March Altus Capital Management as of March 31, 2014
Portfolio Holdings for March Altus Capital Management
March Altus Capital Management holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dex (DXCM) | 9.3 | $29M | 699k | 41.36 | |
| Alkermes (ALKS) | 6.5 | $20M | 463k | 44.09 | |
| Monsanto Company | 5.9 | $18M | 162k | 113.77 | |
| Eli Lilly & Co. (LLY) | 5.1 | $16M | 268k | 58.86 | |
| United Therapeutics Corporation (UTHR) | 5.0 | $16M | 167k | 94.03 | |
| athenahealth | 4.2 | $13M | 82k | 160.24 | |
| Insulet Corporation (PODD) | 4.1 | $13M | 271k | 47.42 | |
| Allergan | 3.9 | $12M | 97k | 124.10 | |
| Mallinckrodt Pub | 3.7 | $12M | 182k | 63.41 | |
| Zeltiq Aesthetics | 3.7 | $12M | 586k | 19.61 | |
| Biogen Idec (BIIB) | 3.6 | $11M | 37k | 305.87 | |
| Alexion Pharmaceuticals | 3.6 | $11M | 74k | 152.14 | |
| Zoetis Inc Cl A (ZTS) | 3.4 | $10M | 361k | 28.94 | |
| Universal Health Services (UHS) | 3.3 | $10M | 124k | 82.07 | |
| Hca Holdings (HCA) | 3.3 | $10M | 193k | 52.50 | |
| Incyte Corporation (INCY) | 3.1 | $9.8M | 182k | 53.52 | |
| Cyberonics | 3.0 | $9.3M | 143k | 65.25 | |
| West Pharmaceutical Services (WST) | 3.0 | $9.2M | 209k | 44.05 | |
| Luminex Corporation | 2.9 | $9.1M | 502k | 18.11 | |
| Tandem Diabetes Care | 2.6 | $8.1M | 368k | 22.09 | |
| Unilife US | 2.4 | $7.6M | 1.9M | 4.07 | |
| Enzymotec | 2.3 | $7.2M | 328k | 22.02 | |
| Healthsouth | 2.2 | $6.9M | 193k | 35.93 | |
| Accuray Incorporated (ARAY) | 2.1 | $6.6M | 687k | 9.60 | |
| NuVasive | 2.0 | $6.3M | 164k | 38.41 | |
| Furiex Pharmaceuticals | 1.9 | $6.1M | 70k | 87.01 | |
| Integra LifeSciences Holdings (IART) | 1.9 | $5.9M | 129k | 45.99 | |
| Intrexon | 1.9 | $5.9M | 223k | 26.29 |
