Insight Capital Research & Management

Insight Capital Research & Management as of March 31, 2016

Portfolio Holdings for Insight Capital Research & Management

Insight Capital Research & Management holds 94 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MaxLinear (MXL) 3.1 $9.9M 537k 18.50
Apple (AAPL) 2.8 $9.0M 83k 108.99
Facebook Inc cl a (META) 2.5 $8.1M 71k 114.11
Emergent BioSolutions (EBS) 2.3 $7.4M 203k 36.35
AMN Healthcare Services (AMN) 2.3 $7.3M 218k 33.61
Granite Construction (GVA) 2.1 $6.9M 144k 47.80
Cyrusone 2.1 $6.6M 146k 45.65
Alphabet Inc Class A cs (GOOGL) 2.0 $6.6M 8.6k 762.86
Boston Scientific Corporation (BSX) 1.9 $6.2M 330k 18.81
VCA Antech 1.9 $6.0M 103k 57.69
Epam Systems (EPAM) 1.8 $5.8M 78k 74.66
Cynosure 1.7 $5.4M 123k 44.12
Vulcan Materials Company (VMC) 1.7 $5.4M 51k 105.57
Cubesmart (CUBE) 1.6 $5.1M 154k 33.30
Churchill Downs (CHDN) 1.6 $5.1M 34k 147.88
Casey's General Stores (CASY) 1.6 $5.0M 44k 113.31
Coach 1.5 $5.0M 124k 40.09
Starbucks Corporation (SBUX) 1.5 $5.0M 83k 59.70
Equifax (EFX) 1.5 $4.9M 43k 114.28
Monolithic Power Systems (MPWR) 1.5 $4.8M 76k 63.64
Dave & Buster's Entertainmnt (PLAY) 1.5 $4.9M 125k 38.78
Acuity Brands (AYI) 1.5 $4.8M 22k 218.15
Microsoft Corporation (MSFT) 1.5 $4.8M 87k 55.23
Masco Corporation (MAS) 1.4 $4.6M 146k 31.45
Home Depot (HD) 1.4 $4.6M 34k 133.44
UnitedHealth (UNH) 1.4 $4.5M 35k 128.89
First Republic Bank/san F (FRCB) 1.4 $4.5M 68k 66.64
Bright Horizons Fam Sol In D (BFAM) 1.3 $4.3M 67k 64.78
ExlService Holdings (EXLS) 1.3 $4.2M 81k 51.80
Dollar General (DG) 1.3 $4.2M 49k 85.60
Francescas Hldgs Corp 1.3 $4.1M 214k 19.16
Accenture (ACN) 1.2 $4.0M 35k 115.40
Coherent 1.2 $3.9M 42k 91.91
Visa (V) 1.2 $3.8M 49k 76.49
American Woodmark Corporation (AMWD) 1.2 $3.8M 50k 74.60
Burlington Stores (BURL) 1.1 $3.7M 66k 56.24
Target Corporation (TGT) 1.1 $3.6M 44k 82.28
Sabre (SABR) 1.1 $3.6M 125k 28.92
Steris 1.1 $3.6M 51k 71.04
Universal Electronics (UEIC) 1.1 $3.5M 57k 61.99
Euronet Worldwide (EEFT) 1.1 $3.5M 48k 74.11
CoreSite Realty 1.1 $3.5M 50k 70.01
Vail Resorts (MTN) 1.1 $3.5M 26k 133.71
Toro Company (TTC) 1.1 $3.4M 39k 86.12
Littelfuse (LFUS) 1.0 $3.3M 27k 123.12
Beacon Roofing Supply (BECN) 1.0 $3.2M 79k 41.01
Watsco, Incorporated (WSO) 1.0 $3.2M 24k 134.72
TJX Companies (TJX) 1.0 $3.2M 41k 78.36
salesforce (CRM) 1.0 $3.1M 43k 73.84
Broad 1.0 $3.1M 20k 154.51
Cambrex Corporation 1.0 $3.1M 70k 44.00
Inc Resh Hldgs Inc cl a 0.9 $3.1M 75k 41.21
Adobe Systems Incorporated (ADBE) 0.9 $3.0M 32k 93.80
Amazon (AMZN) 0.9 $3.0M 5.0k 593.66
Walt Disney Company (DIS) 0.9 $3.0M 30k 99.31
Fleetmatics 0.9 $3.0M 73k 40.71
Johnson & Johnson (JNJ) 0.9 $2.9M 27k 108.22
priceline.com Incorporated 0.9 $2.9M 2.2k 1288.85
Stamps 0.9 $2.9M 27k 106.29
Comfort Systems USA (FIX) 0.9 $2.8M 89k 31.77
Bank of the Ozarks 0.8 $2.7M 65k 41.97
Integra LifeSciences Holdings (IART) 0.8 $2.7M 41k 67.35
Lockheed Martin Corporation (LMT) 0.8 $2.7M 12k 221.50
O'reilly Automotive (ORLY) 0.8 $2.7M 9.8k 273.65
Constellation Brands (STZ) 0.8 $2.7M 18k 151.10
Coca-Cola Company (KO) 0.8 $2.6M 56k 46.39
CVS Caremark Corporation (CVS) 0.8 $2.5M 25k 103.73
Rovi Corporation 0.8 $2.5M 120k 20.51
Pepsi (PEP) 0.7 $2.3M 22k 102.50
Honeywell International (HON) 0.7 $2.3M 20k 112.04
Qts Realty Trust 0.7 $2.3M 48k 47.38
FedEx Corporation (FDX) 0.7 $2.2M 13k 162.75
Verizon Communications (VZ) 0.7 $2.1M 40k 54.09
Pool Corporation (POOL) 0.6 $2.1M 24k 87.73
Nike (NKE) 0.6 $1.9M 31k 61.47
Ross Stores (ROST) 0.5 $1.7M 30k 57.92
Alphabet Inc Class C cs (GOOG) 0.5 $1.7M 2.2k 744.78
WebMD Health 0.5 $1.6M 26k 62.61
Gilead Sciences (GILD) 0.5 $1.5M 16k 91.83
Visteon Corporation (VC) 0.5 $1.5M 19k 79.60
Tyler Technologies (TYL) 0.3 $1.1M 8.8k 128.57
3M Company (MMM) 0.3 $931k 5.6k 166.61
A. O. Smith Corporation (AOS) 0.2 $786k 10k 76.27
Oclaro 0.2 $676k 125k 5.40
Neophotonics Corp 0.2 $660k 47k 14.05
Rydex S&P Equal Weight ETF 0.2 $583k 7.4k 78.50
Snap-on Incorporated (SNA) 0.2 $543k 3.5k 156.94
JetBlue Airways Corporation (JBLU) 0.1 $474k 23k 21.10
Tempur-Pedic International (TPX) 0.1 $438k 7.2k 60.72
MarketAxess Holdings (MKTX) 0.1 $317k 2.5k 124.75
iShares NASDAQ Biotechnology Index (IBB) 0.1 $265k 1.0k 261.08
iShares Russell 2000 Growth Index (IWO) 0.1 $254k 1.9k 132.64
First Trust Health Care AlphaDEX (FXH) 0.1 $237k 4.3k 55.73
Citrix Systems 0.1 $202k 2.6k 78.69