Magee Thomson Investment Partners as of Dec. 31, 2014
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 155 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 5.0 | $20M | 258k | 78.02 | |
| Actavis | 4.8 | $19M | 75k | 257.41 | |
| Gilead Sciences (GILD) | 4.7 | $19M | 200k | 94.26 | |
| Palo Alto Networks (PANW) | 4.5 | $18M | 149k | 122.57 | |
| Regeneron Pharmaceuticals (REGN) | 4.2 | $17M | 41k | 410.26 | |
| SBA Communications Corporation | 4.2 | $17M | 152k | 110.75 | |
| Alexion Pharmaceuticals | 4.1 | $17M | 89k | 185.01 | |
| Servicenow (NOW) | 4.0 | $16M | 236k | 67.85 | |
| 3.9 | $16M | 29k | 530.67 | ||
| Linkedin Corp | 3.9 | $16M | 68k | 229.71 | |
| Cavium | 3.7 | $15M | 241k | 61.82 | |
| Skyworks Solutions (SWKS) | 3.7 | $15M | 204k | 72.71 | |
| Jazz Pharmaceuticals (JAZZ) | 3.7 | $15M | 91k | 163.73 | |
| MasterCard Incorporated (MA) | 3.7 | $15M | 171k | 86.16 | |
| Ultimate Software | 3.7 | $15M | 100k | 146.82 | |
| Amazon (AMZN) | 3.3 | $13M | 43k | 310.34 | |
| priceline.com Incorporated | 3.0 | $12M | 11k | 1140.23 | |
| Nxp Semiconductors N V (NXPI) | 3.0 | $12M | 155k | 76.40 | |
| Under Armour (UAA) | 2.9 | $12M | 174k | 67.90 | |
| Celgene Corporation | 2.9 | $12M | 104k | 111.86 | |
| Spirit Airlines (SAVE) | 2.8 | $11M | 147k | 75.58 | |
| Pacira Pharmaceuticals (PCRX) | 2.8 | $11M | 125k | 88.65 | |
| Hertz Global Holdings | 2.7 | $11M | 440k | 24.94 | |
| Tesla Motors (TSLA) | 2.7 | $11M | 49k | 222.38 | |
| stock | 2.4 | $9.7M | 165k | 58.95 | |
| Insulet Corporation (PODD) | 2.4 | $9.6M | 209k | 46.06 | |
| Asml Holding (ASML) | 2.2 | $8.7M | 81k | 107.83 | |
| Halliburton Company (HAL) | 2.0 | $7.9M | 200k | 39.33 | |
| RF Micro Devices | 0.1 | $493k | 30k | 16.58 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $501k | 6.5k | 77.64 | |
| Acadia Healthcare (ACHC) | 0.1 | $379k | 6.2k | 61.14 | |
| Burlington Stores (BURL) | 0.1 | $360k | 7.6k | 47.18 | |
| FormFactor (FORM) | 0.1 | $320k | 37k | 8.59 | |
| Reis | 0.1 | $337k | 13k | 26.09 | |
| Wageworks | 0.1 | $335k | 5.2k | 64.53 | |
| Lifelock | 0.1 | $316k | 17k | 18.47 | |
| Integrated Device Technology | 0.1 | $298k | 15k | 19.58 | |
| Akorn | 0.1 | $299k | 8.3k | 36.17 | |
| Rentrak Corporation | 0.1 | $262k | 3.6k | 72.92 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $265k | 9.7k | 27.38 | |
| TechTarget (TTGT) | 0.1 | $297k | 26k | 11.37 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $232k | 8.6k | 26.82 | |
| Thor Industries (THO) | 0.1 | $248k | 4.4k | 55.91 | |
| Saia (SAIA) | 0.1 | $257k | 4.6k | 55.42 | |
| Novavax | 0.1 | $239k | 40k | 5.93 | |
| Astronics Corporation (ATRO) | 0.1 | $243k | 4.4k | 55.40 | |
| IGI Laboratories | 0.1 | $225k | 26k | 8.81 | |
| Global Eagle Acquisition Cor | 0.1 | $244k | 18k | 13.64 | |
| Epam Systems (EPAM) | 0.1 | $222k | 4.6k | 47.88 | |
| Qualys (QLYS) | 0.1 | $251k | 6.7k | 37.73 | |
| Barracuda Networks | 0.1 | $229k | 6.4k | 35.94 | |
