Lanexa Management

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
Google 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 (EGIO) 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