Insight Capital Research & Management

Insight Capital Research & Management as of Dec. 31, 2016

Portfolio Holdings for Insight Capital Research & Management

Insight Capital Research & Management holds 107 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.1 $5.8M 93k 62.14
Vail Resorts (MTN) 2.8 $5.2M 33k 161.32
Wageworks 2.6 $4.9M 67k 72.50
Apple (AAPL) 2.5 $4.8M 41k 115.81
Align Technology (ALGN) 2.4 $4.5M 47k 96.12
Berry Plastics (BERY) 2.4 $4.4M 91k 48.73
iShares Russell 3000 Growth Index (IUSG) 2.0 $3.8M 89k 42.92
Burlington Stores (BURL) 2.0 $3.8M 45k 84.75
Amazon (AMZN) 1.9 $3.6M 4.8k 749.79
Us Silica Hldgs (SLCA) 1.9 $3.6M 64k 56.68
NuVasive 1.8 $3.4M 50k 67.36
Ollies Bargain Outlt Hldgs I (OLLI) 1.7 $3.1M 111k 28.45
John Bean Technologies Corporation (JBT) 1.7 $3.1M 36k 85.95
Monolithic Power Systems (MPWR) 1.6 $3.1M 38k 81.92
Silicon Laboratories (SLAB) 1.6 $2.9M 45k 65.01
Nmi Hldgs Inc cl a (NMIH) 1.6 $2.9M 276k 10.65
Planet Fitness Inc-cl A (PLNT) 1.5 $2.9M 143k 20.10
MGM Resorts International. (MGM) 1.5 $2.8M 98k 28.83
Pra Health Sciences 1.5 $2.8M 52k 55.12
NutriSystem 1.5 $2.8M 82k 34.65
Semtech Corporation (SMTC) 1.5 $2.8M 88k 31.55
Cirrus Logic (CRUS) 1.4 $2.7M 47k 56.54
Coherent 1.4 $2.6M 19k 137.38
Rexford Industrial Realty Inc reit (REXR) 1.4 $2.6M 113k 23.19
Applied Materials (AMAT) 1.4 $2.6M 80k 32.27
Nanometrics Incorporated 1.4 $2.5M 101k 25.06
Alphabet Inc Class A cs (GOOGL) 1.3 $2.5M 3.2k 792.35
Mueller Water Products (MWA) 1.3 $2.5M 189k 13.31
Essent (ESNT) 1.2 $2.3M 71k 32.37
Broad 1.2 $2.3M 13k 176.79
Tetra Tech (TTEK) 1.2 $2.2M 52k 43.14
Acxiom Corporation 1.2 $2.2M 82k 26.80
Nordson Corporation (NDSN) 1.2 $2.2M 20k 112.03
Finisar Corporation 1.1 $2.2M 72k 30.26
Emcor (EME) 1.1 $2.1M 30k 70.75
Halliburton Company (HAL) 1.1 $2.1M 38k 54.09
Callon Pete Co Del Com Stk 1.1 $2.1M 133k 15.37
Vanguard Small-Cap Growth ETF (VBK) 1.1 $2.0M 15k 133.11
Thor Industries (THO) 1.1 $2.0M 20k 100.04
TTM Technologies (TTMI) 1.0 $1.9M 142k 13.63
Visa (V) 1.0 $1.8M 24k 78.03
Vocera Communications 1.0 $1.8M 99k 18.49
Gtt Communications 0.9 $1.7M 60k 28.75
Take-Two Interactive Software (TTWO) 0.9 $1.7M 34k 49.28
Five Below (FIVE) 0.9 $1.7M 42k 39.96
Microchip Technology (MCHP) 0.9 $1.6M 26k 64.15
Copart (CPRT) 0.9 $1.6M 29k 55.42
Qualcomm (QCOM) 0.8 $1.6M 24k 65.20
UnitedHealth (UNH) 0.8 $1.6M 9.7k 160.06
Beazer Homes Usa (BZH) 0.8 $1.6M 117k 13.30
Bright Horizons Fam Sol In D (BFAM) 0.8 $1.6M 22k 70.00
Glaukos (GKOS) 0.8 $1.6M 46k 34.31
