MAGEE THOMSON INVESTMENT PARTNERS LLC
12531 HIGH BLUFF DRIVE, SAN DIEGO, California, 92130, (858) 350-5050
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 163 |
| New Positions | 26 |
| Increased Positions | 50 |
| Decreased Positions | 72 |
| Positions with Activity | 122 |
| Sold Out Positions | 28 |
| Total Mkt Value (in $ millions) |
454 |
Sector Weighting
| Basic Materials | 0.15% |
| Capital Goods | 12.68% |
| Conglomerates | 0% |
| Consumer Cyclical | 0.11% |
| Consumer/Non-Cyclical | 4.19% |
| Energy | 3.16% |
| Financial | 9.15% |
| Healthcare | 16.45% |
| Services | 22.36% |
| Technology | 28.44% |
| Transportation | 3.32% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
163 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | COM | 13,497 | -707 | (4.98) | 171,718 |
| ALEXION PHARMACEUTICALS INC | COM | 12,366 | -709 | (5.42) | 123,813 |
| ARM HLDGS PLC | SPONSORED ADR | 12,274 | 1,774 | 16.90 | 270,528 |
| EBAY INC | COM | 12,025 | -5,361 | (30.84) | 220,723 |
| TRANSDIGM GROUP INC | COM | 11,541 | -9,372 | (44.81) | 78,058 |
| GNC HLDGS INC | COM CL A | 11,215 | -642 | (5.41) | 246,325 |
| ATHENAHEALTH INC | COM | 11,151 | 2,020 | 22.13 | 130,813 |
| APPLE INC | COM | 10,942 | -6,354 | (36.74) | 24,748 |
| CREE INC | COM | 9,940 | 9,940 | New | 163,817 |
| OCWEN FINL CORP | COM NEW | 7,153 | -5,041 | (41.34) | 174,418 |
| CONNS INC | COM | 371 | New | 7,705 | |
| PROTO LABS INC | COM | 350 | New | 6,554 | |
| PAREXEL INTL CORP | COM | 330 | New | 7,140 | |
| POLYONE CORP | COM | 316 | New | 12,505 | |
| ON ASSIGNMENT INC | COM | 297 | New | 11,091 | |
| EAGLE MATERIALS INC | COM | 294 | -75 | (20.41) | 3,932 |
| EURONET WORLDWIDE INC | COM | 290 | New | 9,276 | |
| LA Z BOY INC | COM | 289 | New | 15,427 | |
| ASBURY AUTOMOTIVE GROUP INC | COM | 286 | -66 | (18.83) | 6,957 |
| OLD DOMINION FGHT LINES INC | COM | 277 | -48 | (14.65) | 6,453 |
Latest News Headlines
UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
UPDATE: Visa, MasterCard Strike Back at Swipe-Fee Settlement Foes 6:32PM ET - Dow Jones Business News
Berkshire's Weschler Reveals Personal Stakes in DaVita, DirecTV 6:18PM ET - Dow Jones Business News
Peoples Bancorp Announces Cash Dividend 6:14PM ET - GlobeNewswire
StoneMor Partners L.P. Announces Successful Results of the Tender Offer for Its Outstanding 10.25% 5:36PM ET - GlobeNewswire
View All