Lanexa Management as of June 30, 2013
Portfolio Holdings for Lanexa Management
Lanexa Management holds 51 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 5.3 | $4.4M | 5.0k | 880.40 | ||
| SanDisk Corporation | 4.4 | $3.7M | 60k | 61.10 | |
| Take-Two Interactive Software (TTWO) | 3.6 | $3.0M | 200k | 14.97 | |
| FormFactor (FORM) | 3.6 | $3.0M | 437k | 6.75 | |
| Microchip Technology (MCHP) | 3.4 | $2.8M | 75k | 37.25 | |
| DigitalGlobe | 3.4 | $2.8M | 90k | 31.01 | |
| Responsys | 3.2 | $2.6M | 185k | 14.31 | |
| Palo Alto Networks (PANW) | 3.2 | $2.6M | 63k | 42.16 | |
| Apple (AAPL) | 3.1 | $2.6M | 6.5k | 396.46 | |
| Autodesk (ADSK) | 3.1 | $2.5M | 75k | 33.95 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $2.3M | 75k | 31.02 | |
| Technology SPDR (XLK) | 2.8 | $2.3M | 75k | 30.59 | |
| Guidance Software | 2.6 | $2.2M | 249k | 8.74 | |
| Sina Corporation | 2.6 | $2.2M | 39k | 55.73 | |
| Millennial Media | 2.6 | $2.1M | 244k | 8.71 | |
| Fortinet (FTNT) | 2.5 | $2.1M | 120k | 17.50 | |
| Inphi Corporation | 2.4 | $2.0M | 184k | 11.00 | |
| Teradata Corporation (TDC) | 2.4 | $2.0M | 40k | 50.22 | |
| Qlik Technologies | 2.4 | $2.0M | 70k | 28.27 | |
| Casella Waste Systems (CWST) | 2.3 | $1.9M | 450k | 4.31 | |
| stock | 2.2 | $1.9M | 40k | 46.35 | |
| Cme (CME) | 2.2 | $1.8M | 24k | 75.93 | |
| Linkedin Corp | 2.1 | $1.8M | 10k | 178.30 | |
| Juniper Networks (JNPR) | 2.1 | $1.7M | 90k | 19.31 | |
| Broadcom Corporation | 2.0 | $1.7M | 50k | 33.80 | |
| OSI Systems (OSIS) | 1.9 | $1.6M | 25k | 64.44 | |
| Homeaway | 1.9 | $1.6M | 50k | 32.34 | |
| Callidus Software | 1.8 | $1.5M | 230k | 6.59 | |
| Baidu (BIDU) | 1.7 | $1.4M | 15k | 94.60 | |
| Amazon (AMZN) | 1.7 | $1.4M | 5.0k | 277.60 | |
| VMware | 1.6 | $1.3M | 20k | 67.00 | |
| Facebook Inc cl a (META) | 1.5 | $1.2M | 50k | 24.88 | |
| Rally Software Development | 1.5 | $1.2M | 49k | 24.82 | |
| FalconStor Software | 1.5 | $1.2M | 881k | 1.37 | |
| Universal Display Corporation (OLED) | 1.3 | $1.1M | 40k | 28.12 | |
| Limelight Networks | 1.3 | $1.0M | 463k | 2.25 | |
| Identive | 1.2 | $1.0M | 1.4M | 0.72 | |
| Workday Inc cl a (WDAY) | 1.2 | $961k | 15k | 64.07 | |
| salesforce (CRM) | 1.1 | $955k | 25k | 38.20 | |
| NetApp (NTAP) | 0.9 | $756k | 20k | 37.80 | |
| Netflix (NFLX) | 0.8 | $633k | 3.0k | 211.00 | |
| Micron Technology (MU) | 0.7 | $573k | 40k | 14.32 | |
| Intuitive Surgical (ISRG) | 0.6 | $505k | 998.00 | 506.01 | |
| Astex Pharmaceuticals | 0.5 | $411k | 100k | 4.11 | |
| Abbvie (ABBV) | 0.5 | $413k | 10k | 41.30 | |
| Textura | 0.5 | $397k | 15k | 26.04 | |
| New Oriental Education & Tech | 0.4 | $332k | 15k | 22.13 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.4 | $314k | 10k | 31.40 | |
| AutoNavi Holdings | 0.4 | $302k | 25k | 12.08 | |
| Aruba Networks | 0.3 | $263k | 17k | 15.36 | |
| Volcano Corporation | 0.2 | $181k | 10k | 18.10 |
