MAGEE THOMSON INVESTMENT PARTNERS
Latest statistics and disclosures from MAGEE THOMSON INVESTMENT PARTNERS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GILD, Linkedin, MA, Actavis, SBUX. These five stock positions account for 21.50% of MAGEE THOMSON INVESTMENT PARTNERS's total stock portfolio.
- Added to shares of GOOG (+$16.64M), DHI (+$14.91M), BEAV (+$14.25M), HTZ (+$14.07M), MTZ (+$12.47M), Asml Holding N.v. (+$12.04M), GILD (+$9.09M), CREE (+$8.96M), ATHN, ARMH.
- Started new stock positions in IIIN, RENT, Icon, NOAH, HTZ, BEAV, 2060000 Power Solutions International, POWR, Asml Holding N.v., AZZ, XXIA, REIS, NCS, DHI, FC, SGI, GOOG, CREE, MDXG, ARUN, MERU, EMKR,
- Reduced shares in these stocks: MA (-$17.42M), TJX (-$14.95M), EMC (-$14.50M), Directv (-$12.68M), CXO (-$10.74M), WAT (-$10.72M), TDG (-$9.69M), ADS (-$8.30M), AAPL (-$6.36M), EBAY (-$5.34M).
- Sold out of its positions in Acquity, AFFY, Altisource Residential Corp cl b, Altisource Asset Management, ACAT, BBNK, EAT, CTRN, CXO,
- As of March 31, 2013, MAGEE THOMSON INVESTMENT PARTNERS has $423.34M in assets under management (AUM). Assets under management grew from a total value of $409.86M to $423.34M.
- Independent of market fluctuations, MAGEE THOMSON INVESTMENT PARTNERS was a net seller by $15.57M worth of stocks in the most recent quarter.
MAGEE THOMSON INVESTMENT PARTNERS portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| GILD | Gilead Sciences | 4.58 | +88.00% | 396240 | 48.94 | 56.07 |
| 4.48 | -4.00% | 107701 | 176.06 | 0.00 | ||
| MA | MasterCard Incorporated | 4.21 | -49.00% | 32953 | 541.13 | 585.29 |
| Actavis | 4.20 | -4.00% | 192920 | 92.11 | 0.00 | |
| SBUX | Starbucks Corporation | 4.03 | -5.00% | 299331 | 56.95 | 64.26 |
| GOOG | 3.93 | NEW | 20952 | 794.29 | 898.48 | |
| JWN | Nordstrom | 3.59 | -5.00% | 275128 | 55.23 | 60.75 |
| LVS | Las Vegas Sands | 3.55 | +9.00% | 267027 | 56.35 | 59.20 |
| ULTI | Ultimate Software | 3.55 | -5.00% | 144134 | 104.16 | 115.79 |
| DHI | D.R. Horton | 3.52 | NEW | 613563 | 24.30 | 26.37 |
| JBHT | J.B. Hunt Transport Services | 3.43 | -5.00% | 195116 | 74.48 | 76.39 |
| AMZN | Amazon | 3.42 | -6.00% | 54336 | 266.53 | 269.65 |
| QCOM | QUALCOMM | 3.38 | -5.00% | 213722 | 66.93 | 65.81 |
| BEAV | BE Aerospace | 3.37 | NEW | 236424 | 60.28 | 63.56 |
| HTZ | Hertz Global Holdings | 3.32 | NEW | 632165 | 22.26 | 25.56 |
| FTI | FMC Technologies | 3.14 | 244125 | 54.39 | 58.28 | |
| ADS | Alliance Data Systems Corporation | 3.11 | -38.00% | 81428 | 161.87 | 180.20 |
| NVO | Novo Nordisk A/S | 3.08 | +9.00% | 80758 | 161.48 | 171.03 |
