7X7 Asset Management as of Dec. 31, 2010
Portfolio Holdings for 7X7 Asset Management
7X7 Asset Management holds 25 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 8.8 | $32M | 770k | 42.10 | |
| Oracle Corporation (ORCL) | 8.5 | $31M | 1.0M | 31.30 | |
| EMC Corporation | 8.1 | $30M | 1.3M | 22.90 | |
| 7.6 | $28M | 48k | 593.98 | ||
| Qualcomm (QCOM) | 7.4 | $28M | 555k | 49.49 | |
| Marvell Technology Group | 6.9 | $26M | 1.4M | 18.55 | |
| PMC-Sierra | 6.9 | $25M | 3.0M | 8.59 | |
| Cavium Networks | 6.1 | $23M | 600k | 37.68 | |
| Intel Corporation (INTC) | 5.4 | $20M | 950k | 21.03 | |
| Apple (AAPL) | 4.8 | $18M | 55k | 322.56 | |
| Ciena Corporation (CIEN) | 4.6 | $17M | 800k | 21.05 | |
| Dell | 4.3 | $16M | 1.2M | 13.55 | |
| Intersil Corporation | 4.1 | $15M | 999k | 15.27 | |
| Advanced Micro Devices (AMD) | 3.6 | $14M | 1.7M | 8.18 | |
| Lam Research Corporation | 2.8 | $10M | 200k | 51.78 | |
| Adtran | 2.2 | $8.3M | 230k | 36.21 | |
| Analog Devices (ADI) | 1.5 | $5.7M | 150k | 37.67 | |
| Yahoo! | 1.4 | $5.0M | 300k | 16.63 | |
| Western Digital (WDC) | 1.0 | $3.7M | 110k | 33.90 | |
| NetLogic Microsystems | 0.8 | $3.1M | 100k | 31.41 | |
| NetGear (NTGR) | 0.8 | $3.1M | 93k | 33.68 | |
| Asml Holding Nv Adr depository receipts | 0.8 | $2.9M | 75k | 38.35 | |
| SanDisk Corporation | 0.7 | $2.7M | 55k | 49.85 | |
| Amazon (AMZN) | 0.5 | $1.8M | 10k | 180.00 | |
| Linear Technology Corporation | 0.2 | $865k | 25k | 34.60 |
