HELLMAN JORDAN MANAGEMENT CO INC /MA/ Information

125 HIGH STREET, SUITE 801, BOSTON, Massachusetts, 02110, (617) 261-9800

Report Date: 03/31/2015

Position Statistics

Total Positions 71
New Positions 21
Increased Positions 35
Decreased Positions 36
Positions with Activity 71
Sold Out Positions 19
Total Mkt Value (in $ millions) 569

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

Sector Weighting

Basic Materials 0.02%
Capital Goods 8.04%
Conglomerates
Consumer Cyclical 13.22%
Consumer/Non-Cyclical 2.88%
Energy 1.36%
Financial 14.97%
Healthcare 13.9%
Services 4.47%
Technology 37.14%
Transportation 0%
Utilities

71 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 50,011 25,876 107.21 380,633
SUNEDISON INC COM 27,162 9,407 52.98 922,297
SUNPOWER CORP COM 19,412 9,561 97.05 601,174
LAZARD LTD SHS A 19,032 9 .05 337,150
BIOGEN INC COM 18,384 -28,474 (60.77) 45,828
LEAR CORP COM NEW 17,658 17,658 New 150,115
JINKOSOLAR HLDG CO LTD SPONSORED ADR 16,702 708 4.43 582,556
GOLDMAN SACHS GROUP INC COM 16,483 2,821 20.65 80,425
STARBUCKS CORP COM 16,356 16,356 New 318,644
EVERCORE PARTNERS INC CLASS A 15,802 41 .26 313,602
MORGAN STANLEY COM NEW 15,738 2,158 15.89 413,724
DELPHI AUTOMOTIVE PLC SHS 15,157 15,157 New 173,635
PRICELINE GRP INC COM NEW 14,560 -35,539 (70.94) 12,007
MOHAWK INDS INC COM 13,648 -1,005 (6.86) 72,355
CELGENE CORP COM 13,578 -4,798 (26.11) 116,852
TOLL BROTHERS INC COM 13,494 13,494 New 357,461
LENNAR CORP CL A 13,328 13,328 New 275,323
CANADIAN SOLAR INC COM 12,637 -3,685 (22.58) 371,347
PTC INC COM 12,526 -2,632 (17.36) 302,131
UNITED TECHNOLOGIES CORP COM 12,009 -133 (1.1) 100,815