7x7 Asset Management LLC 13F 持仓 · 最近申报 2013年Q3
7x7 Asset Management 在 2013年Q3（报告期截至 2013-09-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 1.86 亿美元。前几大持仓：SPY（15.82%）、IWM（13.48%）、LLTC（6.93%）。本季前 25 大持仓中：新建仓 7 只、增持 11 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $29.4M | 15.82% | 175,000 | 减持 |
| 2 | IWM | ISHARES | $25.1M | 13.48% | 235,000 | 增持 |
| 3 | LLTC | LINEAR TECHNOLOGY CORP | $12.9M | 6.93% | 325,000 | 新建仓 |
| 4 | BRCM | BROADCOM CORP | $12.1M | 6.51% | 465,000 | 增持 |
| 5 | TXN | TEXAS INSTRS INC | $12.1M | 6.50% | 300,000 | 新建仓 |
| 6 | AAPL | APPLE INC | $11.9M | 6.41% | 25,000 | 增持 |
| 7 | VMW | VMWARE INC | $9.3M | 5.01% | 115,000 | 增持 |
| 8 | CTXS | CITRIX SYS INC | $8.8M | 4.75% | 125,000 | 增持 |
| 9 | INTC | INTEL CORP | $8.5M | 4.56% | 370,000 | 新建仓 |
| 10 | GOOGL | GOOGLE INC | $6.6M | 3.53% | 7,500 | 增持 |
| 11 | JNPR | JUNIPER NETWORKS INC | $5.7M | 3.04% | 284,900 | 增持 |
| 12 | TIBX | TIBCO SOFTWARE INC | $5.1M | 2.75% | 200,000 | 增持 |
| 13 | LSI1 | LSI CORPORATION | $5.1M | 2.74% | 650,000 | 减持 |
| 14 | SWKS | SKYWORKS SOLUTIONS INC | $4.6M | 2.47% | 185,000 | 减持 |
| 15 | AMAT | APPLIED MATLS INC | $4.4M | 2.36% | 250,000 | 增持 |
| 16 | AVGO | AVAGO TECHNOLOGIES LTD | $3.7M | 1.97% | 85,000 | 新建仓 |
| 17 | AOL | AOL INC | $3.1M | 1.67% | 90,000 | 新建仓 |
| 18 | JIVE | JIVE SOFTWARE INC | $3.1M | 1.64% | 244,500 | 增持 |
| 19 | EMC | E M C CORP MASS | $2.8M | 1.51% | 110,000 | 减持 |
| 20 | NTAP | NETAPP INC | $2.4M | 1.30% | 56,582 | 新建仓 |
| 21 | EZCH | EZCHIP SEMICONDUCTOR LIMITED | $1.8M | 0.99% | 75,000 | 减持 |
| 22 | INFN | INFINERA CORPORATION | $1.7M | 0.91% | 150,000 | 新建仓 |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $1.5M | 0.81% | 50,000 | 减持 |
| 24 | MXIM | MAXIM INTEGRATED PRODS INC | $1.5M | 0.80% | 50,000 | 减持 |
| 25 | ONTO | NANOMETRICS INC | $1.2M | 0.63% | 72,144 | 增持 |
来源：SEC 13F 申报文件 · 截至 2013-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR