Cupps Capital Management as of Sept. 30, 2011
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 98 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cepheid | 5.5 | $30M | 778k | 38.83 | |
| Westport Innovations | 4.7 | $26M | 888k | 28.93 | |
| Hexcel Corporation (HXL) | 4.2 | $23M | 1.1M | 22.16 | |
| IPG Photonics Corporation (IPGP) | 3.5 | $19M | 445k | 43.44 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.3 | $18M | 289k | 62.23 | |
| NetSuite | 3.2 | $18M | 656k | 27.01 | |
| MAKO Surgical | 3.0 | $17M | 483k | 34.22 | |
| Polypore International | 2.9 | $16M | 285k | 56.52 | |
| athenahealth | 2.7 | $15M | 245k | 59.55 | |
| Tesla Motors (TSLA) | 2.5 | $14M | 572k | 24.39 | |
| Rackspace Hosting | 2.5 | $14M | 402k | 34.14 | |
| Chart Industries (GTLS) | 2.5 | $14M | 323k | 42.18 | |
| OPNET Technologies | 2.4 | $13M | 371k | 34.91 | |
| Fresh Market | 2.3 | $13M | 333k | 38.16 | |
| Financial Engines | 2.2 | $12M | 673k | 18.11 | |
| Aruba Networks | 2.2 | $12M | 571k | 20.91 | |
| Universal Display Corporation (OLED) | 2.1 | $12M | 243k | 47.94 | |
| Crocs (CROX) | 2.1 | $12M | 489k | 23.68 | |
| Ezchip Semiconductor Lt | 2.1 | $11M | 342k | 33.22 | |
| Ultimate Software | 1.9 | $10M | 220k | 46.72 | |
| NxStage Medical | 1.8 | $9.7M | 466k | 20.86 | |
| Triumph (TGI) | 1.8 | $9.6M | 198k | 48.74 | |
| Pharmasset | 1.7 | $9.1M | 110k | 82.36 | |
| SuccessFactors | 1.6 | $8.5M | 370k | 22.99 | |
| Mellanox Technologies | 1.5 | $8.1M | 259k | 31.22 | |
| Fusion-io | 1.5 | $8.0M | 423k | 19.00 | |
| Vera Bradley (VRA) | 1.4 | $7.7M | 212k | 36.05 | |
| iRobot Corporation (IRBT) | 1.4 | $7.5M | 298k | 25.16 | |
| BJ's Restaurants (BJRI) | 1.2 | $6.7M | 151k | 44.11 | |
| K12 | 1.2 | $6.6M | 258k | 25.46 | |
| Nanometrics Incorporated | 1.2 | $6.4M | 439k | 14.50 | |
| Shutterfly | 1.1 | $6.3M | 153k | 41.18 | |
| Middleby Corporation (MIDD) | 1.1 | $6.2M | 88k | 70.46 | |
| BroadSoft | 1.1 | $6.2M | 204k | 30.35 | |
| Green Mountain Coffee Roasters | 1.0 | $5.7M | 61k | 92.93 | |
| Fortinet (FTNT) | 1.0 | $5.6M | 332k | 16.80 | |
| RF Micro Devices | 0.9 | $5.2M | 816k | 6.34 | |
| LivePerson (LPSN) | 0.9 | $5.1M | 508k | 9.95 | |
| Insulet Corporation (PODD) | 0.9 | $4.9M | 319k | 15.26 | |
| Select Comfort | 0.8 | $4.4M | 317k | 13.97 | |
| Ultratech | 0.8 | $4.4M | 255k | 17.15 | |
| Servicesource | 0.8 | $4.4M | 332k | 13.21 | |
| Francescas Hldgs Corp | 0.8 | $4.4M | 208k | 21.21 | |
| Genomic Health | 0.8 | $4.3M | 196k | 21.98 | |
| Teradyne (TER) | 0.8 | $4.3M | 392k | 11.01 | |
| Finisar Corporation | 0.8 | $4.2M | 238k | 17.54 | |
| PROS Holdings (PRO) | 0.7 | $3.8M | 293k | 12.89 | |
| Lattice Semiconductor (LSCC) | 0.7 | $3.7M | 703k | 5.25 | |
