Cupps Capital Management
Latest statistics and disclosures from Cupps Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are N, VECO, FNGN, URI, TSLA. These five stock positions account for 13.23% of Cupps Capital Management's total stock portfolio.
- Added to shares of KKD (+$19.84M), VECO (+$19.84M), SFLY (+$18.10M), Angie's List (+$17.01M), WSDT (+$14.28M), Pdc Energy (+$13.22M), Ruckus Wireless (+$9.48M), Bloomin Brands (+$9.20M), PODD (+$9.00M), Exone (+$8.76M).
- Started new stock positions in WSDT, Bloomin Brands, CGNX, Silver Spring Networks, FLT, GNW, NKE, Homeaway, Pdc Energy, KBH, KKD, CBS, AEIS, OSK, CIEN, NCS, TEX, HW, BA, SFD, SWY, LSCC, SCHW, LVS, IRWD, AMAT, ROC, NFLX, SEE, CLR, SFLY, FARO, KLAC, ORBC, SPNC, ARUN, NFP.
- Reduced shares in these stocks: ULTI (-$16.23M), SMBL (-$15.62M), CYBX (-$15.54M), SCSS (-$13.62M), PPO (-$13.59M), LAD (-$11.68M), IPGP (-$11.66M), Fusion-io (-$11.19M), LPX (-$9.29M), Demandware (-$8.24M).
- Sold out of its positions in ADBE, Annie's, ACAT, ASTE, BX, BRCM, CAB, KMX, CHS,
- As of March 31, 2013, Cupps Capital Management has $996.96M in assets under management (AUM). Assets under management grew from a total value of $903.35M to $996.96M.
- Independent of market fluctuations, Cupps Capital Management was a net buyer by $12.24M worth of stocks in the most recent quarter.
Cupps Capital Management portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| N | NetSuite | 3.86 | -12.00% | 481063 | 80.06 | 87.79 |
| VECO | Veeco Instruments | 2.56 | +348.00% | 664787 | 38.41 | 39.49 |
| FNGN | Financial Engines | 2.34 | -5.00% | 643516 | 36.22 | 42.34 |
| URI | United Rentals | 2.31 | -10.00% | 418600 | 54.97 | 55.44 |
| TSLA | Tesla Motors | 2.16 | -5.00% | 568513 | 37.89 | 94.25 |
| PODD | Insulet Corporation | 2.03 | +79.00% | 784275 | 25.86 | 29.25 |
| KKD | Krispy Kreme Doughnuts | 1.99 | NEW | 1374023 | 14.44 | 13.18 |
| Proto Labs | 1.88 | -9.00% | 381486 | 49.10 | 0.00 | |
| MTW | Manitowoc Company | 1.82 | -5.00% | 880691 | 20.56 | 19.53 |
| DXCM | Dex | 1.82 | +92.00% | 1085600 | 16.72 | 20.30 |
| SFLY | Shutterfly | 1.82 | NEW | 409733 | 44.17 | 47.21 |
| Geospace Technologies | 1.76 | +2.00% | 162859 | 107.92 | 0.00 | |
| ATHN | athenahealth | 1.72 | +10.00% | 177064 | 97.04 | 85.82 |
| Angie's List | 1.71 | NEW | 860873 | 19.76 | 0.00 | |
| Cavium | 1.65 | +84.00% | 422680 | 38.81 | 0.00 | |
| GTLS | Chart Industries | 1.63 | +6.00% | 203277 | 80.01 | 93.35 |
| Guidewire Software | 1.55 | +28.00% | 402740 | 38.44 | 0.00 | |
| UTEK | Ultratech | 1.54 | -5.00% | 387747 | 39.53 | 35.03 |
| BC | Brunswick Corporation | 1.51 | -25.00% | 441263 | 34.22 | 33.34 |
| WSDT | WisdomTree Investments | 1.43 | NEW | 1373399 | 10.40 | 0.00 |
