Lamond Capital Partners as of Dec. 31, 2012
Portfolio Holdings for Lamond Capital Partners
Lamond Capital Partners holds 22 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 |
|---|---|---|---|---|---|
| 9.1 | $9.3M | 13k | 707.42 | ||
| Akamai Technologies (AKAM) | 8.4 | $8.6M | 209k | 40.91 | |
| MasterCard Incorporated (MA) | 7.4 | $7.5M | 15k | 491.28 | |
| Fidelity National Information Services (FIS) | 7.2 | $7.3M | 211k | 34.81 | |
| Riverbed Technology | 7.0 | $7.1M | 361k | 19.72 | |
| eBay (EBAY) | 6.4 | $6.5M | 127k | 51.00 | |
| stock | 6.1 | $6.2M | 212k | 29.02 | |
| Infoblox | 5.3 | $5.4M | 300k | 17.97 | |
| Equinix | 4.9 | $5.0M | 24k | 206.18 | |
| salesforce (CRM) | 4.8 | $4.9M | 29k | 168.11 | |
| Qualcomm (QCOM) | 4.8 | $4.8M | 78k | 61.86 | |
| Teradata Corporation (TDC) | 4.7 | $4.8M | 78k | 61.89 | |
| Linkedin Corp | 4.5 | $4.5M | 40k | 114.82 | |
| NYSE Euronext | 4.1 | $4.1M | 131k | 31.54 | |
| Apple (AAPL) | 3.5 | $3.5M | 6.7k | 532.23 | |
| Verisk Analytics (VRSK) | 2.7 | $2.7M | 54k | 50.96 | |
| Fiserv (FI) | 2.2 | $2.2M | 29k | 79.02 | |
| Jive Software | 2.0 | $2.0M | 140k | 14.53 | |
| Yelp Inc cl a (YELP) | 1.7 | $1.8M | 93k | 18.85 | |
| Broadcom Corporation | 1.7 | $1.7M | 52k | 33.21 | |
| Demandware | 1.0 | $1.0M | 38k | 27.31 | |
| Palo Alto Networks (PANW) | 0.3 | $348k | 6.5k | 53.54 |
