Insight Capital Research & Management

Latest statistics and disclosures from INSIGHT CAPITAL RESEARCH & MANAGEMENT's latest quarterly 13F-HR filing:

INSIGHT CAPITAL RESEARCH & MANAGEMENT portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
JBLU JetBlue Airways Corporation 2.76 +39.00% 677214 15.86 17.12
AAPL Apple 2.53 89254 110.38 123.28
MSFT Microsoft Corporation 2.25 -10.00% 188601 46.45 42.00
Spirit Airlines 2.12 -6.00% 109405 75.58 0.00
VDSI VASCO Data Security International 2.00 NEW 276891 28.21 21.85
KNX Knight Transportation 1.97 NEW 228207 33.66 32.56
Royal Caribbean Cruises 1.82 +35.00% 86231 82.43 0.00
MU Micron Technology 1.73 -2.00% 192185 35.01 27.78
Enanta Pharmaceuticals 1.66 -6.00% 127507 50.85 0.00
WOOF VCA Antech 1.64 NEW 131335 48.77 52.20
VC Visteon Corporation 1.63 -7.00% 59271 106.87 97.73
CNC Centene Corporation 1.61 -6.00% 60454 103.85 63.33
MTN Vail Resorts 1.53 NEW 65399 91.13 86.10
Icon 1.48 +266.00% 113170 50.99 0.00
STE Steris Corporation 1.47 NEW 88142 64.85 64.39
HF HFF 1.46 -10.00% 158607 35.92 34.34
Marriott Vacations Wrldwde Cp 1.44 NEW 75118 74.54 0.00
Zeltiq Aesthetics 1.44 NEW 200584 27.91 0.00
BEE Strategic Hotels & Resorts 1.34 -6.00% 394642 13.23 12.28
RFMD RF Micro Devices 1.34 NEW 315029 16.59 16.59
APOG Apogee Enterprises 1.30 NEW 119736 42.37 42.50
Rlj Lodging Trust 1.29 -6.00% 149422 33.53 0.00
Blackhawk Network Hldgs Inc cl a 1.28 NEW 128703 38.80 0.00
SPECTRUM BRANDS Hldgs 1.27 -6.00% 51551 95.67 0.00
SKX Skechers USA 1.25 NEW 87855 55.25 67.44
SCOR COMSCORE 1.24 +98.00% 104161 46.43 49.38
FDX FedEx Corporation 1.18 NEW 26542 173.65 170.82
SBAC SBA Communications Corporation 1.18 41488 110.75 120.39
BLKB Blackbaud 1.16 NEW 104479 43.26 44.22
UNP Union Pacific Corporation 1.16 38069 119.13 114.86
MDVN Medivation 1.16 -4.00% 45509 99.61 127.95
Infoblox 1.15 NEW 220938 20.21 0.00
MKSI MKS Instruments 1.14 NEW 121386 36.60 34.42
Avago Technologies 1.14 +19.00% 44219 100.59 0.00
Trinet 1.10 NEW 136389 31.28 0.00
Cyrusone 1.09 +15.00% 153606 27.55 0.00
AKRX Akorn 1.07 NEW 114971 36.20 47.03
Tableau Software Inc Cl A 1.05 NEW 48293 84.75 0.00
TGT Target Corporation 0.97 NEW 49532 75.91 77.89
SMCI Super Micro Computer 0.97 NEW 108018 34.88 37.36
CELG Celgene Corporation 0.95 33177 111.85 118.26
VRNT Verint Systems 0.93 NEW 62262 58.29 57.84
JLL Jones Lang LaSalle Incorporated 0.92 23951 149.93 155.46
GBX Greenbrier Companies 0.92 -11.00% 66713 53.72 50.34
Palo Alto Networks 0.90 NEW 28450 122.57 0.00
V Visa 0.89 +189.00% 13269 262.19 266.74
PAY VeriFone Systems 0.89 -50.00% 93186 37.21 35.28
DECK Deckers Outdoor Corporation 0.89 -49.00% 38140 91.03 72.60
GIII G-III Apparel 0.88 NEW 34041 101.00 101.98
HBI Hanesbrands 0.87 30362 111.62 32.16
INCY Incyte Corporation 0.86 NEW 45638 73.12 88.43
HPP Hudson Pacific Properties 0.85 -17.00% 110207 30.06 30.76
BIDU Baidu 0.83 NEW 14184 228.00 207.29
PEP Pepsi 0.82 33968 94.56 93.96
LUV Southwest Airlines 0.82 NEW 75877 42.32 44.01
INFN Infinera 0.81 NEW 213804 14.72 18.11
BABY Natus Medical 0.80 NEW 86275 36.04 35.22
AA Alcoa 0.79 -24.00% 194080 15.79 13.46
INTU Intuit 0.79 33270 92.19 95.52
