Cupps Capital Management as of Sept. 30, 2014
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 212 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | 3.0 | $33M | 408k | 79.55 | |
| Cavium | 2.6 | $28M | 563k | 49.73 | |
| NetSuite | 2.5 | $27M | 305k | 89.54 | |
| Dex (DXCM) | 2.3 | $25M | 629k | 39.99 | |
| Envestnet (ENV) | 2.1 | $23M | 506k | 45.00 | |
| Canadian Solar (CSIQ) | 1.9 | $21M | 581k | 35.77 | |
| Spansion | 1.9 | $21M | 899k | 22.79 | |
| Insulet Corporation (PODD) | 1.9 | $20M | 554k | 36.85 | |
| Medidata Solutions | 1.8 | $20M | 442k | 44.29 | |
| Yelp Inc cl a (YELP) | 1.8 | $20M | 286k | 68.25 | |
| Tesla Motors (TSLA) | 1.7 | $18M | 75k | 242.68 | |
| Us Silica Hldgs (SLCA) | 1.6 | $18M | 283k | 62.51 | |
| Ultimate Software | 1.6 | $17M | 122k | 141.50 | |
| Acadia Healthcare (ACHC) | 1.6 | $17M | 345k | 48.50 | |
| Super Micro Computer (SMCI) | 1.5 | $16M | 543k | 29.42 | |
| Mellanox Technologies | 1.5 | $16M | 356k | 44.87 | |
| Monolithic Power Systems (MPWR) | 1.4 | $16M | 354k | 44.05 | |
| Deckers Outdoor Corporation (DECK) | 1.4 | $15M | 150k | 97.17 | |
| Demandware | 1.3 | $15M | 284k | 50.92 | |
| EXACT Sciences Corporation (EXAS) | 1.3 | $14M | 720k | 19.38 | |
| Aruba Networks | 1.2 | $13M | 619k | 21.58 | |
| Fiesta Restaurant | 1.1 | $12M | 245k | 49.68 | |
| Wageworks | 1.1 | $12M | 268k | 45.53 | |
| Gentherm (THRM) | 1.1 | $12M | 289k | 42.23 | |
| Icon (ICLR) | 1.1 | $12M | 214k | 57.23 | |
| Apple (AAPL) | 1.1 | $12M | 119k | 100.74 | |
| Palo Alto Networks (PANW) | 1.1 | $12M | 121k | 98.09 | |
| G-III Apparel (GIII) | 1.1 | $11M | 137k | 82.86 | |
| NCI Building Systems | 1.1 | $11M | 585k | 19.40 | |
| Facebook Inc cl a (META) | 1.0 | $11M | 137k | 79.03 | |
| Vince Hldg | 1.0 | $11M | 355k | 30.26 | |
| Keurig Green Mtn | 1.0 | $11M | 82k | 130.12 | |
| Fairchild Semiconductor International | 1.0 | $11M | 678k | 15.53 | |
| athenahealth | 1.0 | $10M | 79k | 131.68 | |
| Illumina (ILMN) | 0.9 | $10M | 62k | 163.92 | |
| Flotek Industries | 0.9 | $10M | 388k | 26.07 | |
| Athlon Energy | 0.9 | $9.9M | 170k | 58.23 | |
| Gilead Sciences (GILD) | 0.9 | $9.6M | 90k | 106.44 | |
| Zeltiq Aesthetics | 0.9 | $9.3M | 409k | 22.63 | |
| BioDelivery Sciences International | 0.8 | $9.2M | 540k | 17.09 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.8 | $9.1M | 48k | 189.00 | |
| Stratasys (SSYS) | 0.8 | $9.1M | 75k | 120.77 | |
| Truecar (TRUE) | 0.8 | $9.1M | 506k | 17.95 | |
| Alnylam Pharmaceuticals (ALNY) | 0.8 | $8.4M | 108k | 78.10 | |
| Gw Pharmaceuticals Plc ads | 0.8 | $8.1M | 100k | 80.85 | |
| Dyax | 0.7 | $8.0M | 788k | 10.12 | |
| ACADIA Pharmaceuticals (ACAD) | 0.7 | $7.9M | 321k | 24.76 | |
| Shutterstock (SSTK) | 0.7 | $8.0M | 112k | 71.37 | |
| 0.7 | $7.9M | 13k | 588.41 | ||
| Novadaq Technologies | 0.7 | $7.9M | 620k | 12.69 | |
| Solarcity | 0.7 | $7.9M | 133k | 59.60 | |
| Servicenow (NOW) | 0.7 | $7.8M | 132k | 58.78 | |
| Berry Plastics (BERY) | 0.7 | $7.7M | 306k | 25.24 | |
