Cupps Capital Management as of March 31, 2014
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 205 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 |
|---|---|---|---|---|---|
| Insulet Corporation (PODD) | 3.8 | $50M | 1.0M | 47.42 | |
| Dex (DXCM) | 3.2 | $42M | 1.0M | 41.36 | |
| Medidata Solutions | 3.1 | $40M | 741k | 54.34 | |
| NetSuite | 2.7 | $35M | 368k | 94.83 | |
| Demandware | 2.5 | $33M | 519k | 64.06 | |
| Restoration Hardware Hldgs I | 2.4 | $31M | 419k | 73.59 | |
| Tesla Motors (TSLA) | 2.3 | $30M | 145k | 208.44 | |
| Cepheid | 2.3 | $30M | 582k | 51.58 | |
| Yelp Inc cl a (YELP) | 2.1 | $28M | 363k | 76.93 | |
| iRobot Corporation (IRBT) | 1.8 | $23M | 565k | 41.05 | |
| Novadaq Technologies | 1.7 | $22M | 981k | 22.28 | |
| Flotek Industries | 1.6 | $21M | 758k | 27.85 | |
| Shutterstock (SSTK) | 1.6 | $21M | 291k | 72.61 | |
| Financial Engines | 1.5 | $20M | 396k | 50.78 | |
| D Fluidigm Corp Del (LAB) | 1.4 | $18M | 404k | 44.07 | |
| Canadian Solar (CSIQ) | 1.3 | $18M | 545k | 32.04 | |
| Gulfport Energy Corporation | 1.3 | $17M | 235k | 71.18 | |
| Illumina (ILMN) | 1.2 | $16M | 107k | 148.65 | |
| Solarcity | 1.2 | $16M | 250k | 62.62 | |
| Lifelock | 1.2 | $15M | 900k | 17.11 | |
| Plug Power (PLUG) | 1.2 | $15M | 2.1M | 7.10 | |
| Cray | 1.1 | $15M | 392k | 37.32 | |
| athenahealth | 1.1 | $14M | 88k | 160.23 | |
| Monolithic Power Systems (MPWR) | 1.1 | $14M | 358k | 38.77 | |
| Chuys Hldgs (CHUY) | 1.1 | $14M | 320k | 43.14 | |
| Pdc Energy | 1.0 | $14M | 218k | 62.26 | |
| Deckers Outdoor Corporation (DECK) | 1.0 | $14M | 169k | 79.73 | |
| Del Friscos Restaurant | 1.0 | $14M | 483k | 27.89 | |
| Gogo (GOGO) | 1.0 | $13M | 650k | 20.54 | |
| Power Integrations (POWI) | 1.0 | $13M | 192k | 65.78 | |
| Benefitfocus | 1.0 | $13M | 268k | 46.97 | |
| Facebook Inc cl a (META) | 0.9 | $12M | 206k | 60.24 | |
| Gt Solar Int'l | 0.9 | $12M | 722k | 17.05 | |
| Channeladvisor | 0.9 | $12M | 326k | 37.74 | |
| Fiesta Restaurant | 0.9 | $12M | 268k | 45.59 | |
| Trex Company (TREX) | 0.9 | $12M | 161k | 73.16 | |
| Tableau Software Inc Cl A | 0.9 | $12M | 154k | 76.08 | |
| Grand Canyon Education (LOPE) | 0.9 | $12M | 247k | 46.70 | |
| Nimble Storage | 0.9 | $11M | 298k | 37.89 | |
| G-III Apparel (GIII) | 0.9 | $11M | 157k | 71.58 | |
| Us Silica Hldgs (SLCA) | 0.8 | $11M | 290k | 38.17 | |
| AeroVironment (AVAV) | 0.8 | $11M | 271k | 40.25 | |
| Rocket Fuel | 0.8 | $11M | 250k | 42.88 | |
| ACADIA Pharmaceuticals (ACAD) | 0.8 | $10M | 424k | 24.33 | |
| 0.8 | $9.9M | 8.9k | 1114.41 | ||
| Smart Balance | 0.8 | $9.8M | 559k | 17.62 | |
| NPS Pharmaceuticals | 0.7 | $9.6M | 322k | 29.93 | |
| Wageworks | 0.7 | $9.3M | 166k | 56.11 | |
| Rockwood Holdings | 0.7 | $9.1M | 123k | 74.40 | |
| stock | 0.7 | $9.1M | 127k | 71.48 | |
| Foundation Medicine | 0.7 | $9.2M | 284k | 32.37 | |
| Gigamon | 0.7 | $9.1M | 299k | 30.39 | |
