Marcus Capital as of Dec. 31, 2017
Portfolio Holdings for Marcus Capital
Marcus Capital holds 39 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 6.7 | $1.8M | 5.7k | 311.33 | |
| Arista Networks (ANET) | 6.3 | $1.7M | 7.1k | 235.60 | |
| Visa (V) | 5.8 | $1.5M | 13k | 113.99 | |
| Amazon (AMZN) | 5.1 | $1.3M | 1.1k | 1169.31 | |
| Paypal Holdings (PYPL) | 4.4 | $1.2M | 16k | 73.61 | |
| Intercontinental Exchange (ICE) | 4.4 | $1.1M | 16k | 70.56 | |
| Costco Wholesale Corporation (COST) | 3.8 | $982k | 5.3k | 186.16 | |
| United Parcel Service (UPS) | 3.5 | $923k | 7.8k | 119.10 | |
| MasterCard Incorporated (MA) | 3.4 | $897k | 5.9k | 151.39 | |
| Wynn Resorts (WYNN) | 3.4 | $889k | 5.3k | 168.53 | |
| 3M Company (MMM) | 3.4 | $879k | 3.7k | 235.34 | |
| Starbucks Corporation (SBUX) | 3.1 | $804k | 14k | 57.40 | |
| Procter & Gamble Company (PG) | 3.0 | $783k | 8.5k | 91.85 | |
| Portola Pharmaceuticals | 2.9 | $761k | 16k | 48.70 | |
| At&t (T) | 2.7 | $696k | 18k | 38.88 | |
| Apple (AAPL) | 2.6 | $688k | 4.1k | 169.17 | |
| Chipotle Mexican Grill (CMG) | 2.5 | $668k | 2.3k | 289.18 | |
| Abbvie (ABBV) | 2.5 | $641k | 6.6k | 96.75 | |
| Expedia (EXPE) | 2.4 | $626k | 5.2k | 119.81 | |
| Tableau Software Inc Cl A | 2.2 | $569k | 8.2k | 69.18 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $561k | 5.3k | 106.86 | |
| Workday Inc cl a (WDAY) | 2.0 | $537k | 5.3k | 101.80 | |
| Abbott Laboratories (ABT) | 1.8 | $464k | 8.1k | 57.11 | |
| Box Inc cl a (BOX) | 1.8 | $459k | 22k | 21.10 | |
| Coca-Cola Company (KO) | 1.7 | $450k | 9.8k | 45.92 | |
| Pure Storage Inc - Class A (PSTG) | 1.7 | $440k | 28k | 15.86 | |
| Twilio Inc cl a (TWLO) | 1.5 | $388k | 17k | 23.59 | |
| Johnson & Johnson (JNJ) | 1.4 | $377k | 2.7k | 139.63 | |
| Illumina (ILMN) | 1.3 | $339k | 1.6k | 218.71 | |
| Redfin Corp (RDFN) | 1.3 | $338k | 11k | 31.30 | |
| General Electric Company | 1.2 | $325k | 19k | 17.43 | |
| Celgene Corporation | 1.2 | $321k | 3.1k | 104.39 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $318k | 3.8k | 83.68 | |
| Boeing Company (BA) | 1.2 | $310k | 1.1k | 295.24 | |
| Halozyme Therapeutics (HALO) | 1.1 | $298k | 15k | 20.27 | |
| Pfizer (PFE) | 0.9 | $249k | 6.9k | 36.22 | |
| Edwards Lifesciences (EW) | 0.8 | $223k | 2.0k | 112.91 | |
| 0.8 | $212k | 8.9k | 23.95 | ||
| Achaogen | 0.7 | $187k | 17k | 10.75 |