| Chuys Hldgs (CHUY) | 0.7 | $7.5M | 241k | 31.39 | |
| Pacira Pharmaceuticals (PCRX) | 0.7 | $7.5M | 77k | 96.91 | |
| JetBlue Airways Corporation (JBLU) | 0.7 | $7.3M | 691k | 10.62 | |
| Molina Healthcare (MOH) | 0.7 | $7.3M | 172k | 42.30 | |
| Ptc Therapeutics I (PTCT) | 0.7 | $7.3M | 166k | 44.00 | |
| 4068594 Enphase Energy (ENPH) | 0.7 | $7.0M | 466k | 14.99 | |
| Tutor Perini Corporation (TPC) | 0.6 | $6.7M | 255k | 26.40 | |
| Vail Resorts (MTN) | 0.6 | $6.6M | 76k | 86.75 | |
| Trulia | 0.6 | $6.6M | 135k | 48.90 | |
| Lattice Semiconductor (LSCC) | 0.6 | $6.4M | 858k | 7.50 | |
| Lands' End (LE) | 0.6 | $6.5M | 159k | 41.12 | |
| Cepheid | 0.6 | $6.4M | 145k | 44.03 | |
| Ultragenyx Pharmaceutical (RARE) | 0.6 | $6.3M | 112k | 56.59 | |
| Spectranetics Corporation | 0.6 | $6.2M | 235k | 26.57 | |
| Benefitfocus | 0.6 | $6.3M | 232k | 26.94 | |
| Proto Labs (PRLB) | 0.6 | $6.2M | 90k | 69.00 | |
| Arris | 0.6 | $6.1M | 214k | 28.35 | |
| Skyworks Solutions (SWKS) | 0.6 | $5.9M | 102k | 58.05 | |
| Synergy Res Corp | 0.6 | $6.0M | 488k | 12.19 | |
| Albany Molecular Research | 0.5 | $5.7M | 258k | 22.07 | |
| Rentrak Corporation | 0.5 | $5.7M | 94k | 60.93 | |
| Del Friscos Restaurant | 0.5 | $5.7M | 297k | 19.14 | |
| Tableau Software Inc Cl A | 0.5 | $5.7M | 78k | 72.64 | |
| Century Aluminum Company (CENX) | 0.5 | $5.6M | 216k | 25.97 | |
| Amazon (AMZN) | 0.5 | $5.5M | 17k | 322.41 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $5.4M | 8.0k | 666.54 | |
| Cray | 0.5 | $5.4M | 208k | 26.24 | |
| Applied Materials (AMAT) | 0.5 | $5.3M | 246k | 21.61 | |
| Mobileye | 0.5 | $5.3M | 99k | 53.58 | |
| Strategic Hotels & Resorts | 0.5 | $5.2M | 443k | 11.65 | |
| Zulily Inc cl a | 0.5 | $5.0M | 132k | 37.89 | |
| NPS Pharmaceuticals | 0.5 | $4.8M | 186k | 26.00 | |
| Headwaters Incorporated | 0.4 | $4.8M | 381k | 12.54 | |
| Paylocity Holding Corporation (PCTY) | 0.4 | $4.7M | 238k | 19.65 | |
| La Quinta Holdings | 0.4 | $4.6M | 241k | 18.99 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $4.4M | 39k | 112.29 | |
| Grand Canyon Education (LOPE) | 0.4 | $4.5M | 110k | 40.77 | |
| salesforce (CRM) | 0.4 | $4.2M | 73k | 57.53 | |
| Workday Inc cl a (WDAY) | 0.4 | $4.2M | 51k | 82.49 | |
| Qualys (QLYS) | 0.4 | $3.9M | 147k | 26.59 | |
| Salix Pharmaceuticals | 0.3 | $3.8M | 24k | 156.24 | |
| Sonus Networks | 0.3 | $3.7M | 1.1M | 3.42 | |
| Fireeye | 0.3 | $3.8M | 125k | 30.56 | |
| Electronic Arts (EA) | 0.3 | $3.7M | 105k | 35.60 | |
| United Rentals (URI) | 0.3 | $3.6M | 33k | 111.09 | |
| Under Armour (UAA) | 0.3 | $3.6M | 52k | 69.09 | |
| iRobot Corporation (IRBT) | 0.3 | $3.4M | 113k | 30.45 | |
| CoStar (CSGP) | 0.3 | $3.4M | 22k | 155.51 | |
| Repligen Corporation (RGEN) | 0.3 | $3.3M | 167k | 19.91 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $3.4M | 49k | 68.42 | |
| Zillow | 0.3 | $3.4M | 29k | 115.96 | |
| Ikang Healthcare Group- | 0.3 | $3.4M | 173k | 19.46 | |
