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 | 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 (SPWRQ) | 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 |
