Quentec Asset Management as of June 30, 2013
Portfolio Holdings for Quentec Asset Management
Quentec Asset Management holds 39 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Veeco Instruments (VECO) | 8.4 | $23M | 176k | 129.14 | |
Micron Technology (MU) | 5.8 | $16M | 1.1M | 14.33 | |
Lam Research Corporation (LRCX) | 4.7 | $13M | 285k | 44.34 | |
SanDisk Corporation | 4.5 | $12M | 199k | 61.10 | |
Applied Materials (AMAT) | 4.4 | $12M | 801k | 14.92 | |
Teradyne (TER) | 3.5 | $9.3M | 531k | 17.57 | |
Fairchild Semiconductor International | 3.4 | $9.2M | 667k | 13.80 | |
ON Semiconductor (ON) | 3.3 | $9.0M | 1.1M | 8.08 | |
Juniper Networks (JNPR) | 3.3 | $8.9M | 459k | 19.31 | |
Microchip Technology (MCHP) | 3.3 | $8.8M | 237k | 37.25 | |
Altera Corporation | 3.2 | $8.6M | 260k | 32.99 | |
Canadian Solar (CSIQ) | 3.1 | $8.5M | 773k | 10.99 | |
Broadcom Corporation | 3.1 | $8.4M | 249k | 33.79 | |
JDS Uniphase Corporation | 3.0 | $8.2M | 570k | 14.39 | |
Rudolph Technologies | 3.0 | $8.0M | 719k | 11.20 | |
Freescale Semiconductor Holdin | 2.9 | $7.9M | 582k | 13.55 | |
Facebook Inc cl a (META) | 2.9 | $7.8M | 313k | 24.88 | |
Cavium | 2.5 | $6.9M | 194k | 35.36 | |
Maxim Integrated Products | 2.5 | $6.7M | 240k | 27.79 | |
Synaptics, Incorporated (SYNA) | 2.5 | $6.6M | 172k | 38.56 | |
Aixtron | 2.1 | $5.7M | 341k | 16.78 | |
Sunedison | 2.1 | $5.7M | 698k | 8.17 | |
Expedia (EXPE) | 2.0 | $5.4M | 90k | 60.15 | |
Vishay Intertechnology (VSH) | 2.0 | $5.4M | 387k | 13.89 | |
Power Integrations (POWI) | 1.9 | $5.0M | 124k | 40.56 | |
Marvell Technology Group | 1.8 | $4.9M | 422k | 11.71 | |
AVX Corporation | 1.8 | $4.9M | 414k | 11.75 | |
Ciena Corporation (CIEN) | 1.6 | $4.3M | 224k | 19.43 | |
Trina Solar | 1.6 | $4.3M | 724k | 5.96 | |
Advanced Energy Industries (AEIS) | 1.3 | $3.6M | 209k | 17.41 | |
Fabrinet (FN) | 1.3 | $3.6M | 257k | 14.00 | |
Sunpower (SPWR) | 1.3 | $3.5M | 171k | 20.70 | |
Riverbed Technology | 1.3 | $3.4M | 220k | 15.57 | |
Avago Technologies | 1.2 | $3.2M | 84k | 37.38 | |
Imperva | 1.1 | $3.0M | 67k | 45.03 | |
Avnet (AVT) | 1.1 | $2.9M | 87k | 33.60 | |
Cree | 0.5 | $1.4M | 1.6k | 925.25 | |
Siliconware Precision Industries | 0.5 | $1.4M | 218k | 6.27 | |
Arrow Electronics (ARW) | 0.3 | $874k | 22k | 39.85 |