MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 177
New Positions 28
Increased Positions 51
Decreased Positions 96
Positions with Activity 147
Sold Out Positions 27
Total Mkt Value (in $ millions) 425

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 4.16%
Conglomerates 0.01%
Consumer Cyclical 2.74%
Consumer/Non-Cyclical 4.04%
Energy 3.63%
Financial 6.2%
Healthcare 21.17%
Services 14.19%
Technology 39.3%
Transportation 4.21%
Utilities

177 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 28,614 -2,490 (8) 283,900
ALEXION PHARMACEUTICALS INC COM 21,973 -1,785 (7.51) 130,220
FACEBOOK INC CL A 19,525 -1,519 (7.22) 261,000
STARBUCKS CORP COM 17,034 -1,327 (7.23) 218,300
SPIRIT AIRLS INC COM 16,893 5,841 52.85 234,925
GOOGLE INC CL A 16,880 6,996 70.78 28,350
SBA COMMUNICATIONS CORP COM 16,509 -1,289 (7.24) 151,100
B/E AEROSPACE INC COM 16,375 -1,421 (7.99) 195,900
ALLIANCE DATA SYSTEMS CORP COM 15,947 -1,273 (7.39) 59,740
ACTAVIS PLC SHS 15,508 -13,357 (46.27) 69,430
ULTIMATE SOFTWARE GROUP INC COM 15,298 -1,183 (7.18) 106,046
HALLIBURTON CO COM 14,533 -1,080 (6.92) 211,300
PRICELINE GRP INC COM NEW 14,134 -1,133 (7.42) 11,100
HERTZ GLOBAL HOLDINGS INC COM 14,097 -1,086 (7.15) 464,800
SERVICENOW INC COM 13,767 -1,087 (7.32) 239,300
LINKEDIN CORP COM CL A 13,544 -1,081 (7.39) 62,150
AMAZON COM INC COM 13,381 -1,074 (7.43) 39,850
REGENERON PHARMACEUTICALS COM 13,062 -1,029 (7.3) 37,830
CAVIUM INC COM 12,625 12,625 New 229,500
SKYWORKS SOLUTIONS INC COM 11,985 11,985 New 214,700


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