Cupps Capital Management as of March 31, 2012
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 128 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Select Comfort | 3.8 | $32M | 994k | 32.39 | |
| NetSuite | 3.7 | $31M | 620k | 50.29 | |
| Westport Innovations | 3.5 | $30M | 724k | 40.92 | |
| United Rentals (URI) | 3.4 | $29M | 666k | 42.89 | |
| Cepheid | 3.2 | $27M | 644k | 41.83 | |
| Rackspace Hosting | 3.1 | $26M | 452k | 57.79 | |
| MAKO Surgical | 3.0 | $26M | 610k | 42.15 | |
| Chart Industries (GTLS) | 2.9 | $25M | 339k | 73.33 | |
| Ultimate Software | 2.7 | $23M | 317k | 73.28 | |
| athenahealth | 2.7 | $23M | 308k | 74.12 | |
| Yelp Inc cl a (YELP) | 2.6 | $23M | 839k | 26.89 | |
| IPG Photonics Corporation (IPGP) | 2.6 | $22M | 423k | 52.05 | |
| Tesla Motors (TSLA) | 2.6 | $22M | 590k | 37.24 | |
| Fusion-io | 2.5 | $22M | 756k | 28.41 | |
| Ezchip Semiconductor Lt | 1.9 | $17M | 382k | 43.33 | |
| Financial Engines | 1.8 | $16M | 701k | 22.36 | |
| Sourcefire | 1.6 | $13M | 278k | 48.13 | |
| SolarWinds | 1.5 | $13M | 330k | 38.65 | |
| Triumph (TGI) | 1.4 | $12M | 195k | 62.66 | |
| Ultratech | 1.4 | $12M | 407k | 28.98 | |
| Brunswick Corporation (BC) | 1.4 | $12M | 458k | 25.75 | |
| Millennial Media | 1.4 | $12M | 499k | 23.50 | |
| Cognex Corporation (CGNX) | 1.4 | $12M | 275k | 42.36 | |
| Invensense | 1.3 | $11M | 633k | 18.10 | |
| Abiomed | 1.3 | $11M | 499k | 22.19 | |
| Fresh Market | 1.2 | $10M | 212k | 47.95 | |
| Cogent Communications (CCOI) | 1.1 | $9.3M | 490k | 19.08 | |
| Ciena Corporation (CIEN) | 1.1 | $9.3M | 575k | 16.19 | |
| Mellanox Technologies | 1.1 | $9.3M | 222k | 41.83 | |
| Qlik Technologies | 1.1 | $9.3M | 290k | 32.00 | |
| LivePerson (LPSN) | 1.1 | $8.9M | 533k | 16.77 | |
| CommVault Systems (CVLT) | 1.1 | $8.9M | 180k | 49.64 | |
| Fortinet (FTNT) | 1.0 | $8.7M | 315k | 27.65 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $8.3M | 89k | 92.88 | |
| Guidewire Software (GWRE) | 0.9 | $7.9M | 258k | 30.78 | |
| Acuity Brands (AYI) | 0.9 | $7.9M | 125k | 62.82 | |
| Swift Transportation Company | 0.8 | $7.3M | 631k | 11.54 | |
| Flotek Industries | 0.8 | $7.0M | 586k | 12.02 | |
| GeoResources | 0.8 | $7.1M | 216k | 32.74 | |
| Allot Communications (ALLT) | 0.8 | $6.9M | 295k | 23.25 | |
| Mattress Firm Holding | 0.8 | $6.8M | 179k | 37.90 | |
| Teradyne (TER) | 0.8 | $6.7M | 398k | 16.89 | |
| Meritage Homes Corporation (MTH) | 0.8 | $6.7M | 247k | 27.06 | |
| Genomic Health | 0.8 | $6.7M | 218k | 30.61 | |
| Veeco Instruments (VECO) | 0.8 | $6.4M | 224k | 28.60 | |
| PROS Holdings (PRO) | 0.7 | $6.3M | 338k | 18.70 | |
| Middleby Corporation (MIDD) | 0.7 | $6.2M | 61k | 101.17 | |
| Rosetta Resources | 0.7 | $6.2M | 128k | 48.75 | |
| Stifel Financial (SF) | 0.7 | $6.2M | 164k | 37.84 | |
| Apple (AAPL) | 0.7 | $6.1M | 10k | 599.49 | |
| Lithia Motors (LAD) | 0.7 | $5.9M | 227k | 26.20 | |
| Us Silica Hldgs (SLCA) | 0.7 | $6.0M | 284k | 20.94 | |
| Brightcove (BCOV) | 0.7 | $5.8M | 233k | 24.80 | |
| OYO Geospace Corporation | 0.7 | $5.6M | 53k | 105.31 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $5.6M | 506k | 11.16 | |
| Demandware | 0.7 | $5.6M | 188k | 29.80 | |
| salesforce (CRM) | 0.6 | $5.5M | 35k | 154.49 | |
| FARO Technologies (FARO) | 0.6 | $5.4M | 93k | 58.32 | |
| Strategic Hotels & Resorts | 0.6 | $5.4M | 816k | 6.58 | |
| Hexcel Corporation (HXL) | 0.6 | $5.2M | 218k | 24.01 | |
| Insulet Corporation (PODD) | 0.6 | $5.2M | 270k | 19.14 | |
| BroadSoft | 0.6 | $5.1M | 132k | 38.25 | |
| La-Z-Boy Incorporated (LZB) | 0.6 | $4.9M | 326k | 14.96 | |
