7X7 Asset Management as of Sept. 30, 2012
Portfolio Holdings for 7X7 Asset Management
7X7 Asset Management holds 29 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 33.2 | $134M | 1.6M | 83.44 | |
| Spdr S&p 500 Etf (SPY) | 7.2 | $29M | 200k | 143.97 | |
| Broadcom Corporation | 6.7 | $27M | 776k | 34.57 | |
| Marvell Technology Group | 5.9 | $24M | 2.6M | 9.15 | |
| Cisco Systems (CSCO) | 5.8 | $23M | 1.2M | 19.09 | |
| Apple (AAPL) | 4.9 | $20M | 30k | 667.11 | |
| ARM Holdings | 4.2 | $17M | 600k | 27.98 | |
| NVIDIA Corporation (NVDA) | 3.6 | $15M | 1.1M | 13.34 | |
| KLA-Tencor Corporation (KLAC) | 3.0 | $12M | 250k | 47.71 | |
| EMC Corporation | 2.9 | $12M | 431k | 27.27 | |
| Facebook Inc cl a (META) | 2.8 | $11M | 525k | 21.67 | |
| Monolithic Power Systems (MPWR) | 2.5 | $10M | 515k | 19.75 | |
| Shutterfly | 1.8 | $7.3M | 235k | 31.12 | |
| Hewlett-Packard Company | 1.8 | $7.3M | 425k | 17.06 | |
| Qualcomm (QCOM) | 1.6 | $6.5M | 104k | 62.47 | |
| Riverbed Technology | 1.6 | $6.4M | 275k | 23.28 | |
| Corning Incorporated (GLW) | 1.6 | $6.2M | 475k | 13.15 | |
| Dell | 1.5 | $6.2M | 625k | 9.84 | |
| Analog Devices (ADI) | 1.1 | $4.5M | 115k | 39.17 | |
| Xilinx | 1.0 | $4.0M | 120k | 33.41 | |
| Linear Technology Corporation | 1.0 | $4.0M | 125k | 31.82 | |
| Volterra Semiconductor Corporation | 0.9 | $3.8M | 175k | 21.87 | |
| Pandora Media | 0.9 | $3.5M | 320k | 10.95 | |
| Tibco Software | 0.6 | $2.3M | 75k | 30.23 | |
| Ancestry | 0.6 | $2.3M | 75k | 30.08 | |
| Responsys | 0.5 | $1.8M | 175k | 10.23 | |
| Nanometrics Incorporated | 0.4 | $1.6M | 115k | 13.81 | |
| Advanced Energy Industries (AEIS) | 0.4 | $1.4M | 117k | 12.33 | |
| Cafepress | 0.2 | $683k | 75k | 9.11 |
