Cupps Capital Management as of June 30, 2015
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 186 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cavium | 3.6 | $38M | 546k | 68.81 | |
| EXACT Sciences Corporation (EXAS) | 3.0 | $31M | 1.0M | 29.74 | |
| Restoration Hardware Hldgs I | 2.8 | $29M | 295k | 97.63 | |
| Abiomed | 2.7 | $28M | 428k | 65.73 | |
| Cyberark Software (CYBR) | 2.3 | $24M | 382k | 62.82 | |
| Acadia Healthcare (ACHC) | 1.8 | $19M | 241k | 78.33 | |
| Demandware | 1.7 | $18M | 255k | 71.08 | |
| Palo Alto Networks (PANW) | 1.7 | $18M | 103k | 174.69 | |
| Tableau Software Inc Cl A | 1.6 | $17M | 145k | 115.29 | |
| Nevro (NVRO) | 1.6 | $17M | 309k | 53.75 | |
| Tesla Motors (TSLA) | 1.6 | $17M | 61k | 268.26 | |
| Skechers USA (SKX) | 1.5 | $16M | 146k | 109.78 | |
| Xpo Logistics Inc equity (XPO) | 1.5 | $16M | 346k | 45.18 | |
| Diplomat Pharmacy | 1.5 | $15M | 345k | 44.75 | |
| Interactive Brokers (IBKR) | 1.4 | $15M | 359k | 41.56 | |
| Gentherm (THRM) | 1.4 | $15M | 267k | 54.91 | |
| Mobileye | 1.3 | $14M | 260k | 53.17 | |
| Ldr Hldg | 1.3 | $13M | 309k | 43.25 | |
| G-III Apparel (GIII) | 1.2 | $13M | 184k | 70.35 | |
| Wayfair (W) | 1.2 | $13M | 340k | 37.64 | |
| Hortonworks | 1.2 | $13M | 502k | 25.32 | |
| Cepheid | 1.2 | $13M | 206k | 61.15 | |
| Bank of the Ozarks | 1.2 | $12M | 272k | 45.75 | |
| Fireeye | 1.2 | $12M | 250k | 48.91 | |
| E TRADE Financial Corporation | 1.2 | $12M | 404k | 29.95 | |
| Amazon (AMZN) | 1.1 | $12M | 27k | 434.05 | |
| Medidata Solutions | 1.1 | $12M | 214k | 54.32 | |
| Zeltiq Aesthetics | 1.1 | $12M | 397k | 29.47 | |
| Facebook Inc cl a (META) | 1.1 | $12M | 136k | 85.76 | |
| Vail Resorts (MTN) | 1.1 | $12M | 106k | 109.19 | |
| Envestnet (ENV) | 1.1 | $11M | 282k | 40.43 | |
| Infinera (INFN) | 1.1 | $11M | 538k | 20.98 | |
| Aspen Technology | 1.1 | $11M | 246k | 45.55 | |
| Benefitfocus | 1.1 | $11M | 256k | 43.85 | |
| Luxoft Holding Inc cmn | 1.1 | $11M | 194k | 56.55 | |
| Apple (AAPL) | 1.1 | $11M | 87k | 125.41 | |
| Integrated Device Technology | 1.0 | $11M | 501k | 21.70 | |
| Diamond Resorts International | 1.0 | $11M | 344k | 31.55 | |
| Texas Roadhouse (TXRH) | 1.0 | $11M | 280k | 37.43 | |
| Ultimate Software | 1.0 | $10M | 63k | 164.32 | |
| Mellanox Technologies | 1.0 | $10M | 206k | 48.59 | |
| Comscore | 1.0 | $10M | 188k | 53.26 | |
| Red Robin Gourmet Burgers (RRGB) | 0.9 | $9.7M | 113k | 85.82 | |
| Tree (TREE) | 0.9 | $9.7M | 124k | 78.61 | |
| Aac Holdings | 0.9 | $9.5M | 219k | 43.56 | |
| JetBlue Airways Corporation (JBLU) | 0.9 | $9.5M | 456k | 20.76 | |
