Quentec Asset Management as of Dec. 31, 2012
Portfolio Holdings for Quentec Asset Management
Quentec Asset Management holds 35 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 6.7 | $8.7M | 1.4M | 6.34 | |
| SanDisk Corporation | 6.6 | $8.5M | 196k | 43.50 | |
| Broadcom Corporation | 5.5 | $7.2M | 216k | 33.21 | |
| Altera Corporation | 4.5 | $5.9M | 172k | 34.40 | |
| Fairchild Semiconductor International | 4.3 | $5.6M | 391k | 14.39 | |
| Cree | 4.2 | $5.5M | 162k | 34.00 | |
| JDS Uniphase Corporation | 4.0 | $5.2M | 387k | 13.50 | |
| Semtech Corporation (SMTC) | 3.9 | $5.0M | 173k | 28.94 | |
| Teradyne (TER) | 3.7 | $4.9M | 288k | 16.90 | |
| Freescale Semiconductor Holdin | 3.6 | $4.6M | 422k | 11.02 | |
| Juniper Networks (JNPR) | 3.4 | $4.5M | 227k | 19.65 | |
| Avago Technologies | 3.1 | $4.0M | 127k | 31.66 | |
| Veeco Instruments (VECO) | 3.0 | $3.9M | 133k | 29.49 | |
| Maxim Integrated Products | 2.9 | $3.7M | 127k | 29.39 | |
| NetApp (NTAP) | 2.8 | $3.6M | 106k | 33.55 | |
| Western Digital (WDC) | 2.7 | $3.5M | 82k | 42.44 | |
| Microchip Technology (MCHP) | 2.5 | $3.3M | 100k | 32.57 | |
| Nxp Semiconductors N V (NXPI) | 2.4 | $3.1M | 118k | 26.31 | |
| Jabil Circuit (JBL) | 2.4 | $3.1M | 159k | 19.29 | |
| Finisar Corporation | 2.4 | $3.1M | 187k | 16.30 | |
| Microsoft Corporation (MSFT) | 2.3 | $3.0M | 111k | 26.71 | |
| Ultratech | 2.3 | $2.9M | 79k | 37.28 | |
| Qualcomm (QCOM) | 2.3 | $3.0M | 48k | 61.90 | |
| Lam Research Corporation (LRCX) | 2.2 | $2.9M | 80k | 36.15 | |
| Facebook Inc cl a (META) | 2.2 | $2.8M | 106k | 26.64 | |
| Synaptics, Incorporated (SYNA) | 2.1 | $2.8M | 93k | 29.97 | |
| Kulicke and Soffa Industries (KLIC) | 1.9 | $2.5M | 207k | 11.98 | |
| Ciena Corporation (CIEN) | 1.9 | $2.5M | 157k | 15.70 | |
| Applied Materials (AMAT) | 1.8 | $2.4M | 206k | 11.45 | |
| Cavium | 1.8 | $2.3M | 75k | 31.19 | |
| Spreadtrum Communications | 1.4 | $1.9M | 107k | 17.62 | |
| Canadian Solar (CSIQ) | 1.4 | $1.8M | 521k | 3.40 | |
| Amkor Technology (AMKR) | 0.8 | $986k | 233k | 4.24 | |
| Rubicon Technology | 0.6 | $802k | 131k | 6.13 | |
| Siliconware Precision Industries | 0.5 | $640k | 120k | 5.34 |