| Ultimate Software | 0.7 | $8.9M | 65k | 136.99 | |
| Acadia Healthcare (ACHC) | 0.7 | $8.9M | 196k | 45.12 | |
| Veeco Instruments (VECO) | 0.7 | $8.7M | 208k | 41.93 | |
| Concur Technologies | 0.7 | $8.6M | 86k | 99.07 | |
| Advanced Energy Industries (AEIS) | 0.7 | $8.5M | 349k | 24.50 | |
| Headwaters Incorporated | 0.7 | $8.5M | 640k | 13.21 | |
| Cvent | 0.7 | $8.5M | 235k | 36.15 | |
| Servicenow (NOW) | 0.6 | $8.4M | 140k | 59.91 | |
| Mueller Water Products (MWA) | 0.6 | $8.0M | 847k | 9.50 | |
| Methanex Corp (MEOH) | 0.6 | $7.9M | 124k | 63.94 | |
| Gen | 0.6 | $7.6M | 415k | 18.27 | |
| Workday Inc cl a (WDAY) | 0.6 | $7.4M | 81k | 91.42 | |
| Icon (ICLR) | 0.6 | $7.4M | 156k | 47.55 | |
| Apple (AAPL) | 0.5 | $7.1M | 13k | 536.69 | |
| ViaSat (VSAT) | 0.5 | $7.0M | 101k | 69.04 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $6.8M | 12k | 568.03 | |
| TASER International | 0.5 | $6.7M | 368k | 18.29 | |
| Guidewire Software (GWRE) | 0.5 | $6.5M | 133k | 49.05 | |
| Astec Industries (ASTE) | 0.5 | $6.3M | 144k | 43.91 | |
| Alnylam Pharmaceuticals (ALNY) | 0.5 | $6.4M | 95k | 67.14 | |
| NCI Building Systems | 0.5 | $6.4M | 366k | 17.46 | |
| Prothena (PRTA) | 0.5 | $6.3M | 164k | 38.31 | |
| Textura | 0.5 | $5.8M | 231k | 25.21 | |
| Amazon (AMZN) | 0.4 | $5.8M | 17k | 336.33 | |
| salesforce (CRM) | 0.4 | $5.7M | 100k | 57.08 | |
| Towers Watson & Co | 0.4 | $5.7M | 50k | 114.04 | |
| Shutterfly | 0.4 | $5.7M | 133k | 42.68 | |
| Keryx Biopharmaceuticals | 0.4 | $5.4M | 319k | 17.04 | |
| Wix (WIX) | 0.4 | $5.5M | 239k | 22.97 | |
| Zulily Inc cl a | 0.4 | $5.3M | 105k | 50.19 | |
| United Rentals (URI) | 0.4 | $5.2M | 55k | 94.93 | |
| Varonis Sys (VRNS) | 0.4 | $5.0M | 141k | 35.75 | |
| Apollo Global Management 'a' | 0.4 | $4.9M | 155k | 31.80 | |
| Keurig Green Mtn | 0.4 | $4.9M | 47k | 105.57 | |
| Fireeye | 0.4 | $4.9M | 79k | 61.56 | |
| Micron Technology (MU) | 0.4 | $4.7M | 197k | 23.66 | |
| Infinera (INFN) | 0.4 | $4.7M | 515k | 9.08 | |
| Sangamo Biosciences (SGMO) | 0.4 | $4.6M | 257k | 18.08 | |
| Sierra Wireless | 0.4 | $4.7M | 214k | 21.83 | |
| Proto Labs (PRLB) | 0.4 | $4.7M | 69k | 67.66 | |
| Polaris Industries (PII) | 0.3 | $4.5M | 32k | 139.69 | |
| CoStar (CSGP) | 0.3 | $4.6M | 25k | 186.72 | |
| Abiomed | 0.3 | $4.6M | 176k | 26.03 | |
| Spectranetics Corporation | 0.3 | $4.5M | 149k | 30.31 | |
| Ubiquiti Networks | 0.3 | $4.5M | 100k | 45.45 | |
| Fleetmatics | 0.3 | $4.6M | 137k | 33.45 | |
| Retailmenot | 0.3 | $4.5M | 142k | 31.99 | |
| Hldgs (UAL) | 0.3 | $4.5M | 100k | 44.63 | |
| Goodyear Tire & Rubber Company (GT) | 0.3 | $4.4M | 167k | 26.13 | |
| Zillow | 0.3 | $4.3M | 49k | 88.09 | |
| Oncomed Pharmaceuticals | 0.3 | $4.3M | 129k | 33.64 | |
| HealthStream (HSTM) | 0.3 | $4.2M | 157k | 26.70 | |
| Delta Air Lines (DAL) | 0.3 | $4.1M | 118k | 34.64 | |
| Dyax | 0.3 | $4.1M | 452k | 8.98 | |
| Paylocity Holding Corporation (PCTY) | 0.3 | $4.0M | 167k | 24.05 | |
