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) 425

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 2.67%
Conglomerates 0.04%
Consumer Cyclical 5.29%
Consumer/Non-Cyclical 0.02%
Energy 3.84%
Financial 2.67%
Healthcare 27.81%
Services 13.32%
Technology 39.56%
Transportation 4.42%
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 27,392 -1,083 (3.8) 273,100
ACTAVIS PLC SHS 21,511 1,360 6.75 79,532
FACEBOOK INC CL A 20,453 194 .96 263,500
PALO ALTO NETWORKS INC COM 18,054 1,194 7.08 149,700
SPIRIT AIRLS INC COM 17,957 -415 (2.26) 229,624
SBA COMMUNICATIONS CORP COM 17,776 -419 (2.3) 147,620
REGENERON PHARMACEUTICALS COM 16,513 782 4.97 39,710
GOOGLE INC CL A 16,224 696 4.48 29,620
ULTIMATE SOFTWARE GROUP INC COM 15,255 -373 (2.39) 103,516
ALEXION PHARMACEUTICALS INC COM 15,046 -10,310 (40.66) 77,270
SERVICENOW INC COM 15,014 -294 (1.92) 234,700
LINKEDIN CORP COM CL A 14,762 695 4.94 65,220
SKYWORKS SOLUTIONS INC COM 14,293 -285 (1.96) 210,500
JAZZ PHARMACEUTICALS PLC SHS USD 13,286 13,067 5,965.32 75,210
AMAZON COM INC COM 12,966 -327 (2.46) 38,870
CAVIUM INC COM 12,737 -301 (2.31) 224,200
PRICELINE GRP INC COM NEW 12,648 -303 (2.34) 10,840
PACIRA PHARMACEUTICALS INC COM 12,130 11,755 3,137.98 126,022
SPLUNK INC COM 11,541 -265 (2.25) 169,700
NXP SEMICONDUCTORS N V COM 11,296 11,296 New 145,100


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