HARTWELL J M LIMITED PARTNERSHIP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 117
New Positions 20
Increased Positions 69
Decreased Positions 26
Positions with Activity 95
Sold Out Positions 9
Total Mkt Value (in $ millions) 458

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

Sector Weighting

Basic Materials 0.3%
Capital Goods 0.32%
Conglomerates
Consumer Cyclical 0.53%
Consumer/Non-Cyclical 1.4%
Energy 1.62%
Financial 12.21%
Healthcare 5.82%
Services 36.85%
Technology 35.18%
Transportation 0.07%
Utilities

69 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EPAM SYS INC COM 32,689 44 .14 454,960
MICROSOFT CORP COM 17,359 10 .06 395,150
MASTERCARD INC CL A 14,866 8 .05 158,015
FACEBOOK INC CL A 14,115 10,641 306.37 155,090
HOME DEPOT INC COM 11,916 55 .47 101,398
COMMUNITY HEALTH SYS INC NEW COM 11,852 11,852 New 215,600
VIRTUSA CORP COM 11,201 3,805 51.45 214,000
CVS HEALTH CORP COM 8,443 5,852 225.88 81,045
EXXON MOBIL CORP COM 6,183 1,169 23.32 82,361
DISNEY WALT CO COM DISNEY 5,985 303 5.33 58,404
CHECK POINT SOFTWARE TECH LTD ORD 3,438 2,437 243.31 43,600
FLEETCOR TECHNOLOGIES INC COM 3,405 3,405 New 22,500
JOHNSON & JOHNSON COM 3,149 698 28.50 33,084
FLEETMATICS GROUP PLC COM 1,956 1,956 New 42,800
COMSCORE INC COM 1,740 1,740 New 32,550
ILLUMINA INC COM 1,539 1,277 486.92 7,630
NIDEC CORP SPONSORED ADR 1,398 39 2.91 70,800
AVG TECHNOLOGIES N V SHS 1,326 1,326 New 55,500
GOLDMAN SACHS GROUP INC COM 1,220 845 225 6,500
ICON PLC SHS 873 257 41.77 11,200