| Zoe's Kitchen | 0.1 | $252k | 8.4k | 29.94 | |
| Mobile Mini | 0.1 | $199k | 4.9k | 40.65 | |
| Flamel Technologies | 0.1 | $199k | 12k | 17.20 | |
| CalAmp | 0.1 | $216k | 12k | 18.31 | |
| BofI Holding | 0.1 | $197k | 2.5k | 78.17 | |
| Orbcomm | 0.1 | $214k | 33k | 6.55 | |
| Ligand Pharmaceuticals In (LGND) | 0.1 | $183k | 3.4k | 53.40 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $183k | 13k | 14.30 | |
| Cui Global | 0.1 | $182k | 24k | 7.47 | |
| Ambarella (AMBA) | 0.1 | $183k | 3.6k | 51.00 | |
| Icon (ICLR) | 0.1 | $201k | 3.9k | 51.11 | |
| Textura | 0.1 | $199k | 7.0k | 28.49 | |
| Chimerix (CMRX) | 0.1 | $183k | 4.5k | 40.34 | |
| Endurance Intl Group Hldgs I | 0.1 | $208k | 11k | 18.42 | |
| Electronics For Imaging | 0.0 | $148k | 3.4k | 43.19 | |
| PolyOne Corporation | 0.0 | $152k | 4.0k | 38.17 | |
| H&E Equipment Services (HEES) | 0.0 | $176k | 6.3k | 28.16 | |
| Skechers USA (SKX) | 0.0 | $151k | 2.7k | 55.47 | |
| Callidus Software | 0.0 | $154k | 9.4k | 16.43 | |
| Envestnet (ENV) | 0.0 | $179k | 3.6k | 49.32 | |
| Novadaq Technologies | 0.0 | $155k | 9.3k | 16.71 | |
| General Finance Corporation | 0.0 | $159k | 16k | 9.92 | |
| Synergy Res Corp | 0.0 | $149k | 12k | 12.63 | |
| Cempra | 0.0 | $143k | 6.1k | 23.63 | |
| Proto Labs (PRLB) | 0.0 | $155k | 2.3k | 67.42 | |
| Insys Therapeutics | 0.0 | $154k | 3.6k | 42.42 | |
| Advanced Emissions (ARQ) | 0.0 | $146k | 6.4k | 22.99 | |
| Marketo | 0.0 | $151k | 4.6k | 32.85 | |
| Installed Bldg Prods (IBP) | 0.0 | $146k | 8.2k | 17.88 | |
| 2u (TWOU) | 0.0 | $157k | 8.0k | 19.71 | |
| Zendesk | 0.0 | $151k | 6.1k | 24.56 | |
| Eagle Materials (EXP) | 0.0 | $135k | 1.8k | 76.53 | |
| Canadian Solar (CSIQ) | 0.0 | $102k | 4.2k | 24.03 | |
| Carmike Cinemas | 0.0 | $108k | 4.1k | 26.13 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $113k | 8.2k | 13.84 | |
| Vince Hldg | 0.0 | $112k | 4.3k | 25.83 | |
| Keryx Biopharmaceuticals | 0.0 | $99k | 7.1k | 14.03 | |
| Idera Pharmaceuticals | 0.0 | $64k | 15k | 4.41 | |
| Us Silica Hldgs (SLCA) | 0.0 | $85k | 3.3k | 25.55 | |
| Merrimack Pharmaceuticals In | 0.0 | $99k | 8.9k | 11.16 | |
| Celldex Therapeutics | 0.0 | $39k | 2.1k | 18.16 | |
| XOMA CORP Common equity shares | 0.0 | $48k | 13k | 3.62 | |
| Gw Pharmaceuticals Plc ads | 0.0 | $55k | 826.00 | 66.59 | |
| Cti Biopharma | 0.0 | $50k | 22k | 2.33 | |
| XenoPort | 0.0 | $5.0k | 525.00 | 9.52 | |
| RadNet (RDNT) | 0.0 | $5.0k | 615.00 | 8.13 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.0 | $5.0k | 425.00 | 11.76 | |
| Dot Hill Systems | 0.0 | $8.0k | 1.6k | 4.95 | |
| Apogee Enterprises (APOG) | 0.0 | $5.0k | 116.00 | 43.10 | |
| Digimarc Corporation (DMRC) | 0.0 | $4.0k | 121.00 | 33.06 | |
| DSP | 0.0 | $4.0k | 378.00 | 10.58 | |
| U.S. Lime & Minerals (USLM) | 0.0 | $4.0k | 54.00 | 74.07 | |
| Enzo Biochem (ENZ) | 0.0 | $5.0k | 1.3k | 3.89 | |
