Lanexa Management as of June 30, 2011
Portfolio Holdings for Lanexa Management
Lanexa Management holds 47 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $5.9M | 18k | 335.66 | |
| Qualcomm (QCOM) | 5.3 | $5.7M | 100k | 56.79 | |
| KLA-Tencor Corporation (KLAC) | 3.8 | $4.1M | 101k | 40.48 | |
| Guidance Software | 3.7 | $4.0M | 487k | 8.15 | |
| SanDisk Corporation | 3.7 | $3.9M | 95k | 41.51 | |
| Callidus Software | 3.7 | $3.9M | 674k | 5.85 | |
| AutoNavi Holdings | 3.7 | $3.9M | 265k | 14.85 | |
| Echo Global Logistics | 3.3 | $3.5M | 199k | 17.75 | |
| EMC Corporation | 3.2 | $3.4M | 125k | 27.55 | |
| SeaChange International | 3.1 | $3.3M | 310k | 10.78 | |
| BigBand Networks | 2.9 | $3.1M | 1.4M | 2.17 | |
| Teradata Corporation (TDC) | 2.8 | $3.0M | 50k | 60.20 | |
| Atmel Corporation | 2.7 | $2.9M | 205k | 14.07 | |
| DigitalGlobe | 2.6 | $2.8M | 110k | 25.41 | |
| NetApp (NTAP) | 2.5 | $2.6M | 50k | 52.78 | |
| Emulex Corporation | 2.5 | $2.6M | 302k | 8.60 | |
| Immersion Corporation (IMMR) | 2.5 | $2.6M | 305k | 8.53 | |
| Avid Technology | 2.4 | $2.6M | 137k | 18.84 | |
| Ultratech | 2.4 | $2.6M | 85k | 30.38 | |
| 2.4 | $2.5M | 5.0k | 506.40 | ||
| Varian Semiconductor | 2.3 | $2.5M | 40k | 61.45 | |
| Identive | 2.3 | $2.4M | 1.1M | 2.32 | |
| Broadcom Corporation | 2.2 | $2.4M | 70k | 33.64 | |
| FormFactor (FORM) | 2.1 | $2.3M | 250k | 9.06 | |
| Intel Corporation (INTC) | 2.1 | $2.2M | 1.0k | 2216.00 | |
| MaxLinear (MXL) | 2.1 | $2.2M | 255k | 8.66 | |
| Ciena Corporation (CIEN) | 1.8 | $1.9M | 101k | 18.38 | |
| THQ | 1.7 | $1.8M | 495k | 3.62 | |
| Responsys | 1.6 | $1.7M | 96k | 17.73 | |
| Cogo (COGO) | 1.5 | $1.6M | 305k | 5.34 | |
| Harman International Industries | 1.5 | $1.6M | 35k | 45.57 | |
| Limelight Networks | 1.5 | $1.6M | 350k | 4.56 | |
| Novatel Wireless | 1.5 | $1.6M | 290k | 5.48 | |
| Interxion Holding | 1.4 | $1.5M | 100k | 15.14 | |
| VMware | 1.4 | $1.5M | 15k | 100.20 | |
| AuthenTec | 1.3 | $1.3M | 486k | 2.76 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.3M | 50k | 26.00 | |
| PMC-Sierra | 0.9 | $984k | 130k | 7.57 | |
| PowerShares QQQ Trust, Series 1 | 0.8 | $856k | 15k | 57.07 | |
| Fusion-io | 0.7 | $752k | 25k | 30.08 | |
| 21vianet Group (VNET) | 0.7 | $756k | 55k | 13.75 | |
| Clean Energy Fuels (CLNE) | 0.6 | $658k | 50k | 13.16 | |
| E Commerce China Dangdang | 0.6 | $580k | 50k | 11.60 | |
| Tyco International Ltd S hs | 0.5 | $494k | 10k | 49.40 | |
| Novellus Systems | 0.3 | $361k | 10k | 36.10 | |
| Renren Inc- | 0.2 | $177k | 20k | 8.85 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $165k | 10k | 16.50 |
