Lanexa Management

Lanexa Management as of Sept. 30, 2013

Portfolio Holdings for Lanexa Management

Lanexa Management holds 44 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
Apple Computer 5.8 $4.3M 9.0k 476.78
OSI Systems (OSIS) 5.0 $3.7M 50k 74.38
DigitalGlobe 4.2 $3.1M 98k 31.62
FormFactor (FORM) 3.9 $2.9M 425k 6.86
Fortinet (FTNT) 3.6 $2.7M 131k 20.26
Google 3.5 $2.6M 3.0k 876.00
SanDisk Corporation 3.4 $2.5M 43k 59.51
Yahoo! 3.4 $2.5M 75k 33.17
Sina Corporation 3.3 $2.4M 30k 81.17
Responsys 3.1 $2.3M 141k 16.52
Palo Alto Networks (PANW) 3.1 $2.3M 50k 45.82
Take-Two Interactive Software (TTWO) 3.1 $2.3M 125k 18.17
Nxp Semiconductors N V (NXPI) 2.7 $2.0M 55k 37.21
Inphi Corporation 2.7 $2.0M 150k 13.43
Baidu.com 2.6 $1.9M 13k 155.20
Ruckus Wireless 2.5 $1.9M 110k 16.83
VMware 2.5 $1.8M 23k 80.89
Facebook Inc cl a (META) 2.4 $1.8M 35k 50.23
Casella Waste Systems (CWST) 2.3 $1.7M 300k 5.75
Qlik Technologies 2.3 $1.7M 50k 34.24
Intuitive Surgical (ISRG) 2.0 $1.5M 4.0k 376.25
Retailmenot 1.9 $1.4M 39k 35.56
FMC Technologies 1.9 $1.4M 25k 55.44
Rally Software Development 1.9 $1.4M 46k 29.95
Yelp Inc cl a (YELP) 1.8 $1.3M 20k 66.20
Aruba Networks 1.7 $1.3M 77k 16.64
Millennial Media 1.7 $1.3M 181k 7.07
Guidance Software 1.7 $1.2M 135k 9.07
FalconStor Software 1.6 $1.2M 925k 1.32
First Solar (FSLR) 1.6 $1.2M 30k 40.20
Volcano Corporation 1.6 $1.2M 50k 23.94
stock (SPLK) 1.6 $1.2M 20k 60.05
Catamaran 1.6 $1.1M 25k 45.96
Cvent 1.4 $1.0M 29k 35.19
Identive 1.4 $1.0M 1.4M 0.72
Callidus Software 1.2 $917k 100k 9.17
Applied Materials 1.2 $877k 50k 17.54
Micron Technology (MU) 1.2 $873k 50k 17.46
Youku 1.1 $822k 30k 27.40
Sohu 1.1 $788k 10k 78.80
Limelight Networks (EGIO) 1.0 $718k 372k 1.93
Red Hat 0.9 $641k 14k 46.11
Teradata Corporation (TDC) 0.8 $554k 10k 55.40
Juniper Networks (JNPR) 0.7 $497k 25k 19.88