7X7 Asset Management

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