| Sodastream International | 1.41 | 283463 | 49.64 | 0.00 | ||
| Stratasys | 1.40 | -18.00% | 188681 | 74.22 | 0.00 | |
| LCC | US Airways | 1.37 | -6.00% | 806920 | 16.97 | 18.02 |
| Ruckus Wireless | 1.36 | +233.00% | 644701 | 21.00 | 0.00 | |
| CPHD | Cepheid | 1.35 | +141.00% | 350462 | 38.37 | 38.09 |
| SWI | SolarWinds | 1.35 | 227836 | 59.10 | 40.62 | |
| Pdc Energy | 1.33 | NEW | 266736 | 49.57 | 0.00 | |
| IPGP | IPG Photonics Corporation | 1.29 | -47.00% | 193074 | 66.41 | 56.04 |
| ULTI | Ultimate Software | 1.21 | -57.00% | 115503 | 104.15 | 111.11 |
| Us Silica Hldgs | 1.19 | +88.00% | 501092 | 23.58 | 0.00 | |
| MTH | Meritage Homes Corporation | 1.16 | -20.00% | 245979 | 46.86 | 49.53 |
| FTK | Flotek Industries | 1.16 | +24.00% | 704516 | 16.35 | 17.24 |
| CVLT | CommVault Systems | 1.15 | -20.00% | 140184 | 82.00 | 69.15 |
| Yelp Inc cl a | 1.13 | -19.00% | 476522 | 23.71 | 0.00 | |
| Infoblox | 1.13 | +108.00% | 520192 | 21.70 | 0.00 | |
| GPOR | Gulfport Energy Corporation | 1.11 | +31.00% | 241659 | 45.83 | 48.43 |
| SWFT | Swift Transportation Company | 1.09 | +409.00% | 763140 | 14.18 | 16.89 |
| Interxion Holding N.v shs | 1.09 | +12.00% | 450194 | 24.22 | 0.00 | |
| 1.08 | -23.00% | 61164 | 176.05 | 0.00 | ||
| RAX | Rackspace Hosting | 1.04 | -41.00% | 204730 | 50.48 | 38.41 |
| MDSO | Medidata Solutions | 1.02 | -18.00% | 176116 | 57.98 | 67.39 |
| Bloomin Brands | 0.92 | NEW | 515033 | 17.86 | 0.00 | |
| Exone | 0.88 | NEW | 261554 | 33.50 | 0.00 | |
| FEIC | FEI Company | 0.86 | -27.00% | 133217 | 64.55 | 71.08 |
| Acadia Healthcare | 0.85 | +126.00% | 287970 | 29.39 | 0.00 | |
| CCOI | Cogent Communications | 0.84 | -27.00% | 315582 | 26.40 | 28.19 |
| Bonanza Creek Energy | 0.84 | NEW | 217443 | 38.67 | 0.00 | |
| D Tumi Holdings | 0.79 | -7.00% | 376148 | 20.94 | 0.00 | |
| Chuys Hldgs | 0.77 | +39.00% | 235251 | 32.58 | 0.00 | |
| MWA | Mueller Water Products | 0.76 | +11.00% | 1272292 | 5.93 | 7.38 |
| CRM | salesforce | 0.74 | -23.00% | 41188 | 178.81 | 43.25 |
| Icon | 0.74 | NEW | 229200 | 32.29 | 0.00 | |
| PVTB | PrivateBan | 0.71 | +10.00% | 375293 | 18.89 | 19.42 |
| Tile Shop Hldgs | 0.71 | NEW | 339037 | 21.01 | 0.00 | |
| AMZN | Amazon | 0.68 | +71.00% | 25496 | 266.47 | 261.74 |
| IRWD | Ironwood Pharmaceuticals | 0.66 | NEW | 357808 | 18.28 | 12.83 |
| Del Friscos Restaurant | 0.66 | +20.00% | 395240 | 16.60 | 0.00 | |
| FIRE | Sourcefire | 0.63 | +194979.00% | 105343 | 59.23 | 54.08 |
| CREE | Cree | 0.62 | +669.00% | 112535 | 54.70 | 59.08 |
| INWK | InnerWorkings | 0.60 | -26.00% | 394775 | 15.14 | 11.03 |
| MIDD | Middleby Corporation | 0.59 | -31.00% | 38689 | 152.14 | 163.70 |
| CGNX | Cognex Corporation | 0.58 | NEW | 136845 | 42.15 | 44.05 |
