | 289k | 11.50 | |
| MaxLinear (MXL) | 1.2 | $3.3M | 400k | 8.29 | |
| Symantec Corporation | 1.2 | $3.2M | 130k | 24.75 | |
| Garmin (GRMN) | 1.1 | $3.2M | 70k | 45.19 | |
| JDS Uniphase Corporation | 1.1 | $2.9M | 200k | 14.71 | |
| Qlik Technologies | 1.0 | $2.7M | 80k | 34.22 | |
| Alcatel-Lucent | 0.6 | $1.8M | 500k | 3.53 | |
| Ruckus Wireless | 0.6 | $1.7M | 100k | 16.83 | |
| Intersil Corporation | 0.4 | $1.1M | 100k | 11.23 | |
| Coherent | 0.2 | $619k | 10k | 61.34 |
