HARTWELL J M LIMITED PARTNERSHIP Information

515 MADISON AVENUE, NEW YORK, New York, 10022, (212) 308-3355

Report Date: 03/31/2015

Position Statistics

Total Positions 107
New Positions 10
Increased Positions 58
Decreased Positions 26
Positions with Activity 84
Sold Out Positions 9
Total Mkt Value (in $ millions) 481

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.31%
Capital Goods 0.33%
Conglomerates
Consumer Cyclical 0.38%
Consumer/Non-Cyclical 1.32%
Energy 1.42%
Financial 12.05%
Healthcare 9.96%
Services 36.97%
Technology 31.88%
Transportation 0.13%
Utilities 0%

58 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EPAM SYS INC COM 33,508 566 1.72 454,345
COGNIZANT TECHNOLOGY SOLUTIONS CL A 30,038 6 .02 496,246
PRICELINE GRP INC COM NEW 29,612 354 1.21 25,906
LUXOFT HLDG INC ORD SHS CL A 22,711 306 1.37 380,285
APPLE INC COM 20,191 1,123 5.89 159,690
ALLERGAN PLC SHS 18,938 206 1.10 61,586
MICROSOFT CORP COM 17,534 339 1.97 394,920
MASTERCARD INC CL A 14,883 116 .79 157,930
GOOGLE INC CL A 14,343 1,937 15.61 26,205
BIOGEN INC COM 14,231 1,166 8.93 35,200
LOWES COS INC COM 9,073 7,841 636.27 136,025
VIRTUSA CORP COM 7,232 2,283 46.12 141,300
DISNEY WALT CO COM DISNEY 6,375 4,685 277.21 55,450
CELGENE CORP COM 3,651 1,739 90.97 30,545
FACEBOOK INC CL A 3,331 873 35.51 38,165
CVS HEALTH CORP COM 2,625 108 4.28 24,870
JOHNSON & JOHNSON COM 2,535 56 2.24 25,747
NOVARTIS A G SPONSORED ADR 1,412 20 1.43 14,153
NIDEC CORP SPONSORED ADR 1,338 19 1.48 68,800
CATAMARAN CORP COM 1,271 9 .73 20,785