Lanexa Management

Lanexa Management as of Dec. 31, 2014

Portfolio Holdings for Lanexa Management

Lanexa Management holds 52 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qlik Technologies 5.6 $5.5M 178k 30.89
Nimble Storage 4.9 $4.8M 175k 27.50
Paycom Software (PAYC) 4.7 $4.7M 177k 26.33
Apple (AAPL) 3.7 $3.7M 33k 110.39
Amazon (AMZN) 3.6 $3.6M 12k 310.35
Sap (SAP) 3.5 $3.5M 50k 69.66
Alibaba Group Holding (BABA) 3.2 $3.1M 30k 103.93
salesforce (CRM) 3.0 $3.0M 50k 59.32
stock (SPLK) 2.8 $2.8M 48k 58.95
Cisco Systems (CSCO) 2.8 $2.8M 100k 27.82
Linkedin Corp 2.7 $2.6M 12k 229.74
Sunpower (SPWR) 2.6 $2.6M 100k 25.83
Shutterfly 2.6 $2.6M 61k 41.70
Zillow 2.6 $2.6M 24k 105.88
Yahoo! 2.6 $2.5M 50k 50.52
Guidewire Software (GWRE) 2.5 $2.5M 49k 50.64
Coupons 2.3 $2.3M 130k 17.75
Zynga 2.3 $2.2M 841k 2.66
DigitalGlobe 2.2 $2.2M 70k 30.97
Facebook Inc cl a (META) 2.0 $2.0M 26k 78.04
NetSuite 2.0 $2.0M 18k 109.17
Ruckus Wireless 2.0 $2.0M 163k 12.02
First Solar (FSLR) 2.0 $1.9M 44k 44.59
Voxeljet Ag ads 2.0 $1.9M 240k 8.12
Baidu (BIDU) 1.7 $1.7M 7.5k 228.00
Identive 1.7 $1.7M 123k 13.89
VMware 1.7 $1.7M 20k 82.50
Yelp Inc cl a (YELP) 1.7 $1.6M 30k 54.73
Kate Spade & Co 1.6 $1.6M 51k 32.01
Palo Alto Networks (PANW) 1.6 $1.6M 13k 122.54
Fireeye 1.6 $1.6M 50k 31.58
Inphi Corporation 1.6 $1.6M 85k 18.48
Tableau Software Inc Cl A 1.6 $1.5M 18k 84.78
Micrel, Incorporated 1.5 $1.5M 100k 14.51
ARM Holdings 1.4 $1.4M 30k 46.30
Metropcs Communications (TMUS) 1.4 $1.3M 50k 26.94
Applied Materials (AMAT) 1.3 $1.2M 50k 24.92
Workday Inc cl a (WDAY) 1.2 $1.2M 15k 81.60
Celgene Corporation 1.1 $1.1M 10k 111.90
Ultratech 1.0 $985k 53k 18.57
FalconStor Software 0.7 $710k 530k 1.34
Lendingclub 0.7 $696k 28k 25.31
Abbvie (ABBV) 0.7 $654k 10k 65.40
SeaChange International 0.7 $638k 100k 6.38
Guidance Software 0.6 $623k 86k 7.26
Altera Corporation 0.6 $554k 15k 36.93
Tripadvisor (TRIP) 0.5 $485k 6.5k 74.62
Violin Memory 0.5 $465k 97k 4.79
Ctrip.com International 0.5 $455k 10k 45.50
F5 Networks (FFIV) 0.4 $391k 3.0k 130.33
Proofpoint 0.2 $241k 5.0k 48.20
Sunedison 0.2 $195k 10k 19.50