| Aegerion Pharmaceuticals | 0.58 | NEW | 143516 | 40.34 | 0.00 | |
| SBUX | Starbucks Corporation | 0.56 | +39.00% | 97731 | 56.94 | 63.00 |
| LAD | Lithia Motors | 0.55 | -68.00% | 115045 | 47.48 | 52.39 |
| MOV | Movado | 0.55 | -28.00% | 164367 | 33.52 | 33.02 |
| Smart Balance | 0.55 | NEW | 607051 | 8.99 | 0.00 | |
| GOOG | 0.53 | +3.00% | 6683 | 794.10 | 873.32 | |
| HW | Headwaters Incorporated | 0.52 | NEW | 475915 | 10.90 | 10.87 |
| DAL | Delta Air Lines | 0.51 | +348.00% | 309903 | 16.51 | 18.93 |
| LL | Lumber Liquidators Holdings | 0.49 | -54.00% | 69792 | 70.21 | 85.92 |
| HTZ | Hertz Global Holdings | 0.49 | +45.00% | 220321 | 22.26 | 25.20 |
| Five Below | 0.49 | -25.00% | 129423 | 37.88 | 0.00 | |
| LSCC | Lattice Semiconductor | 0.45 | NEW | 831203 | 5.45 | 4.92 |
| Demandware | 0.44 | -65.00% | 174676 | 25.35 | 0.00 | |
| GIII | G-III Apparel | 0.43 | +63.00% | 107920 | 40.10 | 41.60 |
| TNC | Tennant Company | 0.43 | -13.00% | 88006 | 48.55 | 49.37 |
| Fiesta Restaurant | 0.41 | NEW | 154621 | 26.57 | 0.00 | |
| REGN | Regeneron Pharmaceuticals | 0.40 | -3.00% | 22564 | 176.39 | 249.22 |
| Hollyfrontier | 0.38 | +66.00% | 73113 | 51.44 | 0.00 | |
| stock | 0.38 | +112.00% | 93447 | 40.02 | 0.00 | |
| E2open | 0.38 | NEW | 192192 | 19.94 | 0.00 | |
| Workday Inc cl a | 0.37 | +39.00% | 59802 | 61.62 | 0.00 | |
| SPNC | Spectranetics Corporation | 0.33 | NEW | 175890 | 18.53 | 18.87 |
| GS | Goldman Sachs | 0.32 | +35.00% | 21548 | 147.11 | 158.72 |
| AEIS | Advanced Energy Industries | 0.32 | NEW | 172495 | 18.30 | 18.09 |
| SIRO | Sirona Dental Systems | 0.32 | 43408 | 73.72 | 69.08 | |
| AAPL | Apple | 0.31 | -36.00% | 6883 | 442.54 | 445.15 |
| EBAY | eBay | 0.30 | -61.00% | 55358 | 54.21 | 54.64 |
| CELG | Celgene Corporation | 0.30 | +409.00% | 26072 | 115.91 | 122.58 |
| Homeaway | 0.30 | NEW | 93018 | 32.50 | 0.00 | |
| SCHW | Charles Schwab Corporation | 0.29 | NEW | 163110 | 17.69 | 18.98 |
| Michael Kors Holdings Ltd shs | 0.29 | -7.00% | 50362 | 56.79 | 0.00 | |
| Servicenow | 0.29 | +50.00% | 79759 | 36.20 | 0.00 | |
| COG | Cabot Oil & Gas Corporation | 0.27 | +4.00% | 40230 | 67.59 | 70.96 |
| NFLX | Netflix | 0.27 | NEW | 14197 | 189.27 | 224.97 |
| FARO | FARO Technologies | 0.27 | NEW | 61554 | 43.38 | 36.70 |
| BKD | Brookdale Senior Living | 0.27 | +21.00% | 95355 | 27.87 | 28.74 |
| PII | Polaris Industries | 0.26 | -30.00% | 28485 | 92.47 | 91.92 |
| TGI | Triumph | 0.26 | +333.00% | 33509 | 78.49 | 74.16 |
| ISRG | Intuitive Surgical | 0.25 | -43.00% | 5155 | 491.17 | 501.53 |
| ROC | Rockwood Holdings | 0.25 | NEW | 38529 | 65.43 | 66.81 |
| MHK | Mohawk Industries | 0.24 | -31.00% | 21205 | 113.09 | 113.54 |
