ATHERTON LANE ADVISERS, LLC

13F filer, CIK 1326196, MENLO PARK, CA

ATHERTON LANE ADVISERS, LLC reported $1,616,014,000 across 161 holdings for the quarter ended 2014-03-31, in a 13F-HR filed 2014-05-15. Its ten largest share positions make up 24.12% of the portfolio.

Filed 2014-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC13F-HR 0001140361-14-021320

Period: 2014-03-31
Reported value: $1.62B
Holdings: 161
Top 10 weight: 24.12%
New: 12
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GBDCadded	+1,494,939	$26.7M
ATMEL CORPnew	+1,698,795	$14.2M
TRULIA INCnew	+309,700	$10.3M
VMCnew	+121,925	$8.1M
OPENTABLE INCnew	+78,865	$6.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DVNreduced	-282,404	-$18.9M
KOreduced	-337,662	-$13.1M
COACH INCreduced	-224,383	-$11.1M
iShares Msci Singaporereduced	-819,864	-$10.7M
IBMreduced	-15,432	-$2.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2014

Share positions as resolved from 13F-HR 0001140361-14-021320, largest first. % of portfolio is the value over $1,616,014,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
GBDCGOLUB CAP BDC INC	3,635,159	$64.9M	4.01%	+1,494,939	Timeline
KKR & CO LPKKR & CO LP	2,712,205	$61.9M	3.83%	+34,865
GoogleGoogle	34,813	$38.8M	2.4%	+533
WFCWELLS FARGO & CO	765,544	$38.1M	2.36%	-5,084	Timeline
BACBANK OF AMER CORP	1,983,942	$34.1M	2.11%	+30,671	Timeline
BABOEING CO	256,084	$32.1M	1.99%	+580	Timeline
EWHISHARES INC	1,583,094	$31.3M	1.94%	-75,679	Timeline
JPMJPMORGAN CHASE & CO	491,788	$29.9M	1.85%	+3,367	Timeline
HPHELMERICH & PAYNE INC	274,479	$29.5M	1.83%	-2,339	Timeline
EWWISHARES INC	455,405	$29.1M	1.8%	+5,106	Timeline
BMYBRISTOL-MYERS SQUIBB CO	552,109	$28.7M	1.77%	+3,410	Timeline
HONHONEYWELL INTL INC	306,159	$28.4M	1.76%	-1,215	Timeline
SLBSLB LIMITED	288,294	$28.1M	1.74%	+8,297	Timeline
FRCBFIRST REP BK SAN FRANCISCO CAL	514,109	$27.8M	1.72%	+5,486	Timeline
CMICUMMINS INC	186,288	$27.8M	1.72%	+715	Timeline
MSMORGAN STANLEY	863,699	$26.9M	1.67%	+13,771	Timeline
GENERAL ELEC COGENERAL ELEC CO	1,024,671	$26.5M	1.64%	-10,949
BAKER HUGHES INCBAKER HUGHES INC	406,877	$26.5M	1.64%	+250
INTCINTEL CORP	1,002,177	$25.9M	1.6%	-15,884	Timeline
BLACKROCK INCBLACKROCK INC	81,978	$25.8M	1.6%	+911
EXPRESS SCRIPTS HLDG COEXPRESS SCRIPTS HLDG CO	340,481	$25.6M	1.58%	+1,125
HDHOME DEPOT INC	318,253	$25.2M	1.56%	+5,994	Timeline
PHPARKER-HANNIFIN CORP	207,695	$24.9M	1.54%	+1,805	Timeline
MYLAN INCMYLAN INC	508,310	$24.8M	1.54%	-6,118
NKENIKE INC	333,302	$24.6M	1.52%	-1,194	Timeline
AMGNAMGEN INC	198,253	$24.5M	1.51%	+3,845	Timeline
RRYDER SYS INC	294,550	$23.5M	1.46%	+2,296	Timeline
DU PONT E I DE NEMOURS & CODU PONT E I DE NEMOURS & CO	344,033	$23.1M	1.43%	+11,432