Resolute Energy 0.8 $1.5M 38k 41.20
Amphenol Corporation (APH) 0.8 $1.5M 23k 67.19
Exar Corporation 0.8 $1.5M 141k 10.78
Alphabet Inc Class C cs (GOOG) 0.8 $1.5M 2.0k 772.01
Proofpoint 0.8 $1.5M 21k 70.67
Veeva Sys Inc cl a (VEEV) 0.8 $1.4M 36k 40.69
Shutterstock (SSTK) 0.7 $1.4M 29k 47.53
Jack in the Box (JACK) 0.7 $1.3M 12k 111.61
Ceva (CEVA) 0.7 $1.3M 40k 33.55
Ciena Corporation (CIEN) 0.7 $1.3M 53k 24.41
Woodward Governor Company (WWD) 0.7 $1.3M 19k 69.03
Horizon Global Corporation 0.7 $1.3M 54k 24.01
Charles Schwab Corporation (SCHW) 0.7 $1.3M 32k 39.47
MarketAxess Holdings (MKTX) 0.7 $1.2M 8.3k 146.98
Parsley Energy Inc-class A 0.6 $1.2M 34k 35.24
priceline.com Incorporated 0.6 $1.2M 791.00 1466.50
Hd Supply 0.6 $1.2M 28k 42.50
Etsy (ETSY) 0.6 $1.1M 97k 11.78
Snap-on Incorporated (SNA) 0.6 $1.1M 6.6k 171.19
Aramark Hldgs (ARMK) 0.6 $1.1M 31k 35.71
Facebook Inc cl a (META) 0.6 $1.1M 9.4k 115.01
Microsemi Corporation 0.6 $1.1M 20k 53.95
Vanguard Admiral Fds Inc cmn (IVOG) 0.6 $1.0M 9.2k 112.05
Metropcs Communications (TMUS) 0.5 $956k 17k 57.52
Nexpoint Residential Tr (NXRT) 0.5 $945k 42k 22.33
Sensient Technologies Corporation (SXT) 0.5 $878k 11k 78.62
Oclaro 0.5 $862k 96k 8.95
Adobe Systems Incorporated (ADBE) 0.5 $845k 8.2k 102.94
Kraft Heinz (KHC) 0.5 $856k 9.8k 87.32
MasTec (MTZ) 0.4 $812k 21k 38.24
Paypal Holdings (PYPL) 0.4 $764k 19k 39.49
FMC Corporation (FMC) 0.4 $712k 13k 56.59
Lennox International (LII) 0.4 $717k 4.7k 153.24
Shopify Inc cl a (SHOP) 0.4 $716k 17k 42.87
Packaging Corporation of America (PKG) 0.4 $698k 8.2k 84.86
Activision Blizzard 0.3 $656k 18k 36.11
iShares Russell 2000 Growth Index (IWO) 0.3 $633k 4.1k 153.83
Rydex S&P Equal Weight ETF 0.3 $643k 7.4k 86.58
Advanced Micro Devices (AMD) 0.3 $572k 51k 11.33
Sodastream International 0.3 $570k 14k 39.45
Monmouth R.E. Inv 0.3 $502k 33k 15.25
Edwards Lifesciences (EW) 0.2 $429k 4.6k 93.67
Rsp Permian 0.2 $435k 9.7k 44.66
Masco Corporation (MAS) 0.2 $420k 13k 31.61
Cooper Companies 0.2 $396k 2.3k 174.83
A. O. Smith Corporation (AOS) 0.2 $393k 8.3k 47.32
Quintiles Transnatio Hldgs I 0.2 $403k 5.3k 75.97
Science App Int'l (SAIC) 0.2 $396k 4.7k 84.74
Zeltiq Aesthetics 0.2 $350k 8.0k 43.49
Zayo Group Hldgs 0.2 $324k 9.9k 32.85
Alkermes (ALKS) 0.2 $305k 5.5k 55.54
iShares NASDAQ Biotechnology Index (IBB) 0.1 $269k 1.0k 265.02
Ingredion Incorporated (INGR) 0.1 $256k 2.1k 124.82
Yum China Holdings (YUMC) 0.1 $229k 8.8k 26.13
Hologic (HOLX) 0.1 $209k 5.2k 40.12