7x7 Asset Management as of Sept. 30, 2013
Portfolio Holdings for 7x7 Asset Management
7x7 Asset Management holds 27 positions in its portfolio as reported in the September 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) | 15.8 | $29M | 175k | 168.01 | |
| Ishares Russell 2000 Etf Put Option (IWM) | 13.5 | $25M | 235k | 106.61 | |
| Linear Technology Corporation Put Option | 6.9 | $13M | 325k | 39.66 | |
| Broadcom Corp Cl A | 6.5 | $12M | 465k | 26.02 | |
| Texas Instruments Incorporated Put Option (TXN) | 6.5 | $12M | 300k | 40.29 | |
| Apple (AAPL) | 6.4 | $12M | 25k | 476.73 | |
| Vmware Cl A Com | 5.0 | $9.3M | 115k | 80.90 | |
| Citrix Systems | 4.7 | $8.8M | 125k | 70.61 | |
| Intel Corporation (INTC) | 4.6 | $8.5M | 370k | 22.92 | |
| Google Cl A | 3.5 | $6.6M | 7.5k | 875.87 | |
| Juniper Networks (JNPR) | 3.0 | $5.7M | 285k | 19.86 | |
| Tibco Software | 2.8 | $5.1M | 200k | 25.59 | |
| LSI Corporation | 2.7 | $5.1M | 650k | 7.82 | |
| Skyworks Solutions (SWKS) | 2.5 | $4.6M | 185k | 24.84 | |
| Applied Materials (AMAT) | 2.4 | $4.4M | 250k | 17.53 | |
| Avago Technologies SHS | 2.0 | $3.7M | 85k | 43.08 | |
| Aol | 1.7 | $3.1M | 90k | 34.58 | |
| Jive Software | 1.6 | $3.1M | 245k | 12.50 | |
| EMC Corporation | 1.5 | $2.8M | 110k | 25.56 | |
| NetApp (NTAP) | 1.3 | $2.4M | 57k | 42.63 | |
| Ezchip Semiconductor Ord | 1.0 | $1.8M | 75k | 24.64 | |
| Infinera Put Option (INFN) | 0.9 | $1.7M | 150k | 11.32 | |
| Monolithic Power Systems (MPWR) | 0.8 | $1.5M | 50k | 30.28 | |
| Maxim Integrated Products | 0.8 | $1.5M | 50k | 29.82 | |
| Nanometrics Incorporated | 0.6 | $1.2M | 72k | 16.12 | |
| Groupon Com Cl A | 0.5 | $841k | 75k | 11.21 | |
| Workday Cl A (WDAY) | 0.4 | $809k | 10k | 80.90 |