| Fusion-io | 0.24 | -82.00% | 144777 | 16.36 | 0.00 | |
| HCA HOLDINGS | 0.23 | +8.00% | 56622 | 40.62 | 0.00 | |
| JPM | JPMorgan Chase & Co. | 0.21 | -50.00% | 43262 | 47.46 | 53.66 |
| LEN | Lennar Corporation | 0.21 | -17.00% | 51671 | 41.47 | 42.40 |
| Palo Alto Networks | 0.21 | NEW | 36214 | 56.58 | 0.00 | |
| Shutterstock | 0.21 | NEW | 45976 | 44.98 | 0.00 | |
| CIEN | Ciena Corporation | 0.20 | NEW | 122814 | 16.01 | 15.51 |
| Artisan Partners | 0.20 | NEW | 51108 | 39.45 | 0.00 | |
| CMG | Chipotle Mexican Grill | 0.19 | +1036.00% | 5889 | 325.86 | 368.27 |
| Realogy Hldgs | 0.19 | -28.00% | 39594 | 48.82 | 0.00 | |
| Facebook Inc cl a | 0.17 | -58.00% | 67083 | 25.57 | 0.00 | |
| Silver Spring Networks | 0.17 | NEW | 99948 | 17.33 | 0.00 | |
| Westport Innovations | 0.16 | -29.00% | 55301 | 29.51 | 0.00 | |
| Cobalt Intl Energy | 0.16 | +12.00% | 57514 | 28.18 | 0.00 | |
| Nxp Semiconductors N V | 0.16 | NEW | 53797 | 30.28 | 0.00 | |
| CERN | Cerner Corporation | 0.15 | +904.00% | 16077 | 94.73 | 96.09 |
| Lazard Ltd-cl A shs a | 0.14 | -22.00% | 41571 | 34.11 | 0.00 | |
| AMCC | Applied Micro Circuits Corporation | 0.14 | -37.00% | 192355 | 7.42 | 7.63 |
| Methanex | 0.11 | NEW | 27485 | 40.60 | 0.00 | |
| CMI | Cummins | 0.09 | -17.00% | 7846 | 115.73 | 116.31 |
| KLAC | KLA-Tencor Corporation | 0.07 | NEW | 13819 | 52.68 | 54.67 |
| BA | Boeing Company | 0.06 | NEW | 6935 | 85.80 | 100.00 |
| MON | Monsanto Company | 0.05 | +59.00% | 4390 | 105.47 | 104.41 |
| YUM | Yum! Brands | 0.05 | +139.00% | 6400 | 71.88 | 68.70 |
| V | Visa | 0.05 | +52.00% | 2776 | 169.67 | 180.25 |
| Lululemon Athletica | 0.05 | -90.00% | 7240 | 62.29 | 0.00 | |
| MA | MasterCard Incorporated | 0.03 | -10.00% | 518 | 540.54 | 570.79 |
| CLR | Continental Resources | 0.03 | NEW | 3600 | 86.67 | 83.46 |
| MS | Morgan Stanley | 0.03 | -24.00% | 12094 | 21.91 | 24.07 |
| XLNX | Xilinx | 0.03 | +49.00% | 7128 | 38.16 | 39.21 |
| QCOM | QUALCOMM | 0.03 | -84.00% | 4882 | 66.78 | 63.79 |
| LOW | Lowe's Companies | 0.03 | -39.00% | 8180 | 37.90 | 42.28 |
| LII | Lennox International | 0.03 | -11.00% | 5458 | 63.39 | 63.39 |
| Manchester Utd Plc New Ord Cl | 0.03 | NEW | 19886 | 16.75 | 0.00 | |
| HD | Home Depot | 0.02 | +32.00% | 3046 | 69.60 | 78.99 |
| LLY | Eli Lilly & Co. | 0.02 | +10.00% | 3800 | 56.58 | 54.01 |
| LVS | Las Vegas Sands | 0.02 | NEW | 3310 | 56.19 | 57.16 |
| PXD | Pioneer Natural Resources | 0.02 | +51.00% | 1840 | 123.91 | 141.08 |
| Ingersoll-rand Co Ltd-cl A | 0.02 | -51.00% | 3409 | 54.85 | 0.00 | |
| ARUN | Aruba Networks | 0.02 | NEW | 8090 | 24.72 | 13.30 |
| PDFS | PDF Solutions | 0.02 | +8.00% | 13229 | 15.95 | 17.99 |
| NCS | NCI Building Systems | 0.02 | NEW | 13787 | 17.34 | 14.92 |
