Cupps Capital Management as of March 31, 2015
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 215 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cavium | 4.0 | $45M | 631k | 70.82 | |
| Restoration Hardware Hldgs I | 2.8 | $32M | 319k | 99.19 | |
| Envestnet (ENV) | 2.7 | $30M | 538k | 56.08 | |
| EXACT Sciences Corporation (EXAS) | 2.5 | $28M | 1.3M | 22.02 | |
| Cyberark Software (CYBR) | 2.2 | $25M | 453k | 55.57 | |
| Qualys (QLYS) | 2.1 | $24M | 519k | 46.48 | |
| Acadia Healthcare (ACHC) | 1.9 | $21M | 296k | 71.60 | |
| Abiomed | 1.7 | $19M | 269k | 71.58 | |
| Ultimate Software | 1.6 | $18M | 106k | 169.95 | |
| Skechers USA (SKX) | 1.6 | $18M | 245k | 71.91 | |
| Zeltiq Aesthetics | 1.5 | $17M | 562k | 30.83 | |
| Gentherm (THRM) | 1.5 | $16M | 325k | 50.51 | |
| Red Robin Gourmet Burgers (RRGB) | 1.4 | $16M | 184k | 87.00 | |
| Cepheid | 1.4 | $16M | 274k | 56.90 | |
| Palo Alto Networks (PANW) | 1.4 | $16M | 106k | 146.08 | |
| Fiesta Restaurant | 1.4 | $15M | 251k | 61.00 | |
| Tableau Software Inc Cl A | 1.4 | $15M | 166k | 92.52 | |
| Vail Resorts (MTN) | 1.4 | $15M | 146k | 103.42 | |
| Demandware | 1.4 | $15M | 249k | 60.90 | |
| Spectranetics Corporation | 1.3 | $15M | 432k | 34.76 | |
| Berry Plastics (BERY) | 1.3 | $15M | 416k | 36.19 | |
| Cypress Semiconductor Corporation | 1.3 | $15M | 1.0M | 14.11 | |
| Belden (BDC) | 1.2 | $14M | 147k | 93.55 | |
| Apple (AAPL) | 1.2 | $14M | 110k | 124.42 | |
| Bank of the Ozarks | 1.2 | $14M | 368k | 36.93 | |
| G-III Apparel (GIII) | 1.2 | $14M | 121k | 112.65 | |
| Interactive Brokers (IBKR) | 1.2 | $13M | 387k | 34.02 | |
| Mellanox Technologies | 1.2 | $13M | 289k | 45.34 | |
| La Quinta Holdings | 1.2 | $13M | 552k | 23.68 | |
| Diamond Resorts International | 1.1 | $13M | 378k | 33.43 | |
| Xpo Logistics Inc equity (XPO) | 1.1 | $12M | 268k | 45.47 | |
| Dex (DXCM) | 1.1 | $12M | 189k | 62.34 | |
| Benefitfocus | 1.1 | $12M | 321k | 36.79 | |
| E TRADE Financial Corporation | 1.0 | $12M | 408k | 28.55 | |
| Texas Roadhouse (TXRH) | 1.0 | $12M | 315k | 36.43 | |
| Tower Semiconductor (TSEM) | 1.0 | $12M | 679k | 16.98 | |
| Medidata Solutions | 1.0 | $11M | 226k | 49.04 | |
| Comscore | 1.0 | $11M | 217k | 51.20 | |
| JetBlue Airways Corporation (JBLU) | 0.9 | $11M | 549k | 19.25 | |
| Diamondback Energy (FANG) | 0.9 | $10M | 134k | 76.84 | |
| NetSuite | 0.9 | $10M | 111k | 92.76 | |
| Facebook Inc cl a (META) | 0.9 | $10M | 124k | 82.21 | |
| Integrated Device Technology | 0.9 | $10M | 500k | 20.02 | |
| Wageworks | 0.9 | $9.7M | 182k | 53.33 | |
| Ldr Hldg | 0.9 | $9.7M | 264k | 36.64 | |
| Servicenow (NOW) | 0.8 | $9.5M | 121k | 78.78 | |
| TASER International | 0.8 | $9.5M | 392k | 24.11 | |
| Diplomat Pharmacy | 0.8 | $9.5M | 275k | 34.58 | |
| Caesar Stone Sdot Yam (CSTE) | 0.8 | $9.3M | 154k | 60.70 | |
| Nevro (NVRO) | 0.8 | $9.1M | 190k | 47.93 | |
| Guidewire Software (GWRE) | 0.8 | $8.8M | 168k | 52.61 | |
| Ultragenyx Pharmaceutical (RARE) | 0.8 | $8.9M | 143k | 62.09 | |
