Alydar Partners

Latest statistics and disclosures from Alydar Partners's latest quarterly 13F-HR filing:

Alydar Partners portfolio companies for September 2012 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AAPL Apple 8.52 +380.00% 168300 667.11 524.94
ECPG Encore Capital 5.11 +5.00% 2385000 28.26 45.16
Dfc Global 4.79 -16.00% 3678982 17.15 0.00
ETN Eaton Corporation 3.95 -33.00% 1101500 47.27 73.82
GME GameStop 3.90 +276.00% 2450000 21.00 41.47
Express Scripts Holding 3.75 NEW 790000 62.63 0.00
EQIX Equinix 3.49 +6.00% 223174 206.05 178.97
Imax Corp Cad 3.30 -33.00% 2182195 19.91 0.00
LGF Lions Gate Entertainment 3.16 NEW 2725000 15.27 26.69
WAC Walter Investment Management 3.09 NEW 1100000 37.01 28.24
ENDP Endo Pharmaceuticals 2.80 NEW 1165000 31.72 57.26
HOT Starwood Hotels & Resorts Worldwide 2.64 +41.00% 600000 57.96 77.58
HOT Starwood Hotels & Resorts Worldwide 2.64 +41.00% 600000 57.96 77.58
ETN Eaton Corporation 2.01 -33.00% 560000 47.27 73.82
HON Honeywell International 2.00 +234.00% 442000 59.75 93.10
AMZN Amazon 2.00 +3.00% 103500 254.32 324.91
URI United Rentals 1.94 NEW 780000 32.71 93.47
VOCS Vocus 1.92 +215.00% 1260000 20.06 17.99
SAH Sonic Automotive 1.90 +9.00% 1318608 18.98 23.21
CAT Caterpillar 1.87 +225.00% 286000 86.04 102.83
CMA Comerica Incorporated 1.87 -65.00% 793000 31.05 48.46
SFLY Shutterfly 1.85 783013 31.12 42.11
QCOM QUALCOMM 1.80 NEW 380000 62.47 81.32
Michael Kors Holdings Ltd shs 1.49 NEW 370000 53.18 0.00
Catamaran 1.49 NEW 200000 97.97 0.00
ASGN On Assignment 1.44 NEW 950000 19.92 35.88
Herbalife Ltd Com Stk 1.37 -28.00% 382000 47.40 0.00
Semgroup Corp cl a 1.37 NEW 490000 36.85 0.00
URI United Rentals 1.24 NEW 500000 32.71 93.47
Allot Communications Ltd Shs 1.22 +98.00% 608860 26.52 0.00
ISRG Intuitive Surgical 1.13 NEW 30000 495.63 411.99
CONN CONN'S 1.00 NEW 600000 22.05 43.51
CLF Cliffs Natural Resources 0.95 NEW 320000 39.13 18.65
Express Scripts Holding 0.95 NEW 200000 62.63 0.00
VAR Varian Medical Systems 0.92 NEW 200000 60.32 80.28
NUS Nu Skin Enterprises 0.88 NEW 300000 38.83 86.42
KMT Kennametal 0.84 NEW 300000 37.08 46.13
ISRG Intuitive Surgical 0.75 NEW 20000 495.65 411.99
ETN Eaton Corporation 0.72 -33.00% 200000 47.27 73.82
Jazz Pharmaceuticals 0.72 NEW 167145 57.00 0.00
GMCR Green Mountain Coffee Roasters 0.70 +61.00% 390000 23.74 98.38
GMCR Green Mountain Coffee Roasters 0.58 +61.00% 323000 23.75 98.38
Cbre Group Inc Cl A 0.56 NEW 400000 18.41 0.00
INFY Infosys Technologies 0.55 -72.00% 150000 48.54 52.88
AZPN Aspen Technology 0.50 -87.00% 254500 25.84 40.33
Mattersight 0.49 1093089 5.92 0.00
Natural Grocers By Vitamin C 0.40 NEW 238044 22.32 0.00
ALXN Alexion Pharmaceuticals 0.38 -68.00% 44200 114.39 149.80
MSTR MicroStrategy Incorporated 0.35 -87.00% 34451 134.07 104.50
MCP Moly 0.34 +56.00% 390000 11.50 4.77
CTXS Citrix Systems 0.33 NEW 56000 76.54 56.00
BBY Best Buy 0.33 +400.00% 250000 17.20 24.48
WAB Wabtec Corporation 0.33 NEW 55000 80.29 73.89
DIN DineEquity 0.32 NEW 74240 55.99 76.39
BYI Bally Technologies 0.27 -79.00% 72000 49.39 64.86
IACI IAC/InterActive 0.26 -78.00% 66000 52.06 68.67
RAX Rackspace Hosting 0.25 -28.00% 50000 66.10 31.49
Sodastream International 0.25 -77.00% 84000 39.17 0.00
FITB Fifth Third Ban 0.24 -83.00% 200000 15.50 20.95
Guidewire Software 0.24 NEW 100000 31.05 0.00
MON Monsanto Company 0.22 NEW 32000 91.03 112.95
TSLA Tesla Motors 0.22 -45.00% 100000 29.28 198.12
Performant Finl 0.22 NEW 270000 10.73 0.00
RCII Rent-A-Center 0.21 -82.00% 78030 35.04 26.13
AWK American Water Works 0.21 NEW 73000 37.05 45.67
Icg 0.21 NEW 270000 10.16 0.00
HAL Halliburton Company 0.15 NEW 60000 33.68 60.90
HT Hersha Hospitality Trust 0.15 -42.00% 400000 4.90 5.79
CREE Cree 0.15 NEW 75000 25.51 56.54
FTNT Fortinet 0.14 NEW 75000 24.12 21.64
WHR Whirlpool Corporation 0.13 NEW 20000 82.90 153.75
SNDK SanDisk Corporation 0.13 NEW 40000 43.42 82.99
DE Deere & Company 0.11 NEW 17000 82.47 93.40
RKT Rock-Tenn Company 0.11 NEW 20000 72.20 98.97
OCN Ocwen Financial Corporation 0.11 NEW 54000 27.41 39.01
CCI Crown Castle International 0.10 -86.00% 20000 64.10 73.92
HE Hawaiian Electric Industries 0.10 50000 26.32 24.61
Annie's 0.10 NEW 30000 44.83 0.00
PANL Universal Display Corporation 0.09 NEW 35000 34.34 0.00
ADES ADA-ES 0.09 NEW 53000 23.60 22.96
PHH PHH Corporation 0.08 NEW 55000 20.35 24.39
Wpx Energy 0.08 NEW 60000 16.58 0.00
Nationstar Mortgage 0.08 NEW 32000 33.19 0.00
Altisource Portfolio Solns S reg shs 0.07 NEW 10000 86.30 0.00
Sensata Technologies Hldg Bv 0.07 NEW 30000 29.77 0.00
STT State Street Corporation 0.06 -95.00% 20000 41.95 65.53
WYN Wyndham Worldwide Corporation 0.06 -80.00% 15000 52.47 71.87
XWE World Energy Solutions 0.05 -7.00% 148889 4.20 0.00
Home Loan Servicing Solution ord 0.05 NEW 44000 16.27 0.00
Gt Solar Int'l 0.03 -78.00% 75000 5.44 0.00
China Hydroelectric Corporat w exp 01/25/201 0.00 48600 0.02 0.00

Past 13F-HR SEC Filings for Alydar Partners

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