Lanexa Management as of Sept. 30, 2013
Portfolio Holdings for Lanexa Management
Lanexa Management holds 44 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 5.8 | $4.3M | 9.0k | 476.78 | |
| OSI Systems (OSIS) | 5.0 | $3.7M | 50k | 74.38 | |
| DigitalGlobe | 4.2 | $3.1M | 98k | 31.62 | |
| FormFactor (FORM) | 3.9 | $2.9M | 425k | 6.86 | |
| Fortinet (FTNT) | 3.6 | $2.7M | 131k | 20.26 | |
| 3.5 | $2.6M | 3.0k | 876.00 | ||
| SanDisk Corporation | 3.4 | $2.5M | 43k | 59.51 | |
| Yahoo! | 3.4 | $2.5M | 75k | 33.17 | |
| Sina Corporation | 3.3 | $2.4M | 30k | 81.17 | |
| Responsys | 3.1 | $2.3M | 141k | 16.52 | |
| Palo Alto Networks (PANW) | 3.1 | $2.3M | 50k | 45.82 | |
| Take-Two Interactive Software (TTWO) | 3.1 | $2.3M | 125k | 18.17 | |
| Nxp Semiconductors N V (NXPI) | 2.7 | $2.0M | 55k | 37.21 | |
| Inphi Corporation | 2.7 | $2.0M | 150k | 13.43 | |
| Baidu.com | 2.6 | $1.9M | 13k | 155.20 | |
| Ruckus Wireless | 2.5 | $1.9M | 110k | 16.83 | |
| VMware | 2.5 | $1.8M | 23k | 80.89 | |
| Facebook Inc cl a (META) | 2.4 | $1.8M | 35k | 50.23 | |
| Casella Waste Systems (CWST) | 2.3 | $1.7M | 300k | 5.75 | |
| Qlik Technologies | 2.3 | $1.7M | 50k | 34.24 | |
| Intuitive Surgical (ISRG) | 2.0 | $1.5M | 4.0k | 376.25 | |
| Retailmenot | 1.9 | $1.4M | 39k | 35.56 | |
| FMC Technologies | 1.9 | $1.4M | 25k | 55.44 | |
| Rally Software Development | 1.9 | $1.4M | 46k | 29.95 | |
| Yelp Inc cl a (YELP) | 1.8 | $1.3M | 20k | 66.20 | |
| Aruba Networks | 1.7 | $1.3M | 77k | 16.64 | |
| Millennial Media | 1.7 | $1.3M | 181k | 7.07 | |
| Guidance Software | 1.7 | $1.2M | 135k | 9.07 | |
| FalconStor Software | 1.6 | $1.2M | 925k | 1.32 | |
| First Solar (FSLR) | 1.6 | $1.2M | 30k | 40.20 | |
| Volcano Corporation | 1.6 | $1.2M | 50k | 23.94 | |
| stock | 1.6 | $1.2M | 20k | 60.05 | |
| Catamaran | 1.6 | $1.1M | 25k | 45.96 | |
| Cvent | 1.4 | $1.0M | 29k | 35.19 | |
| Identive | 1.4 | $1.0M | 1.4M | 0.72 | |
| Callidus Software | 1.2 | $917k | 100k | 9.17 | |
| Applied Materials | 1.2 | $877k | 50k | 17.54 | |
| Micron Technology (MU) | 1.2 | $873k | 50k | 17.46 | |
| Youku | 1.1 | $822k | 30k | 27.40 | |
| Sohu | 1.1 | $788k | 10k | 78.80 | |
| Limelight Networks | 1.0 | $718k | 372k | 1.93 | |
| Red Hat | 0.9 | $641k | 14k | 46.11 | |
| Teradata Corporation (TDC) | 0.8 | $554k | 10k | 55.40 | |
| Juniper Networks (JNPR) | 0.7 | $497k | 25k | 19.88 |
