Magee Thomson Investment Partners as of Sept. 30, 2014
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 145 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Gilead Sciences (GILD) | 7.2 | $29M | 273k | 106.45 | |
Facebook Inc cl a (META) | 5.1 | $21M | 264k | 79.04 | |
Actavis | 4.4 | $18M | 75k | 241.30 | |
4.3 | $17M | 30k | 588.42 | ||
SBA Communications Corporation | 4.0 | $16M | 148k | 110.90 | |
Spirit Airlines (SAVE) | 3.9 | $16M | 230k | 69.13 | |
Palo Alto Networks (PANW) | 3.6 | $15M | 150k | 98.10 | |
Ultimate Software | 3.6 | $15M | 104k | 141.52 | |
Regeneron Pharmaceuticals (REGN) | 3.5 | $14M | 40k | 360.51 | |
Servicenow (NOW) | 3.4 | $14M | 235k | 58.77 | |
Linkedin Corp | 3.3 | $14M | 65k | 207.79 | |
Halliburton Company (HAL) | 3.3 | $13M | 206k | 64.51 | |
Alexion Pharmaceuticals | 3.2 | $13M | 77k | 165.81 | |
priceline.com Incorporated | 3.1 | $13M | 11k | 1158.39 | |
Amazon (AMZN) | 3.1 | $13M | 39k | 322.46 | |
Skyworks Solutions (SWKS) | 3.0 | $12M | 211k | 58.05 | |
Pacira Pharmaceuticals (PCRX) | 3.0 | $12M | 126k | 96.92 | |
Jazz Pharmaceuticals (JAZZ) | 3.0 | $12M | 75k | 160.56 | |
Hertz Global Holdings | 2.8 | $12M | 454k | 25.39 | |
Cavium | 2.8 | $11M | 224k | 49.73 | |
BE Aerospace | 2.7 | $11M | 132k | 83.95 | |
Tesla Motors (TSLA) | 2.7 | $11M | 45k | 242.69 | |
Under Armour (UAA) | 2.6 | $11M | 154k | 69.10 | |
Nxp Semiconductors N V (NXPI) | 2.5 | $9.9M | 145k | 68.43 | |
Bonanza Creek Energy | 2.4 | $9.8M | 172k | 56.90 | |
MasterCard Incorporated (MA) | 2.3 | $9.4M | 127k | 73.92 | |
stock (SPLK) | 2.3 | $9.4M | 170k | 55.36 | |
Asml Holding (ASML) | 2.0 | $8.2M | 83k | 98.82 | |
Insulet Corporation (PODD) | 1.9 | $7.9M | 214k | 36.85 | |
WebMD Health | 1.8 | $7.3M | 174k | 41.81 | |
Old Dominion Freight Line (ODFL) | 0.1 | $456k | 6.5k | 70.66 | |
Eagle Materials (EXP) | 0.1 | $401k | 3.9k | 101.98 | |
RF Micro Devices | 0.1 | $342k | 30k | 11.50 | |
Reis | 0.1 | $308k | 13k | 23.52 | |
Move | 0.1 | $306k | 15k | 20.91 | |
Us Silica Hldgs (SLCA) | 0.1 | $340k | 5.4k | 62.47 | |
Akorn | 0.1 | $299k | 8.3k | 36.17 | |
FormFactor (FORM) | 0.1 | $266k | 37k | 7.14 | |
C&j Energy Services | 0.1 | $265k | 8.7k | 30.57 | |
Acadia Healthcare (ACHC) | 0.1 | $300k | 6.2k | 48.39 | |
Burlington Stores (BURL) | 0.1 | $273k | 6.9k | 39.81 | |
Integrated Device Technology | 0.1 | $243k | 15k | 15.96 | |
Thor Industries (THO) | 0.1 | $229k | 4.4k | 51.62 | |
PolyOne Corporation | 0.1 | $255k | 7.2k | 35.63 | |
H&E Equipment Services (HEES) | 0.1 | $252k | 6.3k | 40.31 | |
IGI Laboratories | 0.1 | $246k | 26k | 9.31 | |
