7X7 ASSET MANAGEMENT LLC Information

100 PINE STREET, SUITE 1950, SAN FRANCISCO, California, 94111, (415) 249-6800

Report Date: 09/30/2013

Position Statistics

Total Positions 22
New Positions 5
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 113

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 0.41%
Technology 99.59%
Transportation
Utilities

22 Positions as of 09/30/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BROADCOM CORP CL A 8,198 3,432 72 215,000
GOOGLE INC CL A 4,445 1,482 50 7,500
WORKDAY INC CL A 884 -442 (33.33) 10,000
VMWARE INC CL A COM 11,871 6,194 109.09 115,000
GOOGLE INC CL C 4,366 1,455 50 7,500
AOL INC COM 3,921 3,921 New 90,000
APPLE INC COM 10,412 9,371 900 105,000
APPLIED MATLS INC COM 5,525 2,210 66.67 250,000
CITRIX SYS INC COM 8,704 3,482 66.67 125,000
E M C CORP MASS COM 3,295 -2,246 (40.54) 110,000
INTEL CORP COM 12,732 12,732 New 370,000
JIVE SOFTWARE INC COM 1,709 731 74.77 244,500
JUNIPER NETWORKS INC COM 6,624 2,788 72.67 284,900
MAXIM INTEGRATED PRODS INC COM 1,540 -3,388 (68.75) 50,000
MONOLITHIC PWR SYS INC COM 2,225 -5,561 (71.43) 50,000
NANOMETRICS INC COM 1,219 290 31.17 72,144
NETAPP INC COM 2,326 2,326 New 56,582
SKYWORKS SOLUTIONS INC COM 10,046 2,444 32.14 185,000
TIBCO SOFTWARE INC COM 4,252 1,701 66.67 200,000
GROUPON INC COM CL A 461 461 New 75,000


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