| Fireeye | 0.8 | $8.7M | 222k | 39.25 | |
| On Deck Capital | 0.8 | $8.7M | 409k | 21.29 | |
| Grubhub | 0.7 | $8.3M | 184k | 45.39 | |
| Electronic Arts (EA) | 0.7 | $8.1M | 138k | 58.81 | |
| Headwaters Incorporated | 0.7 | $7.9M | 431k | 18.34 | |
| Luxoft Holding Inc cmn | 0.7 | $7.8M | 152k | 51.74 | |
| Insulet Corporation (PODD) | 0.7 | $7.7M | 231k | 33.35 | |
| Delphi Automotive | 0.7 | $7.7M | 96k | 79.73 | |
| Hortonworks | 0.7 | $7.6M | 318k | 23.84 | |
| FleetCor Technologies | 0.7 | $7.4M | 49k | 150.91 | |
| American Airls (AAL) | 0.7 | $7.4M | 140k | 52.78 | |
| Puma Biotechnology (PBYI) | 0.6 | $7.0M | 30k | 236.09 | |
| Amazon (AMZN) | 0.6 | $6.6M | 18k | 372.09 | |
| Super Micro Computer (SMCI) | 0.6 | $6.6M | 200k | 33.21 | |
| Ptc Therapeutics I (PTCT) | 0.6 | $6.7M | 110k | 60.85 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.6 | $6.4M | 218k | 29.44 | |
| Repligen Corporation (RGEN) | 0.6 | $6.3M | 208k | 30.36 | |
| Canadian Solar (CSIQ) | 0.5 | $6.1M | 182k | 33.39 | |
| Dyax | 0.5 | $6.1M | 362k | 16.75 | |
| Zillow Group Inc Cl A (ZG) | 0.5 | $6.0M | 59k | 100.29 | |
| SPS Commerce (SPSC) | 0.5 | $5.7M | 85k | 67.09 | |
| Wayfair (W) | 0.5 | $5.8M | 180k | 32.11 | |
| Tree (TREE) | 0.5 | $5.8M | 103k | 56.01 | |
| Freescale Semiconductor Holdin | 0.5 | $5.6M | 137k | 40.76 | |
| Ophthotech | 0.5 | $5.5M | 118k | 46.53 | |
| Skyworks Solutions (SWKS) | 0.5 | $5.3M | 54k | 98.28 | |
| Edwards Lifesciences (EW) | 0.5 | $5.2M | 37k | 142.46 | |
| Celldex Therapeutics | 0.5 | $5.1M | 181k | 27.87 | |
| ACADIA Pharmaceuticals (ACAD) | 0.5 | $5.0M | 154k | 32.59 | |
| Synergy Res Corp | 0.4 | $4.8M | 407k | 11.85 | |
| Ryland | 0.4 | $4.7M | 97k | 48.74 | |
| Under Armour (UAA) | 0.4 | $4.5M | 55k | 80.73 | |
| salesforce (CRM) | 0.4 | $4.4M | 66k | 66.80 | |
| Lennar Corporation (LEN) | 0.4 | $4.1M | 80k | 51.81 | |
| Netflix (NFLX) | 0.3 | $3.7M | 8.8k | 416.67 | |
| Illumina (ILMN) | 0.3 | $3.7M | 20k | 185.61 | |
| Acuity Brands (AYI) | 0.3 | $3.5M | 21k | 168.15 | |
| Team Health Holdings | 0.3 | $3.6M | 62k | 58.50 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $3.5M | 5.4k | 650.45 | |
| IPG Photonics Corporation (IPGP) | 0.3 | $3.5M | 37k | 92.68 | |
| Tesla Motors (TSLA) | 0.3 | $3.4M | 18k | 188.75 | |
| BioMarin Pharmaceutical (BMRN) | 0.3 | $3.1M | 25k | 124.61 | |
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $3.1M | 30k | 104.41 | |
| Novadaq Technologies | 0.3 | $3.2M | 196k | 16.24 | |
| Wright Express (WEX) | 0.3 | $3.2M | 30k | 107.34 | |
| Sunedison | 0.3 | $3.2M | 134k | 24.00 | |
| Envision Healthcare Hlds | 0.3 | $3.1M | 80k | 38.35 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $2.7M | 90k | 30.44 | |
| SEI Investments Company (SEIC) | 0.2 | $2.7M | 60k | 44.08 | |
| Avago Technologies | 0.2 | $2.7M | 21k | 126.98 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.2 | $2.7M | 51k | 54.00 | |
| Hilton Worlwide Hldgs | 0.2 | $2.7M | 90k | 29.61 | |
| Level 3 Communications | 0.2 | $2.6M | 49k | 53.82 | |
