Insight Capital Research & Management

Latest statistics and disclosures from Insight Capital Research & Management's latest quarterly 13F-HR filing:

Companies in the Insight Capital Research & Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 3.24 38336 -2% 144.02
Facebook Inc cl a 2.65 29982 +108% 150.99
Microsoft Corporation (MSFT) 2.36 58283 +9% 68.92
Amazon (AMZN) 2.32 4086 NEW 967.94
Adobe Systems Incorporated (ADBE) 2.06 24827 +66% 141.46
Square Inc cl a 1.99 144631 +2% 23.46
China Lodging (HTHT) 1.92 40584 NEW 80.67
Cyrusone 1.86 56996 NEW 55.76
Vocera Communications 1.85 119469 -41% 26.42
Royal Caribbean Cruises Ltd. 1.84 28712 +82% 109.22
Pulte (PHM) 1.74 121071 NEW 24.53
Align Technology (ALGN) 1.72 19484 -7% 150.12
Pra Health Sciences 1.67 37997 -24% 75.01
UnitedHealth (UNH) 1.64 15121 NEW 185.44
Home Depot (HD) 1.57 17413 +32% 153.39
Monolithic Power Systems (MPWR) 1.52 26975 -41% 96.39
Micron Technology (MU) 1.50 85697 -11% 29.86
Exelixis (EXEL) 1.41 97841 -27% 24.63
Proofpoint 1.41 27740 NEW 86.84
Visa (V) 1.38 25124 +10% 93.77
MarketAxess Holdings (MKTX) 1.35 11451 +7% 201.12
Alibaba Group Holding Ltd Spon 1.35 16383 -12% 140.88
Alphabet Inc Class A cs 1.35 2473 NEW 929.64
Brink's Company (BCO) 1.31 33273 NEW 66.99
Vanguard Small-Cap Growth ETF (VBK) 1.31 15386 145.72
Gtt Communications 1.29 69761 +26% 31.65
Shopify Inc cl a 1.25 24566 -38% 86.91
Electronic Arts (ERTS) 1.21 19488 NEW 105.71
NuVasive (NUVA) 1.21 26909 -44% 76.93
MasTec (MTZ) 1.20 45175 NEW 45.16
Alphabet Inc Class C cs 1.20 2254 NEW 908.61
priceline.com Incorporated (PCLN) 1.19 1087 NEW 1870.29
Visteon Corporation (VC) 1.16 19338 NEW 102.08
Carnival Corporation (CCL) 1.12 29042 +9% 65.56
Charles Schwab Corporation (SCHW) 1.11 44024 +21% 42.95
Southwest Airlines (LUV) 1.11 30406 NEW 62.13
Broad 1.11 8095 -35% 233.11
MasterCard Incorporated (MA) 1.09 15262 NEW 121.48
Boston Scientific Corporation (BSX) 1.07 65649 NEW 27.72
Thermo Fisher Scientific (TMO) 1.07 10471 NEW 174.48
Silicon Laboratories (SLAB) 1.07 26770 -54% 68.36
Fox Factory Hldg 1.06 50797 -38% 35.59
Pepsi (PEP) 1.05 15525 NEW 115.49
Celgene Corporation (CELG) 1.03 13542 NEW 129.89
Burlington Stores 1.02 18829 -56% 91.99
Dow Chemical Company (DOW) 0.99 26705 +9% 63.06
CEVA (CEVA) 0.96 36016 -6% 45.45
Walt Disney Company (DIS) 0.94 15055 NEW 106.28
AXT (AXTI) 0.93 250251 NEW 6.35
DuPont Fabros Technology (DFT) 0.91 25503 NEW 61.17
Epam Systems 0.91 18445 NEW 84.09
Comcast Corporation (CMCSA) 0.89 38804 +93% 38.91
Trivago N V spon ads a shs 0.89 63808 NEW 23.66
Universal Display Corporation (PANL) 0.82 12795 NEW 109.26
Dave & Buster's Entertainmnt, * 0.82 20896 -39% 66.52
Charter Communications Inc New Cl A cl a 0.80 4054 NEW 336.95
Tree 0.78 7718 -42% 172.19
Biotelemetry 0.77 39138 NEW 33.45
ABIOMED (ABMD) 0.75 8896 NEW 143.32
Topbuild 0.75 24172 NEW 53.08
Take-Two Interactive Software (TTWO) 0.73 16862 -72% 73.36
Autodesk (ADSK) 0.72 12173 100.80
Paycom Software 0.72 17991 -42% 68.42
Extreme Networks (EXTR) 0.70 129287 NEW 9.22
KB Home (KBH) 0.68 48045 -32% 23.98
Toll Brothers (TOL) 0.67 28986 NEW 39.50
Vanguard Admiral Fds Inc cmn 0.66 9228 NEW 121.59
Planet Fitness Inc-cl A 0.65 47212 NEW 23.34
Ollies Bargain Outlt Hldgs I 0.62 24683 -77% 42.58
CoreSite Realty (COR) 0.61 10075 NEW 103.52
Summit Matls Inc cl a 0.61 36174 NEW 28.86
Tetra Tech (TTEK) 0.59 21922 NEW 45.75
Vail Resorts (MTN) 0.59 4990 -80% 202.81
Performance Food 0.59 36629 NEW 27.41
NutriSystem (NTRI) 0.58 19157 NEW 52.04
Medidata Solutions (MDSO) 0.58 12584 NEW 78.19
Metropcs Communications 0.58 16189 60.60
J Global 0.56 11195 -42% 85.13
Marriott International (MAR) 0.55 9323 NEW 100.29
Pegasystems (PEGA) 0.55 16140 NEW 58.36
Nanometrics Incorporated (NANO) 0.53 35618 -73% 25.30
FMC Corporation (FMC) 0.52 12222 73.06
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.49 2896 NEW 287.29
Jd 0.49 21112 NEW 39.22
Clovis Oncology 0.48 8757 NEW 93.64
Cutera (CUTR) 0.47 30758 NEW 25.91
TAL Education (XRS) 0.44 6176 NEW 122.25
Malibu Boats 0.44 28693 NEW 25.86
Rydex S&P; Equal Weight ETF (RSP) 0.39 7247 NEW 92.73
Woodward Governor Company (WGOV) 0.37 9346 -48% 67.62
Edwards Lifesciences (EW) 0.33 4693 NEW 118.26
FormFactor (FORM) 0.22 29688 NEW 12.40
A. O. Smith Corporation (AOS) 0.20 5990 NEW 56.26
Xylem 0.20 6083 NEW 55.40
Quintiles Transnatio Hldgs I 0.20 3827 NEW 89.63
Equity Lifestyle Properties (ELS) 0.19 3848 NEW 86.28
iShares Russell 2000 Growth Index (IWO) 0.19 1915 NEW 168.67
Cdw 0.19 5112 NEW 62.60
Waste Connections Inc Com stock 0.19 4935 NEW 64.44
IDEXX Laboratories (IDXX) 0.18 1913 NEW 161.53
Microchip Technology (MCHP) 0.14 3090 -87% 77.02
Quest Diagnostics Incorporated (DGX) 0.14 2162 NEW 111.01
CBOE Holdings (CBOE) 0.14 2640 NEW 91.29
Alkermes Plc 0.14 3994 NEW 58.09
Alaska Air (ALK) 0.13 2395 NEW 89.77
NOVA MEASURING Instruments L 0.13 10320 NEW 22.09
Aramark Hldgs 0.12 4966 -57% 41.08

Past 13F-HR SEC Filings by Insight Capital Research & Management

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