Kingdom Ridge Capital as of Dec. 31, 2012
Portfolio Holdings for Kingdom Ridge Capital
Kingdom Ridge Capital holds 24 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 |
|---|---|---|---|---|---|
| Applied Micro Circuits Corporation | 22.7 | $61M | 7.3M | 8.42 | |
| International Business Machines (IBM) | 17.8 | $48M | 250k | 191.55 | |
| Sap (SAP) | 15.0 | $40M | 500k | 80.38 | |
| Alcatel-Lucent | 7.3 | $20M | 14M | 1.39 | |
| JDS Uniphase Corporation | 5.7 | $15M | 1.1M | 13.50 | |
| Ciena Corporation (CIEN) | 5.4 | $15M | 932k | 15.70 | |
| Analog Devices (ADI) | 3.1 | $8.4M | 200k | 42.06 | |
| Atmel Corporation | 2.8 | $7.4M | 1.1M | 6.55 | |
| Microsoft Corporation (MSFT) | 2.5 | $6.7M | 250k | 26.71 | |
| Asml Holding (ASML) | 2.4 | $6.4M | 100k | 64.39 | |
| Take-Two Interactive Software (TTWO) | 2.4 | $6.3M | 572k | 11.01 | |
| VMware | 1.8 | $4.7M | 50k | 94.14 | |
| BroadSoft | 1.7 | $4.5M | 125k | 36.33 | |
| Acme Packet | 1.6 | $4.4M | 200k | 22.12 | |
| Intel Corporation (INTC) | 1.5 | $4.1M | 200k | 20.62 | |
| Cogo Group | 1.2 | $3.3M | 1.5M | 2.18 | |
| Citrix Systems | 1.2 | $3.3M | 50k | 65.62 | |
| Arris | 0.9 | $2.3M | 156k | 14.94 | |
| RF Micro Devices | 0.8 | $2.2M | 500k | 4.48 | |
| Allot Communications (ALLT) | 0.5 | $1.3M | 75k | 17.83 | |
| Neophotonics Corp | 0.5 | $1.3M | 232k | 5.74 | |
| Responsys | 0.4 | $1.1M | 192k | 5.96 | |
| Sigma Designs | 0.4 | $1.1M | 209k | 5.15 | |
| Inphi Corporation | 0.4 | $958k | 100k | 9.58 |
