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) 482

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

Sector Weighting

Basic Materials 0.32%
Capital Goods 0.33%
Conglomerates
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 1.33%
Energy 1.47%
Financial 11.99%
Healthcare 9.76%
Services 38.03%
Technology 31.6%
Transportation 0.14%
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
COGNIZANT TECHNOLOGY SOLUTIONS CL A 31,670 6 .02 496,246
PRICELINE GRP INC COM NEW 30,978 371 1.21 25,906
EPAM SYS INC COM 30,659 518 1.72 454,345
APPLE INC COM 20,699 1,151 5.89 159,690
LUXOFT HLDG INC ORD SHS CL A 19,741 266 1.37 380,285
ACTAVIS PLC SHS 18,480 201 1.10 61,586
MICROSOFT CORP COM 18,399 355 1.97 394,920
MASTERCARD INC CL A 14,512 113 .79 157,930
GOOGLE INC CL A 14,339 1,937 15.61 26,205
BIOGEN INC COM 13,829 1,133 8.93 35,200
LOWES COS INC COM 9,465 8,179 636.27 136,025
VIRTUSA CORP COM 6,305 1,990 46.12 141,300
DISNEY WALT CO COM DISNEY 6,068 4,460 277.21 55,450
CELGENE CORP COM 3,496 1,665 90.97 30,545
FACEBOOK INC CL A 3,028 793 35.51 38,165
JOHNSON & JOHNSON COM 2,596 57 2.24 25,747
CVS HEALTH CORP COM 2,558 105 4.28 24,870
NOVARTIS A G SPONSORED ADR 1,441 20 1.43 14,153
NIDEC CORP SPONSORED ADR 1,254 18 1.48 68,800
CATAMARAN CORP COM 1,249 9 .73 20,785


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