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) |
113 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 4.97% |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 3.65% |
| Technology | 91.38% |
| 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 |
|---|---|---|---|---|---|
| ERICSSON | ADR B SEK 10 | 4,957 | 4,957 | New | 418,300 |
| BROADCOM CORP | CL A | 7,480 | 3,740 | 100 | 200,000 |
| FACEBOOK INC | CL A | 1,546 | -6,182 | (80) | 60,000 |
| WORKDAY INC | CL A | 679 | 679 | New | 10,000 |
| ZYNGA INC | CL A | -2,805 | Sold Out | 0 | |
| VMWARE INC | CL A COM | -5,373 | Sold Out | 0 | |
| ADVANCED ENERGY INDS | COM | -3,386 | Sold Out | 0 | |
| AKAMAI TECHNOLOGIES INC | COM | 6,465 | 6,465 | New | 135,000 |
| APPLE INC | COM | 1,329 | -2,658 | (66.67) | 3,000 |
| APPLIED MATLS INC | COM | 5,591 | 746 | 15.39 | 375,000 |
| CISCO SYS INC | COM | -3,592 | Sold Out | 0 | |
| CYPRESS SEMICONDUCTOR CORP | COM | 287 | 287 | New | 25,000 |
| DELL INC | COM | -1,810 | Sold Out | 0 | |
| E M C CORP MASS | COM | 7,852 | 2,174 | 38.30 | 325,000 |
| EBAY INC | COM | 2,798 | 2,798 | New | 50,000 |
| F5 NETWORKS INC | COM | 2,072 | 2,072 | New | 25,000 |
| INTEL CORP | COM | 60 | 60 | New | 2,500 |
| JIVE SOFTWARE INC | COM | 2,932 | 555 | 23.33 | 185,000 |
| LINEAR TECHNOLOGY CORP | COM | -2,263 | Sold Out | 0 | |
| LSI CORPORATION | COM | 7,401 | 3,610 | 95.24 | 1,025,000 |
Latest News Headlines
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PGT Announces Increase in Size and Pricing of Secondary Offering 8:20PM ET - GlobeNewswire
Chevron Nears Sale of Egypt, Pakistan Downstream Assets: Sources- Reuters 8:07PM ET - Dow Jones Business News
Entergy's Palisades Nuclear Plant Likely to Stay Closed Until at Least Early Summer -Kalamazoo Gaze 7:55PM ET - Dow Jones Business News
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