| Insteel Industries (IIIN) | 0.0 | $8.0k | 303.00 | 26.40 | |
| Cascade Microtech | 0.0 | $4.0k | 274.00 | 14.60 | |
| Cerus Corporation (CERS) | 0.0 | $5.0k | 886.00 | 5.64 | |
| TeleNav | 0.0 | $5.0k | 851.00 | 5.88 | |
| Noranda Aluminum Holding Corporation | 0.0 | $5.0k | 1.4k | 3.54 | |
| PFSweb | 0.0 | $5.0k | 421.00 | 11.88 | |
| Pixelworks (PXLW) | 0.0 | $3.0k | 559.00 | 5.37 | |
| Motorcar Parts of America (MPAA) | 0.0 | $4.0k | 117.00 | 34.19 | |
| Amtech Systems (ASYS) | 0.0 | $5.0k | 488.00 | 10.25 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $5.0k | 458.00 | 10.92 | |
| Inphi Corporation | 0.0 | $5.0k | 297.00 | 16.84 | |
| BioSpecifics Technologies | 0.0 | $5.0k | 125.00 | 40.00 | |
| TravelCenters of America | 0.0 | $9.0k | 682.00 | 13.20 | |
| Hudson Technologies (HDSN) | 0.0 | $5.0k | 1.7k | 3.02 | |
| Accuride Corporation | 0.0 | $5.0k | 1.1k | 4.73 | |
| Hong Kong Highpower Technology | 0.0 | $4.0k | 910.00 | 4.40 | |
| CTPartners Executive Search (CTPR) | 0.0 | $5.0k | 374.00 | 13.37 | |
| Gain Capital Holdings | 0.0 | $5.0k | 700.00 | 7.14 | |
| Sapiens Intl Corp N V | 0.0 | $4.0k | 609.00 | 6.57 | |
| Pernix Therapeutics Holdings | 0.0 | $7.0k | 697.00 | 10.04 | |
| U.s. Concrete Inc Cmn | 0.0 | $4.0k | 153.00 | 26.14 | |
| Vitesse Semiconductor Corporate | 0.0 | $7.0k | 1.8k | 3.90 | |
| Good Times Restaurants (GTIM) | 0.0 | $8.0k | 1.1k | 7.37 | |
| Gigoptix | 0.0 | $4.0k | 3.3k | 1.20 | |
| Profire Energy (PFIE) | 0.0 | $4.0k | 1.7k | 2.31 | |
| 2060000 Power Solutions International (PSIX) | 0.0 | $4.0k | 83.00 | 48.19 | |
| Proofpoint | 0.0 | $9.0k | 174.00 | 51.72 | |
| Icad (ICAD) | 0.0 | $7.0k | 742.00 | 9.43 | |
| Axogen (AXGN) | 0.0 | $5.0k | 1.7k | 2.93 | |
| Tower Semiconductor (TSEM) | 0.0 | $9.0k | 700.00 | 12.86 | |
| Attunity | 0.0 | $7.0k | 642.00 | 10.90 | |
| Mei Pharma | 0.0 | $999.900000 | 495.00 | 2.02 | |
| Daqo New Energy Corp- (DQ) | 0.0 | $5.0k | 203.00 | 24.63 | |
| Venaxis | 0.0 | $5.0k | 2.8k | 1.77 | |
| D Stemline Therapeutics | 0.0 | $4.0k | 260.00 | 15.38 | |
| Tetraphase Pharmaceuticals | 0.0 | $9.0k | 209.00 | 43.06 | |
| Conatus Pharmaceuticals | 0.0 | $5.0k | 660.00 | 7.58 | |
| Applied Optoelectronics (AAOI) | 0.0 | $4.0k | 391.00 | 10.23 | |
| Alliqua | 0.0 | $5.0k | 874.00 | 5.72 | |
| Mavenir Systems | 0.0 | $6.0k | 469.00 | 12.79 | |
| Ideal Power | 0.0 | $5.0k | 691.00 | 7.24 | |
| Aerie Pharmaceuticals | 0.0 | $8.0k | 248.00 | 32.26 | |
| Sequential Brands | 0.0 | $5.0k | 456.00 | 10.96 | |
| Q2 Holdings (QTWO) | 0.0 | $8.0k | 418.00 | 19.14 | |
| Gtt Communications | 0.0 | $9.0k | 637.00 | 14.13 | |
| Uniqure Nv (QURE) | 0.0 | $5.0k | 365.00 | 13.70 | |
| Applied Genetic Technol Corp C | 0.0 | $5.0k | 286.00 | 17.48 | |
| Resonant | 0.0 | $9.0k | 812.00 | 11.08 | |
| Identiv (INVE) | 0.0 | $5.0k | 351.00 | 14.25 | |
| Affimed Therapeutics B V | 0.0 | $4.0k | 514.00 | 7.78 | |
| Upland Software (UPLD) | 0.0 | $4.0k | 443.00 | 9.03 |
