Insight Capital Research & Management

Insight Capital Research & Management as of Dec. 31, 2011

Portfolio Holdings for Insight Capital Research & Management

Insight Capital Research & Management holds 81 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Rentals (URI) 5.0 $15M 497k 29.55
Spreadtrum Communications 4.7 $14M 663k 20.88
Lennar Corporation (LEN) 3.6 $11M 547k 19.65
Fusion-io 3.6 $11M 442k 24.20
Jazz Pharmaceuticals 3.0 $9.0M 234k 38.63
Inhibitex 3.0 $8.9M 816k 10.94
CARBO Ceramics 3.0 $8.9M 72k 123.33
hhgregg (HGGG) 2.9 $8.7M 603k 14.45
Clean Harbors (CLH) 2.8 $8.3M 130k 63.73
Carpenter Technology Corporation (CRS) 2.8 $8.2M 159k 51.48
Cubist Pharmaceuticals 2.6 $7.8M 197k 39.62
Hornbeck Offshore Services 2.6 $7.7M 249k 31.02
Triumph (TGI) 2.5 $7.3M 124k 58.45
Akorn 2.3 $6.7M 601k 11.12
Newpark Resources (NPKI) 2.1 $6.3M 665k 9.50
Silicon Motion Technology (SIMO) 2.1 $6.2M 302k 20.48
Group 1 Automotive (GPI) 2.1 $6.2M 119k 51.80
Universal Display Corporation (OLED) 2.1 $6.1M 167k 36.69
Finish Line 2.0 $6.0M 309k 19.29
Basic Energy Services 1.8 $5.2M 266k 19.70
RSC Holdings 1.7 $5.2M 279k 18.50
Pharmacyclics 1.7 $5.1M 342k 14.82
Waste Connections 1.7 $5.0M 150k 33.14
Buffalo Wild Wings 1.6 $4.6M 68k 67.51
Rex Energy Corporation 1.5 $4.5M 306k 14.76
Sally Beauty Holdings (SBH) 1.5 $4.5M 215k 21.13
Halozyme Therapeutics (HALO) 1.5 $4.5M 474k 9.51
ViroPharma Incorporated 1.5 $4.5M 163k 27.39
Questcor Pharmaceuticals 1.5 $4.4M 107k 41.58
Domino's Pizza (DPZ) 1.4 $4.3M 127k 33.95
Cardtronics 1.4 $4.3M 158k 27.06
Pier 1 Imports 1.4 $4.2M 304k 13.93
Apple (AAPL) 1.4 $4.1M 10k 405.00
Robbins & Myers 1.3 $3.9M 80k 48.55
WellCare Health Plans 1.3 $3.8M 72k 52.50
Medivation 1.2 $3.6M 79k 46.11
Polypore International 1.1 $3.2M 72k 43.99
CF Industries Holdings (CF) 1.0 $2.9M 20k 144.98
Nu Skin Enterprises (NUS) 1.0 $2.8M 59k 48.57
Endologix 0.9 $2.8M 243k 11.48
Ariad Pharmaceuticals 0.9 $2.7M 224k 12.25
Ezchip Semiconductor Lt 0.8 $2.4M 86k 28.33
D.R. Horton (DHI) 0.8 $2.4M 190k 12.61
Tempur-Pedic International (SGI) 0.8 $2.2M 42k 52.53
Exxon Mobil Corporation (XOM) 0.7 $2.2M 25k 84.76
Citigroup (C) 0.7 $2.0M 77k 26.31
Hansen Natural Corporation 0.6 $1.9M 20k 92.14
SanDisk Corporation 0.6 $1.9M 38k 49.21
Golar Lng (GLNG) 0.6 $1.9M 42k 44.45
Alexion Pharmaceuticals 0.6 $1.7M 24k 71.50
Cabot Oil & Gas Corporation (CTRA) 0.5 $1.5M 20k 75.90
International Business Machines (IBM) 0.5 $1.5M 8.2k 183.88
Green Mountain Coffee Roasters 0.4 $1.3M 29k 44.85
Home Depot (HD) 0.4 $1.2M 29k 42.04
Macy's (M) 0.4 $1.2M 38k 32.18
Hawaiian Holdings 0.4 $1.2M 207k 5.80
Baidu (BIDU) 0.4 $1.2M 9.9k 116.47
Starbucks Corporation (SBUX) 0.4 $1.1M 24k 46.01
Procera Networks 0.4 $1.1M 71k 15.58
W.W. Grainger (GWW) 0.3 $996k 5.3k 187.19
Amazon (AMZN) 0.3 $979k 5.7k 173.10
Sonic Automotive (SAH) 0.3 $955k 65k 14.81
Nike (NKE) 0.3 $888k 9.2k 96.37
Google 0.3 $874k 1.4k 645.90
Invensense 0.3 $821k 82k 9.96
NCR Corporation (VYX) 0.3 $790k 48k 16.46
Procter & Gamble Company (PG) 0.2 $733k 11k 66.71
Chipotle Mexican Grill (CMG) 0.2 $697k 2.1k 337.74
Johnson & Johnson (JNJ) 0.2 $692k 11k 65.58
Ross Stores (ROST) 0.2 $687k 14k 47.53
Coca-Cola Company (KO) 0.2 $648k 9.3k 69.97
Colfax Corporation 0.2 $528k 19k 28.48
Pfizer (PFE) 0.2 $518k 24k 21.64
United Parcel Service (UPS) 0.1 $448k 6.1k 73.19
Cummins (CMI) 0.1 $452k 5.1k 88.02
V.F. Corporation (VFC) 0.1 $440k 3.5k 126.99
Oracle Corporation (ORCL) 0.1 $437k 17k 25.65
Intuitive Surgical (ISRG) 0.1 $383k 828.00 463.01
iShares Russell 2000 Growth Index (IWO) 0.1 $396k 4.7k 84.23
Tractor Supply Company (TSCO) 0.1 $337k 4.8k 70.15
iShares Russell Midcap Growth Idx. (IWP) 0.1 $242k 4.4k 55.04