Lanexa Management as of Sept. 30, 2011
Portfolio Holdings for Lanexa Management
Lanexa Management holds 52 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cisco Systems (CSCO) | 5.5 | $5.4M | 350k | 15.50 | |
| PowerShares QQQ Trust, Series 1 | 5.3 | $5.2M | 100k | 52.49 | |
| 5.2 | $5.2M | 10k | 515.00 | ||
| Qualcomm (QCOM) | 4.2 | $4.1M | 85k | 48.64 | |
| SanDisk Corporation | 4.1 | $4.0M | 100k | 40.36 | |
| Broadcom Corporation | 4.0 | $4.0M | 120k | 33.29 | |
| DigitalGlobe | 4.0 | $3.9M | 203k | 19.43 | |
| Callidus Software | 3.8 | $3.8M | 824k | 4.61 | |
| Guidance Software | 3.8 | $3.7M | 576k | 6.49 | |
| Apple (AAPL) | 3.3 | $3.2M | 8.5k | 381.29 | |
| AutoNavi Holdings | 3.2 | $3.1M | 230k | 13.62 | |
| SeaChange International | 3.0 | $2.9M | 379k | 7.70 | |
| Harman International Industries | 2.8 | $2.8M | 98k | 28.58 | |
| EMC Corporation | 2.7 | $2.6M | 125k | 20.99 | |
| FormFactor (FORM) | 2.5 | $2.5M | 400k | 6.23 | |
| Identive | 2.1 | $2.1M | 1.1M | 1.99 | |
| Echo Global Logistics | 2.1 | $2.1M | 155k | 13.30 | |
| BigBand Networks | 2.1 | $2.1M | 1.6M | 1.28 | |
| Illumina (ILMN) | 2.1 | $2.0M | 50k | 40.92 | |
| DealerTrack Holdings | 1.9 | $1.8M | 118k | 15.67 | |
| Responsys | 1.8 | $1.8M | 166k | 10.78 | |
| Interxion Holding | 1.7 | $1.7M | 146k | 11.81 | |
| Emulex Corporation | 1.7 | $1.6M | 256k | 6.40 | |
| Nuance Communications | 1.6 | $1.6M | 78k | 20.34 | |
| VMware | 1.6 | $1.6M | 20k | 80.37 | |
| AuthenTec | 1.6 | $1.6M | 486k | 3.26 | |
| Fusion-io | 1.4 | $1.4M | 75k | 19.00 | |
| Teradata Corporation (TDC) | 1.4 | $1.4M | 26k | 53.52 | |
| NetApp (NTAP) | 1.4 | $1.4M | 40k | 33.92 | |
| Yahoo! | 1.3 | $1.3M | 100k | 13.17 | |
| Servicesource | 1.3 | $1.3M | 98k | 13.21 | |
| Atmel Corporation | 1.2 | $1.2M | 150k | 8.07 | |
| Limelight Networks | 1.2 | $1.2M | 501k | 2.36 | |
| Hewlett-Packard Company | 1.1 | $1.1M | 50k | 22.46 | |
| Immersion Corporation (IMMR) | 1.1 | $1.1M | 177k | 5.98 | |
| Shutterfly | 1.0 | $1.0M | 25k | 41.20 | |
| OSI Systems (OSIS) | 1.0 | $986k | 29k | 33.52 | |
| KLA-Tencor Corporation (KLAC) | 1.0 | $980k | 26k | 38.29 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $903k | 80k | 11.27 | |
| Ciena Corporation (CIEN) | 0.9 | $850k | 76k | 11.20 | |
| Netflix (NFLX) | 0.8 | $827k | 7.3k | 113.29 | |
| International Game Technology | 0.8 | $799k | 55k | 14.53 | |
| Cme (CME) | 0.8 | $739k | 3.0k | 246.33 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $666k | 25k | 26.64 | |
| Microsoft Corporation (MSFT) | 0.6 | $622k | 25k | 24.88 | |
| PMC-Sierra | 0.6 | $598k | 100k | 5.98 | |
| Makemytrip Limited Mauritius (MMYT) | 0.5 | $442k | 20k | 22.10 | |
| Tyco International Ltd S hs | 0.4 | $408k | 10k | 40.80 | |
| MaxLinear (MXL) | 0.3 | $312k | 48k | 6.46 | |
| Novellus Systems | 0.3 | $273k | 10k | 27.30 | |
| FalconStor Software | 0.2 | $245k | 84k | 2.92 | |
| Novatel Wireless | 0.1 | $92k | 30k | 3.03 |