| Visa (V) | 0.2 | $2.5M | 38k | 65.41 | |
| CoStar (CSGP) | 0.2 | $2.4M | 12k | 197.76 | |
| Packaging Corporation of America (PKG) | 0.2 | $2.2M | 28k | 78.16 | |
| Concho Resources | 0.2 | $2.2M | 19k | 115.92 | |
| Morgan Stanley (MS) | 0.2 | $2.1M | 59k | 35.68 | |
| United Rentals (URI) | 0.2 | $2.2M | 24k | 91.15 | |
| Keurig Green Mtn | 0.2 | $2.1M | 19k | 111.71 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.0M | 21k | 94.68 | |
| 0.2 | $2.0M | 3.6k | 554.61 | ||
| Royal Caribbean Cruises (RCL) | 0.2 | $1.9M | 24k | 81.83 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $1.9M | 142k | 13.19 | |
| Truecar (TRUE) | 0.2 | $1.9M | 107k | 17.84 | |
| Northstar Asset Management C | 0.2 | $1.9M | 80k | 23.34 | |
| Mobileye | 0.2 | $1.9M | 46k | 42.02 | |
| Lendingclub | 0.2 | $2.0M | 99k | 19.64 | |
| Boeing Company (BA) | 0.2 | $1.8M | 12k | 150.02 | |
| Towers Watson & Co | 0.2 | $1.8M | 14k | 132.14 | |
| qunar Cayman Is Ltd spns adr cl b | 0.2 | $1.8M | 44k | 41.24 | |
| Universal Health Services (UHS) | 0.1 | $1.7M | 14k | 117.71 | |
| Delta Air Lines (DAL) | 0.1 | $1.5M | 34k | 44.94 | |
| Ashland | 0.1 | $1.5M | 12k | 127.29 | |
| Solarcity | 0.1 | $1.6M | 31k | 51.26 | |
| Applied Materials (AMAT) | 0.1 | $1.3M | 58k | 22.55 | |
| Clubcorp Hldgs | 0.1 | $1.4M | 73k | 19.36 | |
| Pioneer Natural Resources | 0.1 | $1.2M | 7.5k | 163.50 | |
| Lam Research Corporation (LRCX) | 0.1 | $1.2M | 17k | 70.21 | |
| Spirit AeroSystems Holdings (SPR) | 0.1 | $1.3M | 24k | 52.20 | |
| Citizens Financial (CFG) | 0.1 | $1.3M | 52k | 24.12 | |
| BorgWarner (BWA) | 0.1 | $1.2M | 19k | 60.48 | |
| Polaris Industries (PII) | 0.1 | $972k | 6.9k | 140.97 | |
| Gilead Sciences (GILD) | 0.1 | $1.0M | 11k | 98.07 | |
| Us Silica Hldgs (SLCA) | 0.1 | $991k | 28k | 35.59 | |
| stock | 0.1 | $1.1M | 18k | 59.16 | |
| Lazard Ltd-cl A shs a | 0.1 | $944k | 18k | 52.55 | |
| Cray | 0.1 | $926k | 33k | 28.07 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $951k | 37k | 25.51 | |
| Halliburton Company (HAL) | 0.1 | $791k | 18k | 43.85 | |
| Biogen Idec (BIIB) | 0.1 | $665k | 1.6k | 422.22 | |
| Linkedin Corp | 0.1 | $714k | 2.9k | 249.65 | |
| 0.1 | $623k | 13k | 50.00 | ||
| Incyte Corporation (INCY) | 0.1 | $570k | 6.2k | 91.64 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $506k | 8.1k | 62.35 | |
| Home Depot (HD) | 0.0 | $476k | 4.2k | 113.44 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $432k | 3.7k | 117.87 | |
| Cerner Corporation | 0.0 | $407k | 5.6k | 73.14 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $407k | 5.5k | 73.80 | |
| MercadoLibre (MELI) | 0.0 | $488k | 4.0k | 122.40 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $492k | 6.0k | 81.93 | |
| Charter Communications | 0.0 | $459k | 2.4k | 192.86 | |
| Cisco Systems (CSCO) | 0.0 | $311k | 11k | 27.44 | |
| Boston Scientific Corporation (BSX) | 0.0 | $392k | 22k | 17.72 | |
| Te Connectivity Ltd for (TEL) | 0.0 | $251k | 3.5k | 71.51 | |
| Malibu Boats (MBUU) | 0.0 | $176k | 7.6k | 23.31 | |
