Insight Capital Research & Management

Insight Capital Research & Management as of March 31, 2017

Portfolio Holdings for Insight Capital Research & Management

Insight Capital Research & Management holds 75 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.2 $5.6M 39k 143.66
Vocera Communications 2.9 $5.1M 204k 24.83
Vail Resorts (MTN) 2.7 $4.8M 25k 191.91
Coherent 2.5 $4.4M 22k 205.65
RealPage 2.5 $4.4M 126k 34.90
Silicon Laboratories (SLAB) 2.5 $4.4M 59k 73.55
Monolithic Power Systems (MPWR) 2.4 $4.2M 46k 92.10
Burlington Stores (BURL) 2.4 $4.2M 43k 97.30
Nanometrics Incorporated 2.3 $4.1M 134k 30.46
Advanced Micro Devices (AMD) 2.1 $3.8M 262k 14.55
Ollies Bargain Outlt Hldgs I (OLLI) 2.1 $3.8M 112k 33.50
Wix (WIX) 2.1 $3.7M 54k 67.89
NuVasive 2.0 $3.6M 49k 74.68
Take-Two Interactive Software (TTWO) 2.0 $3.6M 61k 59.27
Essent (ESNT) 2.0 $3.6M 99k 36.17
Microsoft Corporation (MSFT) 2.0 $3.5M 54k 65.86
Pra Health Sciences 1.8 $3.3M 50k 65.24
Applied Optoelectronics (AAOI) 1.7 $3.1M 55k 56.15
Insperity (NSP) 1.7 $3.1M 35k 88.65
Exelixis (EXEL) 1.6 $2.9M 135k 21.67
Micron Technology (MU) 1.6 $2.8M 97k 28.90
Wageworks 1.6 $2.8M 39k 72.30
Chemours (CC) 1.6 $2.8M 73k 38.49
Broad 1.6 $2.8M 13k 218.97
Shopify Inc cl a (SHOP) 1.5 $2.7M 40k 68.10
TTM Technologies (TTMI) 1.5 $2.7M 168k 16.13
Mercury Computer Systems (MRCY) 1.4 $2.4M 62k 39.05
Square Inc cl a (SQ) 1.4 $2.4M 141k 17.28
Align Technology (ALGN) 1.4 $2.4M 21k 114.70
Fox Factory Hldg (FOXF) 1.3 $2.4M 82k 28.70
Nordson Corporation (NDSN) 1.3 $2.3M 19k 122.82
Nexstar Broadcasting (NXST) 1.3 $2.3M 33k 70.15
Acxiom Corporation 1.3 $2.2M 79k 28.47
Glaukos (GKOS) 1.2 $2.2M 43k 51.31
Vanguard Small-Cap Growth ETF (VBK) 1.2 $2.2M 15k 140.65
Fair Isaac Corporation (FICO) 1.2 $2.1M 17k 128.92
Dave & Buster's Entertainmnt (PLAY) 1.2 $2.1M 34k 61.09
Bwx Technologies (BWXT) 1.2 $2.1M 43k 47.61
Facebook Inc cl a (META) 1.1 $2.0M 14k 142.03
Visa (V) 1.1 $2.0M 23k 88.88
Alibaba Group Holding (BABA) 1.1 $2.0M 19k 107.82
MarketAxess Holdings (MKTX) 1.1 $2.0M 11k 187.49
Nmi Hldgs Inc cl a (NMIH) 1.1 $2.0M 175k 11.40
Littelfuse (LFUS) 1.1 $2.0M 12k 159.93
Adobe Systems Incorporated (ADBE) 1.1 $1.9M 15k 130.14
Home Depot (HD) 1.1 $1.9M 13k 146.82
Microchip Technology (MCHP) 1.0 $1.8M 25k 73.78
CBS Corporation 1.0 $1.8M 26k 69.35
Paycom Software (PAYC) 1.0 $1.8M 31k 57.49
Veeva Sys Inc cl a (VEEV) 1.0 $1.8M 35k 51.27
John Bean Technologies Corporation 0.9 $1.7M 19k 87.97
Tree (TREE) 0.9 $1.7M 13k 125.36
Applied Materials (AMAT) 0.9 $1.7M 43k 38.90
J Global (ZD) 0.9 $1.6M 19k 83.90
Teradyne (TER) 0.9 $1.6M 52k 31.10
NVIDIA Corporation (NVDA) 0.9 $1.6M 15k 108.95
Carnival Corporation (CCL) 0.9 $1.6M 26k 58.89
Royal Caribbean Cruises (RCL) 0.9 $1.5M 16k 98.09
Dow Chemical Company 0.9 $1.5M 24k 63.55
Arthur J. Gallagher & Co. (AJG) 0.8 $1.5M 27k 56.54
Charles Schwab Corporation (SCHW) 0.8 $1.5M 36k 40.82
Ptc (PTC) 0.8 $1.5M 28k 52.55
KB Home (KBH) 0.8 $1.4M 71k 19.89
Ceva (CEVA) 0.8 $1.4M 39k 35.50
Gtt Communications 0.8 $1.3M 55k 24.34
Woodward Governor Company (WWD) 0.7 $1.2M 18k 67.93
Ciena Corporation (CIEN) 0.7 $1.2M 49k 23.61
Autodesk (ADSK) 0.6 $1.0M 12k 86.49
Metropcs Communications (TMUS) 0.6 $1.0M 16k 64.56
Brooks Automation (AZTA) 0.5 $949k 42k 22.40
Ichor Holdings (ICHR) 0.5 $937k 47k 19.82
FMC Corporation (FMC) 0.5 $850k 12k 69.61
Comcast Corporation (CMCSA) 0.4 $753k 20k 37.57
Aramark Hldgs (ARMK) 0.2 $427k 12k 36.88
Nexpoint Residential Tr (NXRT) 0.1 $267k 11k 24.15