Quentec Asset Management as of March 31, 2013
Portfolio Holdings for Quentec Asset Management
Quentec Asset Management holds 36 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SanDisk Corporation | 6.7 | $13M | 241k | 54.96 | |
| Micron Technology (MU) | 5.5 | $11M | 1.1M | 9.98 | |
| Microchip Technology (MCHP) | 4.3 | $8.4M | 229k | 36.77 | |
| NetApp (NTAP) | 4.0 | $7.9M | 231k | 34.16 | |
| Broadcom Corporation | 4.0 | $7.8M | 226k | 34.68 | |
| Freescale Semiconductor Holdin | 4.0 | $7.8M | 524k | 14.89 | |
| Fairchild Semiconductor International | 3.9 | $7.6M | 540k | 14.14 | |
| Avago Technologies | 3.8 | $7.5M | 208k | 35.90 | |
| Maxim Integrated Products | 3.6 | $7.1M | 219k | 32.64 | |
| Rudolph Technologies | 3.6 | $7.1M | 606k | 11.78 | |
| Altera Corporation | 3.5 | $6.9M | 196k | 35.46 | |
| Synaptics, Incorporated (SYNA) | 3.5 | $6.9M | 168k | 40.69 | |
| Qualcomm (QCOM) | 3.4 | $6.6M | 99k | 66.94 | |
| Cree | 3.3 | $6.5M | 120k | 54.71 | |
| JDS Uniphase Corporation | 3.3 | $6.5M | 485k | 13.37 | |
| Juniper Networks (JNPR) | 3.2 | $6.4M | 345k | 18.54 | |
| Finisar Corporation | 2.8 | $5.5M | 414k | 13.19 | |
| Oracle Corporation (ORCL) | 2.7 | $5.3M | 165k | 32.33 | |
| Lam Research Corporation (LRCX) | 2.7 | $5.3M | 129k | 41.46 | |
| Aixtron | 2.7 | $5.3M | 360k | 14.66 | |
| Facebook Inc cl a (META) | 2.6 | $5.1M | 201k | 25.58 | |
| Ciena Corporation (CIEN) | 2.6 | $5.1M | 318k | 16.01 | |
| AVX Corporation | 2.1 | $4.1M | 348k | 11.90 | |
| Seagate Technology Com Stk | 2.0 | $4.0M | 108k | 36.56 | |
| Nxp Semiconductors N V (NXPI) | 1.9 | $3.7M | 124k | 30.29 | |
| Cavium | 1.9 | $3.7M | 97k | 38.81 | |
| Spreadtrum Communications | 1.8 | $3.5M | 171k | 20.51 | |
| ON Semiconductor (ON) | 1.8 | $3.5M | 420k | 8.28 | |
| Fabrinet (FN) | 1.6 | $3.1M | 209k | 14.61 | |
| Imperva | 1.4 | $2.7M | 70k | 38.51 | |
| Canadian Solar (CSIQ) | 1.3 | $2.6M | 752k | 3.46 | |
| Trina Solar | 1.2 | $2.3M | 634k | 3.63 | |
| Power Integrations (POWI) | 1.1 | $2.3M | 52k | 43.41 | |
| MEMC Electronic Materials | 1.0 | $1.9M | 442k | 4.40 | |
| Ultratech | 0.8 | $1.7M | 42k | 39.53 | |
| Siliconware Precision Industries | 0.5 | $1.0M | 175k | 5.83 |
