Lanexa Management as of March 31, 2011
Portfolio Holdings for Lanexa Management
Lanexa Management holds 39 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 4.9 | $5.8M | 105k | 54.83 | |
| KLA-Tencor Corporation (KLAC) | 4.8 | $5.7M | 121k | 47.32 | |
| DigitalGlobe | 4.8 | $5.7M | 204k | 28.03 | |
| 4.7 | $5.6M | 9.5k | 586.74 | ||
| Guidance Software | 4.6 | $5.5M | 653k | 8.38 | |
| Echo Global Logistics | 4.0 | $4.7M | 361k | 13.13 | |
| Broadcom Corporation | 3.8 | $4.5M | 114k | 39.38 | |
| Apple (AAPL) | 3.7 | $4.4M | 13k | 348.48 | |
| Emulex Corporation | 3.6 | $4.3M | 400k | 10.67 | |
| Multi-Fineline Electronix | 3.5 | $4.2M | 147k | 28.22 | |
| VELTI PLC ST Helier | 3.5 | $4.1M | 326k | 12.59 | |
| Atmel Corporation | 3.3 | $4.0M | 290k | 13.63 | |
| AutoNavi Holdings | 3.3 | $3.9M | 219k | 17.71 | |
| Callidus Software | 3.1 | $3.7M | 536k | 6.87 | |
| Ultratech | 3.1 | $3.7M | 125k | 29.40 | |
| Immersion Corporation (IMMR) | 3.1 | $3.6M | 475k | 7.62 | |
| SanDisk Corporation | 3.0 | $3.5M | 76k | 46.09 | |
| EMC Corporation | 2.8 | $3.3M | 125k | 26.56 | |
| BigBand Networks | 2.5 | $3.0M | 1.2M | 2.55 | |
| Interxion Holding | 2.2 | $2.6M | 200k | 13.00 | |
| Teradata Corporation (TDC) | 2.1 | $2.5M | 50k | 50.70 | |
| Harman International Industries | 2.1 | $2.5M | 54k | 46.81 | |
| Varian Semiconductor | 2.1 | $2.4M | 50k | 48.68 | |
| NetApp (NTAP) | 2.0 | $2.4M | 50k | 48.14 | |
| THQ | 1.9 | $2.3M | 500k | 4.56 | |
| SeaChange International | 1.9 | $2.3M | 239k | 9.50 | |
| VMware | 1.9 | $2.2M | 27k | 81.53 | |
| MaxLinear (MXL) | 1.7 | $2.0M | 250k | 8.17 | |
| Novatel Wireless | 1.7 | $2.0M | 366k | 5.46 | |
| Cogo (COGO) | 1.6 | $1.8M | 226k | 8.07 | |
| MediaMind Technologies (MDMD) | 1.4 | $1.7M | 120k | 13.81 | |
| AuthenTec | 1.3 | $1.6M | 486k | 3.20 | |
| Monster Worldwide | 1.3 | $1.5M | 95k | 15.91 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.3M | 50k | 25.40 | |
| Limelight Networks | 1.0 | $1.2M | 170k | 7.16 | |
| Linear Technology Corporation | 0.7 | $841k | 25k | 33.64 | |
| Skyworks Solutions (SWKS) | 0.6 | $648k | 20k | 32.40 | |
| RF Micro Devices | 0.5 | $641k | 100k | 6.41 | |
| STMicroelectronics (STM) | 0.5 | $621k | 50k | 12.42 |
