Chautauqua Capital Management as of March 31, 2014
Portfolio Holdings for Chautauqua Capital Management
Chautauqua Capital Management holds 23 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Taiwan Semiconductor Mfg (TSM) | 12.4 | $63M | 3.2M | 20.02 | |
Asml Holding (ASML) | 10.1 | $51M | 550k | 93.36 | |
Lululemon Athletica (LULU) | 9.3 | $47M | 898k | 52.59 | |
Potash Corp. Of Saskatchewan I | 8.7 | $45M | 1.2M | 36.22 | |
Novo Nordisk A/S (NVO) | 8.7 | $44M | 967k | 45.65 | |
Sensata Technologies Hldg Bv | 7.8 | $40M | 935k | 42.64 | |
Ctrip.com International | 7.1 | $36M | 714k | 50.42 | |
Schlumberger (SLB) | 6.1 | $31M | 318k | 97.50 | |
Delphi Automotive | 5.1 | $26M | 384k | 67.86 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 4.5 | $23M | 336k | 67.63 | |
Regeneron Pharmaceuticals (REGN) | 2.5 | $13M | 42k | 300.27 | |
Adobe Systems Incorporated (ADBE) | 2.1 | $11M | 161k | 65.74 | |
priceline.com Incorporated | 2.0 | $10M | 8.7k | 1191.93 | |
2.0 | $10M | 9.0k | 1114.55 | ||
SolarWinds | 1.9 | $9.6M | 225k | 42.63 | |
Keurig Green Mtn | 1.8 | $9.2M | 87k | 105.59 | |
Qualcomm (QCOM) | 1.4 | $7.4M | 93k | 78.86 | |
Cognizant Technology Solutions (CTSH) | 1.3 | $6.5M | 129k | 50.60 | |
T. Rowe Price (TROW) | 1.2 | $5.9M | 72k | 82.36 | |
eBay (EBAY) | 1.1 | $5.6M | 101k | 55.24 | |
Apple (AAPL) | 1.1 | $5.5M | 10k | 536.71 | |
Express Scripts Holding | 1.0 | $5.3M | 70k | 75.10 | |
Workday Inc cl a (WDAY) | 0.8 | $3.8M | 42k | 91.43 |