MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 170
New Positions 21
Increased Positions 48
Decreased Positions 95
Positions with Activity 143
Sold Out Positions 27
Total Mkt Value (in $ millions) 415

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 2.74%
Conglomerates 0.04%
Consumer Cyclical 5.37%
Consumer/Non-Cyclical 0.02%
Energy 4.09%
Financial 2.67%
Healthcare 27.8%
Services 13.23%
Technology 39.33%
Transportation 4.35%
Utilities

170 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 27,471 -1,086 (3.8) 273,100
ACTAVIS PLC SHS 20,558 1,300 6.75 79,532
FACEBOOK INC CL A 19,394 184 .96 263,500
SPIRIT AIRLS INC COM 17,233 -398 (2.26) 229,624
SBA COMMUNICATIONS CORP COM 17,145 -404 (2.3) 147,620
PALO ALTO NETWORKS INC COM 16,323 1,079 7.08 149,700
REGENERON PHARMACEUTICALS COM 16,122 763 4.97 39,710
GOOGLE INC CL A 16,106 691 4.48 29,620
ULTIMATE SOFTWARE GROUP INC COM 15,598 -381 (2.39) 103,516
SERVICENOW INC COM 15,051 -295 (1.92) 234,700
ALEXION PHARMACEUTICALS INC COM 14,878 -10,196 (40.66) 77,270
LINKEDIN CORP COM CL A 14,368 676 4.94 65,220
SKYWORKS SOLUTIONS INC COM 13,611 -272 (1.96) 210,500
AMAZON COM INC COM 12,848 -324 (2.46) 38,870
JAZZ PHARMACEUTICALS PLC SHS USD 12,774 12,563 5,965.32 75,210
PRICELINE GRP INC COM NEW 12,508 -300 (2.34) 10,840
CAVIUM INC COM 12,284 -290 (2.31) 224,200
PACIRA PHARMACEUTICALS INC COM 11,557 11,201 3,137.98 126,022
TESLA MTRS INC COM 11,110 11,110 New 44,670
SPLUNK INC COM 11,020 -253 (2.25) 169,700