Insight Capital Research & Management

Insight Capital Research & Management as of Sept. 30, 2011

Portfolio Holdings for Insight Capital Research & Management

Insight Capital Research & Management holds 80 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Crocs (CROX) 4.3 $12M 492k 23.68
Universal Display Corporation (OLED) 3.8 $10M 213k 47.94
Cepheid 3.6 $9.8M 254k 38.83
Apple (AAPL) 3.5 $9.4M 25k 381.32
NCR Corporation (VYX) 3.5 $9.4M 555k 16.89
Dfc Global 3.4 $9.2M 421k 21.82
Polypore International 3.3 $9.0M 158k 56.52
Cubist Pharmaceuticals 3.2 $8.6M 245k 35.32
Polaris Industries (PII) 2.7 $7.4M 148k 49.97
Pharmasset 2.6 $7.0M 85k 82.37
Sxc Health Solutions Corp 2.5 $6.7M 121k 55.70
Golar Lng (GLNG) 2.3 $6.3M 197k 31.78
Triumph (TGI) 2.3 $6.2M 126k 48.74
Green Mountain Coffee Roasters 2.1 $5.7M 61k 92.94
World Acceptance (WRLD) 2.1 $5.6M 100k 55.95
Baidu (BIDU) 2.0 $5.5M 52k 106.91
Jazz Pharmaceuticals 1.9 $5.2M 125k 41.50
Waste Connections 1.9 $5.1M 152k 33.82
Ezchip Semiconductor Lt 1.7 $4.6M 140k 33.22
Ez (EZPW) 1.7 $4.6M 161k 28.54
Clean Harbors (CLH) 1.7 $4.5M 87k 51.30
FEI Company 1.6 $4.3M 145k 29.96
Basic Energy Services 1.6 $4.2M 297k 14.16
Home Properties 1.5 $4.1M 73k 56.76
Pharmacyclics 1.5 $4.1M 348k 11.83
Portland General Electric Company (POR) 1.5 $4.0M 171k 23.69
Complete Production Services 1.4 $3.9M 205k 18.85
IPG Photonics Corporation (IPGP) 1.4 $3.9M 89k 43.44
Cooper Companies 1.4 $3.8M 48k 79.15
Questcor Pharmaceuticals 1.4 $3.7M 137k 27.26
Cash America International 1.2 $3.3M 65k 51.16
Coherent 1.2 $3.3M 77k 42.96
MAKO Surgical 1.2 $3.3M 96k 34.22
Shutterfly 1.1 $3.0M 74k 41.18
Tempur-Pedic International (SGI) 1.1 $2.8M 54k 52.61
Mellanox Technologies 1.0 $2.8M 89k 31.22
CARBO Ceramics 0.9 $2.5M 24k 102.53
Anworth Mortgage Asset Corporation 0.9 $2.4M 353k 6.80
Portfolio Recovery Associates 0.9 $2.3M 37k 62.22
Catalyst Health Solutions 0.8 $2.2M 39k 57.69
Exxon Mobil Corporation (XOM) 0.8 $2.1M 29k 72.63
Pfizer (PFE) 0.8 $2.1M 119k 17.68
El Paso Electric Company 0.8 $2.1M 66k 32.09
Cummins (CMI) 0.8 $2.0M 25k 81.66
WABCO Holdings 0.8 $2.0M 54k 37.86
Bank of the Ozarks 0.7 $2.0M 94k 20.93
Herbalife Ltd Com Stk (HLF) 0.7 $2.0M 37k 53.60
Valmont Industries (VMI) 0.7 $2.0M 25k 77.94
salesforce (CRM) 0.7 $1.7M 15k 114.28
Halliburton Company (HAL) 0.6 $1.7M 56k 30.52
VMware 0.6 $1.7M 21k 80.38
At&t Corp 0.6 $1.7M 59k 28.52
Ariad Pharmaceuticals 0.6 $1.7M 191k 8.79
Alexion Pharmaceuticals 0.6 $1.6M 25k 64.06
Rex Energy Corporation 0.6 $1.5M 120k 12.65
McDonald's Corporation (MCD) 0.5 $1.4M 16k 87.82
Coca-Cola Company (KO) 0.5 $1.4M 21k 67.56
Oracle Corporation (ORCL) 0.5 $1.4M 49k 28.74
Amazon (AMZN) 0.5 $1.4M 6.4k 216.23
Dynegy 0.5 $1.4M 330k 4.12
Johnson & Johnson (JNJ) 0.5 $1.3M 21k 63.69
MWI Veterinary Supply 0.5 $1.3M 19k 68.82
priceline.com Incorporated 0.5 $1.2M 2.7k 449.46
ACI Worldwide (ACIW) 0.4 $1.2M 42k 27.54
International Business Machines (IBM) 0.4 $1.2M 6.7k 174.87
McKesson Corporation (MCK) 0.4 $1.1M 15k 72.70
Anheuser-Busch InBev NV (BUD) 0.4 $1.1M 20k 52.98
Vodafone 0.4 $1.0M 41k 25.66
Goldman Sachs (GS) 0.4 $1.0M 11k 94.55
Schlumberger (SLB) 0.4 $994k 17k 59.73
Lululemon Athletica (LULU) 0.4 $999k 21k 48.69
Orthofix International Nv Com Stk 0.4 $972k 28k 34.51
CF Industries Holdings (CF) 0.3 $930k 7.5k 123.39
Baker Hughes Incorporated 0.3 $874k 19k 46.15
Exelon Corporation (EXC) 0.3 $856k 20k 42.61
Procter & Gamble Company (PG) 0.3 $845k 13k 63.18
Avista Corporation (AVA) 0.3 $705k 30k 23.85
EMC Corporation 0.3 $693k 33k 20.99
Concho Resources 0.2 $663k 9.3k 71.14
Verizon Communications (VZ) 0.2 $601k 16k 36.80