Cupps Capital Management as of Sept. 30, 2012
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 134 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetSuite | 3.8 | $34M | 536k | 63.80 | |
| Fusion-io | 3.4 | $30M | 998k | 30.27 | |
| Ultimate Software | 3.3 | $30M | 295k | 102.10 | |
| Select Comfort | 3.3 | $30M | 945k | 31.53 | |
| Chart Industries (GTLS) | 3.1 | $28M | 376k | 73.85 | |
| athenahealth | 2.9 | $26M | 283k | 91.77 | |
| Rackspace Hosting | 2.9 | $26M | 391k | 66.09 | |
| Yelp Inc cl a (YELP) | 2.8 | $25M | 930k | 27.05 | |
| IPG Photonics Corporation (IPGP) | 2.4 | $22M | 380k | 57.30 | |
| Mellanox Technologies | 2.1 | $19M | 191k | 101.53 | |
| Tesla Motors (TSLA) | 1.7 | $16M | 536k | 29.28 | |
| Financial Engines | 1.7 | $16M | 649k | 23.82 | |
| SolarWinds | 1.6 | $14M | 259k | 55.74 | |
| Ultratech | 1.5 | $14M | 441k | 31.38 | |
| United Rentals (URI) | 1.5 | $14M | 415k | 32.71 | |
| Fresh Market | 1.5 | $13M | 222k | 59.93 | |
| Smart Balance | 1.5 | $13M | 1.1M | 12.08 | |
| Apple (AAPL) | 1.4 | $12M | 19k | 667.06 | |
| Lithia Motors (LAD) | 1.3 | $12M | 354k | 33.31 | |
| Cepheid | 1.3 | $12M | 342k | 34.50 | |
| D Tumi Holdings | 1.3 | $12M | 503k | 23.54 | |
| Cyberonics | 1.3 | $12M | 224k | 52.42 | |
| LivePerson (LPSN) | 1.3 | $12M | 647k | 18.11 | |
| Demandware | 1.3 | $12M | 370k | 31.75 | |
| Brunswick Corporation (BC) | 1.3 | $12M | 515k | 22.63 | |
| CommVault Systems (CVLT) | 1.3 | $11M | 193k | 58.66 | |
| OSI Systems (OSIS) | 1.2 | $11M | 137k | 77.84 | |
| Arena Pharmaceuticals | 1.2 | $10M | 1.3M | 8.32 | |
| Meritage Homes Corporation (MTH) | 1.1 | $9.5M | 249k | 38.03 | |
| Linkedin Corp | 1.1 | $9.5M | 79k | 120.40 | |
| Proto Labs (PRLB) | 1.0 | $9.0M | 267k | 33.82 | |
| Annie's | 1.0 | $8.9M | 199k | 44.84 | |
| Millennial Media | 1.0 | $8.7M | 605k | 14.35 | |
| Manitowoc Company | 0.9 | $8.3M | 621k | 13.34 | |
| ISIS Pharmaceuticals | 0.9 | $8.2M | 584k | 14.07 | |
| Vocera Communications | 0.9 | $8.2M | 264k | 30.91 | |
| Texas Capital Bancshares (TCBI) | 0.9 | $8.0M | 161k | 49.71 | |
| Vail Resorts (MTN) | 0.9 | $7.9M | 138k | 57.65 | |
| Flotek Industries | 0.9 | $8.0M | 628k | 12.67 | |
| Insulet Corporation (PODD) | 0.9 | $7.9M | 367k | 21.58 | |
| Dex (DXCM) | 0.9 | $7.9M | 525k | 15.03 | |
| Westport Innovations | 0.9 | $7.9M | 283k | 27.84 | |
| Allot Communications (ALLT) | 0.9 | $7.9M | 297k | 26.52 | |
| Cavium | 0.9 | $7.9M | 236k | 33.31 | |
| Cogent Communications (CCOI) | 0.9 | $7.8M | 338k | 22.99 | |
| Guidewire Software (GWRE) | 0.9 | $7.8M | 250k | 31.05 | |
| OYO Geospace Corporation | 0.8 | $7.6M | 62k | 122.41 | |
| salesforce (CRM) | 0.8 | $7.6M | 50k | 152.69 | |
| Movado (MOV) | 0.8 | $7.6M | 225k | 33.72 | |
| Stratasys | 0.8 | $7.4M | 135k | 54.40 | |
| Arctic Cat | 0.8 | $7.3M | 177k | 41.45 | |
| Five Below (FIVE) | 0.8 | $7.3M | 188k | 39.08 | |
| Stifel Financial (SF) | 0.8 | $7.2M | 215k | 33.60 | |
| Interxion Holding | 0.8 | $7.2M | 317k | 22.72 | |
| Lululemon Athletica (LULU) | 0.8 | $7.1M | 96k | 73.93 | |
| Middleby Corporation (MIDD) | 0.8 | $6.8M | 59k | 115.64 | |
| Genomic Health | 0.8 | $6.8M | 196k | 34.69 | |
| eBay (EBAY) | 0.7 | $6.7M | 138k | 48.37 | |
| Lumber Liquidators Holdings (LL) | 0.7 | $6.5M | 127k | 50.67 | |
| stock | 0.7 | $6.5M | 176k | 36.72 | |
| Abiomed | 0.7 | $6.3M | 299k | 20.99 | |
| Veeco Instruments (VECO) | 0.7 | $6.2M | 206k | 30.00 | |
| Zillow | 0.7 | $6.1M | 146k | 42.18 | |
| Sourcefire | 0.7 | $6.0M | 123k | 49.02 | |
| Cymer | 0.7 | $5.9M | 116k | 51.06 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $5.8M | 38k | 152.64 | |
| Medivation | 0.6 | $5.8M | 102k | 56.34 | |
| Fortinet (FTNT) | 0.6 | $5.8M | 241k | 24.12 | |