PFEPFIZER INC	697,052	$22.4M	1.39%	+51,323	Timeline
COSTCOSTCO WHOLESALE CORPORATION	200,276	$22.4M	1.38%	+8,676	Timeline
SWKSTANLEY BLACK & DECKER INC	274,649	$22.3M	1.38%	-6,234	Timeline
INTUINTUIT	283,918	$22.1M	1.37%	+1,361	Timeline
WCCWESCO INTL INC	263,235	$21.9M	1.36%	+11,395	Timeline
QCOMQUALCOMM INC	275,411	$21.7M	1.34%	+2,407	Timeline
UPSUNITED PARCEL SVCS INC	222,805	$21.7M	1.34%	+2,260	Timeline
Chubb CorporationChubb Corporation	241,019	$21.5M	1.33%	-1,550
FFORD MTR CO	1,371,296	$21.4M	1.32%	+28,059	Timeline
ARM HLDGS PLCARM HLDGS PLC	408,729	$20.8M	1.29%	+9,870
ANADARKO PETROLEUM CORPANADARKO PETROLEUM CORP	242,098	$20.5M	1.27%	+7,618
WYWEYERHAEUSER CO	685,638	$20.1M	1.25%	-85,971	Timeline
DHID R HORTON INC	922,980	$20M	1.24%	+107,275	Timeline
CHESEPEAKE ENERGY CORPCHESEPEAKE ENERGY CORP	772,747	$19.8M	1.23%	+20,655
KLACKLA CORP	285,880	$19.8M	1.22%	+15,549	Timeline
CATCATERPILLAR INC	194,218	$19.3M	1.19%	-1,210	Timeline
TOLTOLL BROTHERS INC	525,680	$18.9M	1.17%	+63,515	Timeline
MOSMOSAIC CO	371,070	$18.6M	1.15%	-4,878	Timeline
YUMYUM BRANDS INC	243,159	$18.3M	1.13%	-17,041	Timeline
E M C CORP MASSE M C CORP MASS	657,995	$18M	1.12%	-7,288
MFCMANULIFE FINL CORP	921,216	$17.8M	1.1%	+25,670	Timeline
RIVERBED TECHNOLOGY INCRIVERBED TECHNOLOGY INC	887,880	$17.5M	1.08%	+28,140
JACOBS ENGINEERING GROUP INCJACOBS ENGINEERING GROUP INC	264,805	$16.8M	1.04%	+34,360
CSCOCISCO SYS INC	714,898	$16M	0.99%	-87,453	Timeline
iShares Msci SingaporeiShares Msci Singapore	1,207,679	$15.8M	0.98%	-819,864
CBRECBRE GROUP INC	547,360	$15M	0.93%	+1,315	Timeline
NTAPNETAPP INC	404,754	$14.9M	0.92%	+10,363	Timeline
SCRIPPS NETWORKS INTERACT INSCRIPPS NETWORKS INTERACT IN	194,630	$14.8M	0.91%	+37,185
ATMEL CORPATMEL CORP	1,698,795	$14.2M	0.88%	new
WHOLE FOODS MKT INCWHOLE FOODS MKT INC	265,308	$13.5M	0.83%	+113,530
ISRGINTUITIVE SURGICAL INC	28,558	$12.5M	0.77%	+1,610	Timeline
CELGENE CORPCELGENE CORP	88,861	$12.4M	0.77%	+2,836
STAPLES INCSTAPLES INC	1,077,095	$12.2M	0.76%	-68,011
IBMINTERNATIONAL BUSINESS MACHS	58,334	$11.2M	0.69%	-15,432	Timeline
AIRCASTLE LTDAIRCASTLE LTD	548,114	$10.6M	0.66%	+15,154
ORCLORACLE CORP	255,263	$10.4M	0.65%	+41,723	Timeline
TRULIA INCTRULIA INC	309,700	$10.3M	0.64%	new
CLIFFS NATURAL RESOURCESCLIFFS NATURAL RESOURCES	482,138	$9.87M	0.61%	+50,865
ORIENT EXPRESS HOTELS LTD -AORIENT EXPRESS HOTELS LTD -A	668,995	$9.64M	0.6%	+360,770
TDCTERADATA CORP DEL	177,732	$8.74M	0.54%	-7,185	Timeline
VMCVULCAN MATLS CO	121,925	$8.1M	0.5%	new	Timeline
HOMEAWAY INCHOMEAWAY INC	200,280	$7.54M	0.47%	+18,824
OPENTABLE INCOPENTABLE INC	78,865	$6.07M	0.38%	new
XOMEXXON MOBIL CORP	59,333	$5.8M	0.36%	-7,207	Timeline
