Connective Capital Management

Connective Capital Management as of Dec. 31, 2013

Portfolio Holdings for Connective Capital Management

Connective Capital Management holds 32 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 12.0 $10M 89k 115.36
Google 8.6 $7.3M 6.6k 1120.78
Taiwan Semiconductor Mfg (TSM) 6.3 $5.4M 307k 17.43
Ambarella (AMBA) 5.0 $4.3M 126k 33.93
Apple (AAPL) 4.7 $4.0M 7.1k 561.31
IPG Photonics Corporation (IPGP) 4.3 $3.7M 48k 77.59
Monsanto Company 4.3 $3.7M 32k 116.54
Invensense 4.2 $3.6M 174k 20.77
Stratasys (SSYS) 3.3 $2.8M 21k 134.80
Himax Technologies (HIMX) 3.2 $2.8M 189k 14.70
LG Display (LPL) 3.1 $2.7M 219k 12.14
Hollysys Automation Technolo (HOLI) 3.0 $2.6M 136k 18.93
Cognex Corporation (CGNX) 2.9 $2.5M 65k 38.19
Cray 2.7 $2.3M 85k 27.45
iShares Russell Microcap Index (IWC) 2.7 $2.3M 31k 75.10
Facebook Inc cl a (META) 2.7 $2.3M 42k 54.69
51job 2.7 $2.3M 29k 77.91
Baidu (BIDU) 2.6 $2.2M 13k 177.91
Fabrinet (FN) 2.6 $2.2M 109k 20.54
Rudolph Technologies 2.5 $2.1M 182k 11.74
Ansys (ANSS) 2.5 $2.1M 24k 87.30
Pandora Media 2.3 $2.0M 75k 26.59
Barracuda Networks 1.8 $1.5M 38k 39.68
Discovery Communications 1.8 $1.5M 17k 90.26
Twenty-first Century Fox 1.7 $1.4M 41k 35.18
Market Vectors Gold Miners ETF 1.6 $1.4M 65k 21.14
Palo Alto Networks (PANW) 1.3 $1.1M 20k 57.45
Hydrogenics Corporation 1.2 $1.0M 55k 19.16
Nimble Storage 1.1 $980k 22k 45.32
Alteva 0.7 $589k 72k 8.18
Audience 0.3 $292k 25k 11.66
eMagin Corporation 0.2 $142k 50k 2.83