| Caesar Stone Sdot Yam (CSTE) | 0.9 | $9.2M | 134k | 68.54 | |
| WisdomTree Investments (WT) | 0.8 | $8.8M | 402k | 21.96 | |
| La Quinta Holdings | 0.8 | $8.7M | 379k | 22.85 | |
| Electronic Arts (EA) | 0.8 | $8.5M | 128k | 66.50 | |
| Qualys (QLYS) | 0.8 | $8.5M | 210k | 40.35 | |
| CoStar (CSGP) | 0.8 | $8.4M | 42k | 201.26 | |
| Delphi Automotive | 0.8 | $7.9M | 93k | 85.09 | |
| Dex (DXCM) | 0.8 | $7.8M | 98k | 79.97 | |
| Edwards Lifesciences (EW) | 0.7 | $7.4M | 52k | 142.41 | |
| Avago Technologies | 0.7 | $7.4M | 56k | 132.93 | |
| Clubcorp Hldgs | 0.7 | $7.4M | 309k | 23.88 | |
| BioMarin Pharmaceutical (BMRN) | 0.7 | $7.3M | 53k | 136.77 | |
| Wright Express (WEX) | 0.7 | $7.1M | 63k | 113.96 | |
| Tower Semiconductor (TSEM) | 0.7 | $7.0M | 452k | 15.44 | |
| TASER International | 0.7 | $6.9M | 207k | 33.31 | |
| NetSuite | 0.7 | $6.8M | 74k | 91.75 | |
| Ryland | 0.7 | $6.8M | 146k | 46.37 | |
| Dyax | 0.7 | $6.8M | 256k | 26.50 | |
| Intrexon | 0.7 | $6.7M | 138k | 48.79 | |
| Inc Resh Hldgs Inc cl a | 0.7 | $6.7M | 168k | 40.12 | |
| FleetCor Technologies | 0.6 | $6.5M | 42k | 156.05 | |
| Netflix (NFLX) | 0.6 | $6.2M | 9.5k | 656.89 | |
| Oxford Industries (OXM) | 0.6 | $5.8M | 67k | 87.44 | |
| Team Health Holdings | 0.6 | $5.8M | 88k | 65.32 | |
| Paycom Software (PAYC) | 0.6 | $5.7M | 168k | 34.15 | |
| Ellie Mae | 0.5 | $5.6M | 80k | 69.78 | |
| Tile Shop Hldgs (TTSH) | 0.5 | $5.5M | 389k | 14.19 | |
| Under Armour (UAA) | 0.5 | $5.4M | 64k | 83.43 | |
| Skyworks Solutions (SWKS) | 0.5 | $5.3M | 51k | 104.09 | |
| Solaredge Technologies (SEDG) | 0.5 | $5.3M | 145k | 36.35 | |
| Anacor Pharmaceuticals In | 0.5 | $5.2M | 67k | 77.43 | |
| Ambarella (AMBA) | 0.5 | $5.2M | 50k | 102.68 | |
| Ultragenyx Pharmaceutical (RARE) | 0.5 | $5.2M | 51k | 102.37 | |
| Fiesta Restaurant | 0.5 | $4.7M | 95k | 49.99 | |
| salesforce (CRM) | 0.5 | $4.7M | 67k | 69.62 | |
| Headwaters Incorporated | 0.5 | $4.7M | 256k | 18.22 | |
| LogMeIn | 0.4 | $4.6M | 71k | 64.48 | |
| stock | 0.4 | $4.3M | 62k | 69.62 | |
| Synergy Res Corp | 0.4 | $4.2M | 371k | 11.43 | |
| Sunedison | 0.4 | $4.1M | 138k | 29.91 | |
| Atara Biotherapeutics | 0.4 | $4.2M | 79k | 52.76 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $4.1M | 125k | 32.65 | |
| Nimble Storage | 0.4 | $3.9M | 140k | 28.06 | |
| Alnylam Pharmaceuticals (ALNY) | 0.4 | $3.7M | 31k | 119.85 | |
| Freescale Semiconductor Holdin | 0.4 | $3.8M | 95k | 39.96 | |
| Belden (BDC) | 0.3 | $3.7M | 45k | 81.22 | |
| Acuity Brands (AYI) | 0.3 | $3.4M | 19k | 179.94 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $3.4M | 5.6k | 604.97 | |
