Morris Mark

Morris Mark as of March 31, 2012

Portfolio Holdings for Morris Mark

Morris Mark holds 75 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 5.6 $17M 244k 68.06
Apple (AAPL) 5.2 $16M 26k 599.54
Google 5.0 $15M 23k 641.28
Lennar Corporation (LEN) 4.7 $14M 516k 27.18
priceline.com Incorporated 4.3 $13M 18k 717.41
Apple (AAPL) 4.3 $13M 22k 599.53
VMware 4.3 $13M 113k 112.37
EOG Resources (EOG) 3.8 $11M 103k 111.11
Starbucks Corporation (SBUX) 3.6 $11M 194k 55.89
Apple (AAPL) 3.6 $11M 18k 599.55
Toll Brothers (TOL) 3.4 $10M 418k 23.99
Apple (AAPL) 3.0 $8.9M 15k 599.56
Cme (CME) 2.5 $7.5M 26k 289.37
Cummins (CMI) 2.5 $7.5M 63k 120.04
Devon Energy Corporation (DVN) 2.5 $7.4M 104k 71.11
Baidu (BIDU) 2.4 $7.1M 49k 145.81
Pioneer Natural Resources 2.4 $7.0M 63k 111.57
Apple (AAPL) 2.2 $6.5M 11k 599.54
Home Depot (HD) 2.1 $6.4M 127k 50.31
Charles Schwab Corporation (SCHW) 2.0 $6.0M 417k 14.37
Host Hotels & Resorts (HST) 1.9 $5.8M 352k 16.42
Amazon (AMZN) 1.7 $5.2M 26k 202.51
Zynga 1.7 $5.1M 385k 13.15
eBay (EBAY) 1.6 $4.8M 131k 36.90
Visa (V) 1.4 $4.3M 36k 118.04
Yum! Brands (YUM) 1.4 $4.3M 60k 71.19
Blackstone 1.3 $3.7M 234k 15.94
Nike (NKE) 1.1 $3.4M 31k 108.40
Amazon (AMZN) 1.1 $3.4M 17k 202.50
MGM Resorts International. (MGM) 1.1 $3.3M 240k 13.62
Amazon (AMZN) 1.1 $3.1M 16k 202.50
Apple (AAPL) 0.9 $2.7M 4.5k 599.56
Amazon (AMZN) 0.8 $2.4M 12k 202.54
Zillow 0.7 $2.2M 62k 35.59
Linkedin Corp 0.7 $2.1M 20k 102.05
Continental Resources 0.7 $2.1M 24k 85.82
Arcos Dorados Holdings (ARCO) 0.7 $2.0M 113k 18.07
Research In Motion 0.7 $1.9M 132k 14.70
International Game Technology 0.6 $1.8M 108k 16.77
Caterpillar (CAT) 0.6 $1.7M 16k 106.47
Amazon (AMZN) 0.5 $1.5M 7.2k 202.50
Westport Innovations 0.5 $1.5M 36k 40.88
Pandora Media 0.5 $1.5M 144k 10.22
Standard Pacific 0.5 $1.4M 312k 4.46
Liberty Media 0.5 $1.4M 72k 19.09
Electronic Arts (EA) 0.4 $1.3M 79k 16.48
Sina Corp note 7/1 0.4 $1.2M 19k 65.03
Boston Properties (BXP) 0.4 $1.2M 12k 105.00
USD.001 Atlas Energy Lp ltd part 0.4 $1.1M 35k 32.91
Weyerhaeuser Company (WY) 0.3 $1.0M 47k 21.90
Yelp Inc cl a (YELP) 0.3 $967k 36k 26.86
Ryland 0.3 $925k 48k 19.26
Electronic Arts (EA) 0.3 $899k 54k 16.52
Lennar Corporation (LEN.B) 0.3 $872k 39k 22.39
Electronic Arts (EA) 0.3 $831k 50k 16.49
Electronic Arts (EA) 0.3 $812k 49k 16.49
Enterprise Products Partners (EPD) 0.2 $748k 15k 50.46
KKR & Co 0.2 $714k 48k 14.87
Jive Software 0.2 $650k 24k 27.09
Clean Energy Fuels (CLNE) 0.2 $611k 29k 21.25
Coca-Cola Company (KO) 0.2 $592k 8.0k 74.00
Amazon (AMZN) 0.2 $608k 3.0k 202.67
Electronic Arts (EA) 0.2 $551k 33k 16.54
Walt Disney Company (DIS) 0.1 $438k 10k 43.80
Oneok Partners 0.1 $383k 7.0k 54.71
Macerich Company (MAC) 0.1 $347k 6.0k 57.83
NuStar Energy 0.1 $290k 4.9k 59.06
Buckeye Partners 0.1 $245k 4.0k 61.25
Electronic Arts (EA) 0.1 $164k 9.9k 16.52
Plains All American Pipeline (PAA) 0.1 $187k 2.4k 78.34
iShares Barclays TIPS Bond Fund (TIP) 0.1 $176k 1.5k 117.33
Magellan Midstream Partners 0.0 $109k 1.5k 72.67
Boardwalk Pipeline Partners 0.0 $82k 3.1k 26.45
Atlas Resource Partners 0.0 $46k 1.6k 28.17
Inergy 0.0 $16k 1.0k 16.00