Lanexa Management as of Dec. 31, 2010
Portfolio Holdings for Lanexa Management
Lanexa Management holds 49 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 5.7 | $6.7M | 135k | 49.49 | |
| Apple (AAPL) | 5.5 | $6.5M | 20k | 322.55 | |
| DigitalGlobe | 5.3 | $6.2M | 196k | 31.71 | |
| 4.6 | $5.3M | 9.0k | 594.00 | ||
| Guidance Software | 4.0 | $4.7M | 652k | 7.19 | |
| Ultratech | 3.8 | $4.5M | 226k | 19.88 | |
| Broadcom Corporation | 3.7 | $4.4M | 100k | 43.55 | |
| Teradata Corporation (TDC) | 3.5 | $4.1M | 100k | 41.16 | |
| Electronic Arts (EA) | 3.5 | $4.1M | 250k | 16.38 | |
| EMC Corporation | 3.4 | $4.0M | 175k | 22.90 | |
| Emulex Corporation | 3.4 | $4.0M | 340k | 11.66 | |
| Terremark Worldwide | 3.3 | $3.9M | 300k | 12.95 | |
| KLA-Tencor Corporation (KLAC) | 3.3 | $3.9M | 100k | 38.64 | |
| Atmel Corporation | 3.2 | $3.7M | 300k | 12.32 | |
| Immersion Corporation (IMMR) | 3.1 | $3.6M | 534k | 6.71 | |
| Ancestry | 2.9 | $3.4M | 120k | 28.32 | |
| Varian Semiconductor | 2.4 | $2.8M | 75k | 36.97 | |
| Harman International Industries | 2.4 | $2.8M | 60k | 46.30 | |
| VMware | 2.3 | $2.7M | 30k | 88.90 | |
| Callidus Software | 2.2 | $2.5M | 503k | 5.05 | |
| BigBand Networks | 1.9 | $2.3M | 807k | 2.80 | |
| Juniper Networks (JNPR) | 1.9 | $2.2M | 60k | 36.92 | |
| NetApp (NTAP) | 1.9 | $2.2M | 40k | 54.95 | |
| SanDisk Corporation | 1.8 | $2.1M | 41k | 49.87 | |
| MaxLinear (MXL) | 1.8 | $2.1M | 191k | 10.76 | |
| SeaChange International | 1.8 | $2.0M | 239k | 8.55 | |
| Echo Global Logistics | 1.8 | $2.0M | 170k | 12.04 | |
| Cisco Systems (CSCO) | 1.7 | $2.0M | 100k | 20.23 | |
| DealerTrack Holdings | 1.3 | $1.5M | 75k | 20.07 | |
| Novatel Wireless | 1.3 | $1.5M | 156k | 9.55 | |
| Skyworks Solutions (SWKS) | 1.2 | $1.4M | 50k | 28.64 | |
| FormFactor (FORM) | 1.1 | $1.3M | 148k | 8.88 | |
| Verigy | 1.1 | $1.3M | 100k | 13.02 | |
| Nokia Corporation (NOK) | 1.1 | $1.3M | 125k | 10.32 | |
| Autodesk (ADSK) | 1.0 | $1.1M | 30k | 38.20 | |
| Amazon (AMZN) | 0.8 | $900k | 5.0k | 180.00 | |
| Qlik Technologies | 0.7 | $828k | 32k | 25.88 | |
| Micron Technology (MU) | 0.7 | $802k | 100k | 8.02 | |
| THQ | 0.7 | $758k | 125k | 6.06 | |
| Cavium Networks | 0.6 | $754k | 20k | 37.70 | |
| Monster Worldwide | 0.6 | $709k | 30k | 23.63 | |
| PMC-Sierra | 0.4 | $430k | 50k | 8.60 | |
| Limelight Networks | 0.3 | $407k | 70k | 5.81 | |
| AuthenTec | 0.3 | $404k | 162k | 2.50 | |
| LivePerson (LPSN) | 0.3 | $339k | 30k | 11.30 | |
| Fortinet (FTNT) | 0.3 | $324k | 10k | 32.40 | |
| A123 Systems | 0.2 | $292k | 31k | 9.55 | |
| SemiLEDs Corporation | 0.1 | $145k | 5.0k | 29.00 | |
| MediaMind Technologies (MDMD) | 0.0 | $41k | 3.0k | 13.67 |