| Continental Resources | 0.0 | $159k | 3.7k | 43.47 | |
| priceline.com Incorporated | 0.0 | $64k | 55.00 | 1163.64 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $133k | 3.2k | 41.89 | |
| Newlink Genetics Corporation | 0.0 | $167k | 3.1k | 54.49 | |
| Tile Shop Hldgs (TTSH) | 0.0 | $105k | 8.7k | 12.03 | |
| Nord Anglia Education | 0.0 | $101k | 4.5k | 22.67 | |
| 2u | 0.0 | $120k | 4.7k | 25.50 | |
| Arista Networks (ANET) | 0.0 | $136k | 1.9k | 70.28 | |
| Juno Therapeutics | 0.0 | $133k | 2.2k | 60.24 | |
| Time Warner | 0.0 | $3.0k | 43.00 | 69.77 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $4.0k | 96.00 | 41.67 | |
| Blackstone | 0.0 | $6.0k | 165.00 | 36.36 | |
| 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 | |
| Cabot Corporation (CBT) | 0.0 | $2.0k | 63.00 | 31.75 | |
| Hanesbrands (HBI) | 0.0 | $6.0k | 192.00 | 31.25 | |
| Energizer Holdings | 0.0 | $4.0k | 29.00 | 137.93 | |
| Alcoa | 0.0 | $2.0k | 220.00 | 9.09 | |
| DISH Network | 0.0 | $3.0k | 55.00 | 54.55 | |
| Strategic Hotels & Resorts | 0.0 | $2.0k | 222.00 | 9.01 | |
| 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 | |
| Tutor Perini Corporation (TPC) | 0.0 | $2.0k | 105.00 | 19.05 | |
| Brown Shoe Company | 0.0 | $4.0k | 131.00 | 30.53 | |
| Cytec Industries | 0.0 | $3.0k | 60.00 | 50.00 | |
| VeriFone Systems | 0.0 | $3.0k | 102.00 | 29.41 | |
| athenahealth | 0.0 | $51k | 435.00 | 117.24 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $5.0k | 70.00 | 71.43 | |
| OmniVision Technologies | 0.0 | $3.0k | 150.00 | 20.00 | |
| United States Steel Corporation (X) | 0.0 | $4.0k | 169.00 | 23.67 | |
| Brookdale Senior Living (BKD) | 0.0 | $5.0k | 143.00 | 34.97 | |
| Albemarle Corporation (ALB) | 0.0 | $0 | 17.00 | 0.00 | |
| Flotek Industries | 0.0 | $999.750000 | 129.00 | 7.75 | |
| Aspen Technology | 0.0 | $3.0k | 78.00 | 38.46 | |
| NCI Building Systems | 0.0 | $2.0k | 162.00 | 12.35 | |
| Examworks | 0.0 | $5.0k | 133.00 | 37.59 | |
| Meritor | 0.0 | $3.0k | 250.00 | 12.00 | |
| Wendy's/arby's Group (WEN) | 0.0 | $3.0k | 305.00 | 9.84 | |
| Groupon | 0.0 | $36k | 5.0k | 7.14 | |
| Proto Labs (PRLB) | 0.0 | $6.0k | 95.00 | 63.16 | |
| Yelp Inc cl a (YELP) | 0.0 | $3.0k | 80.00 | 37.50 | |
| Eqt Midstream Partners | 0.0 | $4.0k | 64.00 | 62.50 | |
| Workday Inc cl a (WDAY) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Lifelock | 0.0 | $2.0k | 163.00 | 12.27 | |
| Shutterstock (SSTK) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Arc Document Solutions (ARC) | 0.0 | $2.0k | 284.00 | 7.04 | |
| Mallinckrodt Pub | 0.0 | $6.0k | 53.00 | 113.21 | |
| Spirit Realty reit | 0.0 | $3.0k | 300.00 | 10.00 | |
| Actavis | 0.0 | $10k | 35.00 | 285.71 | |
| Vince Hldg | 0.0 | $3.0k | 182.00 | 16.48 | |
| Q2 Holdings (QTWO) | 0.0 | $5.0k | 255.00 | 19.61 | |
| Installed Bldg Prods (IBP) | 0.0 | $8.0k | 373.00 | 21.45 | |
| Zoe's Kitchen | 0.0 | $2.0k | 76.00 | 26.32 | |
| Alibaba Group Holding (BABA) | 0.0 | $4.0k | 56.00 | 71.43 | |
| Vivint Solar | 0.0 | $3.0k | 329.00 | 9.12 |
