Connective Capital Management as of Sept. 30, 2013
Portfolio Holdings for Connective Capital Management
Connective Capital Management holds 32 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 |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 16.3 | $12M | 110k | 106.61 | |
| 8.4 | $6.0M | 6.9k | 875.98 | ||
| Taiwan Semiconductor Mfg (TSM) | 7.3 | $5.2M | 307k | 16.97 | |
| Apple (AAPL) | 6.1 | $4.4M | 9.2k | 476.67 | |
| Monsanto Company | 5.0 | $3.6M | 35k | 104.44 | |
| IPG Photonics Corporation (IPGP) | 4.2 | $3.0M | 53k | 56.24 | |
| Network | 3.4 | $2.4M | 185k | 13.16 | |
| Cognex Corporation (CGNX) | 3.2 | $2.3M | 74k | 31.28 | |
| LG Display (LPL) | 3.0 | $2.2M | 182k | 11.91 | |
| IAC/InterActive | 3.0 | $2.2M | 40k | 54.67 | |
| 51job | 3.0 | $2.1M | 30k | 71.79 | |
| Baidu (BIDU) | 3.0 | $2.1M | 14k | 155.23 | |
| iShares Russell Microcap Index (IWC) | 2.9 | $2.1M | 31k | 68.48 | |
| Ansys (ANSS) | 2.9 | $2.1M | 24k | 86.66 | |
| Ambarella (AMBA) | 2.8 | $2.0M | 103k | 19.53 | |
| Market Vectors Gold Miners ETF | 2.7 | $1.9M | 78k | 25.07 | |
| REPCOM cla | 2.6 | $1.9M | 41k | 46.78 | |
| Rudolph Technologies | 2.5 | $1.8M | 155k | 11.42 | |
| Stratasys (SSYS) | 2.3 | $1.6M | 16k | 101.41 | |
| Discovery Communications | 2.0 | $1.5M | 17k | 84.37 | |
| Twenty-first Century Fox | 1.9 | $1.4M | 41k | 33.50 | |
| AeroVironment (AVAV) | 1.9 | $1.3M | 58k | 23.16 | |
| Pandora Media | 1.9 | $1.3M | 53k | 25.11 | |
| Fabrinet (FN) | 1.6 | $1.2M | 71k | 16.80 | |
| Hollysys Automation Technolo (HOLI) | 1.0 | $743k | 50k | 14.97 | |
| Emulex Corporation | 0.9 | $669k | 86k | 7.74 | |
| Kior Inc. Cl A | 0.9 | $618k | 219k | 2.82 | |
| Renewable Energy | 0.7 | $515k | 34k | 15.15 | |
| Himax Technologies (HIMX) | 0.7 | $500k | 50k | 10.00 | |
| Audience | 0.7 | $495k | 44k | 11.25 | |
| Peregrine Semiconductor | 0.7 | $480k | 54k | 8.97 | |
| Alteva | 0.6 | $423k | 54k | 7.78 |
