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 | 4.94% |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 3.62% |
| Technology | 91.44% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
14 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SYNAPTICS INC | COM | 4,182 | -1,046 | (20) | 100,000 |
| QUALCOMM INC | COM | 2,556 | -6,071 | (70.37) | 40,000 |
| FACEBOOK INC | CL A | 1,504 | -6,014 | (80) | 60,000 |
| APPLE INC | COM | 1,326 | -2,653 | (66.67) | 3,000 |
| NANOMETRICS INC | COM | 1,078 | -418 | (27.95) | 75,000 |
| ADVANCED ENERGY INDS | COM | -3,275 | Sold Out | 0 | |
| CISCO SYS INC | COM | -3,527 | Sold Out | 0 | |
| DELL INC | COM | -1,802 | Sold Out | 0 | |
| LINEAR TECHNOLOGY CORP | COM | -2,222 | Sold Out | 0 | |
| NVIDIA CORP | COM | -8,412 | Sold Out | 0 | |
| SANDISK CORP | COM | -8,675 | Sold Out | 0 | |
| VMWARE INC | CL A COM | -5,067 | Sold Out | 0 | |
| VOLTERRA SEMICONDUCTOR CORP | COM | -3,118 | Sold Out | 0 | |
| ZYNGA INC | CL A | -2,797 | Sold Out | 0 |
Latest News Headlines
UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
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