Quentec Asset Management as of Dec. 31, 2013
Portfolio Holdings for Quentec Asset Management
Quentec Asset Management holds 43 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation | 5.2 | $17M | 320k | 54.45 | |
| Applied Materials (AMAT) | 5.1 | $17M | 969k | 17.68 | |
| Veeco Instruments (VECO) | 4.0 | $14M | 411k | 32.91 | |
| Micron Technology (MU) | 3.7 | $13M | 574k | 21.75 | |
| Freescale Semiconductor Holdin | 3.7 | $13M | 776k | 16.05 | |
| ON Semiconductor (ON) | 3.7 | $12M | 1.5M | 8.24 | |
| Advanced Energy Industries (AEIS) | 3.5 | $12M | 522k | 22.86 | |
| Altera Corporation | 3.5 | $12M | 364k | 32.51 | |
| Canadian Solar (CSIQ) | 3.3 | $11M | 376k | 29.81 | |
| JDS Uniphase Corporation | 3.0 | $10M | 786k | 12.98 | |
| Himax Technologies (HIMX) | 2.7 | $9.2M | 623k | 14.71 | |
| Teradyne (TER) | 2.7 | $9.0M | 511k | 17.62 | |
| Fairchild Semiconductor International | 2.6 | $8.9M | 670k | 13.35 | |
| Sunedison | 2.6 | $8.7M | 663k | 13.05 | |
| Cree | 2.5 | $8.5M | 136k | 62.51 | |
| Xilinx | 2.4 | $7.9M | 173k | 45.93 | |
| Trina Solar | 2.4 | $7.9M | 579k | 13.67 | |
| Rubicon Technology | 2.3 | $7.8M | 788k | 9.95 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 2.3 | $7.9M | 856k | 9.17 | |
| Ultratech | 2.3 | $7.7M | 267k | 29.00 | |
| Vishay Intertechnology (VSH) | 2.3 | $7.7M | 579k | 13.26 | |
| Broadcom Corporation | 2.2 | $7.4M | 250k | 29.65 | |
| Fabrinet (FN) | 2.1 | $7.1M | 343k | 20.56 | |
| Rudolph Technologies | 2.1 | $7.0M | 594k | 11.74 | |
| STMicroelectronics (STM) | 2.0 | $6.9M | 861k | 8.00 | |
| Marvell Technology Group | 2.0 | $6.6M | 462k | 14.38 | |
| Cavium | 2.0 | $6.6M | 193k | 34.51 | |
| Sunpower (SPWRQ) | 1.9 | $6.6M | 220k | 29.81 | |
| EMC Corporation | 1.9 | $6.5M | 257k | 25.15 | |
| RF Micro Devices | 1.9 | $6.4M | 1.2M | 5.16 | |
| Invensense | 1.8 | $6.0M | 288k | 20.78 | |
| Gt Solar Int'l | 1.7 | $5.9M | 673k | 8.72 | |
| Aixtron | 1.6 | $5.4M | 369k | 14.52 | |
| NVIDIA Corporation (NVDA) | 1.4 | $4.8M | 300k | 16.02 | |
| Yingli Green Energy Hold | 1.4 | $4.7M | 924k | 5.05 | |
| Mentor Graphics Corporation | 1.4 | $4.7M | 193k | 24.07 | |
| Microchip Technology (MCHP) | 1.4 | $4.6M | 102k | 44.74 | |
| NetApp (NTAP) | 1.3 | $4.5M | 110k | 41.14 | |
| Maxim Integrated Products | 1.3 | $4.4M | 157k | 27.90 | |
| Sprint | 1.0 | $3.3M | 310k | 10.75 | |
| Siliconware Precision Industries | 0.6 | $2.2M | 361k | 5.98 | |
| Neophotonics Corp | 0.6 | $2.1M | 295k | 7.07 | |
| Sonus Networks | 0.5 | $1.7M | 552k | 3.15 |
