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 September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MSFT Microsoft Corporation 2.55 +9.00% 210632 46.36 47.66
GPK Graphic Packaging Holding Company 2.49 +18.00% 768534 12.43 13.47
AAPL Apple 2.39 +81.00% 90812 100.75 111.78
SIMO Silicon Motion Technology 2.32 +8.00% 329876 26.94 24.09
Spirit Airlines 2.11 -14.00% 117250 69.14 0.00
Pacira Pharmaceuticals 2.00 -13.00% 79017 96.92 0.00
BDSI BioDelivery Sciences International 1.95 NEW 437059 17.09 13.82
DECK Deckers Outdoor Corporation 1.90 NEW 75054 97.18 93.31
Tenet Healthcare Corporation stock 1.89 NEW 121820 59.39 0.00
Facebook Inc cl a 1.82 +26.00% 88340 79.04 0.00
GILD Gilead Sciences 1.76 +84.00% 63246 106.46 108.45
MU Micron Technology 1.76 +80.00% 196880 34.26 34.49
CODE Spansion 1.68 NEW 282599 22.79 33.11
PAY VeriFone Systems 1.67 -15.00% 186438 34.38 37.22
IDTI Integrated Device Technology 1.64 NEW 393552 15.95 19.52
VC Visteon Corporation 1.62 -14.00% 63828 97.25 106.04
FTNT Fortinet 1.61 NEW 245247 25.26 30.10
MPWR Monolithic Power Systems 1.54 NEW 134058 44.05 48.73
Us Silica Hldgs 1.54 NEW 94770 62.51 0.00
AKS AK Steel Holding Corporation 1.48 NEW 711148 8.01 6.25
GBX Greenbrier Companies 1.44 +1658.00% 75074 73.38 49.13
CRZO Carrizo Oil & Gas 1.41 -23.00% 100179 53.82 40.27
Enanta Pharmaceuticals 1.41 -13.00% 136637 39.57 0.00
CNC Centene Corporation 1.40 -14.00% 64812 82.72 106.73
JBLU JetBlue Airways Corporation 1.35 NEW 486689 10.62 15.37
HF HFF 1.33 +15.00% 176619 28.95 35.01
SPECTRUM BRANDS Hldgs 1.30 NEW 55125 90.52 0.00
Team Health Holdings 1.29 NEW 85246 57.99 0.00
BEE Strategic Hotels & Resorts 1.28 NEW 422257 11.65 13.31
Expedia 1.28 NEW 55976 87.63 0.00
Wright Express 1.28 NEW 44420 110.31 0.00
MDVN Medivation 1.23 NEW 47601 98.86 108.34
SBAC SBA Communications Corporation 1.22 NEW 42218 110.90 113.15
Rlj Lodging Trust 1.18 NEW 159503 28.47 0.00
EDR Education Realty Trust 1.14 -14.00% 427202 10.28 36.36
Diamondback Energy 1.14 -27.00% 58425 74.78 0.00
Royal Caribbean Cruises 1.12 -23.00% 63843 67.29 0.00
UNP Union Pacific Corporation 1.09 -11.00% 38458 108.43 118.47
MAR Marriott International 1.09 NEW 59863 69.89 77.43
AA Alcoa 1.08 +7.00% 256852 16.09 15.94
BIIB Biogen Idec 1.08 NEW 12521 330.80 360.67
POL PolyOne Corporation 1.06 NEW 114553 35.58 36.97
4068594 Enphase Energy 1.05 NEW 269495 14.99 0.00
LPNT LifePoint Hospitals 1.00 NEW 55348 69.20 71.85
ABG Asbury Automotive 1.00 NEW 59814 64.42 75.53
TPC Tutor Perini Corporation 0.95 -14.00% 138656 26.40 24.19
C&j Energy Services 0.95 -29.00% 119375 30.55 0.00
Gentherm 0.95 -13.00% 86623 42.23 0.00
EEFT Euronet Worldwide 0.93 -15.00% 74318 47.79 54.88
DPS Dr Pepper Snapple 0.92 +7.00% 54666 64.32 71.66
Industries N shs - a - 0.91 +7.00% 32184 108.66 0.00
Athlon Energy 0.91 NEW 59627 58.23 0.00
HBI Hanesbrands 0.86 NEW 30845 107.44 111.68