| Canadian Solar (CSIQ) | 0.3 | $3.3M | 117k | 28.60 | |
| Diamondback Energy (FANG) | 0.3 | $3.3M | 44k | 75.37 | |
| Visa (V) | 0.3 | $3.3M | 49k | 67.14 | |
| Vulcan Materials Company (VMC) | 0.3 | $3.1M | 37k | 83.91 | |
| Lennar Corporation (LEN) | 0.3 | $2.9M | 57k | 51.04 | |
| Illumina (ILMN) | 0.3 | $3.0M | 14k | 218.29 | |
| Rockwell Automation (ROK) | 0.3 | $2.9M | 23k | 124.60 | |
| Starbucks Corporation (SBUX) | 0.3 | $2.9M | 53k | 53.60 | |
| Accelr8 Technology | 0.3 | $2.8M | 110k | 25.80 | |
| Gilead Sciences (GILD) | 0.2 | $2.6M | 23k | 117.05 | |
| SEI Investments Company (SEIC) | 0.2 | $2.5M | 51k | 49.03 | |
| Morgan Stanley (MS) | 0.2 | $2.5M | 64k | 38.79 | |
| Gopro (GPRO) | 0.2 | $2.4M | 46k | 52.71 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.2 | $2.3M | 42k | 56.04 | |
| Universal Health Services (UHS) | 0.2 | $2.2M | 16k | 142.08 | |
| Lazard Ltd-cl A shs a | 0.2 | $2.2M | 38k | 56.23 | |
| Agios Pharmaceuticals (AGIO) | 0.2 | $2.2M | 20k | 111.10 | |
| Adeptus Health Inc-class A | 0.2 | $2.2M | 23k | 94.95 | |
| Fitbit | 0.2 | $2.1M | 54k | 38.22 | |
| Hilton Worlwide Hldgs | 0.2 | $1.9M | 68k | 27.55 | |
| Citizens Financial (CFG) | 0.2 | $1.9M | 69k | 27.30 | |
| Men's Wearhouse | 0.2 | $1.7M | 27k | 64.05 | |
| MercadoLibre (MELI) | 0.2 | $1.7M | 12k | 141.67 | |
| Level 3 Communications | 0.2 | $1.7M | 33k | 52.65 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $1.5M | 28k | 56.05 | |
| Matador Resources (MTDR) | 0.1 | $1.6M | 64k | 25.00 | |
| Towers Watson & Co | 0.1 | $1.5M | 12k | 125.80 | |
| Delta Air Lines (DAL) | 0.1 | $1.3M | 33k | 41.07 | |
| Lam Research Corporation | 0.1 | $1.2M | 15k | 81.35 | |
| Solarcity | 0.1 | $1.3M | 24k | 53.53 | |
| Envision Healthcare Hlds | 0.1 | $1.1M | 28k | 39.48 | |
| Alibaba Group Holding (BABA) | 0.1 | $1.2M | 14k | 82.26 | |
| Concho Resources | 0.1 | $989k | 8.7k | 113.77 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $872k | 11k | 78.65 | |
| Hologic (HOLX) | 0.1 | $734k | 19k | 38.03 | |
| Starz - Liberty Capital | 0.1 | $725k | 16k | 44.70 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $650k | 7.6k | 85.13 | |
| Bluebird Bio (BLUE) | 0.1 | $619k | 3.7k | 168.21 | |
| Endo International | 0.1 | $636k | 8.0k | 79.57 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $567k | 9.3k | 61.06 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $421k | 3.4k | 123.46 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $372k | 4.6k | 80.87 | |
| Boston Scientific Corporation (BSX) | 0.0 | $458k | 26k | 17.69 | |
| 0.0 | $408k | 757.00 | 538.97 | ||
| Servicenow (NOW) | 0.0 | $388k | 5.2k | 74.19 | |