| Lam Research Corporation (LRCX) | 0.3 | $3.2M | 43k | 74.69 | |
| Polaris Industries (PII) | 0.3 | $3.0M | 20k | 149.77 | |
| Lazard Ltd-cl A shs a | 0.3 | $3.0M | 59k | 50.69 | |
| Mobile Mini | 0.3 | $2.9M | 82k | 34.96 | |
| Caesar Stone Sdot Yam (CSTE) | 0.3 | $2.8M | 54k | 51.66 | |
| Netflix (NFLX) | 0.2 | $2.7M | 6.0k | 451.05 | |
| Avago Technologies | 0.2 | $2.3M | 26k | 87.00 | |
| Morgan Stanley (MS) | 0.2 | $2.1M | 62k | 34.57 | |
| Alkermes (ALKS) | 0.2 | $2.2M | 50k | 42.85 | |
| Level 3 Communications | 0.2 | $2.2M | 48k | 45.73 | |
| Pioneer Natural Resources | 0.2 | $2.0M | 10k | 196.94 | |
| Brookdale Senior Living (BKD) | 0.2 | $2.0M | 63k | 32.20 | |
| SEI Investments Company (SEIC) | 0.2 | $1.8M | 49k | 36.14 | |
| Baidu (BIDU) | 0.2 | $1.9M | 8.5k | 218.19 | |
| SanDisk Corporation | 0.2 | $1.9M | 19k | 97.94 | |
| stock | 0.2 | $1.7M | 31k | 55.35 | |
| Edwards Lifesciences (EW) | 0.1 | $1.7M | 16k | 102.14 | |
| Delta Air Lines (DAL) | 0.1 | $1.6M | 44k | 36.15 | |
| Freescale Semiconductor Holdin | 0.1 | $1.6M | 83k | 19.52 | |
| Weatherford Intl Plc ord | 0.1 | $1.6M | 76k | 20.80 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $1.5M | 20k | 72.11 | |
| American Tower Reit (AMT) | 0.1 | $1.5M | 16k | 93.60 | |
| Envision Healthcare Hlds | 0.1 | $1.5M | 43k | 34.68 | |
| Abiomed | 0.1 | $1.4M | 57k | 24.82 | |
| Rockwood Holdings | 0.1 | $1.4M | 18k | 76.43 | |
| Woodward Governor Company (WWD) | 0.1 | $1.4M | 30k | 47.60 | |
| Alibaba Group Holding (BABA) | 0.1 | $1.4M | 16k | 88.83 | |
| Concho Resources | 0.1 | $1.3M | 11k | 125.30 | |
| Medivation | 0.1 | $1.3M | 13k | 98.85 | |
| Pharmacyclics | 0.1 | $1.3M | 11k | 117.39 | |
| Memorial Resource Development | 0.1 | $1.3M | 49k | 27.10 | |
| Precision Drilling Corporation | 0.1 | $1.2M | 110k | 10.79 | |
| Tripadvisor (TRIP) | 0.1 | $1.1M | 13k | 91.39 | |
| Ashland | 0.1 | $1.1M | 10k | 104.06 | |
| Ophthotech | 0.1 | $1.1M | 28k | 38.91 | |
| Robert Half International (RHI) | 0.1 | $930k | 19k | 48.99 | |
| Marketo | 0.1 | $1.0M | 31k | 32.27 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $878k | 30k | 29.38 | |
| Methanex Corp (MEOH) | 0.1 | $907k | 14k | 66.79 | |
| United States Steel Corporation (X) | 0.1 | $846k | 22k | 39.16 | |
| Spirit AeroSystems Holdings (SPR) | 0.1 | $828k | 22k | 38.04 | |
| DepoMed | 0.1 | $737k | 49k | 15.18 | |
| Pandora Media | 0.1 | $709k | 29k | 24.14 | |
| Groupon | 0.1 | $709k | 106k | 6.68 | |
| Cytec Industries | 0.1 | $645k | 14k | 47.26 | |
| Home Depot (HD) | 0.1 | $582k | 6.3k | 91.71 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $543k | 7.9k | 69.17 | |
| Biogen Idec (BIIB) | 0.1 | $580k | 1.8k | 330.48 | |
| Visa (V) | 0.1 | $501k | 2.4k | 213.10 | |
| Linkedin Corp | 0.1 | $501k | 2.4k | 207.45 | |
| Northstar Asset Management C | 0.1 | $548k | 30k | 18.39 | |
| Cerner Corporation | 0.0 | $478k | 8.0k | 59.53 | |
| Halliburton Company (HAL) | 0.0 | $468k | 7.3k | 64.46 | |
