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) 429

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 0.16%
Consumer Cyclical 5.46%
Consumer/Non-Cyclical 0%
Energy 2.05%
Financial 3.6%
Healthcare 29.44%
Services 13.23%
Technology 42.54%
Transportation 2.74%
Utilities

72 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
REGENERON PHARMACEUTICALS COM 18,536 731 4.11 41,340
SERVICENOW INC COM 18,194 116 .64 236,200
SBA COMMUNICATIONS CORP COM 18,173 572 3.25 152,420
LINKEDIN CORP COM CL A 17,350 668 4.00 67,830
CAVIUM INC COM 16,113 1,123 7.49 241,000
JAZZ PHARMACEUTICALS PLC SHS USD 15,728 2,688 20.61 90,710
ALEXION PHARMACEUTICALS INC COM 15,713 2,111 15.52 89,260
AMAZON COM INC COM 15,667 1,389 9.73 42,650
NXP SEMICONDUCTORS N V COM 15,147 999 7.06 155,350
MASTERCARD INC CL A 15,010 3,845 34.44 170,700
UNDER ARMOUR INC CL A 13,682 1,612 13.36 174,000
CELGENE CORP COM 12,184 12,184 New 103,550
TESLA MTRS INC COM 9,290 784 9.22 48,790
BURLINGTON STORES INC COM 446 45 11.29 7,631
TECHTARGET INC COM 308 99 47.47 26,114
NOVAVAX INC COM 306 75 32.44 40,325
QUALYS INC COM 299 299 New 6,653
WAGEWORKS INC COM 276 53 24.07 5,191
ZOES KITCHEN INC COM 271 123 82.56 8,416
LIFELOCK INC COM 238 28 13.13 17,108


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