| ATHN | athenahealth | 3.00 | +22.00% | 130813 | 97.03 | 85.67 |
| MTZ | MasTec | 2.99 | +6058.00% | 434702 | 29.15 | 33.01 |
| SBAC | SBA Communications Corporation | 2.92 | -4.00% | 171718 | 72.00 | 80.53 |
| Asml Holding N.v. | 2.84 | NEW | 177018 | 67.99 | 0.00 | |
| EBAY | eBay | 2.83 | -30.00% | 220723 | 54.22 | 55.43 |
| TDG | TransDigm Group Incorporated | 2.82 | -44.00% | 78058 | 152.91 | 149.16 |
| ARMH | ARM Holdings | 2.71 | +16.00% | 270528 | 42.37 | 50.15 |
| ALXN | Alexion Pharmaceuticals | 2.69 | -5.00% | 123813 | 92.13 | 102.06 |
| AAPL | Apple | 2.59 | -36.00% | 24748 | 442.58 | 436.34 |
| Gnc Holdings Inc Cl A | 2.29 | -5.00% | 246325 | 39.28 | 0.00 | |
| CREE | Cree | 2.12 | NEW | 163817 | 54.71 | 60.98 |
| OCN | Ocwen Financial Corporation | 1.56 | -41.00% | 174418 | 37.93 | 43.59 |
| Proto Labs | 0.08 | 6554 | 48.98 | 0.00 | ||
| LZB | La-Z-Boy Incorporated | 0.07 | 15427 | 18.86 | 18.93 | |
| PRXL | PAREXEL International Corporation | 0.07 | 7140 | 39.50 | 46.33 | |
| ASGN | On Assignment | 0.07 | 11091 | 25.25 | 26.00 | |
| POL | PolyOne Corporation | 0.07 | 12505 | 24.39 | 25.52 | |
| CONN | CONN'S | 0.07 | 7705 | 35.95 | 47.87 | |
| AZPN | Aspen Technology | 0.07 | 9105 | 32.29 | 30.73 | |
| UNXL | Uni-Pixel | 0.07 | +1281.00% | 9782 | 30.57 | 27.19 |
| TBBK | Ban | 0.06 | +19.00% | 18360 | 13.83 | 13.47 |
| EXP | Eagle Materials | 0.06 | -20.00% | 3932 | 66.63 | 75.84 |
| SEAC | SeaChange International | 0.06 | 21893 | 11.88 | 11.30 | |
| ABG | Asbury Automotive | 0.06 | -18.00% | 6957 | 36.65 | 41.45 |
| EEFT | Euronet Worldwide | 0.06 | 9276 | 26.30 | 32.60 | |
| ODFL | Old Dominion Freight Line | 0.06 | -14.00% | 6453 | 38.12 | 42.55 |
| FIRE | Sourcefire | 0.06 | 4085 | 59.24 | 56.22 | |
| HSNI | HSN | 0.05 | 4023 | 54.93 | 55.30 | |
| RYL | Ryland | 0.05 | -25.00% | 4618 | 41.79 | 47.75 |
| SGI | Silicon Graphics International | 0.05 | NEW | 14965 | 13.77 | 14.66 |
| CYBX | Cyberonics | 0.05 | 4880 | 46.93 | 49.21 | |
| MHO | M/I Homes | 0.05 | -21.00% | 8372 | 24.49 | 25.63 |
| GTLS | Chart Industries | 0.05 | +11.00% | 2893 | 80.19 | 95.60 |
| CTGX | Computer Task | 0.05 | 9033 | 21.37 | 22.13 | |
| BLDR | Builders FirstSource | 0.05 | 33410 | 5.87 | 6.97 | |
| POWR | PowerSecure International | 0.05 | NEW | 16974 | 12.78 | 13.91 |
| NCS | NCI Building Systems | 0.05 | NEW | 10970 | 17.41 | 16.72 |
| EGHT | 8x8 | 0.05 | -28.00% | 32095 | 6.85 | 7.64 |
| D Fluidigm Corp Del | 0.05 | -19.00% | 10618 | 18.55 | 0.00 | |
| Cavium | 0.05 | +26.00% | 5747 | 38.80 | 0.00 | |
