MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 119
New Positions 21
Increased Positions 43
Decreased Positions 57
Positions with Activity 100
Sold Out Positions 14
Total Mkt Value (in $ millions) 363

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

Sector Weighting

Basic Materials 0%
Capital Goods 0.01%
Conglomerates 0%
Consumer Cyclical 11.07%
Consumer/Non-Cyclical 4.36%
Energy 0%
Financial 3.95%
Healthcare 29.67%
Services 11.76%
Technology 34.48%
Transportation 2.44%
Utilities

57 DECREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 17,503 -4,558 (20.66) 33,060
ALEXION PHARMACEUTICALS INC COM 15,748 -1,771 (10.11) 78,350
PALO ALTO NETWORKS INC COM 15,735 -6,223 (28.34) 79,920
UNDER ARMOUR INC CL A 15,147 -1,854 (10.9) 157,700
SERVICENOW INC COM 14,511 -3,854 (20.98) 182,210
MASTERCARD INC CL A 14,343 -1,618 (10.14) 149,670
SBA COMMUNICATIONS CORP COM 13,984 -3,513 (20.08) 118,900
FACEBOOK INC CL A 12,756 -11,676 (47.79) 131,570
ULTIMATE SOFTWARE GROUP INC COM 12,601 -4,013 (24.15) 72,920
TESLA MTRS INC COM 11,782 -863 (6.82) 44,390
SPLUNK INC COM 11,383 -517 (4.34) 154,010
PRICELINE GRP INC COM NEW 11,148 -1,185 (9.61) 9,310
ALLERGAN PLC SHS 11,108 -11,290 (50.41) 36,040
JAZZ PHARMACEUTICALS PLC SHS USD 11,099 -5,012 (31.11) 60,190
LINKEDIN CORP COM CL A 10,182 -5,534 (35.21) 45,240
CAVIUM INC COM 9,246 -5,796 (38.53) 144,700
SPIRIT AIRLS INC COM 8,862 -875 (8.98) 146,900
NXP SEMICONDUCTORS N V COM 8,454 -5,720 (40.36) 93,640
REGENERON PHARMACEUTICALS COM 7,662 -14,207 (64.97) 14,140
Q2 HLDGS INC COM 12 -1 (9.41) 414