| PrivateBan | 0.6 | $5.1M | 319k | 15.99 | |
| Universal Display Corporation (OLED) | 0.5 | $4.8M | 141k | 34.33 | |
| Amazon (AMZN) | 0.5 | $4.8M | 19k | 254.29 | |
| Tennant Company (TNC) | 0.5 | $4.8M | 112k | 42.81 | |
| Globus Med Inc cl a (GMED) | 0.5 | $4.5M | 250k | 18.03 | |
| 0.5 | $4.3M | 5.7k | 754.42 | ||
| Michael Kors Holdings | 0.5 | $4.1M | 77k | 53.17 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $4.0M | 361k | 11.00 | |
| Procera Networks | 0.4 | $3.8M | 162k | 23.50 | |
| Medidata Solutions | 0.4 | $3.6M | 87k | 41.49 | |
| Papa John's Int'l (PZZA) | 0.3 | $3.2M | 60k | 53.41 | |
| Louisiana-Pacific Corporation (LPX) | 0.3 | $3.1M | 245k | 12.50 | |
| Concur Technologies | 0.3 | $2.9M | 40k | 73.71 | |
| Lennar Corporation (LEN) | 0.3 | $2.9M | 83k | 34.77 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $2.9M | 9.1k | 317.50 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.8M | 69k | 40.48 | |
| Polaris Industries (PII) | 0.3 | $2.8M | 34k | 80.84 | |
| Mueller Water Products (MWA) | 0.3 | $2.6M | 534k | 4.90 | |
| Invensense | 0.3 | $2.6M | 216k | 11.95 | |
| Facebook Inc cl a (META) | 0.3 | $2.6M | 120k | 21.66 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.5M | 45k | 55.89 | |
| Qualcomm (QCOM) | 0.3 | $2.6M | 41k | 62.45 | |
| Servicenow (NOW) | 0.2 | $2.1M | 55k | 38.67 | |
| Strategic Hotels & Resorts | 0.2 | $1.9M | 310k | 6.01 | |
| US Airways | 0.2 | $1.9M | 179k | 10.45 | |
| Francescas Hldgs Corp | 0.2 | $1.9M | 63k | 30.72 | |
| Williams-Sonoma (WSM) | 0.2 | $1.7M | 39k | 43.95 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.8M | 35k | 50.69 | |
| Palo Alto Networks (PANW) | 0.2 | $1.7M | 28k | 61.56 | |
| American International (AIG) | 0.2 | $1.6M | 50k | 32.77 | |
| Intuitive Surgical (ISRG) | 0.2 | $1.4M | 2.9k | 495.48 | |
| Red Hat | 0.1 | $1.3M | 24k | 56.90 | |
| G-III Apparel (GIII) | 0.1 | $1.4M | 38k | 35.90 | |
| Alexion Pharmaceuticals | 0.1 | $1.0M | 9.1k | 114.29 | |
| Lazard Ltd-cl A shs a | 0.1 | $999k | 34k | 29.22 | |
| Tibco Software | 0.1 | $846k | 28k | 30.22 | |
| InnerWorkings | 0.1 | $587k | 45k | 13.00 | |
| Teradyne (TER) | 0.1 | $636k | 45k | 14.21 | |
| Chuys Hldgs (CHUY) | 0.1 | $592k | 24k | 24.49 | |
| Del Friscos Restaurant | 0.1 | $621k | 42k | 14.89 | |
| Celgene Corporation | 0.1 | $423k | 5.5k | 76.26 | |
| Hca Holdings (HCA) | 0.1 | $470k | 14k | 33.23 | |
| V.F. Corporation (VFC) | 0.0 | $360k | 2.3k | 159.08 | |
| Whole Foods Market | 0.0 | $324k | 3.3k | 97.36 | |
| VMware | 0.0 | $384k | 4.0k | 96.60 | |
| PDF Solutions (PDFS) | 0.0 | $342k | 25k | 13.64 | |
| Novadaq Technologies | 0.0 | $356k | 35k | 10.32 | |
| Goldman Sachs (GS) | 0.0 | $238k | 2.1k | 113.55 | |
| MasterCard Incorporated (MA) | 0.0 | $279k | 618.00 | 451.46 | |
| AutoNation (AN) | 0.0 | $257k | 5.9k | 43.52 | |
| Monsanto Company | 0.0 | $273k | 3.0k | 90.85 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $227k | 7.5k | 30.21 | |
| Wells Fargo & Company (WFC) | 0.0 | $305k | 8.9k | 34.44 | |
| Morgan Stanley (MS) | 0.0 | $279k | 17k | 16.72 | |
| Yum! Brands (YUM) | 0.0 | $227k | 3.4k | 66.26 | |
| Target Corporation (TGT) | 0.0 | $269k | 4.2k | 63.40 | |
| Visa (V) | 0.0 | $306k | 2.3k | 134.03 | |
| Precision Castparts | 0.0 | $241k | 1.5k | 162.73 | |
| Zimmer Holdings (ZBH) | 0.0 | $272k | 4.0k | 67.43 | |
| Broadcom Corporation | 0.0 | $258k | 7.5k | 34.45 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $277k | 6.2k | 44.74 | |
| Nanosphere | 0.0 | $284k | 86k | 3.32 | |
| GenMark Diagnostics | 0.0 | $276k | 30k | 9.18 | |
| Cray | 0.0 | $207k | 16k | 12.70 | |
| PROS Holdings (PRO) | 0.0 | $200k | 11k | 19.06 | |
| Builders FirstSource (BLDR) | 0.0 | $102k | 20k | 5.15 |
