Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

7x7 Asset Management LLC 13F Holdings -- Portfolio & Top Positions (2013-09-30)

7x7 Asset Management LLC (CIK 1388558) reported $185.9M across 22 reported positions in its SEC 13F filing for 2013-09-30. Largest positions: SPY ($29.4M, 15.82%), IWM ($25.1M, 13.48%), LLTC ($12.9M, 6.93%), BRCM ($12.1M, 6.51%), TXN ($12.1M, 6.50%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$29.4M15.82%175,000Trimmed
2IWMISHARES$25.1M13.48%235,000Added
3LLTCLINEAR TECHNOLOGY CORP$12.9M6.93%325,000New
4BRCMBROADCOM CORP$12.1M6.51%465,000Added
5TXNTEXAS INSTRS INC$12.1M6.50%300,000New
6AAPLAPPLE INC$11.9M6.41%25,000Added
7VMWVMWARE INC$9.3M5.01%115,000Added
8CTXSCITRIX SYS INC$8.8M4.75%125,000Added
9INTCINTEL CORP$8.5M4.56%370,000New
10GOOGLGOOGLE INC$6.6M3.53%7,500Added
11JNPRJUNIPER NETWORKS INC$5.7M3.04%284,900Added
12TIBXTIBCO SOFTWARE INC$5.1M2.75%200,000Added
13LSI1LSI CORPORATION$5.1M2.74%650,000Trimmed
14SWKSSKYWORKS SOLUTIONS INC$4.6M2.47%185,000Trimmed
15AMATAPPLIED MATLS INC$4.4M2.36%250,000Added
16AVGOAVAGO TECHNOLOGIES LTD$3.7M1.97%85,000New
17AOLAOL INC$3.1M1.67%90,000New
18JIVEJIVE SOFTWARE INC$3.1M1.64%244,500Added
19EMCE M C CORP MASS$2.8M1.51%110,000Trimmed
20NTAPNETAPP INC$2.4M1.30%56,582New
21EZCHEZCHIP SEMICONDUCTOR LIMITED$1.8M0.99%75,000Trimmed
22INFNINFINERA CORPORATION$1.7M0.91%150,000New
23MPWRMONOLITHIC PWR SYS INC$1.5M0.81%50,000Trimmed
24MXIMMAXIM INTEGRATED PRODS INC$1.5M0.80%50,000Trimmed
25ONTONANOMETRICS INC$1.2M0.63%72,144Added

Source: SEC Form 13F filings · as of 2013-09-30