Union Point Advisors as of Dec. 31, 2014
Portfolio Holdings for Union Point Advisors
Union Point Advisors holds 21 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 |
|---|---|---|---|---|---|
| ARM Holdings | 18.1 | $43M | 930k | 46.30 | |
| Whirlpool Corporation (WHR) | 8.0 | $19M | 99k | 193.74 | |
| salesforce (CRM) | 6.1 | $15M | 244k | 59.31 | |
| Precision Castparts | 5.9 | $14M | 59k | 240.87 | |
| Applied Materials (AMAT) | 5.9 | $14M | 562k | 24.92 | |
| BorgWarner (BWA) | 5.8 | $14M | 251k | 54.95 | |
| Apple (AAPL) | 5.2 | $12M | 112k | 110.38 | |
| Crown Castle Intl (CCI) | 5.2 | $12M | 156k | 78.70 | |
| Servicenow (NOW) | 4.8 | $12M | 169k | 67.85 | |
| Maxim Integrated Products | 4.5 | $11M | 339k | 31.87 | |
| MasterCard Incorporated (MA) | 4.4 | $11M | 122k | 86.16 | |
| Comcast Corporation (CMCSA) | 4.4 | $10M | 180k | 58.01 | |
| Alibaba Group Holding (BABA) | 3.7 | $8.7M | 84k | 103.94 | |
| Cree | 3.7 | $8.7M | 270k | 32.22 | |
| Facebook Inc cl a (META) | 3.7 | $8.7M | 112k | 78.02 | |
| Gopro (GPRO) | 3.0 | $7.0M | 111k | 63.22 | |
| Freescale Semiconductor Holdin | 2.4 | $5.8M | 231k | 25.23 | |
| Pattern Energy | 2.0 | $4.8M | 194k | 24.66 | |
| Solarcity | 1.8 | $4.2M | 78k | 53.48 | |
| Industrial SPDR (XLI) | 1.0 | $2.4M | 43k | 56.58 | |
| Vivint Solar | 0.5 | $1.2M | 130k | 9.22 |
