Alydar Partners as of Dec. 31, 2014
Portfolio Holdings for Alydar Partners
Alydar Partners holds 93 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 |
---|---|---|---|---|---|
Facebook Cl A (META) | 5.2 | $33M | 424k | 78.02 | |
Masco Corporation (MAS) | 4.4 | $28M | 1.1M | 25.20 | |
Actavis SHS | 4.3 | $27M | 106k | 257.41 | |
Tesla Motors (TSLA) | 4.2 | $27M | 120k | 222.42 | |
AMAG Pharmaceuticals | 3.7 | $23M | 543k | 42.62 | |
Guidewire Software (GWRE) | 3.2 | $20M | 398k | 50.63 | |
Royal Caribbean Cruises (RCL) | 3.2 | $20M | 244k | 82.43 | |
Lithia Mtrs Cl A (LAD) | 3.0 | $19M | 220k | 86.69 | |
Carnival Corp Paired Ctf (CCL) | 3.0 | $19M | 420k | 45.33 | |
Alexion Pharmaceuticals | 2.9 | $19M | 100k | 185.03 | |
Linkedin Corp Com Cl A | 2.9 | $18M | 80k | 229.71 | |
First American Financial (FAF) | 2.7 | $17M | 500k | 33.90 | |
Jack in the Box (JACK) | 2.4 | $15M | 191k | 79.96 | |
DineEquity (DIN) | 2.4 | $15M | 147k | 103.64 | |
Deckers Outdoor Corporation (DECK) | 2.3 | $15M | 162k | 91.04 | |
Procter & Gamble Company Call Option (PG) | 2.2 | $14M | 150k | 91.09 | |
AmSurg | 2.1 | $13M | 240k | 54.73 | |
2.0 | $13M | 350k | 35.87 | ||
SanDisk Corporation | 1.8 | $12M | 117k | 97.98 | |
Sunpower (SPWRQ) | 1.8 | $11M | 440k | 25.83 | |
Advanced Drain Sys Inc Del (WMS) | 1.7 | $11M | 480k | 22.98 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $11M | 105k | 103.94 | |
Palo Alto Networks (PANW) | 1.5 | $9.8M | 80k | 122.58 | |
Memorial Resource Development | 1.4 | $8.9M | 495k | 18.03 | |
Encore Capital (ECPG) | 1.4 | $8.9M | 200k | 44.40 | |
Mohawk Industries (MHK) | 1.1 | $7.2M | 46k | 155.35 | |
Continental Bldg Prods | 1.1 | $7.1M | 400k | 17.73 | |
Wageworks | 1.0 | $6.5M | 100k | 64.57 | |
Penske Automotive (PAG) | 0.9 | $6.0M | 123k | 49.07 | |
Vodafone Group Spnsr Adr No Par (VOD) | 0.9 | $6.0M | 175k | 34.17 | |
Keurig Green Mtn | 0.8 | $5.3M | 40k | 132.40 | |
Pvh Corporation (PVH) | 0.8 | $5.1M | 40k | 128.18 | |
Imax Corp Cad (IMAX) | 0.8 | $5.1M | 165k | 30.90 | |
Cisco Systems (CSCO) | 0.8 | $5.0M | 180k | 27.82 | |
Papa Murphys Hldgs | 0.8 | $5.0M | 429k | 11.62 | |
Imperva | 0.8 | $4.9M | 100k | 49.43 | |
Radian (RDN) | 0.8 | $4.9M | 295k | 16.72 | |
Whirlpool Corporation (WHR) | 0.8 | $4.8M | 25k | 193.76 | |
SPECTRUM BRANDS Hldgs | 0.8 | $4.8M | 50k | 95.68 | |
Cerner Corporation | 0.7 | $4.7M | 73k | 64.66 | |
Las Vegas Sands (LVS) | 0.7 | $4.7M | 80k | 58.16 | |
Dollar Tree (DLTR) | 0.7 | $4.6M | 65k | 70.38 | |
Kansas City Southern Com New | 0.7 | $4.5M | 37k | 122.02 | |
Qlik Technologies | 0.7 | $4.4M | 143k | 30.89 | |
Vulcan Materials Company (VMC) | 0.7 | $4.3M | 65k | 65.72 | |