| Acadia Healthcare | 0.05 | 7058 | 29.47 | 0.00 | ||
| Imperva | 0.05 | 5769 | 38.48 | 0.00 | ||
| Axiall | 0.05 | 3428 | 62.14 | 0.00 | ||
| Icon | 0.05 | NEW | 6987 | 32.35 | 0.00 | |
| INWK | InnerWorkings | 0.04 | 12099 | 15.21 | 11.00 | |
| DORM | Dorman Products | 0.04 | 4738 | 37.36 | 45.58 | |
| OSIS | OSI Systems | 0.04 | 2520 | 62.70 | 60.26 | |
| AMCC | Applied Micro Circuits Corporation | 0.04 | 21836 | 7.46 | 7.86 | |
| XXIA | Ixia | 0.04 | NEW | 7965 | 21.72 | 16.05 |
| ARUN | Aruba Networks | 0.04 | NEW | 6957 | 24.87 | 13.59 |
| AZZ | AZZ Incorporated | 0.04 | NEW | 3832 | 48.28 | 43.44 |
| BOFI | BofI Holding | 0.04 | +25.00% | 4950 | 35.96 | 40.37 |
| ADES | ADA-ES | 0.04 | 5607 | 26.57 | 34.20 | |
| ELGX | Endologix | 0.04 | 11420 | 16.20 | 14.20 | |
| GNMK | GenMark Diagnostics | 0.04 | 13107 | 12.97 | 14.83 | |
| Bonanza Creek Energy | 0.04 | NEW | 4538 | 38.78 | 0.00 | |
| Infoblox | 0.04 | 7866 | 21.74 | 0.00 | ||
| Wageworks | 0.04 | 7225 | 25.19 | 0.00 | ||
| THO | Thor Industries | 0.03 | 3730 | 37.00 | 41.67 | |
| BIOS | BioScrip | 0.03 | 10385 | 12.81 | 13.59 | |
| AKRX | Akorn | 0.03 | 8477 | 13.68 | 14.82 | |
| SRDX | SurModics | 0.03 | 5344 | 27.32 | 25.99 | |
| EXAS | EXACT Sciences Corporation | 0.03 | 11919 | 9.73 | 10.70 | |
| Neonode | 0.03 | +2.00% | 18510 | 5.73 | 0.00 | |
| Jazz Pharmaceuticals | 0.03 | 2123 | 55.58 | 0.00 | ||
| Nationstar Mortgage | 0.03 | 3730 | 37.27 | 0.00 | ||
| Altisource Portfolio Solns S reg shs | 0.02 | 1442 | 69.35 | 0.00 | ||
| Novadaq Technologies | 0.02 | 9703 | 9.89 | 0.00 | ||
| EMKR | EMCORE Corporation | 0.00 | NEW | 1316 | 5.32 | 3.76 |
| MERU | Meru Networks | 0.00 | NEW | 965 | 7.25 | 3.64 |
| FC | Franklin Covey | 0.00 | NEW | 410 | 14.63 | 13.96 |
| BGFV | Big 5 Sporting Goods Corporation | 0.00 | -19.00% | 470 | 14.89 | 20.99 |
| AVD | American Vanguard | 0.00 | 160 | 31.25 | 30.80 | |
| INAP | InterNAP Network Services | 0.00 | -28.00% | 523 | 9.56 | 7.95 |
| APOG | Apogee Enterprises | 0.00 | -9.00% | 308 | 29.22 | 27.69 |
| ARII | American Railcar Industries | 0.00 | -18.00% | 121 | 41.32 | 34.85 |
| LNDC | Landec Corporation | 0.00 | +9.00% | 542 | 14.76 | 14.49 |
| RGEN | Repligen Corporation | 0.00 | +29.00% | 1004 | 6.97 | 8.60 |
| DYAX | Dyax | 0.00 | -16.00% | 1833 | 4.36 | 2.48 |
| IIIN | Insteel Industries | 0.00 | NEW | 395 | 17.72 | 18.14 |
| PDFS | PDF Solutions | 0.00 | +10.00% | 380 | 18.42 | 18.59 |
| CAMP | CalAmp | 0.00 | +37.00% | 621 | 11.27 | 12.06 |
| CRAY | Cray | 0.00 | -29.00% | 402 | 22.39 | 17.49 |
| MYRG | MYR | 0.00 | +12.00% | 281 | 24.91 | 20.55 |
