Connective Capital Management

Connective Capital Management as of Dec. 31, 2012

Portfolio Holdings for Connective Capital Management

Connective Capital Management holds 32 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 24.9 $29M 340k 84.28
iShares MSCI Japan Index 11.3 $13M 1.3M 9.75
iShares Russell Microcap Index (IWC) 7.1 $8.2M 156k 52.31
Yahoo! 6.3 $7.3M 367k 19.91
Qualcomm (QCOM) 5.0 $5.8M 93k 62.03
Monsanto Company 3.7 $4.2M 44k 94.72
CF Industries Holdings (CF) 3.1 $3.5M 17k 203.12
Oracle Corporation (ORCL) 3.0 $3.5M 104k 33.34
Google 2.8 $3.2M 4.6k 708.70
Taiwan Semiconductor Mfg (TSM) 2.6 $3.0M 173k 17.15
Mosaic (MOS) 2.5 $2.9M 51k 56.71
Potash Corp. Of Saskatchewan I 2.3 $2.7M 65k 40.69
Hollysys Automation Technolo (HOLI) 2.0 $2.4M 199k 11.86
Spreadtrum Communications 1.8 $2.1M 118k 17.59
Oceaneering International (OII) 1.7 $2.0M 37k 53.85
Asml Holding (ASML) 1.6 $1.9M 29k 64.41
Spdr S&p 500 Etf (SPY) 1.6 $1.8M 13k 142.37
Hollyfrontier Corp 1.6 $1.8M 38k 46.65
Valero Energy Corporation (VLO) 1.5 $1.8M 52k 34.13
Tesoro Corporation 1.5 $1.8M 40k 44.05
National-Oilwell Var 1.5 $1.7M 26k 68.35
Marathon Petroleum Corp (MPC) 1.5 $1.7M 27k 62.97
51job 1.5 $1.7M 36k 46.75
Audience 1.2 $1.4M 133k 10.40
Seadrill 1.1 $1.3M 35k 36.72
Ansys (ANSS) 1.1 $1.3M 19k 67.43
Groupon 1.1 $1.3M 261k 4.86
Zillow 1.0 $1.2M 43k 27.73
Tesla Motors (TSLA) 0.7 $834k 25k 33.99
Network 0.6 $680k 74k 9.21
Apple (AAPL) 0.2 $260k 487.00 533.88
Vistaprint N V 0.2 $255k 8.1k 31.48