Lanexa Management

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
Google 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 (EGIO) 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 (SPLK) 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