ARC GROUP Worldwide (RMTO) | 0.1 | $225k | 14k | 15.73 | |
Ambarella (AMBA) | 0.1 | $231k | 5.3k | 43.66 | |
Icon (ICLR) | 0.1 | $225k | 3.9k | 57.21 | |
Methode Electronics (MEI) | 0.1 | $208k | 5.6k | 37.04 | |
Astronics Corporation (ATRO) | 0.1 | $209k | 4.4k | 47.65 | |
CalAmp (CAMP) | 0.1 | $208k | 12k | 17.63 | |
BofI Holding | 0.1 | $184k | 2.5k | 73.02 | |
Rentrak Corporation | 0.1 | $223k | 3.7k | 60.86 | |
Orbcomm | 0.1 | $188k | 33k | 5.76 | |
EXACT Sciences Corporation (EXAS) | 0.1 | $188k | 9.7k | 19.42 | |
Novadaq Technologies | 0.1 | $204k | 16k | 12.68 | |
Global Eagle Acquisition Cor | 0.1 | $201k | 18k | 11.23 | |
Proto Labs (PRLB) | 0.1 | $221k | 3.2k | 68.91 | |
Epam Systems (EPAM) | 0.1 | $203k | 4.6k | 43.78 | |
4068594 Enphase Energy (ENPH) | 0.1 | $186k | 12k | 15.00 | |
Wageworks | 0.1 | $191k | 4.2k | 45.65 | |
Lifelock | 0.1 | $216k | 15k | 14.28 | |
Applied Optoelectronics (AAOI) | 0.1 | $218k | 14k | 16.16 | |
La-Z-Boy Incorporated (LZB) | 0.0 | $172k | 8.6k | 19.89 | |
Electronics For Imaging | 0.0 | $152k | 3.4k | 44.35 | |
Saia (SAIA) | 0.0 | $156k | 3.1k | 49.92 | |
Canadian Solar (CSIQ) | 0.0 | $153k | 4.2k | 36.05 | |
Skechers USA (SKX) | 0.0 | $146k | 2.7k | 53.64 | |
Builders FirstSource (BLDR) | 0.0 | $175k | 32k | 5.46 | |
Spansion | 0.0 | $145k | 6.3k | 22.97 | |
Ligand Pharmaceuticals In (LGND) | 0.0 | $162k | 3.4k | 47.27 | |
TechTarget (TTGT) | 0.0 | $152k | 18k | 8.58 | |
General Finance Corporation | 0.0 | $143k | 16k | 8.92 | |
Synergy Res Corp | 0.0 | $145k | 12k | 12.29 | |
Cui Global | 0.0 | $177k | 24k | 7.27 | |
Marketo | 0.0 | $149k | 4.6k | 32.41 | |
Zoe's Kitchen | 0.0 | $144k | 4.6k | 31.24 | |
Mobile Mini | 0.0 | $105k | 3.0k | 34.72 | |
Novavax | 0.0 | $128k | 30k | 4.20 | |
Carmike Cinemas | 0.0 | $128k | 4.1k | 30.97 | |
Abraxas Petroleum | 0.0 | $133k | 25k | 5.32 | |
Envestnet (ENV) | 0.0 | $137k | 3.0k | 45.30 | |
Sequans Communications Adr adr usd.02 | 0.0 | $128k | 65k | 1.98 | |
Smart Balance | 0.0 | $126k | 9.3k | 13.59 | |
Advanced Emissions (ADES) | 0.0 | $141k | 6.6k | 21.40 | |
Textura | 0.0 | $132k | 5.0k | 26.67 | |
Keryx Biopharmaceuticals | 0.0 | $96k | 7.1k | 13.60 | |
Flamel Technologies | 0.0 | $77k | 5.5k | 14.11 | |
Durata Therapeutics | 0.0 | $63k | 5.0k | 12.54 | |
Gw Pharmaceuticals Plc ads | 0.0 | $66k | 826.00 | 79.90 | |
Nanostring Technologies (NSTG) | 0.0 | $89k | 8.2k | 10.90 | |
Idera Pharmaceuticals | 0.0 | $33k | 15k | 2.27 | |
Celldex Therapeutics | 0.0 | $28k | 2.1k | 13.04 | |
XOMA CORP Common equity shares | 0.0 | $56k | 13k | 4.23 | |
Cti Biopharma | 0.0 | $51k | 22k | 2.37 | |
PetroQuest Energy | 0.0 | $4.0k | 634.00 | 6.31 | |