| Micron Technology (MU) | 0.0 | $402k | 12k | 34.21 | |
| Alexion Pharmaceuticals | 0.0 | $380k | 2.3k | 165.58 | |
| Kinder Morgan Energy Partners | 0.0 | $467k | 5.0k | 93.12 | |
| Hca Holdings (HCA) | 0.0 | $396k | 5.6k | 70.46 | |
| 0.0 | $384k | 7.4k | 51.58 | ||
| Google Inc Class C | 0.0 | $393k | 681.00 | 577.09 | |
| Dow Chemical Company | 0.0 | $310k | 5.9k | 52.28 | |
| Qualcomm (QCOM) | 0.0 | $361k | 4.8k | 74.74 | |
| priceline.com Incorporated | 0.0 | $307k | 265.00 | 1158.49 | |
| Ironwood Pharmaceuticals (IRWD) | 0.0 | $324k | 25k | 12.95 | |
| Boeing Company (BA) | 0.0 | $225k | 1.8k | 127.12 | |
| Alcoa | 0.0 | $169k | 11k | 16.03 | |
| Yahoo! | 0.0 | $176k | 4.3k | 40.53 | |
| Ubiquiti Networks | 0.0 | $220k | 5.9k | 37.38 | |
| FleetCor Technologies | 0.0 | $154k | 1.1k | 141.28 | |
| Merrimack Pharmaceuticals In | 0.0 | $94k | 11k | 8.71 | |
| Altisource Asset Management | 0.0 | $145k | 215.00 | 674.42 | |
| Insys Therapeutics | 0.0 | $87k | 2.2k | 38.75 | |
| Agios Pharmaceuticals (AGIO) | 0.0 | $80k | 1.3k | 61.07 | |
| Amber Road | 0.0 | $136k | 7.9k | 17.28 | |
| Opower | 0.0 | $58k | 3.1k | 18.71 | |
| Cyberark Software (CYBR) | 0.0 | $64k | 2.0k | 32.00 | |
| E TRADE Financial Corporation | 0.0 | $3.0k | 136.00 | 22.06 | |
| Time Warner | 0.0 | $3.0k | 43.00 | 69.77 | |
| Joy Global | 0.0 | $3.0k | 58.00 | 51.72 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $3.0k | 96.00 | 31.25 | |
| Blackstone | 0.0 | $5.0k | 165.00 | 30.30 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Intel Corporation (INTC) | 0.0 | $3.0k | 102.00 | 29.41 | |
| Tiffany & Co. | 0.0 | $3.0k | 35.00 | 85.71 | |
| Hanesbrands (HBI) | 0.0 | $5.0k | 48.00 | 104.17 | |
| Newfield Exploration | 0.0 | $3.0k | 107.00 | 28.04 | |
| AngloGold Ashanti | 0.0 | $2.0k | 219.00 | 9.13 | |
| Energizer Holdings | 0.0 | $3.0k | 29.00 | 103.45 | |
| DISH Network | 0.0 | $3.0k | 55.00 | 54.55 | |
| Harman International Industries | 0.0 | $2.0k | 27.00 | 74.07 | |
| WABCO Holdings | 0.0 | $2.0k | 30.00 | 66.67 | |
| Whiting Petroleum Corporation | 0.0 | $3.0k | 42.00 | 71.43 | |
| TRW Automotive Holdings | 0.0 | $3.0k | 33.00 | 90.91 | |
| Amkor Technology (AMKR) | 0.0 | $3.0k | 375.00 | 8.00 | |
| Broadcom Corporation | 0.0 | $4.0k | 99.00 | 40.40 | |
| Brown Shoe Company | 0.0 | $3.0k | 131.00 | 22.90 | |
| VeriFone Systems | 0.0 | $3.0k | 102.00 | 29.41 | |
| Pantry | 0.0 | $3.0k | 180.00 | 16.67 | |
| OmniVision Technologies | 0.0 | $3.0k | 150.00 | 20.00 | |
| Goodrich Petroleum Corporation | 0.0 | $2.0k | 136.00 | 14.71 | |
| Aspen Technology | 0.0 | $2.0k | 78.00 | 25.64 | |
| Meritor | 0.0 | $2.0k | 250.00 | 8.00 | |
| Wendy's/arby's Group (WEN) | 0.0 | $2.0k | 305.00 | 6.56 | |
| Sunpower (SPWRQ) | 0.0 | $2.0k | 61.00 | 32.79 | |
| Eqt Midstream Partners | 0.0 | $5.0k | 64.00 | 78.12 | |
| Mallinckrodt Pub | 0.0 | $4.0k | 53.00 | 75.47 | |
| Spirit Realty reit | 0.0 | $3.0k | 300.00 | 10.00 | |
| Actavis | 0.0 | $8.0k | 35.00 | 228.57 |