Cheniere Energy Com New (LNG) | 0.7 | $4.2M | 60k | 70.40 | |
Pernix Therapeutics Holdings | 0.6 | $3.8M | 410k | 9.39 | |
General Motors Company (GM) | 0.6 | $3.8M | 110k | 34.91 | |
Goodyear Tire & Rubber Company (GT) | 0.6 | $3.7M | 130k | 28.57 | |
Outerwall | 0.6 | $3.5M | 47k | 75.21 | |
Sotheby's | 0.5 | $3.2M | 75k | 43.19 | |
American Water Works (AWK) | 0.5 | $3.2M | 60k | 53.30 | |
Bloomin Brands (BLMN) | 0.5 | $3.1M | 126k | 24.76 | |
EnerNOC | 0.5 | $3.1M | 200k | 15.45 | |
Gentherm (THRM) | 0.5 | $3.1M | 84k | 36.62 | |
Harman International Industries | 0.5 | $3.1M | 29k | 106.72 | |
Brunswick Corporation (BC) | 0.5 | $3.0M | 59k | 51.26 | |
Solarcity | 0.5 | $2.9M | 55k | 53.50 | |
Hannon Armstrong (HASI) | 0.4 | $2.8M | 200k | 14.23 | |
Ellie Mae | 0.4 | $2.8M | 70k | 40.32 | |
Global Cash Access Holdings | 0.4 | $2.5M | 350k | 7.15 | |
Micron Technology (MU) | 0.4 | $2.5M | 70k | 35.01 | |
Canadian Solar Put Option (CSIQ) | 0.4 | $2.4M | 100k | 24.19 | |
Tim Participacoes S A Sponsored Adr | 0.4 | $2.3M | 105k | 22.20 | |
Paylocity Holding Corporation (PCTY) | 0.4 | $2.3M | 88k | 26.10 | |
Ctrip Com Intl American Dep Shs | 0.4 | $2.3M | 50k | 45.50 | |
Rentrak Corporation | 0.3 | $2.2M | 30k | 72.82 | |
AeroVironment (AVAV) | 0.3 | $2.2M | 80k | 27.25 | |
Clubcorp Hldgs | 0.3 | $2.2M | 120k | 17.93 | |
Eros Intl Shs New | 0.3 | $2.1M | 100k | 21.16 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.3 | $2.0M | 60k | 33.75 | |
Constellation Brands Cl A (STZ) | 0.3 | $2.0M | 20k | 98.15 | |
Golar Lng Ltd Bermuda SHS (GLNG) | 0.3 | $1.8M | 50k | 36.48 | |
Meritage Homes Corporation (MTH) | 0.3 | $1.8M | 50k | 36.00 | |
Freshpet (FRPT) | 0.3 | $1.7M | 100k | 17.06 | |
BorgWarner (BWA) | 0.3 | $1.6M | 30k | 54.97 | |
Generac Holdings (GNRC) | 0.3 | $1.6M | 35k | 46.77 | |
Digitalglobe Com New | 0.2 | $1.5M | 50k | 30.98 | |
Whitewave Foods | 0.2 | $1.4M | 40k | 35.00 | |
Cbs Corp CL B | 0.2 | $1.4M | 25k | 55.36 | |
Cree | 0.2 | $1.3M | 40k | 32.23 | |
Points Intl Com New | 0.2 | $1.2M | 91k | 12.79 | |
Tripadvisor (TRIP) | 0.2 | $1.1M | 15k | 74.67 | |
Juniper Networks (JNPR) | 0.2 | $1.1M | 50k | 22.32 | |
Zebra Technologies Corp Cl A (ZBRA) | 0.2 | $1.1M | 14k | 77.43 | |
QLogic Corporation | 0.2 | $999k | 75k | 13.32 | |
1iqtech International | 0.2 | $981k | 900k | 1.09 | |
Alcatel-lucent Sponsored Adr | 0.2 | $976k | 275k | 3.55 | |
Rackspace Hosting | 0.1 | $702k | 15k | 46.80 | |
Arm Hldgs Sponsored Adr | 0.1 | $695k | 15k | 46.33 | |
Sonus Networks | 0.1 | $596k | 150k | 3.97 | |
Chuys Hldgs (CHUY) | 0.1 | $528k | 27k | 19.68 | |
3-d Sys Corp Del Com New (DDD) | 0.1 | $493k | 15k | 32.87 |