Malaga Cove Capital as of June 30, 2018
Portfolio Holdings for Malaga Cove Capital
Malaga Cove Capital holds 158 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
ON Semiconductor (ON) | 6.5 | $13M | 581k | 22.24 | |
FedEx Corporation (FDX) | 4.3 | $8.5M | 37k | 227.07 | |
Syneos Health | 3.2 | $6.3M | 135k | 46.90 | |
Brink's Company (BCO) | 3.1 | $6.1M | 76k | 79.75 | |
Amgen (AMGN) | 2.7 | $5.4M | 29k | 184.58 | |
Rudolph Technologies | 1.9 | $3.8M | 129k | 29.60 | |
Tripadvisor (TRIP) | 1.9 | $3.8M | 68k | 55.71 | |
Viper Energy Partners | 1.9 | $3.7M | 115k | 31.91 | |
Aerojet Rocketdy | 1.8 | $3.6M | 123k | 29.49 | |
Valero Energy Corporation (VLO) | 1.7 | $3.4M | 31k | 110.82 | |
Hill-Rom Holdings | 1.7 | $3.4M | 39k | 87.34 | |
Amazon (AMZN) | 1.6 | $3.3M | 1.9k | 1699.64 | |
Herc Hldgs (HRI) | 1.6 | $3.3M | 58k | 56.33 | |
58 Com Inc spon adr rep a | 1.6 | $3.2M | 47k | 69.34 | |
Halyard Health | 1.6 | $3.2M | 56k | 57.24 | |
Newmont Mining Corporation (NEM) | 1.6 | $3.1M | 83k | 37.71 | |
Medidata Solutions | 1.5 | $2.9M | 37k | 80.56 | |
Applied Optoelectronics (AAOI) | 1.5 | $2.9M | 66k | 44.90 | |
Hologic (HOLX) | 1.4 | $2.9M | 72k | 39.75 | |
NetGear (NTGR) | 1.4 | $2.8M | 45k | 62.50 | |
Jacobs Engineering | 1.4 | $2.8M | 43k | 63.48 | |
Trinseo S A | 1.3 | $2.6M | 37k | 70.94 | |
Liberty Interactive Corp (QRTEA) | 1.3 | $2.5M | 117k | 21.22 | |
Axon Enterprise (AXON) | 1.2 | $2.4M | 38k | 63.19 | |
Palo Alto Networks (PANW) | 1.2 | $2.3M | 11k | 205.45 | |
Twenty-first Century Fox | 1.2 | $2.3M | 46k | 49.68 | |
Owens Corning (OC) | 1.1 | $2.2M | 35k | 63.36 | |
Andeavor | 1.0 | $2.0M | 15k | 131.16 | |
Daseke | 1.0 | $1.9M | 192k | 9.93 | |
L Brands | 0.9 | $1.8M | 50k | 36.87 | |
Coty Inc Cl A (COTY) | 0.9 | $1.8M | 128k | 14.10 | |
Taubman Centers | 0.9 | $1.8M | 31k | 58.76 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | 17k | 104.18 | |
Antero Res (AR) | 0.9 | $1.7M | 79k | 21.34 | |
Benchmark Electronics (BHE) | 0.8 | $1.6M | 54k | 29.14 | |
Tanger Factory Outlet Centers (SKT) | 0.8 | $1.6M | 67k | 23.49 | |
Teekay Shipping Marshall Isl (TK) | 0.8 | $1.5M | 194k | 7.75 | |
Huntsman Corporation (HUN) | 0.8 | $1.5M | 52k | 29.20 | |
Acorda Therapeutics | 0.8 | $1.5M | 52k | 28.70 | |
Ormat Technologies (ORA) | 0.7 | $1.4M | 27k | 53.19 | |
Arrow Electronics (ARW) | 0.7 | $1.4M | 18k | 75.27 | |
Hollysys Automation Technolo (HOLI) | 0.7 | $1.4M | 63k | 22.14 | |
NuVasive | 0.7 | $1.3M | 26k | 52.12 | |
Tier Reit | 0.7 | $1.3M | 56k | 23.78 | |
Cisco Systems (CSCO) | 0.7 | $1.3M | 30k | 43.04 | |
Liberty Global Inc Com Ser A | 0.7 | $1.3M | 47k | 27.55 | |
Donnelley Finl Solutions (DFIN) | 0.6 | $1.3M | 73k | 17.37 | |
Alaska Air (ALK) | 0.6 | $1.3M | 21k | 60.38 | |
Unknown | 0.6 | $1.2M | 105k | 11.80 | |
Wabash National Corporation (WNC) | 0.6 | $1.2M | 64k | 18.65 | |
NN (NNBR) | 0.6 | $1.1M | 61k | 18.90 | |