CVXCHEVRON CORPORATION	35,261	$4.19M	0.26%	-1,049	Timeline
LPLALPL FINL HLDGS INC	72,733	$3.82M	0.24%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	17,556	$3.28M	0.2%	+159	Timeline
AAPLAPPLE INC	3,895	$2.09M	0.13%	-634	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	7,312	$1.83M	0.11%	+342	Timeline
KOCOCA COLA CO	47,149	$1.82M	0.11%	-337,662	Timeline
JNJJOHNSON & JOHNSON	16,604	$1.63M	0.1%	-729	Timeline
PGPROCTER & GAMBLE CO	19,657	$1.58M	0.1%	-150	Timeline
AXPAMERICAN EXPRESS CO	15,054	$1.35M	0.08%	-19	Timeline
DVNDEVON ENERGY CORP NEW	18,931	$1.27M	0.08%	-282,404	Timeline
PowerShares QQQ Trust Unit …PowerShares QQQ Trust Unit Ser	13,096	$1.15M	0.07%	+509
COACH INCCOACH INC	21,763	$1.08M	0.07%	-224,383
MSFTMICROSOFT CORP	23,880	$979K	0.06%	+35	Timeline
MCDMCDONALDS CORP	9,750	$956K	0.06%	-3,673	Timeline
HEWLETT PACKARD COHEWLETT PACKARD CO	27,613	$894K	0.06%	-175
PMPHILIP MORRIS INTL INC	9,970	$816K	0.05%	-100	Timeline
SUNOCO LOGISTICS PRTNRS L PSUNOCO LOGISTICS PRTNRS L P	8,925	$811K	0.05%	0
AMZNAMAZON COM INC	2,344	$788K	0.05%	-145	Timeline
DVYISHARES TR	10,610	$778K	0.05%	+500	Timeline
REYNOLDS AMERICAN INCREYNOLDS AMERICAN INC	13,612	$727K	0.04%	-1,600
VVISA INC	2,987	$645K	0.04%	-255	Timeline
METAMETA PLATFORMS INC	10,643	$641K	0.04%	-525	Timeline
ABBVABBVIE INC	12,450	$640K	0.04%	-680	Timeline
EPDENTERPRISE PRODS PARTNERS L	9,223	$640K	0.04%	-1,100	Timeline
GILDGILEAD SCIENCES INC	8,239	$584K	0.04%	0	Timeline
LLYELI LILLY & CO	9,815	$578K	0.04%	-19,390	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	3	$562K	0.03%	0	Timeline
UNITED TECHNOLOGIES CORPUNITED TECHNOLOGIES CORP	4,808	$562K	0.03%	+55
MOALTRIA GROUP INC	14,360	$537K	0.03%	-96	Timeline
ROYAL DUTCH SHELL PLC SPN A…ROYAL DUTCH SHELL PLC SPN ADR	7,259	$530K	0.03%	+55
COPCONOCOPHILLIPS	7,438	$523K	0.03%	-278	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	8,700	$506K	0.03%	-2,921
MONSANTO CO NEWMONSANTO CO NEW	4,160	$473K	0.03%	+14
MRKMERCK & CO INC	8,308	$472K	0.03%	-24	Timeline
VZVERIZON COMMUNICATIONS INC	9,590	$456K	0.03%	+2,388	Timeline
ABTABBOTT LABORATORIES	11,119	$428K	0.03%	-200	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,426	$428K	0.03%	0	Timeline
PAAPLAINS ALL AMERN PIPELINE L	7,004	$386K	0.02%	0	Timeline
AMPAMERIPRISE FINL INC	3,402	$374K	0.02%	+42	Timeline
COVIDIEN PLCCOVIDIEN PLC	5,000	$368K	0.02%	0
PEPPEPSICO INC	4,315	$360K	0.02%	-908	Timeline
BIIBBIOGEN INC	1,168	$357K	0.02%	+22	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,562	$352K	0.02%	-391	Timeline
TAT&T INC	9,756	$342K	0.02%	+103	Timeline
ADIANALOG DEVICES INC	6,400	$340K	0.02%	0	Timeline
SRESEMPRA	3,500	$339K	0.02%	-1,503	Timeline
