Connective Capital Management as of March 31, 2014
Portfolio Holdings for Connective Capital Management
Connective Capital Management holds 33 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 8.8 | $5.5M | 47k | 116.39 | |
| Taiwan Semiconductor Mfg (TSM) | 8.4 | $5.2M | 262k | 20.01 | |
| 7.8 | $4.9M | 4.4k | 1113.87 | ||
| 21vianet Group (VNET) | 5.2 | $3.2M | 112k | 28.70 | |
| IPG Photonics Corporation (IPGP) | 5.2 | $3.2M | 45k | 71.11 | |
| Apple (AAPL) | 5.1 | $3.2M | 5.9k | 536.67 | |
| Hollysys Automation Technolo (HOLI) | 4.7 | $2.9M | 136k | 21.54 | |
| iShares Russell Microcap Index (IWC) | 3.8 | $2.4M | 31k | 77.30 | |
| Montage Technology | 3.7 | $2.3M | 116k | 20.02 | |
| Ambarella (AMBA) | 3.6 | $2.2M | 84k | 26.73 | |
| Atmel Corporation | 3.5 | $2.2M | 263k | 8.36 | |
| Stratasys (SSYS) | 2.9 | $1.8M | 17k | 106.15 | |
| ChipMOS Technology Bermuda | 2.7 | $1.7M | 78k | 22.07 | |
| Cognex Corporation (CGNX) | 2.7 | $1.7M | 50k | 33.91 | |
| Facebook Inc cl a (META) | 2.6 | $1.6M | 27k | 60.22 | |
| Rudolph Technologies | 2.5 | $1.6M | 136k | 11.41 | |
| Invensense | 2.4 | $1.5M | 63k | 23.69 | |
| Ansys (ANSS) | 2.3 | $1.4M | 19k | 77.05 | |
| Baidu (BIDU) | 2.3 | $1.4M | 9.5k | 152.34 | |
| Market Vectors Gold Miners ETF | 2.3 | $1.4M | 60k | 23.60 | |
| Yelp Inc cl a (YELP) | 2.3 | $1.4M | 18k | 76.97 | |
| Sky mobi | 2.2 | $1.4M | 154k | 8.81 | |
| Quantum Fuel Sys Technologies | 2.1 | $1.3M | 133k | 9.70 | |
| Peregrine Semiconductor | 2.1 | $1.3M | 213k | 6.04 | |
| Hydrogenics Corporation | 1.9 | $1.2M | 44k | 27.29 | |
| Fabrinet (FN) | 1.8 | $1.1M | 54k | 20.77 | |
| China Mobile Games & Entmt G | 1.5 | $959k | 43k | 22.10 | |
| Ceres | 1.0 | $627k | 713k | 0.88 | |
| Alteva | 0.8 | $521k | 63k | 8.29 | |
| Audience | 0.6 | $400k | 32k | 12.47 | |
| Luxfer Holdings | 0.5 | $307k | 16k | 19.57 | |
| KongZhong Corporation | 0.5 | $286k | 25k | 11.54 | |
| Ideal Power | 0.3 | $219k | 27k | 8.08 |