Grupo Aeroportuario del Pacifi (PAC) | 0.6 | $1.1M | 12k | 92.91 | |
Pattern Energy | 0.6 | $1.1M | 59k | 18.74 | |
Hrg | 0.6 | $1.1M | 83k | 13.09 | |
At&t (T) | 0.5 | $1.1M | 33k | 32.12 | |
First Solar (FSLR) | 0.5 | $1.1M | 20k | 52.66 | |
Activision Blizzard | 0.5 | $1.1M | 14k | 76.34 | |
Lam Research Corporation (LRCX) | 0.5 | $1.1M | 6.2k | 172.84 | |
Micron Technology (MU) | 0.5 | $1.0M | 20k | 52.44 | |
Orbotech Ltd Com Stk | 0.5 | $1.0M | 17k | 61.79 | |
Rh (RH) | 0.5 | $1.0M | 7.4k | 139.73 | |
Newell Rubbermaid (NWL) | 0.5 | $1.0M | 39k | 25.79 | |
J.M. Smucker Company (SJM) | 0.5 | $999k | 9.3k | 107.47 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $994k | 2.9k | 344.90 | |
International Paper Company (IP) | 0.5 | $997k | 19k | 52.06 | |
Ihs Markit | 0.5 | $981k | 19k | 51.57 | |
McKesson Corporation (MCK) | 0.5 | $975k | 7.3k | 133.36 | |
U.s. Concrete Inc Cmn | 0.5 | $944k | 18k | 52.48 | |
Lindblad Expeditions Hldgs I (LIND) | 0.5 | $928k | 70k | 13.24 | |
Gold Fields (GFI) | 0.5 | $890k | 249k | 3.57 | |
Uniti Group Inc Com reit (UNIT) | 0.5 | $889k | 44k | 20.03 | |
AECOM Technology Corporation (ACM) | 0.4 | $863k | 26k | 33.04 | |
Marcus & Millichap (MMI) | 0.4 | $867k | 22k | 39.02 | |
Ally Financial (ALLY) | 0.4 | $864k | 33k | 26.26 | |
Horizon Pharma | 0.4 | $846k | 51k | 16.57 | |
CenturyLink | 0.4 | $839k | 45k | 18.63 | |
Darling International (DAR) | 0.4 | $825k | 42k | 19.88 | |
FormFactor (FORM) | 0.4 | $828k | 62k | 13.29 | |
Tecnoglass (TGLS) | 0.4 | $836k | 96k | 8.69 | |
Taiwan Semiconductor Mfg (TSM) | 0.4 | $806k | 22k | 36.58 | |
Ventas (VTR) | 0.4 | $803k | 14k | 56.97 | |
L.B. Foster Company (FSTR) | 0.4 | $811k | 35k | 22.96 | |
Discovery Communications | 0.4 | $758k | 28k | 27.50 | |
Radcom (RDCM) | 0.4 | $741k | 38k | 19.76 | |
Columbia Ppty Tr | 0.4 | $754k | 33k | 22.71 | |
AmerisourceBergen (COR) | 0.4 | $724k | 8.5k | 85.22 | |
Synopsys (SNPS) | 0.4 | $723k | 8.5k | 85.56 | |
Tesla Motors (TSLA) | 0.4 | $725k | 2.1k | 343.11 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $722k | 6.6k | 109.33 | |
Pacira Pharmaceuticals (PCRX) | 0.4 | $733k | 23k | 32.03 | |
Highpoint Res Corp | 0.4 | $734k | 121k | 6.08 | |
Lexicon Pharmaceuticals (LXRX) | 0.3 | $692k | 58k | 12.00 | |
Hostess Brands | 0.3 | $684k | 50k | 13.61 | |
Ies Hldgs (IESC) | 0.3 | $646k | 39k | 16.74 | |
Halcon Res | 0.3 | $640k | 146k | 4.39 | |
Cloudera | 0.3 | $611k | 45k | 13.65 | |
Cision | 0.3 | $611k | 41k | 14.96 | |
Red Hat | 0.3 | $599k | 4.5k | 134.46 | |
Oracle Corporation (ORCL) | 0.3 | $552k | 13k | 44.03 | |
Momo | 0.3 | $532k | 12k | 43.46 | |
KLA-Tencor Corporation (KLAC) | 0.3 | $507k | 4.9k | 102.61 | |
Kinross Gold Corp (KGC) | 0.3 | $505k | 134k | 3.76 | |
Photronics (PLAB) | 0.2 | $495k | 62k | 7.97 | |
Gilead Sciences (GILD) | 0.2 | $497k | 7.0k | 70.91 | |
American Woodmark Corporation (AMWD) | 0.2 | $484k | 5.3k | 91.61 | |