| PGTI | PGT | 0.00 | +14.00% | 1241 | 7.25 | 8.37 |
| RENT | Rentrak Corporation | 0.00 | NEW | 267 | 22.47 | 23.95 |
| LIOX | Lionbridge Technologies | 0.00 | 1206 | 4.15 | 2.80 | |
| WWWW | Web | 0.00 | -19.00% | 293 | 17.06 | 21.46 |
| SAAS | inContact, Inc . | 0.00 | -15.00% | 794 | 8.82 | 7.84 |
| Supportsoft | 0.00 | 1116 | 4.48 | 0.00 | ||
| ACHN | Achillion Pharmaceuticals | 0.00 | 733 | 9.55 | 7.70 | |
| AMRN | Amarin Corporation | 0.00 | 538 | 7.43 | 7.00 | |
| ADK | AdCare Health Systems | 0.00 | 1557 | 4.50 | 4.70 | |
| MNTX | Manitex International | 0.00 | +19.00% | 744 | 12.10 | 10.67 |
| ECHO | Echo Global Logistics | 0.00 | -18.00% | 279 | 25.09 | 18.39 |
| Aegerion Pharmaceuticals | 0.00 | -19.00% | 255 | 39.22 | 0.00 | |
| MSPD | Mindspeed Technologies | 0.00 | 1355 | 2.95 | 3.20 | |
| SPSC | SPS Commerce | 0.00 | -17.00% | 165 | 42.42 | 51.31 |
| NOAH | Noah Holdings | 0.00 | NEW | 584 | 6.85 | 12.92 |
| REIS | Reis | 0.00 | NEW | 358 | 13.97 | 16.72 |
| Tearlab | 0.00 | -15.00% | 1373 | 7.28 | 0.00 | |
| NMRX | Numerex | 0.00 | 283 | 10.60 | 9.75 | |
| LEDR | Market Leader | 0.00 | 871 | 9.18 | 10.71 | |
| RPTP | Raptor Pharmaceutical | 0.00 | 886 | 5.64 | 6.67 | |
| MDXG | MiMedx | 0.00 | NEW | 1535 | 5.21 | 7.44 |
| ChipMOS Technology Bermuda Ltd. shs | 0.00 | -19.00% | 411 | 12.17 | 0.00 | |
| Magnachip Semiconductor | 0.00 | -27.00% | 403 | 17.37 | 0.00 | |
| Medley Capital Corporation | 0.00 | NEW | 271 | 14.76 | 0.00 | |
| Fidus Invt | 0.00 | NEW | 227 | 17.62 | 0.00 | |
| Newlink Genetics Corporation | 0.00 | 349 | 11.46 | 0.00 | ||
| 2060000 Power Solutions International | 0.00 | NEW | 211 | 23.70 | 0.00 | |
| Proofpoint | 0.00 | +13.00% | 549 | 16.39 | 0.00 | |
| Peregrine Semiconductor | 0.00 | -97.00% | 311 | 9.65 | 0.00 | |
| Natural Grocers By Vitamin C | 0.00 | 220 | 22.73 | 0.00 | ||
| Performant Finl | 0.00 | 600 | 11.67 | 0.00 | ||
| Chembio Diagnostics | 0.00 | NEW | 1023 | 4.89 | 0.00 | |
| Exone | 0.00 | NEW | 214 | 32.71 | 0.00 |
Past 13F-HR SEC Filings for MAGEE THOMSON INVESTMENT PARTNERS
- MAGEE THOMSON INVESTMENT PARTNERS 2012 Q4 - filed Feb. 6, 2013
- MAGEE THOMSON INVESTMENT PARTNERS 2012 Q3 - filed Nov. 7, 2012
- MAGEE THOMSON INVESTMENT PARTNERS 2012 Q2 - filed July 24, 2012
- MAGEE THOMSON INVESTMENT PARTNERS 2012 Q1 - filed April 24, 2012
- MAGEE THOMSON INVESTMENT PARTNERS 2011 Q4 - filed Feb. 7, 2012
- MAGEE THOMSON INVESTMENT PARTNERS 2011 Q3 - filed Oct. 24, 2011
- MAGEE THOMSON INVESTMENT PARTNERS 2011 Q2 - filed Aug. 3, 2011
- MAGEE THOMSON INVESTMENT PARTNERS 2011 Q1 - filed April 28, 2011