| Dex (DXCM) | 0.7 | $3.7M | 308k | 12.00 | |
| Lindsay Corporation (LNN) | 0.6 | $3.1M | 58k | 53.80 | |
| Teavana Hldgs | 0.6 | $3.0M | 150k | 20.33 | |
| Apple (AAPL) | 0.6 | $3.0M | 8.0k | 381.30 | |
| Amazon (AMZN) | 0.6 | $3.0M | 14k | 216.23 | |
| Qlik Technologies | 0.5 | $3.0M | 138k | 21.62 | |
| Strategic Hotels & Resorts | 0.5 | $2.7M | 635k | 4.31 | |
| Cymer | 0.5 | $2.5M | 68k | 37.14 | |
| Rosetta Resources | 0.5 | $2.5M | 72k | 34.22 | |
| PriceSmart (PSMT) | 0.4 | $2.4M | 39k | 62.30 | |
| Titan International (TWI) | 0.4 | $2.4M | 157k | 15.00 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $2.4M | 355k | 6.63 | |
| Incyte Corporation (INCY) | 0.4 | $2.3M | 162k | 13.97 | |
| salesforce (CRM) | 0.4 | $2.2M | 20k | 114.24 | |
| Cognex Corporation (CGNX) | 0.4 | $2.2M | 81k | 27.10 | |
| Intuitive Surgical (ISRG) | 0.4 | $2.0M | 5.6k | 364.26 | |
| FARO Technologies (FARO) | 0.3 | $1.8M | 57k | 31.54 | |
| Solazyme | 0.3 | $1.5M | 158k | 9.61 | |
| Complete Genomics | 0.3 | $1.5M | 248k | 5.87 | |
| Zipcar | 0.2 | $1.4M | 78k | 17.99 | |
| 0.2 | $1.2M | 2.4k | 515.00 | ||
| Titan Machinery (TITN) | 0.2 | $1.0M | 57k | 17.88 | |
| BorgWarner (BWA) | 0.1 | $845k | 14k | 60.49 | |
| Theravance | 0.1 | $721k | 36k | 20.11 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $594k | 2.0k | 302.44 | |
| Goodrich Corporation | 0.1 | $479k | 4.0k | 120.65 | |
| Alexion Pharmaceuticals | 0.1 | $418k | 6.5k | 64.01 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $424k | 8.0k | 52.74 | |
| Starbucks Corporation (SBUX) | 0.1 | $357k | 9.6k | 37.28 | |
| Celgene Corporation | 0.1 | $398k | 6.4k | 61.90 | |
| MasterCard Incorporated (MA) | 0.1 | $314k | 991.00 | 316.85 | |
| Intel Corporation (INTC) | 0.1 | $311k | 15k | 21.33 | |
| Visa (V) | 0.1 | $321k | 3.8k | 85.49 | |
| Informatica Corporation | 0.1 | $337k | 8.2k | 40.87 | |
| Mitek Systems (MITK) | 0.1 | $347k | 38k | 9.24 | |
| Cerner Corporation | 0.1 | $256k | 3.7k | 68.41 | |
| Oracle Corporation (ORCL) | 0.1 | $261k | 9.1k | 28.64 | |
| Tibco Software | 0.1 | $261k | 12k | 22.37 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $279k | 7.3k | 38.25 | |
| VMware | 0.1 | $295k | 3.7k | 80.23 | |
| WisdomTree Investments (WT) | 0.1 | $256k | 37k | 7.00 | |
| Cummins (CMI) | 0.0 | $211k | 2.6k | 81.28 | |
| V.F. Corporation (VFC) | 0.0 | $224k | 1.8k | 121.41 | |
| Qualcomm (QCOM) | 0.0 | $217k | 4.5k | 48.44 | |
| Whole Foods Market | 0.0 | $238k | 3.6k | 65.29 | |
| Precision Castparts | 0.0 | $245k | 1.6k | 155.26 | |
| GenMark Diagnostics | 0.0 | $240k | 42k | 5.73 | |
| Linkedin Corp | 0.0 | $240k | 3.1k | 78.05 | |
| Pandora Media | 0.0 | $219k | 15k | 14.62 | |
| Merge Healthcare | 0.0 | $148k | 24k | 6.09 |
