Quentec Asset Management as of Sept. 30, 2013
Portfolio Holdings for Quentec Asset Management
Quentec Asset Management holds 41 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 9.2 | $28M | 350k | 78.88 | |
| Altera Corporation | 4.5 | $14M | 367k | 37.16 | |
| Lam Research Corporation | 4.5 | $14M | 264k | 51.20 | |
| Applied Materials (AMAT) | 4.4 | $13M | 751k | 17.53 | |
| JDS Uniphase Corporation | 4.0 | $12M | 805k | 14.71 | |
| Micron Technology (MU) | 3.8 | $11M | 655k | 17.47 | |
| Freescale Semiconductor Holdin | 3.5 | $11M | 637k | 16.65 | |
| ON Semiconductor (ON) | 3.4 | $10M | 1.4M | 7.31 | |
| Teradyne (TER) | 3.4 | $10M | 611k | 16.52 | |
| Veeco Instruments (VECO) | 3.3 | $10M | 269k | 37.24 | |
| Avago Technologies | 3.1 | $9.2M | 214k | 43.08 | |
| Fairchild Semiconductor International | 3.0 | $9.1M | 655k | 13.89 | |
| Trina Solar | 2.9 | $8.6M | 554k | 15.46 | |
| Rudolph Technologies | 2.8 | $8.4M | 739k | 11.40 | |
| SanDisk Corporation | 2.6 | $7.9M | 133k | 59.51 | |
| Sunedison | 2.3 | $7.0M | 874k | 7.97 | |
| Vishay Intertechnology (VSH) | 2.2 | $6.7M | 522k | 12.89 | |
| EMC Corporation | 2.2 | $6.6M | 260k | 25.56 | |
| Sunpower (SPWRQ) | 2.1 | $6.4M | 245k | 26.16 | |
| Aixtron | 2.1 | $6.4M | 376k | 16.96 | |
| NetApp (NTAP) | 2.1 | $6.2M | 145k | 42.62 | |
| Microchip Technology (MCHP) | 2.0 | $6.0M | 150k | 40.29 | |
| Rubicon Technology | 2.0 | $6.0M | 494k | 12.11 | |
| Maxim Integrated Products | 2.0 | $6.0M | 200k | 29.81 | |
| Aruba Networks | 1.8 | $5.5M | 330k | 16.64 | |
| Canadian Solar (CSIQ) | 1.8 | $5.4M | 315k | 16.99 | |
| Fabrinet (FN) | 1.8 | $5.3M | 317k | 16.84 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 1.8 | $5.3M | 523k | 10.17 | |
| Himax Technologies (HIMX) | 1.7 | $5.2M | 520k | 10.00 | |
| Marvell Technology Group | 1.7 | $5.2M | 452k | 11.50 | |
| STMicroelectronics (STM) | 1.6 | $4.9M | 530k | 9.20 | |
| Juniper Networks (JNPR) | 1.6 | $4.9M | 245k | 19.86 | |
| RF Micro Devices | 1.6 | $4.8M | 850k | 5.64 | |
| Broadcom Corporation | 1.5 | $4.4M | 170k | 26.03 | |
| Advanced Energy Industries (AEIS) | 1.3 | $3.9M | 224k | 17.51 | |
| Gt Solar Int'l | 1.0 | $3.0M | 350k | 8.51 | |
| Sprint | 0.8 | $2.6M | 410k | 6.22 | |
| Siliconware Precision Industries | 0.7 | $2.0M | 353k | 5.78 | |
| Sonus Networks | 0.6 | $1.9M | 549k | 3.37 | |
| Neophotonics Corp | 0.5 | $1.6M | 216k | 7.39 | |
| Xilinx | 0.5 | $1.4M | 30k | 46.81 |