Fiesta Restaurant 0.77 NEW 49221 60.81 0.00
ADBE Adobe Systems Incorporated 0.74 +88.00% 39452 72.70 76.64
ROST Ross Stores 0.71 NEW 29406 94.27 105.22
Nextera Energy 0.71 26023 106.29 0.00
CORE Core-Mark Holding Company 0.70 NEW 44322 61.93 58.67
PEB Pebblebrook Hotel Trust 0.70 -6.00% 60023 45.63 45.76
L Brands 0.69 NEW 30913 86.57 0.00
ABC AmerisourceBergen 0.65 NEW 27931 90.15 103.61
HD Home Depot 0.64 23603 104.99 113.11
Facebook Inc cl a 0.63 -64.00% 31245 78.03 0.00
CVS CVS Caremark Corporation 0.61 NEW 24535 96.31 101.90
DPS Dr Pepper Snapple 0.61 -39.00% 33226 71.69 77.36
Mattress Firm Holding 0.61 NEW 41040 58.09 0.00
ABAX Abaxis 0.60 NEW 41228 56.83 62.02
TWX Time Warner 0.59 NEW 26686 85.44 83.25
DIS Walt Disney Company 0.59 -5.00% 24267 94.20 103.60
IWV iShares Russell 3000 Index 0.59 NEW 18641 122.31 122.37
GILD Gilead Sciences 0.57 -62.00% 23481 94.25 99.53
SPG Simon Property 0.57 12244 182.13 179.63
ORCL Oracle Corporation 0.56 48289 44.98 41.62
SWKS Skyworks Solutions 0.54 NEW 29035 72.71 92.91
American Tower Reit 0.54 -11.00% 21252 98.86 0.00
UEIC Universal Electronics 0.52 NEW 31317 65.04 55.63
AMGN Amgen 0.51 12399 159.29 153.92
GOOG Google 0.51 -10.00% 3728 530.58 554.33
EEFT Euronet Worldwide 0.50 -52.00% 35663 54.90 53.73
Abbvie 0.49 29212 65.45 0.00
EOG EOG Resources 0.44 18546 92.10 86.44
CALD Callidus Software 0.44 NEW 104034 16.33 13.26
Pacira Pharmaceuticals 0.44 -75.00% 19540 88.64 0.00
AXP American Express Company 0.43 17999 93.06 79.39
BIIB Biogen Idec 0.43 -60.00% 4896 339.46 415.20
CMCSA Comcast Corporation 0.35 23519 58.00 58.60
AMZN Amazon 0.35 4364 310.27 372.62
LRCX Lam Research Corporation 0.35 NEW 17257 79.33 78.20
IWO iShares Russell 2000 Growth Index 0.33 NEW 9079 142.42 146.64
IBM International Business Machines 0.30 7370 160.38 158.25
DD E.I. du Pont de Nemours & Company 0.29 15255 73.94 79.13
IDTI Integrated Device Technology 0.28 -85.00% 56006 19.61 19.98
SLB Schlumberger 0.28 12668 85.41 81.67
FFIV F5 Networks 0.27 NEW 7995 130.46 112.86
DYAX Dyax 0.27 -6.00% 73604 14.06 16.58
Fiat Chrysler Auto 0.27 NEW 91816 11.58 0.00
OMER Omeros Corporation 0.25 NEW 39539 24.79 24.21
MMM 3M Company 0.23 5569 164.30 162.72
UTX United Technologies Corporation 0.23 7929 115.02 118.52
UPS United Parcel Service 0.22 7668 111.11 99.32
MAR Marriott International 0.21 -82.00% 10635 78.04 81.60
DTSI DTS 0.21 NEW 26333 30.76 32.35
RSP Rydex S&P; Equal Weight ETF 0.20 9693 80.06 79.77
MIDD Middleby Corporation 0.19 -3.00% 7548 99.10 106.86
IFF International Flavors & Fragrances 0.18 -3.00% 6801 101.31 117.32
Signet Jewelers 0.18 NEW 5266 131.60 0.00
CRI Carter's 0.16 NEW 7103 87.29 88.77
CMG Chipotle Mexican Grill 0.16 -3.00% 882 684.81 665.38
COST Costco Wholesale Corporation 0.14 3882 141.68 148.30
WCN Waste Connections 0.14 -2.00% 12475 44.01 47.19
HON Honeywell International 0.14 5379 99.83 100.92
WAB Wabtec Corporation 0.13 -2.00% 6031 86.88 91.75
IBB iShares NASDAQ Biotechnology Index 0.10 1310 303.05 341.41
FXH First Trust Health Care AlphaDEX Fd 0.09 5554 60.32 64.77
MSCI MSCI 0.07 -2.00% 5847 47.37 55.39
VFC V.F. Corporation 0.05 NEW 2726 74.83 73.33