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 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Thor Industries (THO) 2.77 73454 +69.00% 84.71 60.64
Align Technology (ALGN) 2.62 62836 +3.00% 93.75 57.05
Vail Resorts (MTN) 2.58 36903 -9.00% 156.87 86.10
TASER International (TASR) 2.48 194663 NEW 28.61 22.03
Coherent (COHR) 2.30 46723 NEW 110.55 63.89
MasTec (MTZ) 2.30 173849 NEW 29.74 19.80
Amazon (AMZN) 2.29 6136 +6.00% 837.35 372.62
Veeva Sys Inc cl a 2.22 120595 NEW 41.28 0.00
Berry Plastics 2.02 103213 +34.00% 43.85 0.00
Burlington Stores 1.84 50979 +11.00% 81.01 0.00
Mueller Water Products (MWA) 1.81 323210 +24.00% 12.55 9.15
Alibaba Group Holding Ltd Spon 1.81 38467 NEW 105.78 0.00
Callon Pete Co Del Com Stk 1.79 256228 NEW 15.70 0.00
Facebook Inc cl a 1.69 29569 -23.00% 128.28 0.00
Grubhub 1.62 84795 NEW 42.99 0.00
Applied Materials (AMAT) 1.60 118824 -25.00% 30.15 23.76
Monolithic Power Systems (MPWR) 1.57 43753 -16.00% 80.50 52.78
Wageworks 1.57 57923 -28.00% 60.91 0.00
Supernus Pharmaceuticals 1.56 141485 NEW 24.73 0.00
Universal Electronics (UEIC) 1.52 45734 -12.00% 74.45 55.63
Inphi Corporation (IPHI) 1.51 77960 -14.00% 43.51 17.13
Ellie Mae 1.51 32260 +27.00% 105.30 0.00
Shutterstock 1.50 53048 NEW 63.70 0.00
Lumentum Hldgs 1.49 80168 NEW 41.77 0.00
Semtech Corporation (SMTC) 1.48 119916 -9.00% 27.73 27.13
John Bean Technologies Corporation (JBT) 1.39 44320 -14.00% 70.56 33.19
Microsoft Corporation (MSFT) 1.38 53860 -10.00% 57.59 42.00
Edwards Lifesciences (EW) 1.32 24501 120.57 135.16
Orbotech Ltd Com Stk 1.30 98804 -28.00% 29.61 0.00
Advanced Energy Industries (AEIS) 1.29 61355 NEW 47.31 25.20
HMS Holdings (HMSY) 1.25 126633 -14.00% 22.17 16.67
Nanometrics Incorporated (NANO) 1.23 123456 NEW 22.34 17.26
Bwx Technologies 1.23 72151 -14.00% 38.36 0.00
Acxiom Corporation (ACXM) 1.18 99338 NEW 26.65 18.94
Cornerstone Ondemand 1.18 57814 NEW 45.96 0.00
Zendesk 1.17 85908 NEW 30.71 0.00
Synchronoss Technologies (SNCR) 1.15 63000 NEW 41.17 41.93
Littelfuse (LFUS) 1.14 19941 -14.00% 128.83 94.91
Biotelemetry 1.14 138203 NEW 18.57 0.00
ABIOMED (ABMD) 1.13 19821 NEW 128.60 58.77
Integra LifeSciences Holdings (IART) 1.13 30618 -16.00% 82.57 58.76
ABM Industries (ABM) 1.04 58659 NEW 39.70 29.12
Oclaro (OCLR) 1.03 271097 NEW 8.55 1.57
Ollies Bargain Outlt Hldgs I 1.01 86736 NEW 26.21 0.00
Broad 1.01 13120 172.48 0.00
Terreno Realty Corporation (TRNO) 0.98 79773 -14.00% 27.52 22.02
Tetra Tech (TTEK) 0.96 60965 NEW 35.46 24.49
Equifax (EFX) 0.95 15822 -58.00% 134.56 91.97