ALLERGAN INCALLERGAN INC	2,689	$334K	0.02%	new
ADBEADOBE INC	4,771	$314K	0.02%	+18	Timeline
USBUS BANCORP	7,300	$313K	0.02%	0	Timeline
MMM3M CO	2,250	$305K	0.02%	0	Timeline
AAGILENT TECHNOLOGIES INC	5,416	$303K	0.02%	-1,942	Timeline
GLDSPDR GOLD TR	2,425	$300K	0.02%	-7	Timeline
BLACKSTONE GROUP LP/THEBLACKSTONE GROUP LP/THE	8,898	$296K	0.02%	new
MGKVANGUARD WORLD FD	4,000	$290K	0.02%	0	Timeline
ADMARCHER DANIELS MIDLAND CO	6,514	$283K	0.02%	+14	Timeline
EBAYEBAY INC.	5,061	$280K	0.02%	+33	Timeline
DISDISNEY WALT CO	3,479	$279K	0.02%	+20	Timeline
MCKMCKESSON CORP	1,568	$277K	0.02%	-693	Timeline
PTYPIMCO CORPORATE & INCOME OPP	15,000	$271K	0.02%	-24,375	Timeline
SBUXSTARBUCKS CORP	3,645	$268K	0.02%	-600	Timeline
BPBP PLC	5,514	$265K	0.02%	-60	Timeline
SOVRAN SELF STORAGE INCSOVRAN SELF STORAGE INC	3,600	$264K	0.02%	-500
XLKSELECT SECTOR SPDR TR	7,126	$259K	0.02%	+206	Timeline
AWRAMER STATES WTR CO	8,000	$258K	0.02%	0	Timeline
BCEBCE INC	5,886	$254K	0.02%	-200	Timeline
UNILEVER PLCUNILEVER PLC	5,860	$251K	0.02%	0
OREALTY INCOME CORP	6,000	$245K	0.02%	0	Timeline
WELLTOWER INCWELLTOWER INC	4,100	$244K	0.02%	0
FXIISHARES TR	6,498	$233K	0.01%	-185	Timeline
SIEGYSIEMENS AG-SPONS ADR	1,700	$230K	0.01%	0	Timeline
SCCOSOUTHERN COPPER CORP	7,782	$227K	0.01%	0	Timeline
CIGNA CORPORATIONCIGNA CORPORATION	2,717	$227K	0.01%	0
ONEOK PARTNERS LP LTD PARTNONEOK PARTNERS LP LTD PARTN	4,200	$225K	0.01%	0
PRECISION CASTPARTS CORPPRECISION CASTPARTS CORP	878	$222K	0.01%	0
SYKSTRYKER CORPORATION	2,704	$220K	0.01%	0	Timeline
GDGENERAL DYNAMICS CORP	2,000	$218K	0.01%	new	Timeline
CIMAREX ENERGY CO COMCIMAREX ENERGY CO COM	1,828	$218K	0.01%	-125
NEENEXTERA ENERGY INC	2,245	$215K	0.01%	-100	Timeline
HALHALLIBURTON CO	3,653	$215K	0.01%	new	Timeline
PFFISHARES TR	5,495	$214K	0.01%	+41	Timeline
RAYTHEON CORAYTHEON CO	2,157	$213K	0.01%	new
TYCO INTERNATIONAL LTDTYCO INTERNATIONAL LTD	5,000	$212K	0.01%	0
NVSNOVARTIS AG	2,450	$208K	0.01%	new	Timeline
METMETLIFE INC	3,915	$207K	0.01%	new	Timeline
TRVTRAVELERS COMPANIES INC	2,436	$207K	0.01%	-89	Timeline
CCITIGROUP INC	4,310	$205K	0.01%	0	Timeline
ESSESSEX PPTY TR INC	1,200	$204K	0.01%	new	Timeline
FRONTIER COMMUNICATIONS CORPFRONTIER COMMUNICATIONS CORP	11,499	$66K	<0.01%	-84
DNNDENISON MINES CORP	15,000	$22K	<0.01%	+2,500	Timeline

Sold out in Q1 2014

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
OXYOCCIDENTAL PETE CORP	5,113	$486K	shares
MPCMARATHON PETE CORP	3,813	$350K	shares
SOSOUTHERN CO	4,950	$203K	shares

How Q1 2014 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001140361-14-021320	base		2014-05-15	acceptance time not in the bulk data set	2026-10-07 19:42:28 UTC