Barai Capital Management as of Dec. 31, 2010
Portfolio Holdings for Barai Capital Management
Barai Capital Management holds 68 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 |
|---|---|---|---|---|---|
| Axcelis Technologies | 5.3 | $6.1M | 1.8M | 3.46 | |
| Apple (AAPL) | 5.0 | $5.7M | 18k | 322.57 | |
| Oclaro | 4.6 | $5.2M | 398k | 13.15 | |
| FSI International | 4.6 | $5.2M | 1.2M | 4.42 | |
| Intel Corporation (INTC) | 4.2 | $4.8M | 227k | 21.03 | |
| Qualcomm (QCOM) | 3.6 | $4.1M | 84k | 49.49 | |
| Sanmina-SCI Corporation | 3.5 | $4.0M | 348k | 11.48 | |
| Sigma Designs | 3.4 | $3.9M | 274k | 14.17 | |
| Entropic Communications | 3.3 | $3.7M | 309k | 12.08 | |
| Corning Incorporated (GLW) | 3.0 | $3.4M | 174k | 19.32 | |
| NVIDIA Corporation (NVDA) | 2.5 | $2.9M | 186k | 15.40 | |
| Seagate Technology Com Stk | 2.5 | $2.8M | 187k | 15.03 | |
| Advanced Micro Devices (AMD) | 2.5 | $2.8M | 341k | 8.18 | |
| Western Digital (WDC) | 2.4 | $2.7M | 79k | 33.90 | |
| 2.4 | $2.7M | 4.5k | 593.92 | ||
| Ciena Corporation (CIEN) | 2.3 | $2.6M | 123k | 21.05 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.5M | 89k | 27.91 | |
| JDS Uniphase Corporation | 2.0 | $2.3M | 157k | 14.48 | |
| Dell | 1.9 | $2.2M | 160k | 13.55 | |
| Hologic (HOLX) | 1.7 | $1.9M | 101k | 18.82 | |
| Smith Micro Software | 1.7 | $1.9M | 120k | 15.74 | |
| Cisco Systems (CSCO) | 1.6 | $1.9M | 93k | 20.23 | |
| SanDisk Corporation | 1.6 | $1.9M | 38k | 49.86 | |
| OmniVision Technologies | 1.6 | $1.9M | 63k | 29.60 | |
| Lattice Semiconductor (LSCC) | 1.6 | $1.8M | 300k | 6.06 | |
| Shutterfly | 1.4 | $1.6M | 46k | 34.89 | |
| Citi | 1.2 | $1.4M | 300k | 4.73 | |
| Stec | 1.2 | $1.4M | 80k | 17.65 | |
| Applied Materials (AMAT) | 1.2 | $1.4M | 100k | 14.05 | |
| MEMC Electronic Materials | 1.2 | $1.4M | 122k | 11.26 | |
| Synaptics, Incorporated (SYNA) | 1.2 | $1.3M | 45k | 29.38 | |
| Atmel Corporation | 1.1 | $1.2M | 100k | 12.32 | |
| ON Semiconductor (ON) | 1.1 | $1.2M | 125k | 9.88 | |
| Avago Technologies | 1.0 | $1.2M | 42k | 28.41 | |
| Brocade Communications Systems | 1.0 | $1.1M | 210k | 5.29 | |
| CommVault Systems (CVLT) | 1.0 | $1.1M | 38k | 28.63 | |
| Activision Blizzard | 0.9 | $1.1M | 85k | 12.44 | |
| Sourcefire | 0.9 | $1.0M | 40k | 25.92 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $995k | 31k | 32.52 | |
| Electronic Arts (EA) | 0.9 | $983k | 60k | 16.38 | |
| NetScout Systems (NTCT) | 0.9 | $982k | 43k | 23.01 | |
| Cray | 0.9 | $973k | 136k | 7.17 | |
| Capstone Turbine Corporation | 0.8 | $961k | 1.0M | 0.96 | |
| Sapient Corporation | 0.8 | $920k | 76k | 12.11 | |
| Red Hat | 0.8 | $913k | 20k | 45.65 | |
| Broadcom Corporation | 0.8 | $871k | 20k | 43.55 | |
| Bank of America Corporation (BAC) | 0.7 | $800k | 60k | 13.33 | |
| Travelzoo | 0.7 | $786k | 19k | 41.37 | |
| Ezchip Semiconductor Lt | 0.7 | $767k | 27k | 28.10 | |
| Silicon Laboratories (SLAB) | 0.6 | $690k | 15k | 46.00 | |
| Sonic Solutions | 0.6 | $654k | 44k | 15.00 | |
| SPS Commerce (SPSC) | 0.5 | $618k | 39k | 15.80 | |
| Silicon Graphics International | 0.5 | $584k | 65k | 9.04 | |
| Quest Software | 0.5 | $583k | 21k | 27.76 | |
| Entegris (ENTG) | 0.5 | $569k | 76k | 7.47 | |
| Power-One | 0.5 | $510k | 50k | 10.20 | |
| Lawson Software | 0.4 | $463k | 50k | 9.26 | |
| Silicon Image | 0.4 | $441k | 60k | 7.35 | |
| Citrix Systems | 0.3 | $368k | 5.4k | 68.43 | |
| Inphi Corporation | 0.3 | $331k | 17k | 20.06 | |
| Vishay Intertechnology (VSH) | 0.2 | $220k | 15k | 14.67 | |
| Daqo New Energy | 0.2 | $206k | 20k | 10.15 | |
| Zoran Corporation | 0.1 | $176k | 20k | 8.80 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $160k | 400k | 0.40 | |
| Semiconductor HOLDRs | 0.1 | $99k | 220k | 0.45 | |
| Boston Scientific Corporation (BSX) | 0.1 | $76k | 10k | 7.60 | |
| Convio | 0.0 | $29k | 3.5k | 8.36 | |
| Expedia | 0.0 | $2.0k | 15k | 0.13 |
