Insight Capital Research & Management as of Dec. 31, 2010
Portfolio Holdings for Insight Capital Research & Management
Insight Capital Research & Management holds 89 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Finisar Corporation | 4.9 | $22M | 726k | 29.69 | |
| Atmel Corporation | 4.8 | $21M | 1.7M | 12.32 | |
| WABCO Holdings | 4.1 | $18M | 295k | 60.93 | |
| MetroPCS Communications | 3.5 | $15M | 1.2M | 12.63 | |
| Sxc Health Solutions Corp | 3.2 | $14M | 327k | 42.86 | |
| Sauer-Danfoss | 2.9 | $13M | 447k | 28.25 | |
| OpenTable | 2.8 | $12M | 174k | 70.48 | |
| Acacia Research Corporation (ACTG) | 2.6 | $12M | 448k | 25.94 | |
| Herbalife Ltd Com Stk (HLF) | 2.5 | $11M | 162k | 68.37 | |
| Riverbed Technology | 2.4 | $11M | 300k | 35.17 | |
| VeriFone Systems | 2.4 | $10M | 270k | 38.56 | |
| Northern Oil & Gas | 2.3 | $10M | 373k | 27.21 | |
| Motricity | 2.1 | $9.2M | 494k | 18.57 | |
| Complete Production Services | 2.1 | $9.2M | 310k | 29.55 | |
| Endurance Specialty Hldgs Lt | 2.1 | $9.1M | 198k | 46.07 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.0 | $9.0M | 266k | 34.00 | |
| Informatica Corporation | 2.0 | $8.7M | 198k | 44.03 | |
| Fossil | 1.8 | $8.1M | 115k | 70.48 | |
| 51job | 1.8 | $8.0M | 162k | 49.25 | |
| Under Armour (UAA) | 1.8 | $8.0M | 145k | 54.84 | |
| Tibco Software | 1.8 | $7.7M | 390k | 19.71 | |
| Tenne | 1.7 | $7.6M | 184k | 41.16 | |
| Deckers Outdoor Corporation (DECK) | 1.7 | $7.5M | 94k | 79.74 | |
| Acme Packet | 1.6 | $7.3M | 137k | 53.16 | |
| Cooper Companies | 1.6 | $7.2M | 128k | 56.34 | |
| Ez (EZPW) | 1.6 | $6.9M | 253k | 27.13 | |
| Hill-Rom Holdings | 1.6 | $6.8M | 174k | 39.37 | |
| Aruba Networks | 1.5 | $6.5M | 310k | 20.88 | |
| Robbins & Myers | 1.4 | $6.4M | 179k | 35.78 | |
| Pan American Silver Corp Can (PAAS) | 1.4 | $6.3M | 152k | 41.21 | |
| Skyworks Solutions (SWKS) | 1.4 | $6.2M | 215k | 28.63 | |
| LogMeIn | 1.3 | $5.9M | 133k | 44.34 | |
| Apple (AAPL) | 1.3 | $5.8M | 18k | 322.56 | |
| Magna Intl Inc cl a (MGA) | 1.3 | $5.7M | 110k | 52.00 | |
| Coherent | 1.2 | $5.3M | 117k | 45.14 | |
| Amer (UHAL) | 1.1 | $5.1M | 53k | 96.04 | |
| Huntsman Corporation (HUN) | 1.1 | $4.7M | 298k | 15.61 | |
| CF Industries Holdings (CF) | 1.0 | $4.4M | 32k | 135.15 | |
| TRW Automotive Holdings | 0.9 | $4.1M | 78k | 52.70 | |
| Triumph (TGI) | 0.9 | $3.9M | 43k | 89.41 | |
| 0.8 | $3.3M | 5.6k | 593.97 | ||
| Zagg | 0.8 | $3.3M | 433k | 7.62 | |
| Advance Auto Parts (AAP) | 0.7 | $3.1M | 47k | 66.15 | |
