LANEXA MANAGEMENT, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 716-2650

Report Date: 09/30/2013

Position Statistics

Total Positions 44
New Positions 12
Increased Positions 23
Decreased Positions 21
Positions with Activity 44
Sold Out Positions 0
Total Mkt Value (in $ millions) 80

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 0.6%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.93%
Financial
Healthcare 2.99%
Services 15.77%
Technology 76.57%
Transportation
Utilities

21 DECREASED Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 4,088 -1,022 (20) 50,000
SANDISK CORP COM 4,051 -1,628 (28.67) 42,800
NXP SEMICONDUCTORS N V COM 3,611 -1,371 (27.53) 54,500
FORMFACTOR INC COM 3,256 -92 (2.76) 425,000
TAKE-TWO INTERACTIVE SOFTWARE COM 2,919 -1,751 (37.5) 125,000
BAIDU INC SPON ADR REP A 2,480 -496 (16.67) 12,500
FACEBOOK INC CL A 2,424 -1,039 (30) 35,000
INPHI CORP COM 2,145 -480 (18.28) 150,000
GOOGLE INC CL A 1,811 -1,207 (40) 3,000
GOOGLE INC CL C 1,784 -1,189 (40) 3,000
CASELLA WASTE SYS INC CL A 1,485 -743 (33.33) 300,000
SINA CORP ORD 1,472 -422 (22.28) 30,000
CALLIDUS SOFTWARE INC COM 1,170 -1,521 (56.52) 100,000
GUIDANCE SOFTWARE INC COM 1,121 -948 (45.82) 135,091
QLIK TECHNOLOGIES INC COM 1,121 -448 (28.57) 50,000
LIMELIGHT NETWORKS INC COM 1,067 -262 (19.69) 371,887
SPLUNK INC COM 926 -945 (50.5) 19,800
MILLENNIAL MEDIA INC COM 685 -239 (25.84) 180,803
JUNIPER NETWORKS INC COM 621 -1,613 (72.22) 25,000
RALLY SOFTWARE DEV CORP COM 475 -32 (6.27) 45,804


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