Magnachip Semiconductor Corp (MX) | 0.2 | $499k | 49k | 10.24 | |
EnPro Industries (NPO) | 0.2 | $466k | 6.7k | 70.02 | |
Scorpio Tankers | 0.2 | $465k | 166k | 2.81 | |
Celgene Corporation | 0.2 | $436k | 5.5k | 79.34 | |
Hain Celestial (HAIN) | 0.2 | $443k | 15k | 29.78 | |
Advanced Disposal Services I | 0.2 | $434k | 18k | 24.79 | |
Cato Corporation (CATO) | 0.2 | $418k | 17k | 24.64 | |
Sally Beauty Holdings (SBH) | 0.2 | $417k | 26k | 16.03 | |
FreightCar America (RAIL) | 0.2 | $401k | 24k | 16.79 | |
Veeva Sys Inc cl a (VEEV) | 0.2 | $400k | 5.2k | 76.80 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $397k | 352.00 | 1127.84 | |
Phi | 0.2 | $371k | 36k | 10.18 | |
Alteryx | 0.2 | $381k | 10k | 38.16 | |
Charles Schwab Corporation (SCHW) | 0.2 | $349k | 6.8k | 51.07 | |
Apple (AAPL) | 0.2 | $355k | 1.9k | 185.09 | |
Huttig Building Products | 0.2 | $351k | 74k | 4.75 | |
Conduent Incorporate (CNDT) | 0.2 | $355k | 20k | 18.17 | |
Axcelis Technologies (ACLS) | 0.2 | $337k | 17k | 19.78 | |
Polar Pwr (POLA) | 0.2 | $324k | 53k | 6.12 | |
Scorpio Bulkers | 0.1 | $290k | 41k | 7.10 | |
Habit Restaurants Inc/the-a | 0.1 | $264k | 26k | 9.99 | |
Omeros Corporation (OMER) | 0.1 | $231k | 13k | 18.15 | |
VAALCO Energy (EGY) | 0.1 | $223k | 82k | 2.73 | |
Alexander & Baldwin (ALEX) | 0.1 | $225k | 9.6k | 23.47 | |
Jason Industries | 0.1 | $213k | 92k | 2.33 | |
Vistaoutdoor (VSTO) | 0.1 | $221k | 14k | 15.51 | |
Despegar Com Corp ord (DESP) | 0.1 | $218k | 10k | 21.01 | |
Corporacion Amer Arpts S A (CAAP) | 0.1 | $224k | 27k | 8.44 | |
New York Community Ban | 0.1 | $196k | 18k | 11.02 | |
Navios Maritime Partners | 0.1 | $188k | 100k | 1.89 | |
Synergy Pharmaceuticals | 0.1 | $169k | 97k | 1.74 | |
Maui Land & Pineapple (MLP) | 0.1 | $159k | 14k | 11.22 | |
Iteris (ITI) | 0.1 | $130k | 27k | 4.83 | |
Mitek Systems (MITK) | 0.1 | $142k | 16k | 8.88 | |
Entravision Communication (EVC) | 0.1 | $122k | 24k | 5.02 | |
Ceragon Networks (CRNT) | 0.1 | $112k | 32k | 3.56 | |
Lendingclub | 0.1 | $91k | 24k | 3.79 | |
Rosehill Resources | 0.1 | $92k | 11k | 8.14 | |
Natuzzi, S.p.A | 0.0 | $76k | 47k | 1.62 | |
Hudson Technologies (HDSN) | 0.0 | $71k | 35k | 2.02 | |
QuickLogic Corporation | 0.0 | $75k | 65k | 1.15 | |
Invitae (NVTAQ) | 0.0 | $74k | 10k | 7.40 | |
Capital Product | 0.0 | $58k | 19k | 3.06 | |
Opko Health (OPK) | 0.0 | $53k | 11k | 4.74 | |
Sharps Compliance | 0.0 | $63k | 17k | 3.71 | |
Christopher & Banks Corporation (CBKCQ) | 0.0 | $45k | 48k | 0.94 | |
RadiSys Corporation | 0.0 | $44k | 62k | 0.71 | |
Gnc Holdings Inc Cl A | 0.0 | $35k | 10k | 3.50 | |
Biolinerx Ltd-spons | 0.0 | $44k | 49k | 0.90 | |
Actinium Pharmaceuticals | 0.0 | $38k | 60k | 0.63 | |
Westell Technologies Inc cl a | 0.0 | $31k | 11k | 2.87 | |
Synacor | 0.0 | $20k | 10k | 2.00 | |
smith Micro Software | 0.0 | $23k | 10k | 2.30 |