| salesforce (CRM) | 0.7 | $3.1M | 23k | 132.00 | |
| Endo Pharmaceuticals | 0.7 | $2.9M | 82k | 35.71 | |
| Coca-Cola Company (KO) | 0.6 | $2.7M | 40k | 65.77 | |
| Ametek (AME) | 0.6 | $2.6M | 67k | 39.25 | |
| Baidu (BIDU) | 0.6 | $2.5M | 26k | 96.53 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $2.2M | 31k | 73.29 | |
| Starbucks Corporation (SBUX) | 0.5 | $2.2M | 68k | 32.13 | |
| Savvis | 0.5 | $2.1M | 83k | 25.52 | |
| McDonald's Corporation (MCD) | 0.5 | $2.1M | 27k | 76.76 | |
| Procter & Gamble Company (PG) | 0.5 | $2.1M | 32k | 64.33 | |
| Timken Company (TKR) | 0.5 | $2.0M | 43k | 47.73 | |
| Approach Resources | 0.5 | $2.0M | 87k | 23.10 | |
| Eaton Corporation | 0.5 | $2.0M | 20k | 101.51 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $2.0M | 23k | 86.30 | |
| Polypore International | 0.4 | $1.9M | 46k | 40.73 | |
| Time Warner Cable | 0.4 | $1.7M | 26k | 66.03 | |
| Cummins (CMI) | 0.4 | $1.7M | 16k | 110.01 | |
| NetScout Systems (NTCT) | 0.4 | $1.7M | 72k | 23.01 | |
| Alpha Natural Resources | 0.3 | $1.5M | 25k | 60.03 | |
| Express Scripts | 0.3 | $1.5M | 27k | 54.05 | |
| Intuit (INTU) | 0.3 | $1.5M | 30k | 49.30 | |
| Focus Media Holding | 0.3 | $1.4M | 66k | 21.93 | |
| Family Dollar Stores | 0.3 | $1.5M | 29k | 49.71 | |
| AmerisourceBergen (COR) | 0.3 | $1.5M | 43k | 34.12 | |
| Ford Motor Company (F) | 0.3 | $1.5M | 87k | 16.79 | |
| Whiting Petroleum Corporation | 0.3 | $1.4M | 12k | 117.19 | |
| International Business Machines (IBM) | 0.3 | $1.4M | 9.2k | 146.76 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | 18k | 73.12 | |
| Vodafone | 0.3 | $1.3M | 48k | 26.44 | |
| Red Hat | 0.3 | $1.2M | 27k | 45.65 | |
| Lululemon Athletica (LULU) | 0.3 | $1.2M | 17k | 68.42 | |
| Kraft Foods | 0.3 | $1.1M | 36k | 31.51 | |
| AutoZone (AZO) | 0.3 | $1.2M | 4.2k | 272.59 | |
| CSX Corporation (CSX) | 0.2 | $1.1M | 17k | 64.61 | |
| Oracle Corporation (ORCL) | 0.2 | $1.1M | 35k | 31.30 | |
| Amazon (AMZN) | 0.2 | $1.1M | 6.2k | 180.00 | |
| Teck Resources Ltd cl b (TECK) | 0.2 | $1.1M | 18k | 61.83 | |
| priceline.com Incorporated | 0.2 | $1.0M | 2.6k | 399.55 | |
| Netflix (NFLX) | 0.2 | $1.0M | 5.8k | 175.70 | |
| Tor Dom Bk Cad (TD) | 0.2 | $1.0M | 14k | 74.31 | |
| General Mills (GIS) | 0.2 | $985k | 28k | 35.59 | |
| Union Pacific Corporation (UNP) | 0.2 | $913k | 9.9k | 92.66 | |
| Ancestry | 0.2 | $899k | 32k | 28.32 | |
| Microsoft Corporation (MSFT) | 0.2 | $686k | 25k | 27.91 | |
| RPC (RES) | 0.1 | $667k | 37k | 18.12 | |
| Walter Energy | 0.1 | $341k | 2.7k | 127.84 |