| Ciena Corporation (CIEN) | 0.3 | $3.9M | 173k | 22.74 | |
| Pandora Media | 0.3 | $3.9M | 130k | 30.32 | |
| Alkermes (ALKS) | 0.3 | $3.8M | 87k | 44.08 | |
| Puma Biotechnology (PBYI) | 0.3 | $3.6M | 35k | 104.14 | |
| Callidus Software | 0.3 | $3.5M | 278k | 12.52 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $3.4M | 238k | 14.17 | |
| Capstone Turbine Corporation | 0.2 | $3.2M | 1.5M | 2.13 | |
| qunar Cayman Is Ltd spns adr cl b | 0.2 | $3.3M | 107k | 30.59 | |
| Stratasys (SSYS) | 0.2 | $2.9M | 27k | 106.08 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.6M | 37k | 70.71 | |
| Brunswick Corporation (BC) | 0.2 | $2.7M | 59k | 45.27 | |
| CalAmp | 0.2 | $2.6M | 92k | 27.87 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.5M | 49k | 51.94 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.3M | 7.6k | 300.24 | |
| Netflix (NFLX) | 0.2 | $2.3M | 6.6k | 351.88 | |
| eBay (EBAY) | 0.2 | $2.3M | 41k | 55.23 | |
| BioMarin Pharmaceutical (BMRN) | 0.2 | $2.1M | 30k | 68.21 | |
| Applied Materials (AMAT) | 0.2 | $2.1M | 101k | 20.41 | |
| Pioneer Natural Resources | 0.2 | $2.1M | 11k | 187.06 | |
| Callaway Golf Company (MODG) | 0.1 | $1.9M | 186k | 10.22 | |
| Care | 0.1 | $1.9M | 118k | 16.55 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.7M | 30k | 58.81 | |
| Swift Transportation Company | 0.1 | $1.7M | 69k | 24.75 | |
| Altisource Portfolio Solns S reg (ASPS) | 0.1 | $1.5M | 13k | 121.59 | |
| Gilead Sciences (GILD) | 0.1 | $1.5M | 22k | 70.82 | |
| Freescale Semiconductor Holdin | 0.1 | $1.5M | 60k | 24.40 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.1 | $1.4M | 9.5k | 149.21 | |
| Envision Healthcare Hlds | 0.1 | $1.5M | 43k | 33.82 | |
| Owens Corning (OC) | 0.1 | $993k | 23k | 43.14 | |
| Methode Electronics (MEI) | 0.1 | $909k | 30k | 30.64 | |
| Yum! Brands (YUM) | 0.1 | $814k | 11k | 75.37 | |
| Incyte Corporation (INCY) | 0.1 | $614k | 12k | 53.46 | |
| Myriad Genetics (MYGN) | 0.1 | $614k | 18k | 34.16 | |
| Boeing Company (BA) | 0.0 | $426k | 3.4k | 125.29 | |
| Dow Chemical Company | 0.0 | $392k | 8.1k | 48.48 | |
| Visa (V) | 0.0 | $449k | 2.1k | 215.76 | |
| priceline.com Incorporated | 0.0 | $327k | 275.00 | 1189.09 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $233k | 4.6k | 50.43 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $199k | 3.3k | 60.52 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $313k | 12k | 27.29 | |
| Home Depot (HD) | 0.0 | $216k | 2.7k | 78.80 | |
| Cerner Corporation | 0.0 | $272k | 4.8k | 56.20 | |
| Morgan Stanley (MS) | 0.0 | $207k | 6.6k | 31.13 | |
| Intuitive Surgical (ISRG) | 0.0 | $225k | 514.00 | 437.74 | |
| Biogen Idec (BIIB) | 0.0 | $214k | 700.00 | 305.71 | |
| Starbucks Corporation (SBUX) | 0.0 | $292k | 4.0k | 73.29 | |
| Qlik Technologies | 0.0 | $250k | 9.4k | 26.53 | |
| Goldman Sachs (GS) | 0.0 | $113k | 693.00 | 163.06 | |
