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 178
New Positions 28
Increased Positions 51
Decreased Positions 96
Positions with Activity 147
Sold Out Positions 27
Total Mkt Value (in $ millions) 432

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 4.3%
Conglomerates 0.01%
Consumer Cyclical 2.57%
Consumer/Non-Cyclical 3.88%
Energy 3.46%
Financial 5.85%
Healthcare 21.48%
Services 13.55%
Technology 40.42%
Transportation 4.13%
Utilities

147 Activity 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 30,082 -2,617 (8) 283,900
ALEXION PHARMACEUTICALS INC COM 21,023 -1,708 (7.51) 130,220
FACEBOOK INC CL A 20,335 -1,582 (7.22) 261,000
B/E AEROSPACE INC COM 17,169 -1,490 (7.99) 195,900
GOOGLE INC CL A 17,163 7,113 70.78 28,350
SBA COMMUNICATIONS CORP COM 16,943 -1,323 (7.24) 151,100
SPIRIT AIRLS INC COM 16,846 5,825 52.85 234,925
ACTAVIS PLC SHS 16,789 -14,460 (46.27) 69,430
STARBUCKS CORP COM 16,606 -1,293 (7.23) 218,300
ULTIMATE SOFTWARE GROUP INC COM 15,701 -1,214 (7.18) 106,046
SERVICENOW INC COM 14,918 -1,178 (7.32) 239,300
ALLIANCE DATA SYSTEMS CORP COM 14,711 -1,175 (7.39) 59,740
HALLIBURTON CO COM 14,054 -1,044 (6.92) 211,300
PALO ALTO NETWORKS INC COM 13,879 -1,122 (7.48) 139,800
REGENERON PHARMACEUTICALS COM 13,578 -1,070 (7.3) 37,830
AMAZON COM INC COM 13,203 -1,060 (7.43) 39,850
PRICELINE GRP INC COM NEW 13,166 -1,056 (7.42) 11,100
LINKEDIN CORP COM CL A 13,124 -1,047 (7.39) 62,150
HERTZ GLOBAL HOLDINGS INC COM 12,968 -999 (7.15) 464,800
SKYWORKS SOLUTIONS INC COM 12,384 12,384 New 214,700


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