7X7 Asset Management as of Dec. 31, 2011
Portfolio Holdings for 7X7 Asset Management
7X7 Asset Management holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 26.1 | $75M | 600k | 125.50 | |
| Hewlett-Packard Company | 17.2 | $50M | 1.9M | 25.76 | |
| Marvell Technology Group | 8.0 | $23M | 1.7M | 13.85 | |
| Apple (AAPL) | 5.4 | $16M | 39k | 405.00 | |
| EMC Corporation | 3.9 | $11M | 515k | 21.54 | |
| Broadcom Corporation | 2.9 | $8.2M | 280k | 29.36 | |
| 2.8 | $8.1M | 13k | 645.92 | ||
| Volterra Semiconductor Corporation | 2.7 | $7.7M | 300k | 25.61 | |
| Tibco Software | 2.6 | $7.5M | 315k | 23.91 | |
| Lam Research Corporation (LRCX) | 2.6 | $7.4M | 200k | 37.02 | |
| Corning Incorporated (GLW) | 2.5 | $7.2M | 555k | 12.98 | |
| Intel Corporation (INTC) | 2.3 | $6.7M | 275k | 24.25 | |
| Atmel Corporation | 2.2 | $6.5M | 800k | 8.10 | |
| VMware | 2.2 | $6.2M | 75k | 83.19 | |
| Coinstar | 1.9 | $5.6M | 123k | 45.64 | |
| Skyworks Solutions (SWKS) | 1.8 | $5.3M | 325k | 16.22 | |
| Linear Technology Corporation | 1.8 | $5.3M | 175k | 30.03 | |
| Cymer | 1.7 | $5.0M | 100k | 49.76 | |
| Asml Holding Nv Adr depository receipts | 1.7 | $4.8M | 115k | 41.79 | |
| NVIDIA Corporation (NVDA) | 1.6 | $4.6M | 335k | 13.86 | |
| salesforce (CRM) | 1.5 | $4.4M | 44k | 101.47 | |
| Juniper Networks (JNPR) | 1.2 | $3.6M | 175k | 20.41 | |
| Equinix | 1.1 | $3.0M | 30k | 101.40 | |
| Bankrate | 0.6 | $1.8M | 85k | 21.51 | |
| Microchip Technology (MCHP) | 0.5 | $1.5M | 40k | 36.62 | |
| Oracle Corporation (ORCL) | 0.4 | $1.3M | 50k | 25.66 | |
| Responsys | 0.4 | $1.2M | 138k | 8.89 | |
| Ezchip Semiconductor Lt | 0.3 | $989k | 35k | 28.34 |