| Springleaf Holdings | 0.0 | $448k | 9.8k | 45.83 | |
| Home Depot (HD) | 0.0 | $357k | 3.2k | 111.08 | |
| Incyte Corporation (INCY) | 0.0 | $350k | 3.4k | 104.07 | |
| Boeing Company (BA) | 0.0 | $355k | 2.6k | 138.40 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $352k | 4.4k | 79.39 | |
| Charter Communications | 0.0 | $350k | 2.0k | 171.07 | |
| Cisco Systems (CSCO) | 0.0 | $260k | 9.5k | 27.40 | |
| Yum! Brands (YUM) | 0.0 | $204k | 2.3k | 89.99 | |
| Halliburton Company (HAL) | 0.0 | $245k | 5.7k | 43.00 | |
| Q2 Holdings (QTWO) | 0.0 | $200k | 7.1k | 28.11 | |
| Party City Hold | 0.0 | $193k | 9.5k | 20.22 | |
| Arista Networks (ANET) | 0.0 | $141k | 1.7k | 81.50 | |
| Shopify Inc cl a (SHOP) | 0.0 | $109k | 3.2k | 33.80 | |
| Polaris Industries (PII) | 0.0 | $2.0k | 18.00 | 111.11 | |
| Cabot Corporation (CBT) | 0.0 | $2.0k | 63.00 | 31.75 | |
| United Rentals (URI) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Strategic Hotels & Resorts | 0.0 | $2.0k | 222.00 | 9.01 | |
| Tutor Perini Corporation (TPC) | 0.0 | $2.0k | 105.00 | 19.05 | |
| Cypress Semiconductor Corporation | 0.0 | $7.0k | 646.00 | 10.84 | |
| Cytec Industries | 0.0 | $3.0k | 60.00 | 50.00 | |
| Ashland | 0.0 | $7.0k | 59.00 | 118.64 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $5.0k | 70.00 | 71.43 | |
| United States Steel Corporation (X) | 0.0 | $3.0k | 169.00 | 17.75 | |
| Brookdale Senior Living (BKD) | 0.0 | $4.0k | 143.00 | 27.97 | |
| Albemarle Corporation (ALB) | 0.0 | $0 | 17.00 | 0.00 | |
| Flotek Industries | 0.0 | $999.750000 | 129.00 | 7.75 | |
| NCI Building Systems | 0.0 | $2.0k | 162.00 | 12.35 | |
| Spirit AeroSystems Holdings (SPR) | 0.0 | $6.0k | 119.00 | 50.42 | |
| ZIOPHARM Oncology | 0.0 | $5.0k | 489.00 | 10.22 | |
| Examworks | 0.0 | $5.0k | 133.00 | 37.59 | |
| Us Silica Hldgs (SLCA) | 0.0 | $2.0k | 69.00 | 28.99 | |
| Guidewire Software (GWRE) | 0.0 | $6.0k | 126.00 | 47.62 | |
| Proto Labs (PRLB) | 0.0 | $6.0k | 95.00 | 63.16 | |
| Yelp Inc cl a (YELP) | 0.0 | $3.0k | 80.00 | 37.50 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.0 | $6.0k | 273.00 | 21.98 | |
| Wageworks | 0.0 | $6.0k | 158.00 | 37.97 | |
| Berry Plastics (BERY) | 0.0 | $8.0k | 249.00 | 32.13 | |
| 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 | |
| Vince Hldg | 0.0 | $2.0k | 182.00 | 10.99 | |
| Installed Bldg Prods (IBP) | 0.0 | $9.0k | 373.00 | 24.13 | |
| Zoe's Kitchen | 0.0 | $3.0k | 76.00 | 39.47 | |
| Northstar Asset Management C | 0.0 | $4.0k | 237.00 | 16.88 | |
| Vivint Solar | 0.0 | $4.0k | 329.00 | 12.16 | |
| Zillow Group Inc Cl A (ZG) | 0.0 | $2.0k | 27.00 | 74.07 |
