Here’s a list of my positions in order of size from largest to smallest notional positions

Here’s a list of my positions in order of size from largest to smallest notional positions: Longs – Sandisk Cisco Nuance Google Corning Riverbed Marvell Goldman Sachs Cypress Apple Microsoft Bank of America Visteon Autodesk DBA Adtran Shorts – LPS Bank of New York Wells Fargo Live Nation SLV

Here’s a list of my positions in order of size from largest to smallest notional positions:

Longs –

  • Sandisk
  • Cisco
  • Nuance
  • Google
  • Corning
  • Riverbed
  • Marvell
  • Goldman Sachs
  • Cypress
  • Apple
  • Microsoft
  • Bank of America
  • Visteon
  • Autodesk
  • DBA
  • Adtran

Shorts –

  • LPS
  • Bank of New York
  • Wells Fargo
  • Live Nation
  • SLV