Apogee Enterprises (APOG) | 0.0 | $9.0k | 213.00 | 42.25 | |
Natural Gas Services (NGS) | 0.0 | $4.0k | 177.00 | 22.60 | |
Enzo Biochem (ENZ) | 0.0 | $9.0k | 1.8k | 4.89 | |
Insteel Industries (IIIN) | 0.0 | $5.0k | 303.00 | 16.50 | |
NN (NNBR) | 0.0 | $7.0k | 245.00 | 28.57 | |
Cascade Microtech | 0.0 | $5.0k | 470.00 | 10.64 | |
Baltic Trading | 0.0 | $4.0k | 758.00 | 5.28 | |
Camtek (CAMT) | 0.0 | $5.0k | 1.3k | 3.99 | |
PFSweb | 0.0 | $7.0k | 606.00 | 11.55 | |
Pixelworks (PXLW) | 0.0 | $4.0k | 559.00 | 7.16 | |
Quality Distribution | 0.0 | $8.0k | 576.00 | 13.89 | |
Motorcar Parts of America (MPAA) | 0.0 | $4.0k | 142.00 | 28.17 | |
Amtech Systems (ASYS) | 0.0 | $5.0k | 590.00 | 8.47 | |
Century Casinos (CNTY) | 0.0 | $5.0k | 1.1k | 4.70 | |
Kandi Technolgies (KNDI) | 0.0 | $5.0k | 401.00 | 12.47 | |
NOVA MEASURING Instruments L (NVMI) | 0.0 | $5.0k | 458.00 | 10.92 | |
Hydrogenics Corporation | 0.0 | $4.0k | 237.00 | 16.88 | |
Inphi Corporation | 0.0 | $4.0k | 297.00 | 13.47 | |
MaxLinear (MXL) | 0.0 | $4.0k | 655.00 | 6.11 | |
TravelCenters of America | 0.0 | $5.0k | 512.00 | 9.77 | |
Hudson Technologies (HDSN) | 0.0 | $9.0k | 2.5k | 3.54 | |
Accuride Corporation | 0.0 | $4.0k | 1.1k | 3.53 | |
Hong Kong Highpower Technology | 0.0 | $5.0k | 611.00 | 8.18 | |
Park City (TRAK) | 0.0 | $5.0k | 596.00 | 8.39 | |
Sapiens Intl Corp N V | 0.0 | $4.0k | 609.00 | 6.57 | |
Pernix Therapeutics Holdings | 0.0 | $5.0k | 629.00 | 7.95 | |
Gigoptix | 0.0 | $4.0k | 3.3k | 1.20 | |
Profire Energy (PFIE) | 0.0 | $8.0k | 1.7k | 4.62 | |
2060000 Power Solutions International (PSIX) | 0.0 | $5.0k | 83.00 | 60.24 | |
Proofpoint | 0.0 | $5.0k | 152.00 | 32.89 | |
Icad (ICAD) | 0.0 | $8.0k | 742.00 | 10.78 | |
Tower Semiconductor (TSEM) | 0.0 | $8.0k | 772.00 | 10.36 | |
Attunity | 0.0 | $4.0k | 518.00 | 7.72 | |
Daqo New Energy Corp- (DQ) | 0.0 | $5.0k | 145.00 | 34.48 | |
Venaxis | 0.0 | $5.0k | 2.8k | 1.77 | |
D Stemline Therapeutics | 0.0 | $4.0k | 260.00 | 15.38 | |
Enserv | 0.0 | $5.0k | 1.3k | 3.73 | |
Tetraphase Pharmaceuticals | 0.0 | $9.0k | 490.00 | 18.37 | |
Ambit Bioscience | 0.0 | $7.0k | 426.00 | 16.43 | |
Cancer Genetics | 0.0 | $4.0k | 422.00 | 9.48 | |
Conatus Pharmaceuticals | 0.0 | $4.0k | 501.00 | 7.98 | |
Ring Energy (REI) | 0.0 | $5.0k | 328.00 | 15.24 | |
Mavenir Systems | 0.0 | $5.0k | 469.00 | 10.66 | |
Ideal Power | 0.0 | $8.0k | 981.00 | 8.15 | |
Gastar Exploration | 0.0 | $4.0k | 677.00 | 5.91 | |
Gtt Communications | 0.0 | $8.0k | 637.00 | 12.56 | |
Superior Drilling Products (SDPI) | 0.0 | $4.0k | 635.00 | 6.30 | |
Xcerra | 0.0 | $8.0k | 795.00 | 10.06 |