| ORBC | ORBCOMM | 0.02 | NEW | 34290 | 5.19 | 3.60 |
| FLT | FleetCor Technologies | 0.02 | NEW | 2717 | 76.56 | 82.54 |
| GNMK | GenMark Diagnostics | 0.02 | -35.00% | 13845 | 12.86 | 14.77 |
| Eaton | 0.02 | -46.00% | 3826 | 61.16 | 0.00 | |
| Solarcity | 0.02 | NEW | 9350 | 18.82 | 0.00 | |
| AMAT | Applied Materials | 0.01 | NEW | 9920 | 13.41 | 14.50 |
| CNQR | Concur Technologies | 0.01 | -95.00% | 1825 | 68.49 | 81.96 |
| RTEC | Rudolph Technologies | 0.01 | -90.00% | 11680 | 11.73 | 11.69 |
| Novadaq Technologies | 0.01 | +30.00% | 12732 | 9.90 | 0.00 | |
| GNW | Genworth Financial | 0.00 | NEW | 285 | 7.02 | 10.35 |
| CBS | CBS Corporation | 0.00 | NEW | 62 | 32.26 | 50.75 |
| KBH | KB Home | 0.00 | NEW | 137 | 14.60 | 23.11 |
| SEE | Sealed Air | 0.00 | NEW | 116 | 17.24 | 23.52 |
| SWY | Safeway | 0.00 | NEW | 110 | 18.18 | 23.08 |
| EMN | Eastman Chemical Company | 0.00 | 41 | 48.78 | 71.90 | |
| AOL | AOL | 0.00 | 67 | 29.85 | 36.17 | |
| NWSA | News Corporation | 0.00 | 109 | 27.52 | 33.05 | |
| NKE | NIKE | 0.00 | NEW | 45 | 44.44 | 62.31 |
| SFD | Smithfield Foods | 0.00 | NEW | 101 | 19.80 | 25.82 |
| YHOO | Yahoo! | 0.00 | 150 | 20.00 | 26.31 | |
| PWR | Quanta Services | 0.00 | 95 | 21.05 | 28.79 | |
| NFP | National Financial Partners | 0.00 | NEW | 120 | 16.67 | 25.13 |
| BWS | Brown Shoe Company | 0.00 | 203 | 14.78 | 17.91 | |
| ASGN | On Assignment | 0.00 | 130 | 23.08 | 26.62 | |
| OSK | Oshkosh Corporation | 0.00 | NEW | 63 | 31.75 | 37.70 |
| CTB | Cooper Tire & Rubber Company | 0.00 | 129 | 23.26 | 25.31 | |
| TEX | Terex Corporation | 0.00 | NEW | 80 | 25.00 | 33.12 |
| ARNA | Arena Pharmaceuticals | 0.00 | -99.00% | 3 | 0.00 | 8.30 |
| CLDA | Clinical Data | 0.00 | 700 | 0.00 | 0.00 | |
| SWHC | Smith & Wesson Holding Corporation | 0.00 | 175 | 5.71 | 9.01 | |
| CLGX | CoreLogic | 0.00 | 69 | 14.49 | 26.70 | |
| CRAY | Cray | 0.00 | 225 | 22.22 | 17.60 | |
| AIG | American International | 0.00 | 70 | 28.57 | 44.69 | |
| MDAS | MedAssets | 0.00 | 105 | 19.05 | 16.96 | |
| GNRC | Generac Holdings | 0.00 | 72 | 27.78 | 37.69 | |
| NMRX | Numerex | 0.00 | -91.00% | 735 | 12.24 | 10.23 |
Past 13F-HR SEC Filings for Cupps Capital Management
- Cupps Capital Management 2012 Q4 - filed Feb. 12, 2013
- Cupps Capital Management 2012 Q3 - filed Nov. 8, 2012
- Cupps Capital Management 2012 Q2 - filed Aug. 8, 2012
- Cupps Capital Management 2012 Q1 - filed May 11, 2012
- Cupps Capital Management 2011 Q4 - filed Feb. 14, 2012
- Cupps Capital Management 2011 Q3 - filed Nov. 10, 2011
- Cupps Capital Management 2011 Q2 - filed Aug. 5, 2011
- Cupps Capital Management 2011 Q1 - filed May 12, 2011
- Cupps Capital Management 2010 Q4 - filed Feb. 11, 2011