MAGEE THOMSON INVESTMENT PARTNERS LLC Information

12531 HIGH BLUFF DRIVE, SAN DIEGO, California, 92130, (858) 350-5050

Report Date: 03/31/2014

Position Statistics

Total Positions 175
New Positions 28
Increased Positions 71
Decreased Positions 58
Positions with Activity 129
Sold Out Positions 26
Total Mkt Value (in $ millions) 448

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

Sector Weighting

Basic Materials 0.13%
Capital Goods 4.75%
Conglomerates 0.01%
Consumer Cyclical 2.9%
Consumer/Non-Cyclical 4.2%
Energy 3.65%
Financial 8.52%
Healthcare 23.05%
Services 17.5%
Technology 32.8%
Transportation 2.33%
Utilities

175 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTAVIS PLC SHS 28,127 -226 (0.8) 129,230
GILEAD SCIENCES INC COM 27,382 156 .57 308,600
ALEXION PHARMACEUTICALS INC COM 22,980 -240 (1.03) 140,800
B/E AEROSPACE INC COM 20,034 26 .13 212,900
MASTERCARD INC CL A 19,708 127 .65 259,900
FACEBOOK INC CL A 18,661 31 .17 281,300
STARBUCKS CORP COM 18,495 37 .20 235,300
ALLIANCE DATA SYSTEMS CORP COM 17,763 50 .28 64,510
SBA COMMUNICATIONS CORP COM 16,883 112 .67 162,900
LAS VEGAS SANDS CORP COM 15,733 20 .13 210,900
HALLIBURTON CO COM 15,661 26 .16 227,000
ULTIMATE SOFTWARE GROUP INC COM 15,079 31 .21 114,246
AMAZON COM INC COM 14,904 50 .34 43,050
SERVICENOW INC COM 14,723 3,386 29.86 258,200
PRICELINE GRP INC COM NEW 14,567 2,574 21.47 11,990
HERTZ GLOBAL HOLDINGS INC COM 14,367 17 .12 500,600
REGENERON PHARMACEUTICALS COM 12,900 96 .75 40,810
JOHNSON CTLS INC COM 12,784 90 .71 252,000
PALO ALTO NETWORKS INC COM 11,623 11,623 New 151,100
COSTAR GROUP INC COM 10,860 35 .33 73,870


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