Lanexa Management as of March 31, 2015
Portfolio Holdings for Lanexa Management
Lanexa Management holds 33 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qlik Technologies | 7.5 | $3.9M | 127k | 31.13 | |
| 6.3 | $3.3M | 6.0k | 554.67 | ||
| Alibaba Group Holding (BABA) | 5.7 | $3.0M | 36k | 83.24 | |
| salesforce (CRM) | 5.4 | $2.8M | 43k | 66.80 | |
| Cisco Systems (CSCO) | 5.2 | $2.8M | 100k | 27.53 | |
| Nimble Storage | 4.7 | $2.5M | 111k | 22.31 | |
| NetSuite | 4.4 | $2.3M | 25k | 92.76 | |
| Yahoo! | 4.2 | $2.2M | 50k | 44.44 | |
| Voxeljet Ag ads | 4.0 | $2.1M | 265k | 7.91 | |
| SanDisk Corporation | 3.6 | $1.9M | 30k | 63.63 | |
| Linkedin Corp | 3.5 | $1.9M | 7.5k | 249.87 | |
| 3.3 | $1.8M | 35k | 50.09 | ||
| ARM Holdings | 3.3 | $1.7M | 35k | 49.31 | |
| stock | 3.2 | $1.7M | 29k | 59.20 | |
| Sunpower (SPWR) | 3.1 | $1.6M | 53k | 31.31 | |
| Hortonworks | 3.0 | $1.6M | 67k | 23.85 | |
| Lendingclub | 2.7 | $1.4M | 73k | 19.65 | |
| Bazaarvoice | 2.6 | $1.4M | 246k | 5.65 | |
| Paycom Software (PAYC) | 2.3 | $1.2M | 38k | 32.06 | |
| Zendesk | 2.1 | $1.1M | 50k | 22.70 | |
| Zynga | 2.1 | $1.1M | 390k | 2.85 | |
| Inovalon Holdings Inc Cl A | 2.0 | $1.1M | 36k | 30.22 | |
| DigitalGlobe | 1.9 | $1.0M | 30k | 34.07 | |
| Grubhub | 1.9 | $990k | 22k | 45.41 | |
| Amazon (AMZN) | 1.8 | $930k | 2.5k | 372.00 | |
| Identiv (INVE) | 1.7 | $908k | 106k | 8.58 | |
| Ruckus Wireless | 1.6 | $844k | 66k | 12.87 | |
| JDS Uniphase Corporation | 1.5 | $787k | 60k | 13.12 | |
| SeaChange International | 1.4 | $764k | 97k | 7.85 | |
| Twenty-first Century Fox | 1.3 | $677k | 20k | 33.85 | |
| Micrel, Incorporated | 1.1 | $603k | 40k | 15.08 | |
| First Solar (FSLR) | 1.1 | $598k | 10k | 59.80 | |
| Inphi Corporation | 0.4 | $189k | 11k | 17.84 |
