Empire Capital Management as of June 30, 2012
Portfolio Holdings for Empire Capital Management
Empire Capital Management holds 69 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu.com | 7.0 | $75B | 650k | 114980.00 | |
| Sonus Networks | 6.7 | $72B | 34M | 2145.01 | |
| Citrix Systems | 6.5 | $69B | 825k | 83940.61 | |
| Fortinet | 4.3 | $46B | 2.0M | 23219.98 | |
| Intel Corporation (INTC) | 4.0 | $43B | 1.6M | 26650.00 | |
| JDS Uniphase Corporation | 3.9 | $42B | 3.8M | 11000.00 | |
| MicroStrategy Incorporated (MSTR) | 3.6 | $38B | 293k | 129860.16 | |
| Keynote Systems | 3.5 | $38B | 2.6M | 14850.10 | |
| Ciena Corporation (CIEN) | 3.5 | $38B | 2.3M | 16370.13 | |
| ARM HOLDINGS PLC Cambridge | 2.6 | $28B | 1.2M | 23789.83 | |
| Qualcomm (QCOM) | 2.6 | $28B | 500k | 55680.00 | |
| Broadcom Corporation | 2.6 | $27B | 812k | 33759.85 | |
| Rackspace Hosting | 2.5 | $26B | 600k | 43940.00 | |
| Baidu.com | 2.4 | $26B | 225k | 114984.00 | |
| Linkedin Corp | 2.4 | $26B | 240k | 106270.83 | |
| Micron Technology (MU) | 2.0 | $22B | 3.4M | 6310.00 | |
| NetSuite | 2.0 | $21B | 385k | 54768.83 | |
| Jive Software | 2.0 | $21B | 1.0M | 20990.00 | |
| salesforce (CRM) | 1.7 | $19B | 135k | 138259.26 | |
| Tivo | 1.7 | $19B | 2.3M | 8260.96 | |
| Bazaarvoice Inc cs | 1.6 | $17B | 922k | 18200.24 | |
| MicroStrategy Incorporated (MSTR) | 1.4 | $15B | 115k | 129860.87 | |
| Rackspace Hosting | 1.4 | $15B | 335k | 43940.30 | |
| Tivo | 1.4 | $15B | 1.8M | 8259.86 | |
| LSI Corporation | 1.3 | $14B | 2.3M | 6370.22 | |
| Micron Technology (MU) | 1.3 | $14B | 2.2M | 6310.14 | |
| Barclays Bk Plc ipth s^p vix | 1.3 | $14B | 900k | 15210.00 | |
| Hewlett-Packard Company | 1.2 | $13B | 650k | 20110.77 | |
| Responsys | 1.1 | $12B | 975k | 12120.00 | |
| Marvell Technology Group | 1.1 | $11B | 1.0M | 11280.00 | |
| Zynga | 1.0 | $11B | 2.0M | 5440.00 | |
| Alcatel-lucent | 1.0 | $11B | 6.5M | 1630.00 | |
| Applied Micro Circuits Corporation | 0.9 | $10B | 1.7M | 5720.10 | |
| LSI Corporation | 0.9 | $9.6B | 1.5M | 6370.00 | |
| Concur Technologies | 0.9 | $9.5B | 140k | 68100.00 | |
| Fortinet | 0.9 | $9.3B | 400k | 23220.00 | |
| ARM HOLDINGS PLC Cambridge | 0.8 | $8.9B | 375k | 23788.57 | |
| Qlik Technologies | 0.8 | $8.8B | 396k | 22121.21 | |
| Informatica Corporation | 0.8 | $8.5B | 200k | 42360.00 | |
| ON Semiconductor (ON) | 0.8 | $8.0B | 1.1M | 7100.44 | |
| Equinix | 0.7 | $7.9B | 45k | 175644.44 | |
| Vocus | 0.7 | $7.6B | 408k | 18599.80 | |
| Acme Packet | 0.7 | $7.5B | 400k | 18650.00 | |
| Citrix Systems | 0.7 | $7.1B | 85k | 83941.18 | |
| Aruba Networks | 0.6 | $6.8B | 450k | 15051.11 | |
| Cavium | 0.6 | $6.6B | 235k | 28000.00 | |
| Oracle Corporation (ORCL) | 0.6 | $5.9B | 200k | 29700.00 | |
| JDS Uniphase Corporation | 0.5 | $5.5B | 500k | 11000.00 | |
| EarthLink | 0.5 | $5.4B | 725k | 7430.34 | |
| Yandex Nv-a (YNDX) | 0.5 | $5.3B | 276k | 19051.76 | |
| Interxion Holding | 0.5 | $5.0B | 277k | 18108.30 | |
| Fusion-io | 0.5 | $5.0B | 240k | 20891.67 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.5 | $5.0B | 100k | 49590.00 | |
| Teradata Corporation (TDC) | 0.4 | $4.5B | 62k | 72016.13 | |
| Fusion-io | 0.4 | $4.2B | 200k | 20890.00 | |
| Gigoptix | 0.3 | $3.1B | 1.2M | 2690.22 | |
| Emulex Corporation | 0.3 | $2.9B | 400k | 7200.00 | |
| Ciena Corporation (CIEN) | 0.3 | $2.9B | 175k | 16371.43 | |
| Avago Technologies | 0.3 | $2.8B | 79k | 35898.73 | |
| Vodafone | 0.3 | $2.8B | 100k | 28180.00 | |
| Jive Software | 0.2 | $2.6B | 125k | 20992.00 | |
| Electronic Arts (EA) | 0.2 | $1.9B | 150k | 12353.33 | |
| Freescale Semiconductor Holdin | 0.2 | $1.8B | 180k | 10250.00 | |
| Acme Packet | 0.1 | $1.5B | 80k | 18650.00 | |
| BroadSoft | 0.1 | $1.2B | 40k | 28950.00 | |
| SatCon Technology Corporation | 0.1 | $989M | 4.3M | 229.46 | |
| Powerwave Technologies | 0.1 | $725M | 1.0M | 725.00 | |
| Benchmark Electronics (BHE) | 0.1 | $558M | 40k | 13950.00 | |
| PC Connection (CNXN) | 0.0 | $32M | 3.0k | 10770.78 |
