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.
38 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) |
Shares Held |
|---|---|---|---|---|---|
| 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 | |
| FACEBOOK INC | CL A | 1,504 | -6,014 | (80) | 60,000 |
| QUALCOMM INC | COM | 2,556 | -6,071 | (70.37) | 40,000 |
| APPLE INC | COM | 1,326 | -2,653 | (66.67) | 3,000 |
| NANOMETRICS INC | COM | 1,078 | -418 | (27.95) | 75,000 |
| SYNAPTICS INC | COM | 4,182 | -1,046 | (20) | 100,000 |
| AKAMAI TECHNOLOGIES INC | COM | 6,257 | 6,257 | New | 135,000 |
| CYPRESS SEMICONDUCTOR CORP | COM | 277 | 277 | New | 25,000 |
| EBAY INC | COM | 2,724 | 2,724 | New | 50,000 |
| ERICSSON | ADR B SEK 10 | 4,894 | 4,894 | New | 418,300 |
| EZCHIP SEMICONDUCTOR LIMITED | ORD | 4,312 | 4,312 | New | 160,000 |
| F5 NETWORKS INC | COM | 2,031 | 2,031 | New | 25,000 |
Latest News Headlines
Cigna to Pay $1.7 Million in Disability Claim Handling Case 3:36PM ET - Dow Jones Business News
P&G's Lafley is Latest CEO to Retake Helm 3:31PM ET - Dow Jones Business News
Bausch & Lomb Unit To Pay $33.5 Million on Conspiracy, Kickback Charges - DOJ 3:29PM ET - Dow Jones Business News
MARKET SNAPSHOT: U.S. Blue-chip Stocks Catch Updraft On P&G 3:22PM ET - Dow Jones Business News
WEEK AHEAD: Costco Among Group of Retailers Reporting Next Week 3:20PM ET - Dow Jones Business News
View All