Empire Capital Management as of Sept. 30, 2014
Portfolio Holdings for Empire Capital Management
Empire Capital Management holds 60 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 |
|---|---|---|---|---|---|
| Sonus Networks | 16.1 | $66M | 19M | 3.42 | |
| Bazaarvoice | 13.4 | $55M | 7.5M | 7.39 | |
| PowerShares QQQ Trust, Series 1 | 7.2 | $30M | 300k | 98.79 | |
| Jive Software | 6.8 | $28M | 4.8M | 5.83 | |
| stock | 6.1 | $25M | 455k | 55.36 | |
| 3.7 | $15M | 26k | 588.42 | ||
| Tableau Software Inc Cl A | 3.6 | $15M | 205k | 72.65 | |
| Baidu (BIDU) | 3.1 | $13M | 59k | 218.24 | |
| salesforce (CRM) | 2.5 | $10M | 180k | 57.53 | |
| IAC/InterActive | 2.4 | $9.9M | 150k | 65.90 | |
| Jd (JD) | 2.0 | $8.3M | 320k | 25.82 | |
| Alibaba Group Holding (BABA) | 1.7 | $7.1M | 80k | 88.85 | |
| Amazon (AMZN) | 1.6 | $6.4M | 20k | 322.45 | |
| Apple (AAPL) | 1.5 | $6.0M | 60k | 100.76 | |
| Aol | 1.4 | $5.8M | 130k | 44.95 | |
| Workday Inc cl a (WDAY) | 1.4 | $5.8M | 70k | 82.50 | |
| WebMD Health | 1.2 | $5.0M | 119k | 41.81 | |
| Applied Materials (AMAT) | 1.2 | $4.9M | 225k | 21.61 | |
| Sunedison | 1.1 | $4.7M | 250k | 18.88 | |
| Fortinet (FTNT) | 1.1 | $4.7M | 185k | 25.26 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 1.1 | $4.5M | 360k | 12.59 | |
| Rackspace Hosting | 1.0 | $4.1M | 125k | 32.55 | |
| Benefitfocus | 1.0 | $4.0M | 150k | 26.94 | |
| Sunpower (SPWRQ) | 0.9 | $3.7M | 110k | 33.88 | |
| VMware | 0.8 | $3.3M | 35k | 93.83 | |
| Cavium | 0.8 | $3.2M | 65k | 49.72 | |
| Servicenow (NOW) | 0.8 | $3.2M | 55k | 58.78 | |
| Autodesk (ADSK) | 0.7 | $3.0M | 55k | 55.11 | |
| Infoblox | 0.7 | $3.0M | 200k | 14.75 | |
| Fireeye | 0.7 | $2.9M | 95k | 30.56 | |
| Integrated Device Technology | 0.7 | $2.9M | 180k | 15.95 | |
| Ultimate Software | 0.7 | $2.8M | 20k | 141.50 | |
| Tripadvisor (TRIP) | 0.7 | $2.7M | 30k | 91.43 | |
| Akamai Technologies (AKAM) | 0.7 | $2.7M | 45k | 59.80 | |
| Atmel Corporation | 0.6 | $2.6M | 325k | 8.08 | |
| Netflix (NFLX) | 0.6 | $2.5M | 5.5k | 451.09 | |
| Zillow | 0.6 | $2.4M | 21k | 116.00 | |
| Yelp Inc cl a (YELP) | 0.6 | $2.4M | 35k | 68.26 | |
| Homeaway | 0.6 | $2.3M | 65k | 35.51 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.5 | $2.1M | 230k | 9.25 | |
| Shutterstock (SSTK) | 0.5 | $2.1M | 30k | 71.37 | |
| 0.5 | $2.1M | 40k | 51.58 | ||
| NVIDIA Corporation (NVDA) | 0.5 | $1.8M | 100k | 18.45 | |
| Himax Technologies (HIMX) | 0.4 | $1.8M | 175k | 10.15 | |
| EMC Corporation | 0.4 | $1.8M | 60k | 29.27 | |
| Medidata Solutions | 0.4 | $1.8M | 40k | 44.30 | |
| Nimble Storage | 0.3 | $1.3M | 50k | 25.98 | |
| JinkoSolar Holding (JKS) | 0.3 | $1.2M | 45k | 27.49 | |
| Plug Power (PLUG) | 0.3 | $1.1M | 230k | 4.59 | |
| IPG Photonics Corporation (IPGP) | 0.2 | $1.0M | 15k | 68.80 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.2 | $945k | 5.0k | 189.00 | |
| Ipath S&p 500 Vix S/t Fu Etn | 0.2 | $935k | 30k | 31.17 | |
| Zulily Inc cl a | 0.2 | $947k | 25k | 37.88 | |
| Zhaopin | 0.2 | $955k | 74k | 12.98 | |
| ARM Holdings | 0.2 | $874k | 20k | 43.70 | |
| Jabil Circuit (JBL) | 0.2 | $807k | 40k | 20.18 | |
| Mobileye | 0.2 | $804k | 15k | 53.60 | |
| NetSuite | 0.2 | $672k | 7.5k | 89.60 | |
| Brocade Communications Systems | 0.1 | $544k | 50k | 10.88 | |
| Sky mobi | 0.1 | $407k | 50k | 8.14 |
