Magee Thomson Investment Partners as of June 30, 2012
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 127 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 8.7 | $45M | 76k | 583.99 | |
MasterCard Incorporated (MA) | 7.1 | $36M | 84k | 430.12 | |
Alexion Pharmaceuticals | 4.8 | $25M | 249k | 99.30 | |
TransDigm Group Incorporated (TDG) | 4.8 | $24M | 181k | 134.31 | |
Dollar Tree (DLTR) | 4.8 | $24M | 452k | 53.80 | |
Alliance Data Systems Corporation (BFH) | 4.5 | $23M | 170k | 135.01 | |
Starbucks Corporation (SBUX) | 4.2 | $22M | 403k | 53.31 | |
EMC Corporation | 3.7 | $19M | 732k | 25.63 | |
TJX Companies (TJX) | 3.6 | $18M | 426k | 42.93 | |
Amazon (AMZN) | 3.3 | $17M | 74k | 228.37 | |
Watson Pharmaceuticals | 3.3 | $17M | 226k | 73.98 | |
Nordstrom (JWN) | 3.2 | $16M | 330k | 49.69 | |
Precision Castparts | 3.1 | $16M | 96k | 164.50 | |
J.B. Hunt Transport Services (JBHT) | 3.1 | $16M | 264k | 59.60 | |
Directv | 3.1 | $16M | 322k | 48.82 | |
O'reilly Automotive (ORLY) | 3.0 | $15M | 182k | 83.77 | |
Chipotle Mexican Grill (CMG) | 2.9 | $15M | 39k | 379.90 | |
Caterpillar (CAT) | 2.9 | $15M | 174k | 84.91 | |
Concho Resources | 2.8 | $15M | 170k | 85.12 | |
Citrix Systems | 2.7 | $14M | 164k | 83.94 | |
Qualcomm (QCOM) | 2.7 | $14M | 246k | 55.68 | |
Las Vegas Sands (LVS) | 2.6 | $14M | 311k | 43.49 | |
Waters Corporation (WAT) | 2.4 | $13M | 157k | 79.46 | |
FMC Technologies | 2.4 | $12M | 307k | 39.23 | |
athenahealth | 2.1 | $11M | 137k | 79.18 | |
Ultimate Software | 2.1 | $11M | 122k | 88.93 | |
Fossil | 2.1 | $11M | 140k | 76.55 | |
Rockwell Automation (ROK) | 2.0 | $10M | 156k | 66.07 | |
Akorn | 0.1 | $344k | 22k | 15.69 | |
Altisource Portfolio Solns S reg (ASPS) | 0.1 | $317k | 4.3k | 73.04 | |
InnerWorkings | 0.1 | $300k | 22k | 13.52 | |
Questcor Pharmaceuticals | 0.1 | $284k | 5.3k | 53.14 | |
Tangoe | 0.1 | $295k | 14k | 21.34 | |
Affymax (AFFY) | 0.1 | $253k | 20k | 12.89 | |
OSI Systems (OSIS) | 0.1 | $251k | 4.0k | 63.24 | |
Chart Industries (GTLS) | 0.1 | $253k | 3.7k | 68.75 | |
OraSure Technologies (OSUR) | 0.1 | $262k | 23k | 11.25 | |
Builders FirstSource (BLDR) | 0.1 | $259k | 55k | 4.73 | |
Metropolitan Health Networks | 0.1 | $276k | 29k | 9.55 | |
Aspen Technology | 0.1 | $277k | 12k | 23.08 | |
Cardtronics | 0.1 | $253k | 8.4k | 30.16 | |
Endologix | 0.1 | $268k | 17k | 15.45 | |
La-Z-Boy Incorporated (LZB) | 0.0 | $190k | 15k | 12.32 | |
PAREXEL International Corporation | 0.0 | $202k | 7.1k | 28.29 | |
Genes (GCO) | 0.0 | $207k | 3.4k | 60.39 | |
Titan International (TWI) | 0.0 | $205k | 8.4k | 24.54 | |
Brinker International (EAT) | 0.0 | $206k | 6.5k | 31.92 | |
Texas Capital Bancshares (TCBI) | 0.0 | $210k | 5.2k | 40.51 | |
Asbury Automotive (ABG) | 0.0 | $203k | 8.6k | 23.68 | |
Cirrus Logic (CRUS) | 0.0 | $217k | 7.3k | 29.89 | |
Cyberonics | 0.0 | $220k | 4.9k | 45.08 | |
Cepheid | 0.0 | $205k | 4.6k | 44.66 | |
Heartland Payment Systems | 0.0 | $219k | 7.3k | 30.17 | |
Old Dominion Freight Line (ODFL) | 0.0 | $218k | 5.0k | 43.24 | |
Imax Corp Cad (IMAX) | 0.0 | $216k | 9.0k | 24.06 | |
Sourcefire | 0.0 | $210k | 4.1k | 51.41 | |
Ada-es | 0.0 | $228k | 9.0k | 25.47 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $219k | 21k | 10.71 | |
8x8 (EGHT) | 0.0 | $214k | 51k | 4.20 | |
Towerstream Corporation | 0.0 | $198k | 48k | 4.15 | |
D Fluidigm Corp Del (LAB) | 0.0 | $198k | 13k | 15.04 | |
