KALMAR INVESTMENTS INC /DE/ Information

3701 KENNETT PIKE, GREENVILLE, Delaware, 19807, (302) 658-7575

Report Date: 03/31/2015

Position Statistics

Total Positions 163
New Positions 11
Increased Positions 50
Decreased Positions 90
Positions with Activity 140
Sold Out Positions 9
Total Mkt Value (in $ millions) 5,211

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

Sector Weighting

Basic Materials 7.06%
Capital Goods 7.62%
Conglomerates
Consumer Cyclical 6.37%
Consumer/Non-Cyclical 2.21%
Energy 6.59%
Financial 7.16%
Healthcare 13.01%
Services 21.25%
Technology 25.1%
Transportation 1.52%
Utilities

50 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BONANZA CREEK ENERGY INC COM 22,880 319 1.42 1,274,655
TEXAS CAPITAL BANCSHARES INC COM 22,733 72 .32 367,791
MOBILE MINI INC COM 21,689 197 .92 510,460
AMERICAN TOWER CORP NEW COM 20,931 4,974 31.17 225,205
GENTHERM INC COM 20,871 337 1.64 377,420
CALLIDUS SOFTWARE INC COM 20,414 183 .91 1,307,750
DIODES INC COM 19,691 81 .42 816,392
PDC ENERGY INC COM 19,589 1,441 7.94 371,558
FLIR SYS INC COM 18,882 18,882 New 605,010
PEGASYSTEMS INC COM 16,924 288 1.73 742,950
ENTRAVISION COMMUNICATIONS CP CL A 15,959 139 .88 1,970,207
CHEMTURA CORP COM NEW 15,351 253 1.68 538,836
CBS CORP (CLASS B) CL B 15,162 15,162 New 274,025
POWER INTEGRATIONS INC COM 13,890 163 1.19 308,864
HUNT J B TRANS SVCS INC COM 13,362 3,401 34.14 160,890
CARTER'S, INC. COM 13,266 13,266 New 125,130
MAXLINEAR INC CL A 13,108 145 1.12 1,083,296
REX ENERGY CORPORATION COM 12,018 6,330 111.29 2,225,581
FINANCIAL ENGINES INC COM 11,977 163 1.38 285,313
MONOTYPE IMAGING HOLDINGS INC COM 10,461 158 1.53 438,982