MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 185
New Positions 41
Increased Positions 72
Decreased Positions 67
Positions with Activity 139
Sold Out Positions 30
Total Mkt Value (in $ millions) 442

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

Sector Weighting

Basic Materials 0.09%
Capital Goods 0.2%
Conglomerates 0.17%
Consumer Cyclical 5.87%
Consumer/Non-Cyclical 0%
Energy 2.23%
Financial 3.56%
Healthcare 28.41%
Services 13.82%
Technology 42.37%
Transportation 2.78%
Utilities

139 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 22,847 -182 (0.79) 148,520
ACTAVIS PLC SHS 21,332 -1,350 (5.95) 74,800
FACEBOOK INC CL A 21,149 -434 (2.01) 258,200
GILEAD SCIENCES INC COM 20,630 -7,483 (26.62) 200,410
REGENERON PHARMACEUTICALS COM 19,574 772 4.11 41,340
SKYWORKS SOLUTIONS INC COM 19,320 -582 (2.93) 204,340
AMAZON COM INC COM 18,705 1,658 9.73 42,650
SBA COMMUNICATIONS CORP COM 18,181 573 3.25 152,420
ULTIMATE SOFTWARE GROUP INC COM 18,082 -577 (3.09) 100,316
SERVICENOW INC COM 17,658 112 .64 236,200
LINKEDIN CORP COM CL A 17,655 679 4.00 67,830
GOOGLE INC CL A 16,633 -136 (0.81) 29,380
JAZZ PHARMACEUTICALS PLC SHS USD 16,599 2,836 20.61 90,710
CAVIUM INC COM 15,749 1,098 7.49 241,000
ALEXION PHARMACEUTICALS INC COM 15,598 2,095 15.52 89,260
MASTERCARD INC CL A 15,320 3,925 34.44 170,700
NXP SEMICONDUCTORS N V COM 15,058 994 7.06 155,350
UNDER ARMOUR INC CL A 14,172 1,670 13.36 174,000
PRICELINE GRP INC COM NEW 13,209 -376 (2.77) 10,540
CELGENE CORP COM 11,879 11,879 New 103,550