Fair Isaac Corporation (FICO) 0.95 17092 NEW 124.56 82.81
Rexford Industrial Realty Inc reit 0.95 93612 -31.00% 22.89 0.00
Granite Construction (GVA) 0.91 41251 -68.00% 49.74 31.79
Vanguard Small-Cap Growth ETF (VBK) 0.90 15386 NEW 131.81 130.10
Nordson Corporation (NDSN) 0.89 20069 NEW 99.61 73.70
Aramark Hldgs 0.89 52446 NEW 38.04 0.00
Rice Energy 0.89 76274 NEW 26.12 0.00
Visa (V) 0.88 23985 -44.00% 82.72 266.74
TransDigm Group Incorporated (TDG) 0.86 6701 NEW 289.06 214.68
Apple (AAPL) 0.85 16816 -43.00% 113.05 123.28
Drew Industries (DW) 0.84 19157 -49.00% 98.03 59.24
Kraft Heinz 0.83 20929 -47.00% 89.49 0.00
NVIDIA Corporation (NVDA) 0.82 26758 NEW 68.50 22.93
New Oriental Education & Tech (EDU) 0.81 39254 NEW 46.36 20.52
Five9 0.81 115322 NEW 15.68 0.00
NuVasive (NUVA) 0.79 26575 NEW 66.64 44.67
Alphabet Inc Class A cs 0.77 2162 -69.00% 803.89 0.00
MarketAxess Holdings (MKTX) 0.74 10054 NEW 165.61 85.47
Boston Scientific Corporation (BSX) 0.72 68341 -76.00% 23.81 16.49
Yum! Brands (YUM) 0.72 17798 -45.00% 90.80 77.05
Copart (CPRT) 0.70 29480 NEW 53.56 36.58
S&p Global 0.69 12227 NEW 126.52 0.00
Broadridge Financial Solutions (BR) 0.57 18944 NEW 67.78 51.66
Intuitive Surgical (ISRG) 0.55 1697 NEW 724.81 489.66
UnitedHealth (UNH) 0.53 8530 -77.00% 139.98 113.33
Constellation Brands (STZ) 0.46 6159 -58.00% 166.42 115.30
Vanguard Admiral Fds Inc cmn 0.45 9228 NEW 108.37 0.00
Alphabet Inc Class C cs 0.43 1230 -36.00% 777.24 0.00
Activision Blizzard (ATVI) 0.37 18572 NEW 44.31 22.67
Yelp Inc cl a 0.37 20150 NEW 41.69 0.00
Advanced Micro Devices (AMD) 0.36 118454 NEW 6.91 2.92
Johnson & Johnson (JNJ) 0.34 6539 -68.00% 118.06 98.55
Fidelity National Information Services (FIS) 0.33 9651 NEW 76.99 65.10
Lennox International (LII) 0.33 4790 NEW 156.99 107.33
Finisar Corporation (FNSR) 0.32 24410 NEW 29.78 21.81
CommVault Systems (CVLT) 0.30 12516 NEW 53.13 45.28
Rydex S&P; Equal Weight ETF (RSP) 0.28 7427 83.61 79.77
Comcast Corporation (CMCSA) 0.26 8642 -80.00% 66.30 58.60
Monmouth R.E. Inv (MNRTA) 0.23 36287 -5.00% 14.28 0.00
Masco Corporation (MAS) 0.22 14400 -88.00% 34.31 25.99
Cooper Companies (COO) 0.19 2412 NEW 179.10 182.47
Agree Realty Corporation (ADC) 0.17 7558 -85.00% 49.48 31.80
Rudolph Technologies (RTEC) 0.16 20701 NEW 17.73 12.34
3M Company (MMM) 0.15 1880 -60.00% 176.06 162.72
iShares NASDAQ Biotechnology Index (IBB) 0.13 1015 289.66 341.41
iShares Russell 2000 Growth Index (IWO) 0.13 1915 148.83 146.64
First Trust Health Care AlphaDEX Fd (FXH) 0.12 4253 60.90 64.77