Magee Thomson Investment Partners as of March 31, 2015
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 99 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Actavis | 5.2 | $22M | 73k | 297.61 | |
| Facebook Inc cl a (META) | 5.0 | $21M | 252k | 82.21 | |
| Skyworks Solutions (SWKS) | 4.7 | $20M | 200k | 98.29 | |
| Regeneron Pharmaceuticals (REGN) | 4.4 | $18M | 40k | 451.49 | |
| Servicenow (NOW) | 4.4 | $18M | 231k | 78.78 | |
| Linkedin Corp | 4.2 | $17M | 70k | 249.88 | |
| SBA Communications Corporation | 4.2 | $17M | 149k | 117.10 | |
| Cavium | 4.0 | $17M | 235k | 70.82 | |
| Ultimate Software | 4.0 | $16M | 96k | 169.96 | |
| Palo Alto Networks (PANW) | 3.9 | $16M | 112k | 146.08 | |
| Nxp Semiconductors N V (NXPI) | 3.8 | $16M | 157k | 100.36 | |
| Amazon (AMZN) | 3.8 | $16M | 42k | 372.09 | |
| Alexion Pharmaceuticals | 3.6 | $15M | 87k | 173.30 | |
| Jazz Pharmaceuticals (JAZZ) | 3.6 | $15M | 87k | 172.79 | |
| MasterCard Incorporated (MA) | 3.5 | $14M | 167k | 86.39 | |
| Under Armour (UAA) | 3.5 | $14M | 177k | 80.75 | |
| Celgene Corporation | 3.1 | $13M | 113k | 115.28 | |
| Starbucks Corporation (SBUX) | 3.1 | $13M | 136k | 94.70 | |
| Spirit Airlines (SAVE) | 3.0 | $13M | 161k | 77.35 | |
| Gilead Sciences (GILD) | 2.9 | $12M | 123k | 98.13 | |
| priceline.com Incorporated | 2.9 | $12M | 10k | 1164.08 | |
| O'reilly Automotive (ORLY) | 2.6 | $11M | 51k | 216.24 | |
| Acadia Healthcare (ACHC) | 2.6 | $11M | 152k | 71.59 | |
| Pacira Pharmaceuticals (PCRX) | 2.6 | $11M | 119k | 88.86 | |
| Akorn | 2.4 | $9.8M | 206k | 47.51 | |
| stock | 2.3 | $9.5M | 161k | 59.20 | |
| Hertz Global Holdings | 2.2 | $9.3M | 430k | 21.68 | |
| Tesla Motors (TSLA) | 2.2 | $9.0M | 48k | 188.79 | |
| Asml Holding (ASML) | 1.9 | $8.0M | 79k | 101.03 | |
| XenoPort | 0.0 | $5.0k | 674.00 | 7.42 | |
| RadNet (RDNT) | 0.0 | $5.0k | 698.00 | 7.16 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.0 | $8.0k | 568.00 | 14.08 | |
| Dot Hill Systems | 0.0 | $9.0k | 1.6k | 5.57 | |
| Apogee Enterprises (APOG) | 0.0 | $5.0k | 116.00 | 43.10 | |
| Digimarc Corporation (DMRC) | 0.0 | $4.0k | 177.00 | 22.60 | |
| FormFactor (FORM) | 0.0 | $8.0k | 870.00 | 9.20 | |
| DSP | 0.0 | $5.0k | 518.00 | 9.65 | |
| U.S. Lime & Minerals (USLM) | 0.0 | $4.0k | 54.00 | 74.07 | |
| Insteel Industries (IIIN) | 0.0 | $5.0k | 217.00 | 23.04 | |
| Barrett Business Services (BBSI) | 0.0 | $4.0k | 103.00 | 38.83 | |
| Flamel Technologies | 0.0 | $5.0k | 300.00 | 16.67 | |
| Vimicro International Corporation | 0.0 | $5.0k | 578.00 | 8.65 | |
| Cerus Corporation (CERS) | 0.0 | $4.0k | 1.1k | 3.80 | |
| TeleNav | 0.0 | $7.0k | 851.00 | 8.23 | |
| PFSweb | 0.0 | $4.0k | 343.00 | 11.66 | |
| Amtech Systems (ASYS) | 0.0 | $5.0k | 557.00 | 8.98 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $5.0k | 458.00 | 10.92 | |
| Inphi Corporation | 0.0 | $5.0k | 287.00 | 17.42 | |