HPP Hudson Pacific Properties 0.86 NEW 133186 24.66 29.74
PEP Pepsi 0.84 +7.00% 34576 93.10 95.44
Avago Technologies 0.84 NEW 36916 87.01 0.00
Cyrusone 0.84 NEW 133479 24.04 0.00
CELG Celgene Corporation 0.83 NEW 33744 94.77 117.18
JLL Jones Lang LaSalle Incorporated 0.80 NEW 24330 126.35 152.40
HEES H&E; Equipment Services 0.77 NEW 73539 40.28 28.39
INTU Intuit 0.77 33505 87.66 93.92
ZINC HORSEHEAD HOLDING 0.75 NEW 174021 16.53 15.10
Nextera Energy 0.64 26211 93.89 0.00
GOOG Google 0.64 +7.00% 4144 588.32 516.35
PEB Pebblebrook Hotel Trust 0.63 NEW 64278 37.34 45.39
Google Inc Class C 0.62 +7.00% 4138 577.33 0.00
DIS Walt Disney Company 0.60 +13.00% 25687 89.03 92.89
American Tower Reit 0.58 NEW 23955 93.63 0.00
HD Home Depot 0.57 23849 91.74 101.93
ELS Equity Lifestyle Properties 0.53 -15.00% 47901 42.36 50.37
SPG Simon Property 0.53 12354 164.40 183.53
PXD Pioneer Natural Resources 0.51 9956 196.97 152.70
SCOR COMSCORE 0.50 NEW 52599 36.41 47.14
EOG EOG Resources 0.48 -30.00% 18684 99.02 95.02
ORCL Oracle Corporation 0.48 48592 38.28 46.00
AMGN Amgen 0.46 12459 140.46 170.17
Icon 0.46 NEW 30920 57.24 0.00
Abbvie 0.44 29363 57.76 0.00
VIA.B Via 0.42 21114 76.96 0.00
AXP American Express Company 0.41 18062 87.53 92.90
Twitter 0.41 NEW 30251 51.57 0.00
FOLD Amicus Therapeutics 0.39 NEW 248383 5.95 8.03
ADBE Adobe Systems Incorporated 0.38 20900 69.19 74.45
HAL Halliburton Company 0.38 -51.00% 22510 64.50 40.49
PX Praxair 0.38 11252 129.04 130.05
IBM International Business Machines 0.37 -48.00% 7452 189.88 158.51
AMZN Amazon 0.37 NEW 4410 322.45 299.90
SLXP Salix Pharmaceuticals 0.35 8683 156.28 117.20
SLB Schlumberger 0.34 12746 101.68 87.52
CMCSA Comcast Corporation 0.33 -59.00% 23769 53.77 57.17
DD E.I. du Pont de Nemours & Company 0.29 15415 71.75 73.29
JNJ Johnson & Johnson 0.28 -48.00% 10143 106.58 105.55
URI United Rentals 0.28 -59.00% 9638 111.12 101.33
V Visa 0.25 4584 213.35 261.67
UTX United Technologies Corporation 0.22 7979 105.65 115.59
MMM 3M Company 0.21 5633 141.67 165.48
DYAX Dyax 0.21 NEW 78644 10.12 15.31
UPS United Parcel Service 0.20 7717 98.35 110.96
Itt 0.20 17155 44.94 0.00
RSP Rydex S&P; Equal Weight ETF 0.19 NEW 9693 75.83 80.24
IFF International Flavors & Fragrances 0.18 7012 95.84 102.49
HUN Huntsman Corporation 0.18 27123 25.99 22.82
MIDD Middleby Corporation 0.18 7792 88.17 94.39
WCN Waste Connections 0.16 12783 48.50 43.93
CMG Chipotle Mexican Grill 0.16 916 667.03 651.42
Arris 0.14 NEW 18419 28.34 0.00
COST Costco Wholesale Corporation 0.13 3943 125.29 141.77
HON Honeywell International 0.13 5474 93.17 101.16
WAB Wabtec Corporation 0.13 6179 81.08 87.40
IBB iShares NASDAQ Biotechnology Index 0.09 NEW 1310 273.28 317.20
GOLAR LNG 0.08 4330 66.51 0.00
FXH First Trust Health Care AlphaDEX Fd 0.08 NEW 5554 55.82 61.65
Lazard Ltd-cl A shs a 0.07 5354 50.62 0.00
MSCI MSCI 0.07 5991 47.07 47.89
GWR Genesee & Wyoming 0.06 2612 95.33 89.18