Lanexa Management as of March 31, 2013
Portfolio Holdings for Lanexa Management
Lanexa Management holds 54 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SanDisk Corporation | 4.2 | $3.3M | 60k | 54.97 | |
| 4.0 | $3.2M | 4.0k | 794.25 | ||
| Guidance Software | 3.8 | $3.0M | 275k | 10.85 | |
| Akamai Technologies (AKAM) | 3.5 | $2.7M | 78k | 35.32 | |
| Inphi Corporation | 3.4 | $2.6M | 253k | 10.45 | |
| Qlik Technologies | 3.3 | $2.6M | 100k | 25.83 | |
| Intuitive Surgical (ISRG) | 3.1 | $2.5M | 5.0k | 491.20 | |
| eBay (EBAY) | 3.1 | $2.4M | 45k | 54.22 | |
| FormFactor (FORM) | 3.0 | $2.4M | 501k | 4.70 | |
| SeaChange International | 3.0 | $2.4M | 198k | 11.89 | |
| Teradata Corporation (TDC) | 3.0 | $2.3M | 40k | 58.50 | |
| Qualcomm (QCOM) | 3.0 | $2.3M | 35k | 66.94 | |
| Aruba Networks | 2.9 | $2.3M | 92k | 24.74 | |
| Palo Alto Networks (PANW) | 2.8 | $2.2M | 39k | 56.60 | |
| FalconStor Software | 2.8 | $2.2M | 811k | 2.68 | |
| Citrix Systems | 2.8 | $2.2M | 30k | 72.17 | |
| Nxp Semiconductors N V (NXPI) | 2.7 | $2.2M | 71k | 30.29 | |
| Identive | 2.6 | $2.1M | 1.4M | 1.48 | |
| Take-Two Interactive Software (TTWO) | 2.6 | $2.0M | 125k | 16.15 | |
| Illumina (ILMN) | 2.4 | $1.9M | 35k | 53.97 | |
| Apple (AAPL) | 2.2 | $1.8M | 4.0k | 442.75 | |
| Responsys | 2.2 | $1.7M | 197k | 8.85 | |
| Fortinet (FTNT) | 2.0 | $1.6M | 67k | 23.68 | |
| VMware | 2.0 | $1.6M | 20k | 78.90 | |
| Limelight Networks | 2.0 | $1.6M | 750k | 2.08 | |
| Micron Technology (MU) | 1.9 | $1.5M | 150k | 9.98 | |
| Casella Waste Systems (CWST) | 1.9 | $1.5M | 334k | 4.37 | |
| Callidus Software | 1.8 | $1.4M | 310k | 4.57 | |
| Juniper Networks (JNPR) | 1.8 | $1.4M | 75k | 18.55 | |
| Amazon (AMZN) | 1.7 | $1.3M | 5.0k | 266.40 | |
| NVIDIA Corporation (NVDA) | 1.6 | $1.3M | 100k | 12.83 | |
| Shutterfly | 1.4 | $1.1M | 25k | 44.16 | |
| AutoNavi Holdings | 1.4 | $1.1M | 101k | 10.72 | |
| Altera Corporation | 1.4 | $1.1M | 30k | 35.47 | |
| OSI Systems (OSIS) | 1.2 | $937k | 15k | 62.32 | |
| NetApp (NTAP) | 1.1 | $854k | 25k | 34.16 | |
| Delta Air Lines (DAL) | 1.1 | $826k | 50k | 16.52 | |
| FMC Technologies | 1.0 | $816k | 15k | 54.40 | |
| stock | 1.0 | $801k | 20k | 40.05 | |
| Microchip Technology (MCHP) | 0.9 | $735k | 20k | 36.75 | |
| Baidu (BIDU) | 0.8 | $658k | 7.5k | 87.73 | |
| EMC Corporation | 0.8 | $597k | 25k | 23.88 | |
| Netflix (NFLX) | 0.7 | $568k | 3.0k | 189.33 | |
| Millennial Media | 0.7 | $540k | 85k | 6.35 | |
| Servicenow (NOW) | 0.6 | $453k | 13k | 36.24 | |
| Herbalife Ltd Com Stk (HLF) | 0.5 | $375k | 10k | 37.50 | |
| Power-One | 0.5 | $379k | 92k | 4.14 | |
| Seagate Technology Com Stk | 0.5 | $366k | 100.00 | 3660.00 | |
| Immersion Corporation (IMMR) | 0.4 | $295k | 25k | 11.72 | |
| Autodesk (ADSK) | 0.3 | $206k | 5.0k | 41.20 | |
| Electronic Arts (EA) | 0.2 | $177k | 10k | 17.70 | |
| Fusion-io | 0.2 | $180k | 11k | 16.33 | |
| Edwards Group Ltd Sponsored | 0.2 | $149k | 19k | 8.06 | |
| Research In Motion | 0.2 | $144k | 10k | 14.40 |
