Cupps Capital Management as of June 30, 2012
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 132 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetSuite | 4.2 | $32M | 587k | 54.77 | |
| Westport Innovations | 4.0 | $31M | 846k | 36.75 | |
| Ultimate Software | 3.7 | $29M | 321k | 88.93 | |
| Chart Industries (GTLS) | 3.1 | $24M | 347k | 68.76 | |
| athenahealth | 3.0 | $23M | 292k | 79.17 | |
| Mellanox Technologies | 2.9 | $22M | 311k | 70.82 | |
| Cepheid | 2.7 | $21M | 464k | 44.65 | |
| Cymer | 2.6 | $20M | 341k | 58.95 | |
| United Rentals (URI) | 2.6 | $20M | 576k | 34.04 | |
| Tesla Motors (TSLA) | 2.3 | $18M | 572k | 31.29 | |
| IPG Photonics Corporation (IPGP) | 2.1 | $16M | 364k | 43.59 | |
| Abiomed Inc Com Stk | 2.1 | $16M | 695k | 22.82 | |
| Veeco Instruments (VECO) | 2.0 | $15M | 438k | 34.36 | |
| Financial Engines | 1.9 | $15M | 678k | 21.45 | |
| US Airways | 1.8 | $14M | 1.1M | 13.33 | |
| Ezchip Semiconductor Lt | 1.8 | $14M | 350k | 40.04 | |
| Select Comfort | 1.8 | $14M | 663k | 20.92 | |
| SolarWinds | 1.8 | $13M | 308k | 43.56 | |
| Ultratech | 1.7 | $13M | 417k | 31.44 | |
| Rackspace Hosting | 1.7 | $13M | 296k | 43.94 | |
| CommVault Systems (CVLT) | 1.7 | $13M | 260k | 49.57 | |
| Fresh Market | 1.6 | $13M | 233k | 53.63 | |
| Sourcefire | 1.6 | $12M | 241k | 51.40 | |
| Yelp Inc cl a (YELP) | 1.6 | $12M | 541k | 22.73 | |
| LivePerson (LPSN) | 1.5 | $12M | 612k | 19.06 | |
| Meritage Homes Corporation (MTH) | 1.4 | $11M | 321k | 33.94 | |
| Allot Communications (ALLT) | 1.4 | $11M | 377k | 27.86 | |
| Fusion-io | 1.4 | $11M | 500k | 20.89 | |
| Arena Pharmaceuticals | 1.3 | $10M | 1.0M | 9.97 | |
| Guidewire Software (GWRE) | 1.2 | $9.2M | 326k | 28.12 | |
| Cogent Communications (CCOI) | 1.2 | $9.1M | 474k | 19.24 | |
| Genomic Health | 1.2 | $9.0M | 269k | 33.40 | |
| Triumph (TGI) | 1.2 | $9.0M | 160k | 56.26 | |
| Stratasys | 1.1 | $8.4M | 170k | 49.50 | |
| Annie's | 1.0 | $7.6M | 182k | 41.86 | |
| Insulet Corporation (PODD) | 0.9 | $7.2M | 337k | 21.37 | |
| Ciena Corporation (CIEN) | 0.9 | $6.9M | 424k | 16.37 | |
| Proto Labs (PRLB) | 0.9 | $6.7M | 234k | 28.76 | |
| Strategic Hotels & Resorts | 0.9 | $6.7M | 1.0M | 6.46 | |
| Apple Computer | 0.8 | $6.4M | 11k | 583.96 | |
| Linkedin Corp | 0.8 | $6.4M | 60k | 106.27 | |
| Middleby Corporation (MIDD) | 0.8 | $6.1M | 61k | 99.59 | |
| Fortinet | 0.8 | $6.0M | 259k | 23.22 | |
| Vocera Communications | 0.7 | $5.7M | 213k | 26.79 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $5.6M | 523k | 10.72 | |
| Smart Balance | 0.7 | $5.3M | 568k | 9.39 | |
| Hexcel Corporation (HXL) | 0.7 | $5.3M | 206k | 25.79 | |
| Demandware | 0.7 | $5.3M | 223k | 23.69 | |
| salesforce (CRM) | 0.7 | $5.2M | 38k | 138.26 | |
| OYO Geospace Corporation | 0.6 | $4.7M | 52k | 89.98 | |
| Arctic Cat | 0.6 | $4.7M | 128k | 36.56 | |
| Stifel Financial (SF) | 0.6 | $4.5M | 146k | 30.90 | |
| PROS Holdings (PRO) | 0.6 | $4.6M | 271k | 16.82 | |
| Invensense | 0.6 | $4.5M | 395k | 11.30 | |
| Texas Capital Bancshares (TCBI) | 0.6 | $4.3M | 108k | 40.38 | |
| Dex (DXCM) | 0.5 | $4.1M | 320k | 12.96 | |
| BroadSoft | 0.5 | $4.1M | 143k | 28.95 | |
| Brunswick Corporation (BC) | 0.5 | $3.9M | 174k | 22.22 | |
| OSI Systems (OSIS) | 0.5 | $3.9M | 62k | 63.33 | |
| Tennant Company (TNC) | 0.5 | $3.9M | 97k | 39.94 | |
| Millennial Media | 0.5 | $3.9M | 293k | 13.19 | |
| stock | 0.5 | $3.7M | 130k | 28.10 | |
| Lithia Motors (LAD) | 0.5 | $3.5M | 152k | 23.05 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.4 | $3.3M | 98k | 33.79 | |
| Cognex Corporation (CGNX) | 0.4 | $3.3M | 105k | 31.65 | |
