7X7 Asset Management as of June 30, 2011
Portfolio Holdings for 7X7 Asset Management
7X7 Asset Management holds 23 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom Corporation | 16.8 | $51M | 1.5M | 33.64 | |
| eBay (EBAY) | 14.1 | $43M | 1.3M | 32.28 | |
| Marvell Technology Group | 13.8 | $42M | 2.8M | 14.76 | |
| Tibco Software | 8.1 | $25M | 850k | 29.02 | |
| PMC-Sierra | 7.3 | $22M | 2.9M | 7.57 | |
| Brocade Communications Systems | 6.2 | $19M | 2.9M | 6.46 | |
| Qualcomm (QCOM) | 5.9 | $18M | 315k | 56.79 | |
| Intel Corporation (INTC) | 5.8 | $18M | 800k | 22.16 | |
| Atmel Corporation | 4.6 | $14M | 1.0M | 14.07 | |
| Dell | 3.3 | $10M | 600k | 16.67 | |
| Advanced Micro Devices (AMD) | 2.1 | $6.3M | 900k | 6.99 | |
| Asml Holding Nv Adr depository receipts | 1.8 | $5.5M | 150k | 36.96 | |
| 1.7 | $5.1M | 10k | 506.40 | ||
| Apple (AAPL) | 1.7 | $5.0M | 15k | 335.67 | |
| NetLogic Microsystems | 1.5 | $4.4M | 109k | 40.42 | |
| Citrix Systems | 1.3 | $4.0M | 50k | 80.00 | |
| VMware | 1.0 | $3.0M | 30k | 100.23 | |
| Rubicon Technology | 0.8 | $2.5M | 150k | 16.86 | |
| Oracle Corporation (ORCL) | 0.8 | $2.5M | 75k | 32.91 | |
| Western Digital (WDC) | 0.6 | $1.8M | 50k | 36.38 | |
| Ancestry | 0.3 | $1.0M | 25k | 41.40 | |
| SuccessFactors | 0.2 | $735k | 25k | 29.40 | |
| Expedia | 0.1 | $435k | 15k | 29.00 |
