7X7 Asset Management

7x7 Asset Management as of June 30, 2013

Portfolio Holdings for 7x7 Asset Management

7x7 Asset Management holds 33 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 18.0 $35M 215k 160.42
Ishares Tr Russell 2000 Put Option (IWM) 10.1 $19M 200k 96.58
Broadcom Corp Cl A 7.2 $14M 408k 33.79
EMC Corporation 5.8 $11M 467k 23.62
Maxim Integrated Products 5.7 $11M 395k 27.78
International Business Machines Put Option (IBM) 4.7 $9.0M 47k 191.11
Skyworks Solutions (SWKS) 4.3 $8.2M 375k 21.89
Hewlett-Packard Company Put Option 4.3 $8.2M 329k 24.80
LSI Corporation 3.1 $6.0M 835k 7.14
KLA-Tencor Corporation Put Option (KLAC) 2.9 $5.6M 100k 55.73
Microsoft Corporation Put Option (MSFT) 2.4 $4.7M 135k 34.54
Citrix Systems 2.4 $4.5M 75k 60.36
Google Cl A 2.3 $4.4M 5.0k 880.40
Qualcomm (QCOM) 2.2 $4.3M 70k 61.09
Monolithic Power Systems (MPWR) 2.2 $4.2M 175k 24.11
Riverbed Technology 2.1 $4.0M 257k 15.56
Facebook Cl A (META) 1.9 $3.7M 150k 24.88
Ezchip Semiconductor Ord 1.9 $3.7M 138k 26.99
Vmware Cl A Com 1.9 $3.7M 55k 66.98
Synaptics, Incorporated (SYNA) 1.8 $3.4M 87k 38.55
Expedia Inc Del Com New (EXPE) 1.7 $3.3M 55k 60.15
Cisco Systems (CSCO) 1.7 $3.3M 135k 24.33
Juniper Networks (JNPR) 1.7 $3.2M 165k 19.31
Tibco Software 1.3 $2.6M 120k 21.41
Jive Software 1.3 $2.5M 140k 18.17
Applied Materials (AMAT) 1.2 $2.2M 150k 14.92
Integrated Device Technology 1.1 $2.1M 260k 7.94
Intersil Corp Cl A 0.8 $1.5M 195k 7.80
Workday Cl A (WDAY) 0.5 $961k 15k 64.07
Teradyne (TER) 0.4 $827k 47k 17.58
Nanometrics Incorporated 0.4 $807k 55k 14.67
Apple (AAPL) 0.3 $595k 1.5k 396.67
Ericsson Adr B Sek 10 (ERIC) 0.3 $564k 50k 11.28