| BioSpecifics Technologies | 0.0 | $5.0k | 141.00 | 35.46 | |
| Codexis (CDXS) | 0.0 | $5.0k | 1.4k | 3.61 | |
| TechTarget (TTGT) | 0.0 | $9.0k | 760.00 | 11.84 | |
| TravelCenters of America | 0.0 | $10k | 578.00 | 17.30 | |
| Hudson Technologies (HDSN) | 0.0 | $7.0k | 1.7k | 4.22 | |
| Accuride Corporation | 0.0 | $4.0k | 842.00 | 4.75 | |
| Gain Capital Holdings | 0.0 | $7.0k | 705.00 | 9.93 | |
| IGI Laboratories | 0.0 | $4.0k | 509.00 | 7.86 | |
| Sapiens Intl Corp N V | 0.0 | $5.0k | 609.00 | 8.21 | |
| Pernix Therapeutics Holdings | 0.0 | $8.0k | 697.00 | 11.48 | |
| U.s. Concrete Inc Cmn | 0.0 | $5.0k | 175.00 | 28.57 | |
| Good Times Restaurants (GTIM) | 0.0 | $7.0k | 947.00 | 7.39 | |
| Magnetek | 0.0 | $5.0k | 119.00 | 42.02 | |
| Cempra | 0.0 | $5.0k | 159.00 | 31.45 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $5.0k | 416.00 | 12.02 | |
| Proofpoint | 0.0 | $5.0k | 93.00 | 53.76 | |
| Tillys (TLYS) | 0.0 | $5.0k | 388.00 | 12.89 | |
| Icad (ICAD) | 0.0 | $5.0k | 587.00 | 8.52 | |
| Axogen (AXGN) | 0.0 | $5.0k | 1.7k | 2.93 | |
| Tower Semiconductor (TSEM) | 0.0 | $9.0k | 539.00 | 16.70 | |
| Attunity | 0.0 | $5.0k | 517.00 | 9.67 | |
| Daqo New Energy Corp- (DQ) | 0.0 | $5.0k | 203.00 | 24.63 | |
| Atlas Financial Holdings (AFHIF) | 0.0 | $8.0k | 403.00 | 19.85 | |
| D Stemline Therapeutics | 0.0 | $4.0k | 260.00 | 15.38 | |
| Tetraphase Pharmaceuticals | 0.0 | $4.0k | 111.00 | 36.04 | |
| Applied Optoelectronics (AAOI) | 0.0 | $5.0k | 329.00 | 15.20 | |
| Liberator Medical Hld | 0.0 | $5.0k | 1.6k | 3.08 | |
| Advaxis | 0.0 | $4.0k | 227.00 | 17.62 | |
| Alliqua | 0.0 | $5.0k | 874.00 | 5.72 | |
| Ideal Power | 0.0 | $5.0k | 634.00 | 7.89 | |
| Aerie Pharmaceuticals | 0.0 | $9.0k | 283.00 | 31.80 | |
| Norcraft | 0.0 | $5.0k | 235.00 | 21.28 | |
| Sequential Brands | 0.0 | $5.0k | 591.00 | 8.46 | |
| Q2 Holdings (QTWO) | 0.0 | $9.0k | 457.00 | 19.69 | |
| Gtt Communications | 0.0 | $5.0k | 331.00 | 15.11 | |
| Uniqure Nv (QURE) | 0.0 | $9.0k | 349.00 | 25.79 | |
| Eagle Pharmaceuticals (EGRX) | 0.0 | $8.0k | 165.00 | 48.48 | |
| Applied Genetic Technol Corp C | 0.0 | $6.0k | 318.00 | 18.87 | |
| Zoe's Kitchen | 0.0 | $9.0k | 250.00 | 36.00 | |
| Cti Biopharma | 0.0 | $4.0k | 2.4k | 1.68 | |
| Resonant | 0.0 | $4.0k | 434.00 | 9.22 | |
| Adeptus Health Inc-class A | 0.0 | $8.0k | 152.00 | 52.63 | |
| Identiv (INVE) | 0.0 | $4.0k | 420.00 | 9.52 | |
| Tubemogul | 0.0 | $5.0k | 414.00 | 12.08 | |
| Intersect Ent | 0.0 | $5.0k | 179.00 | 27.93 | |
| Affimed Therapeutics B V | 0.0 | $4.0k | 629.00 | 6.36 | |
| Upland Software (UPLD) | 0.0 | $4.0k | 443.00 | 9.03 | |
| Pizza Inn Holdings (RAVE) | 0.0 | $4.0k | 290.00 | 13.79 | |
| Entellus Medical Cm | 0.0 | $5.0k | 246.00 | 20.33 | |
| Maxpoint Interactive | 0.0 | $4.0k | 416.00 | 9.62 | |
| Flex Pharma | 0.0 | $6.0k | 325.00 | 18.46 |