| Affiliated Managers (AMG) | 0.0 | $190k | 950.00 | 200.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $181k | 2.8k | 65.70 | |
| Johnson Controls | 0.0 | $141k | 3.0k | 47.08 | |
| Mohawk Industries (MHK) | 0.0 | $150k | 1.1k | 135.14 | |
| Air Products & Chemicals (APD) | 0.0 | $74k | 625.00 | 118.40 | |
| International Business Machines (IBM) | 0.0 | $75k | 390.00 | 192.31 | |
| Celgene Corporation | 0.0 | $72k | 517.00 | 139.26 | |
| Alcatel-Lucent | 0.0 | $153k | 39k | 3.90 | |
| Avago Technologies | 0.0 | $146k | 2.3k | 64.04 | |
| Hca Holdings (HCA) | 0.0 | $102k | 2.0k | 52.17 | |
| Linkedin Corp | 0.0 | $90k | 489.00 | 184.05 | |
| Tripadvisor (TRIP) | 0.0 | $87k | 970.00 | 89.69 | |
| Michael Kors Holdings | 0.0 | $109k | 1.2k | 92.77 | |
| E TRADE Financial Corporation | 0.0 | $4.0k | 203.00 | 19.70 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $4.0k | 96.00 | 41.67 | |
| Genworth Financial (GNW) | 0.0 | $5.0k | 285.00 | 17.54 | |
| Blackstone | 0.0 | $5.0k | 165.00 | 30.30 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.0 | $4.0k | 48.00 | 83.33 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.0k | 270.00 | 11.11 | |
| Hanesbrands (HBI) | 0.0 | $3.0k | 48.00 | 62.50 | |
| Newfield Exploration | 0.0 | $3.0k | 107.00 | 28.04 | |
| DISH Network | 0.0 | $3.0k | 55.00 | 54.55 | |
| Frontier Communications | 0.0 | $3.0k | 633.00 | 4.74 | |
| Forest Laboratories | 0.0 | $3.0k | 38.00 | 78.95 | |
| Ctrip.com International | 0.0 | $3.0k | 61.00 | 49.18 | |
| Under Armour (UAA) | 0.0 | $4.0k | 41.00 | 97.56 | |
| Alere | 0.0 | $3.0k | 95.00 | 31.58 | |
| Brown Shoe Company | 0.0 | $3.0k | 131.00 | 22.90 | |
| Oshkosh Corporation (OSK) | 0.0 | $3.0k | 67.00 | 44.78 | |
| Finisar Corporation | 0.0 | $4.0k | 167.00 | 23.95 | |
| VeriFone Systems | 0.0 | $3.0k | 102.00 | 29.41 | |
| DealerTrack Holdings | 0.0 | $2.0k | 47.00 | 42.55 | |
| Smith & Wesson Holding Corporation | 0.0 | $3.0k | 250.00 | 12.00 | |
| WebMD Health | 0.0 | $3.0k | 87.00 | 34.48 | |
| Ultra Clean Holdings (UCTT) | 0.0 | $3.0k | 250.00 | 12.00 | |
| Generac Holdings (GNRC) | 0.0 | $2.0k | 48.00 | 41.67 | |
| SouFun Holdings | 0.0 | $3.0k | 53.00 | 56.60 | |
| Arotech Corporation | 0.0 | $3.0k | 584.00 | 5.14 | |
| Qihoo 360 Technologies Co Lt | 0.0 | $2.0k | 26.00 | 76.92 | |
| Wendy's/arby's Group (WEN) | 0.0 | $4.0k | 455.00 | 8.79 | |
| Skullcandy | 0.0 | $3.0k | 387.00 | 7.75 | |
| Sunpower (SPWRQ) | 0.0 | $8.0k | 272.00 | 29.41 | |
| Renewable Energy | 0.0 | $1.0k | 158.00 | 6.33 | |
| Eqt Midstream Partners | 0.0 | $4.0k | 64.00 | 62.50 | |
| Directv | 0.0 | $3.0k | 46.00 | 65.22 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $3.0k | 158.00 | 18.99 | |
| Actavis | 0.0 | $4.0k | 23.00 | 173.91 | |
| Fox Factory Hldg (FOXF) | 0.0 | $3.0k | 159.00 | 18.87 | |
| Columbia Ppty Tr | 0.0 | $3.0k | 127.00 | 23.62 | |
| Malibu Boats (MBUU) | 0.0 | $10k | 465.00 | 21.51 |
