Mitchell Capital Management

Mitchell Capital Management as of Dec. 31, 2014

Portfolio Holdings for Mitchell Capital Management

Mitchell Capital Management holds 35 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Skyworks Solutions (SWKS) 6.8 $21M 287k 72.71
Gilead Sciences (GILD) 4.7 $15M 154k 94.26
Express Scripts Holding 4.4 $14M 161k 84.67
Biogen Idec (BIIB) 4.3 $13M 39k 339.45
Virtusa Corporation 4.2 $13M 310k 41.67
Tractor Supply Company (TSCO) 4.2 $13M 163k 78.82
Cerner Corporation 4.0 $12M 191k 64.66
Canadian Natl Ry (CNI) 4.0 $12M 176k 68.91
McKesson Corporation (MCK) 3.8 $12M 57k 207.58
Honeywell International (HON) 3.6 $11M 112k 99.92
Cognizant Technology Solutions (CTSH) 3.6 $11M 209k 52.66
Google Inc Class C 3.4 $10M 20k 526.42
Synaptics, Incorporated (SYNA) 3.3 $10M 147k 68.84
Oceaneering International (OII) 3.2 $9.7M 166k 58.81
Mettler-Toledo International (MTD) 3.2 $9.7M 32k 302.46
priceline.com Incorporated 3.1 $9.6M 8.4k 1140.17
Polaris Industries (PII) 3.0 $9.1M 60k 151.24
Kirby Corporation (KEX) 3.0 $9.1M 113k 80.74
Ross Stores (ROST) 2.8 $8.6M 91k 94.26
Air Methods Corporation 2.6 $8.1M 184k 44.03
Signature Bank (SBNY) 2.6 $8.0M 64k 125.95
Dollar Tree (DLTR) 2.6 $8.0M 114k 70.38
Novo Nordisk A/S (NVO) 2.6 $7.9M 187k 42.32
Gartner (IT) 2.4 $7.2M 86k 84.21
PetSmart 2.3 $7.0M 87k 81.30
FedEx Corporation (FDX) 2.0 $6.3M 36k 173.65
Stratasys (SSYS) 1.9 $5.9M 72k 83.11
Nic 1.9 $5.8M 323k 17.99
Ihs 1.7 $5.2M 46k 113.88
Tor Dom Bk Cad (TD) 1.6 $5.0M 104k 47.78
Echo Global Logistics 1.1 $3.3M 115k 29.20
Alibaba Group Holding (BABA) 1.0 $3.2M 31k 103.95
EXACT Sciences Corporation (EXAS) 1.0 $3.1M 114k 27.44
Apple (AAPL) 0.2 $549k 5.0k 110.46
Ambev Sa- (ABEV) 0.0 $68k 11k 6.21