7X7 Asset Management as of March 31, 2012
Portfolio Holdings for 7X7 Asset Management
7X7 Asset Management holds 28 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Russell 2000 Index (IWM) | 39.8 | $116M | 1.4M | 82.81 | |
Marvell Technology Group | 9.3 | $27M | 1.7M | 15.73 | |
Apple (AAPL) | 7.2 | $21M | 35k | 599.60 | |
Seagate Technology Com Stk | 4.2 | $12M | 450k | 26.96 | |
EMC Corporation | 3.6 | $11M | 350k | 29.88 | |
Hewlett-Packard Company | 3.5 | $10M | 425k | 23.83 | |
Intel Corporation (INTC) | 2.9 | $8.4M | 300k | 28.12 | |
LSI Corporation | 2.7 | $7.8M | 900k | 8.68 | |
Analog Devices (ADI) | 2.4 | $7.1M | 175k | 40.40 | |
Monolithic Power Systems (MPWR) | 2.4 | $7.0M | 355k | 19.67 | |
Teradyne (TER) | 2.4 | $6.9M | 406k | 16.89 | |
NVIDIA Corporation (NVDA) | 2.2 | $6.5M | 425k | 15.40 | |
ON Semiconductor (ON) | 2.0 | $5.9M | 650k | 9.01 | |
Qualcomm (QCOM) | 2.0 | $5.8M | 85k | 68.06 | |
NetApp (NTAP) | 1.9 | $5.6M | 125k | 44.77 | |
Finisar Corporation | 1.5 | $4.3M | 211k | 20.15 | |
Yelp Inc cl a (YELP) | 1.4 | $4.0M | 150k | 26.89 | |
salesforce (CRM) | 1.3 | $3.9M | 25k | 154.52 | |
Advanced Energy Industries (AEIS) | 1.3 | $3.7M | 279k | 13.12 | |
Linkedin Corp | 1.2 | $3.6M | 35k | 102.00 | |
Groupon | 1.0 | $2.9M | 155k | 18.40 | |
Tibco Software | 0.9 | $2.6M | 85k | 30.51 | |
Coinstar | 0.8 | $2.2M | 35k | 63.54 | |
Broadcom Corporation | 0.7 | $2.0M | 50k | 39.30 | |
Responsys | 0.5 | $1.5M | 125k | 11.97 | |
Oracle Corporation (ORCL) | 0.5 | $1.5M | 50k | 29.16 | |
Volterra Semiconductor Corporation | 0.3 | $860k | 25k | 34.40 | |
Cree | 0.3 | $791k | 25k | 31.64 |