ARTIS CAPITAL MANAGEMENT, L.P.
ONE MARKET PLAZA, SAN FRANCISCO, California, 94105, (415) 344-6200
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 55 |
| New Positions | 6 |
| Increased Positions | 11 |
| Decreased Positions | 40 |
| Positions with Activity | 51 |
| Sold Out Positions | 19 |
| Total Mkt Value (in $ millions) |
265 |
Sector Weighting
| Basic Materials | 29.22% |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 3.45% |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 26.15% |
| Technology | 41.18% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
55 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| KIOR INC | CL A | 76,692 | -2,320 | (2.94) | 16,528,384 |
| IMAX CORP | COM | 35,711 | -8,420 | (19.08) | 1,265,899 |
| APPLE INC | COM | 30,565 | -4,598 | (13.08) | 70,547 |
| SONUS NETWORKS INC | COM | 16,448 | -19,636 | (54.42) | 6,501,200 |
| TIVO INC | COM | 13,902 | 553 | 4.14 | 1,105,103 |
| SILVER SPRING NETWORKS INC | COM | 13,213 | 13,213 | New | 794,061 |
| SALESFORCE COM INC | COM | 11,145 | 6,543 | 142.18 | 238,192 |
| FORTINET INC | COM | 9,192 | -3,171 | (25.65) | 484,785 |
| CHARLES & COLVARD LTD | COM | 8,454 | -740 | (8.05) | 2,140,284 |
| LIONS GATE ENTMNT CORP | COM NEW | 7,988 | -16,632 | (67.56) | 290,254 |
| STEC INC | COM | 5,522 | 339 | 6.54 | 1,628,815 |
| FUSION-IO INC | COM | 5,209 | -10,290 | (66.39) | 352,174 |
| I D SYSTEMS INC | COM | 3,238 | -28 | (0.84) | 610,912 |
| AMAZON COM INC | COM | 3,073 | 3,073 | New | 11,385 |
| EBAY INC | COM | 2,737 | 2,737 | New | 48,265 |
| BONA FILM GROUP LTD | SPONSORED ADS | 2,633 | 563 | 27.19 | 567,471 |
| QUANTUM CORP | COM DSSG | 2,332 | -877 | (27.33) | 1,630,677 |
| CITRIX SYS INC | COM | 2,125 | 2,125 | New | 31,786 |
| ULTRALIFE CORP | COM | 1,945 | -1,528 | (44) | 474,388 |
| MELLANOX TECHNOLOGIES LTD | SHS | 1,894 | 1,414 | 294.44 | 33,212 |
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