Neonode | 0.0 | $204k | 33k | 6.17 | |
Infoblox | 0.0 | $181k | 7.9k | 23.01 | |
Wageworks | 0.0 | $193k | 13k | 15.10 | |
PolyOne Corporation | 0.0 | $172k | 13k | 13.75 | |
Carrizo Oil & Gas | 0.0 | $141k | 6.1k | 23.26 | |
Rosetta Resources | 0.0 | $152k | 4.1k | 36.71 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $159k | 1.7k | 93.86 | |
AtriCure (ATRC) | 0.0 | $157k | 16k | 9.67 | |
Zillow | 0.0 | $149k | 3.8k | 38.88 | |
Imperva | 0.0 | $167k | 5.8k | 28.95 | |
Mattress Firm Holding | 0.0 | $157k | 5.1k | 30.53 | |
Jazz Pharmaceuticals (JAZZ) | 0.0 | $168k | 3.7k | 45.06 | |
Demandware | 0.0 | $156k | 6.6k | 23.80 | |
MAKO Surgical | 0.0 | $126k | 4.9k | 25.82 | |
VELTI PLC ST Helier | 0.0 | $89k | 14k | 6.43 | |
Ubiquiti Networks | 0.0 | $126k | 8.8k | 14.39 | |
STAAR Surgical Company (STAA) | 0.0 | $2.0k | 319.00 | 6.27 | |
Arctic Cat | 0.0 | $3.0k | 84.00 | 35.71 | |
American Vanguard (AVD) | 0.0 | $4.0k | 155.00 | 25.81 | |
Integrated Silicon Solution | 0.0 | $4.0k | 387.00 | 10.34 | |
InterNAP Network Services | 0.0 | $4.0k | 667.00 | 6.00 | |
Wabash National Corporation (WNC) | 0.0 | $4.0k | 544.00 | 7.35 | |
American Railcar Industries | 0.0 | $5.0k | 168.00 | 29.76 | |
Kenexa Corporation | 0.0 | $5.0k | 160.00 | 31.25 | |
M/I Homes (MHO) | 0.0 | $4.0k | 214.00 | 18.69 | |
Titan Machinery (TITN) | 0.0 | $5.0k | 158.00 | 31.65 | |
Calavo Growers (CVGW) | 0.0 | $4.0k | 163.00 | 24.54 | |
Progenics Pharmaceuticals | 0.0 | $4.0k | 419.00 | 9.55 | |
Unifi | 0.0 | $3.0k | 285.00 | 10.53 | |
Computer Task | 0.0 | $5.0k | 313.00 | 15.97 | |
Citi Trends (CTRN) | 0.0 | $2.0k | 171.00 | 11.70 | |
Dyax | 0.0 | $4.0k | 1.6k | 2.47 | |
Callidus Software | 0.0 | $4.0k | 748.00 | 5.35 | |
Cray | 0.0 | $7.0k | 591.00 | 11.84 | |
Solta Medical | 0.0 | $4.0k | 1.4k | 2.87 | |
TGC Industries | 0.0 | $4.0k | 397.00 | 10.08 | |
Ym Biosciences | 0.0 | $4.0k | 1.8k | 2.27 | |
Web | 0.0 | $7.0k | 344.00 | 20.35 | |
Orbcomm | 0.0 | $4.0k | 1.3k | 3.16 | |
inContact, Inc . | 0.0 | $4.0k | 792.00 | 5.05 | |
Datalink Corporation | 0.0 | $4.0k | 444.00 | 9.01 | |
Achillion Pharmaceuticals | 0.0 | $2.0k | 403.00 | 4.96 | |
Amarin Corporation (AMRN) | 0.0 | $7.0k | 534.00 | 13.11 | |
Allot Communications (ALLT) | 0.0 | $5.0k | 187.00 | 26.74 | |
FSI International | 0.0 | $4.0k | 1.0k | 4.00 | |
Manitex International (MNTX) | 0.0 | $4.0k | 458.00 | 8.73 | |
DUSA Pharmaceuticals | 0.0 | $4.0k | 726.00 | 5.51 | |
Aegerion Pharmaceuticals | 0.0 | $4.0k | 260.00 | 15.38 | |
SPS Commerce (SPSC) | 0.0 | $5.0k | 180.00 | 27.78 | |
Unilife US | 0.0 | $2.0k | 771.00 | 2.59 | |
Winmark Corporation (WINA) | 0.0 | $5.0k | 81.00 | 61.73 | |
OCZ Technology | 0.0 | $4.0k | 698.00 | 5.73 | |
AuthenTec | 0.0 | $4.0k | 806.00 | 4.96 | |
Tearlab Corp | 0.0 | $4.0k | 1.3k | 3.19 | |
Glu Mobile | 0.0 | $7.0k | 1.1k | 6.10 | |
Raptor Pharmaceutical | 0.0 | $4.0k | 651.00 | 6.14 | |
Datawatch Corporation | 0.0 | $4.0k | 320.00 | 12.50 | |
Procera Networks | 0.0 | $5.0k | 205.00 | 24.39 | |
ChipMOS Technology Bermuda | 0.0 | $3.0k | 255.00 | 11.76 | |
Neptune Technologies Bioreso | 0.0 | $7.0k | 1.4k | 4.84 | |
Netqin Mobile | 0.0 | $4.0k | 529.00 | 7.56 | |
Mattersight Corp | 0.0 | $4.0k | 533.00 | 7.50 | |
Magicjack Vocaltec | 0.0 | $4.0k | 221.00 | 18.10 | |
Newlink Genetics Corporation | 0.0 | $3.0k | 182.00 | 16.48 | |
Synacor | 0.0 | $4.0k | 256.00 | 15.62 | |
Proofpoint | 0.0 | $5.0k | 307.00 | 16.29 |