| Kodiak Oil & Gas | 0.6 | $4.8M | 484k | 9.96 | |
| Cymer | 0.6 | $4.7M | 95k | 49.99 | |
| Nanometrics Incorporated | 0.6 | $4.7M | 254k | 18.51 | |
| Imperva | 0.5 | $4.6M | 118k | 39.14 | |
| Arctic Cat | 0.5 | $4.1M | 97k | 42.84 | |
| Tennant Company (TNC) | 0.4 | $3.5M | 79k | 43.99 | |
| Proto Labs (PRLB) | 0.4 | $3.5M | 102k | 34.08 | |
| Vocera Communications | 0.4 | $3.3M | 141k | 23.40 | |
| Jive Software | 0.4 | $3.3M | 120k | 27.16 | |
| Texas Capital Bancshares (TCBI) | 0.3 | $2.9M | 83k | 34.61 | |
| Body Central Acquisition Corporation | 0.3 | $2.9M | 99k | 29.01 | |
| KLA-Tencor Corporation (KLAC) | 0.3 | $2.7M | 50k | 54.42 | |
| Linkedin Corp | 0.3 | $2.5M | 25k | 101.98 | |
| 0.3 | $2.4M | 3.7k | 641.18 | ||
| Amazon (AMZN) | 0.3 | $2.4M | 12k | 202.47 | |
| Intuitive Surgical (ISRG) | 0.2 | $2.2M | 4.0k | 541.54 | |
| Ubiquiti Networks | 0.2 | $2.0M | 64k | 31.62 | |
| Celgene Corporation | 0.2 | $1.9M | 24k | 77.50 | |
| Annie's | 0.2 | $1.9M | 54k | 34.84 | |
| Morgan Stanley (MS) | 0.2 | $1.8M | 91k | 19.64 | |
| eBay (EBAY) | 0.2 | $1.8M | 50k | 36.89 | |
| BorgWarner (BWA) | 0.2 | $1.7M | 20k | 84.31 | |
| Tempur-Pedic International (TPX) | 0.2 | $1.5M | 18k | 84.43 | |
| Zynga | 0.2 | $1.5M | 111k | 13.15 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $1.3M | 3.2k | 417.73 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | 10k | 116.58 | |
| Lululemon Athletica (LULU) | 0.1 | $1.1M | 15k | 74.70 | |
| VMware | 0.1 | $1.0M | 9.2k | 112.29 | |
| Spirit AeroSystems Holdings (SPR) | 0.1 | $1.0M | 41k | 24.45 | |
| Cummins (CMI) | 0.1 | $950k | 7.9k | 119.99 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $813k | 18k | 45.97 | |
| Citrix Systems | 0.1 | $886k | 11k | 78.90 | |
| Alexion Pharmaceuticals | 0.1 | $843k | 9.1k | 92.79 | |
| Cree | 0.1 | $836k | 27k | 31.60 | |
| Lennar Corporation (LEN) | 0.1 | $740k | 27k | 27.17 | |
| Intel Corporation (INTC) | 0.1 | $743k | 27k | 28.08 | |
| Tibco Software | 0.1 | $757k | 25k | 30.47 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $664k | 46k | 14.37 | |
| Wells Fargo & Company (WFC) | 0.1 | $669k | 20k | 34.11 | |
| Salix Pharmaceuticals | 0.1 | $676k | 13k | 52.45 | |
| Continental Resources | 0.1 | $634k | 7.4k | 85.80 | |
| Polaris Industries (PII) | 0.1 | $595k | 8.3k | 72.07 | |
| Green Mountain Coffee Roasters | 0.1 | $569k | 12k | 46.76 | |
| Qualcomm (QCOM) | 0.1 | $485k | 7.1k | 67.93 | |
| Caterpillar (CAT) | 0.1 | $415k | 3.9k | 106.30 | |
| MercadoLibre (MELI) | 0.1 | $431k | 4.4k | 97.62 | |
| MasterCard Incorporated (MA) | 0.0 | $331k | 789.00 | 419.52 | |
| Starbucks Corporation (SBUX) | 0.0 | $332k | 5.9k | 55.85 | |
| SanDisk Corporation | 0.0 | $347k | 7.0k | 49.47 | |
| V.F. Corporation (VFC) | 0.0 | $217k | 1.5k | 145.74 | |
| Las Vegas Sands (LVS) | 0.0 | $283k | 4.9k | 57.38 | |
| Aetna | 0.0 | $259k | 5.2k | 50.00 | |
| Visa (V) | 0.0 | $295k | 2.5k | 117.76 | |
| Precision Castparts | 0.0 | $288k | 1.7k | 172.56 | |
| Broadcom Corporation | 0.0 | $291k | 7.4k | 39.22 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $274k | 4.3k | 63.72 | |
| Callidus Software | 0.0 | $217k | 28k | 7.80 | |
| iRobot Corporation (IRBT) | 0.0 | $235k | 8.6k | 27.24 | |
| American International (AIG) | 0.0 | $290k | 9.4k | 30.82 | |
| Procera Networks | 0.0 | $240k | 11k | 22.33 | |
| Michael Kors Holdings | 0.0 | $279k | 6.0k | 46.50 | |
| Yum! Brands (YUM) | 0.0 | $211k | 3.0k | 70.85 | |
| LSI Corporation | 0.0 | $141k | 16k | 8.64 | |
| Whole Foods Market | 0.0 | $211k | 2.5k | 82.91 | |
| Yandex Nv-a (YNDX) | 0.0 | $203k | 7.6k | 26.78 |