| Brightcove (BCOV) | 0.4 | $3.3M | 218k | 15.31 | |
| eBay (EBAY) | 0.4 | $3.2M | 77k | 42.00 | |
| MAKO Surgical | 0.4 | $3.2M | 125k | 25.61 | |
| Teradyne (TER) | 0.4 | $3.1M | 222k | 14.06 | |
| Imperva | 0.4 | $3.1M | 108k | 28.82 | |
| FARO Technologies (FARO) | 0.4 | $3.1M | 74k | 42.08 | |
| Medivation | 0.4 | $2.9M | 31k | 91.40 | |
| D Tumi Holdings | 0.4 | $2.8M | 163k | 17.49 | |
| Amazon.com | 0.4 | $2.8M | 12k | 228.28 | |
| Mattress Firm Holding | 0.4 | $2.8M | 92k | 30.30 | |
| Cyberonics | 0.3 | $2.7M | 60k | 44.94 | |
| Facebook Inc cl a (META) | 0.3 | $2.5M | 81k | 31.09 | |
| Francescas Hldgs Corp | 0.3 | $2.1M | 79k | 27.01 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $2.1M | 5.5k | 379.81 | |
| RealD | 0.2 | $1.9M | 127k | 14.96 | |
| Hldgs (UAL) | 0.2 | $1.9M | 80k | 24.33 | |
| Intuitive Surgical (ISRG) | 0.2 | $1.9M | 3.4k | 553.56 | |
| KLA-Tencor Corporation (KLAC) | 0.2 | $1.8M | 37k | 49.24 | |
| Flotek Industries | 0.2 | $1.8M | 198k | 9.34 | |
| Titan International (TWI) | 0.2 | $1.7M | 71k | 24.53 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.7M | 15k | 114.22 | |
| Procera Networks | 0.2 | $1.7M | 69k | 24.30 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.5M | 27k | 55.89 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | 39k | 35.72 | |
| Lennar Corporation (LEN) | 0.2 | $1.4M | 44k | 30.89 | |
| Concur Technologies | 0.2 | $1.4M | 20k | 68.08 | |
| Lululemon Athletica (LULU) | 0.2 | $1.4M | 23k | 59.60 | |
| Red Hat | 0.2 | $1.2M | 22k | 56.47 | |
| American Intl | 0.2 | $1.2M | 38k | 32.08 | |
| Citrix Systems | 0.1 | $1.1M | 13k | 83.93 | |
| Salix Pharmaceuticals | 0.1 | $1.0M | 19k | 54.39 | |
| Cree | 0.1 | $917k | 36k | 25.67 | |
| Michael Kors Holdings | 0.1 | $916k | 22k | 41.83 | |
| Alexion Pharmaceuticals Inc Cm | 0.1 | $902k | 9.1k | 99.25 | |
| 0.1 | $832k | 1.4k | 579.79 | ||
| VMware | 0.1 | $720k | 7.9k | 90.93 | |
| Polaris Industries (PII) | 0.1 | $614k | 8.6k | 71.43 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $583k | 6.2k | 93.32 | |
| Spirit AeroSystems Holdings (SPR) | 0.1 | $604k | 25k | 23.82 | |
| Cobalt Intl Energy | 0.1 | $621k | 27k | 23.48 | |
| PrivateBan | 0.1 | $493k | 34k | 14.73 | |
| MasterCard Incorporated (MA) | 0.1 | $361k | 840.00 | 429.76 | |
| Starbucks Corporation (SBUX) | 0.1 | $409k | 7.7k | 53.19 | |
| Whole Foods Market | 0.1 | $374k | 3.9k | 95.29 | |
| Visa (V) | 0.1 | $382k | 3.1k | 123.54 | |
| Hca Holdings (HCA) | 0.1 | $410k | 14k | 30.38 | |
| Tesaro | 0.1 | $349k | 25k | 13.96 | |
| Cerner Corporation | 0.0 | $323k | 3.9k | 82.63 | |
| Wells Fargo & Company (WFC) | 0.0 | $279k | 8.4k | 33.41 | |
| Intel Corporation (INTC) | 0.0 | $290k | 11k | 26.57 | |
| Morgan Stanley (MS) | 0.0 | $276k | 19k | 14.58 | |
| Qualcomm (QCOM) | 0.0 | $278k | 5.0k | 55.60 | |
| Ncr Corp Com Stk | 0.0 | $341k | 15k | 22.70 | |
| V.F. Corporation (VFC) | 0.0 | $220k | 1.6k | 133.41 | |
| Xilinx | 0.0 | $232k | 6.9k | 33.50 | |
| Aetna | 0.0 | $261k | 6.8k | 38.67 | |
| Yum! Brands (YUM) | 0.0 | $221k | 3.4k | 64.28 | |
| Precision Castparts | 0.0 | $229k | 1.4k | 163.81 | |
| Tibco Software | 0.0 | $213k | 7.1k | 29.89 | |
| Broadcom Corporation | 0.0 | $232k | 6.9k | 33.70 | |
| Skyworks Solutions (SWKS) | 0.0 | $211k | 7.7k | 27.23 | |
| PDF Solutions (PDFS) | 0.0 | $145k | 15k | 9.86 | |
| Cray | 0.0 | $148k | 12k | 12.06 | |
| Ellie Mae | 0.0 | $180k | 10k | 18.00 | |
| Builders FirstSource (BLDR) | 0.0 | $52k | 11k | 4.65 | |
| GenMark Diagnostics | 0.0 | $61k | 14k | 4.30 | |
| Exa | 0.0 | $106k | 10k | 10.60 |
