7X7 ASSET MANAGEMENT LLC
100 PINE STREET, SUITE 1950, SAN FRANCISCO, California, 94111, (415) 249-6800
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 38 |
| New Positions | 15 |
| Increased Positions | 24 |
| Decreased Positions | 14 |
| Positions with Activity | 38 |
| Sold Out Positions | 9 |
| Total Mkt Value (in $ millions) |
111 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 5.02% |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 3.64% |
| Technology | 91.34% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
38 Activity Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| E M C CORP MASS | COM | 7,696 | 2,131 | 38.30 | 325,000 |
| BROADCOM CORP | CL A | 7,340 | 3,670 | 100 | 200,000 |
| LSI CORPORATION | COM | 7,226 | 3,525 | 95.24 | 1,025,000 |
| XILINX INC | COM | 6,914 | 395 | 6.06 | 175,000 |
| ON SEMICONDUCTOR CORP | COM | 6,868 | 6,868 | New | 850,000 |
| SKYWORKS SOLUTIONS INC | COM | 6,388 | 6,388 | New | 275,000 |
| AKAMAI TECHNOLOGIES INC | COM | 6,226 | 6,226 | New | 135,000 |
| NETAPP INC | COM | 6,151 | 6,151 | New | 165,000 |
| SHUTTERFLY INC | COM | 5,583 | 2,185 | 64.29 | 115,000 |
| MONOLITHIC PWR SYS INC | COM | 5,502 | 1,914 | 53.33 | 230,000 |
| APPLIED MATLS INC | COM | 5,453 | 727 | 15.39 | 375,000 |
| IAC INTERACTIVECORP | COM PAR $.001 | 5,047 | 5,047 | New | 100,000 |
| ERICSSON | ADR B SEK 10 | 4,948 | 4,948 | New | 418,300 |
| EZCHIP SEMICONDUCTOR LIMITED | ORD | 4,243 | 4,243 | New | 160,000 |
| SYNAPTICS INC | COM | 4,081 | -1,020 | (20) | 100,000 |
| TIBCO SOFTWARE INC | COM | 3,302 | 3,302 | New | 150,000 |
| JIVE SOFTWARE INC | COM | 2,923 | 553 | 23.33 | 185,000 |
| EBAY INC | COM | 2,720 | 2,720 | New | 50,000 |
| QUALCOMM INC | COM | 2,609 | -6,197 | (70.37) | 40,000 |
| F5 NETWORKS INC | COM | 2,051 | 2,051 | New | 25,000 |
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