Lanexa Management as of Sept. 30, 2012
Portfolio Holdings for Lanexa Management
Lanexa Management holds 42 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SeaChange International | 7.1 | $5.6M | 716k | 7.85 | |
| Guidance Software | 7.0 | $5.5M | 488k | 11.26 | |
| Qualcomm (QCOM) | 6.3 | $5.0M | 80k | 62.48 | |
| SanDisk Corporation | 5.8 | $4.6M | 105k | 43.43 | |
| DigitalGlobe | 5.3 | $4.2M | 205k | 20.39 | |
| FormFactor (FORM) | 4.9 | $3.9M | 691k | 5.59 | |
| Broadcom Corporation | 4.8 | $3.8M | 110k | 34.57 | |
| Micron Technology (MU) | 3.8 | $3.0M | 500k | 5.98 | |
| Akamai Technologies (AKAM) | 3.5 | $2.8M | 72k | 38.25 | |
| Apple (AAPL) | 3.4 | $2.7M | 4.0k | 667.00 | |
| Inphi Corporation | 3.1 | $2.5M | 230k | 10.66 | |
| NetApp (NTAP) | 2.9 | $2.3M | 70k | 32.89 | |
| 2.9 | $2.3M | 3.0k | 754.67 | ||
| Qlik Technologies | 2.9 | $2.2M | 100k | 22.39 | |
| Shutterfly | 2.8 | $2.2M | 71k | 31.11 | |
| DealerTrack Holdings | 2.8 | $2.2M | 79k | 27.85 | |
| Fusion-io | 2.5 | $2.0M | 65k | 30.27 | |
| Callidus Software | 2.5 | $1.9M | 392k | 4.93 | |
| Responsys | 2.4 | $1.9M | 183k | 10.23 | |
| Limelight Networks | 2.3 | $1.8M | 769k | 2.34 | |
| VMware | 1.9 | $1.5M | 15k | 96.71 | |
| Electronic Arts (EA) | 1.9 | $1.5M | 115k | 12.69 | |
| Illumina (ILMN) | 1.8 | $1.4M | 30k | 48.20 | |
| Casella Waste Systems (CWST) | 1.6 | $1.3M | 295k | 4.27 | |
| Fortinet (FTNT) | 1.5 | $1.2M | 50k | 24.12 | |
| Identive | 1.5 | $1.2M | 1.3M | 0.89 | |
| Netflix (NFLX) | 1.4 | $1.1M | 20k | 54.45 | |
| Pacira Pharmaceuticals (PCRX) | 1.1 | $868k | 50k | 17.39 | |
| FalconStor Software | 1.0 | $780k | 332k | 2.35 | |
| Avg Technologies | 1.0 | $770k | 80k | 9.60 | |
| stock | 0.9 | $734k | 20k | 36.70 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $674k | 27k | 25.02 | |
| salesforce (CRM) | 0.8 | $611k | 4.0k | 152.75 | |
| Baidu (BIDU) | 0.7 | $584k | 5.0k | 116.80 | |
| Atmel Corporation | 0.7 | $526k | 100k | 5.26 | |
| Lam Research Corporation (LRCX) | 0.6 | $477k | 15k | 31.80 | |
| Immersion Corporation (IMMR) | 0.5 | $359k | 66k | 5.47 | |
| NVIDIA Corporation (NVDA) | 0.4 | $334k | 25k | 13.36 | |
| ARM Holdings | 0.4 | $280k | 10k | 28.00 | |
| Edwards Group Ltd Sponsored | 0.3 | $203k | 29k | 6.95 | |
| Best Buy (BBY) | 0.2 | $172k | 10k | 17.20 | |
| Envivio | 0.1 | $66k | 30k | 2.20 |
