MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 171
New Positions 21
Increased Positions 48
Decreased Positions 96
Positions with Activity 144
Sold Out Positions 27
Total Mkt Value (in $ millions) 420

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

Sector Weighting

Basic Materials 0.14%
Capital Goods 2.07%
Conglomerates 0.05%
Consumer Cyclical 5.01%
Consumer/Non-Cyclical 0.03%
Energy 3.02%
Financial 2.74%
Healthcare 27.06%
Services 12.98%
Technology 41.7%
Transportation 4.34%
Utilities

171 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
STARBUCKS CORP COM -17,863 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -17,392 Sold Out 0
COSTAR GROUP INC COM -12,884 Sold Out 0
JOHNSON CTLS INC COM -11,431 Sold Out 0
ALEXION PHARMACEUTICALS INC COM 14,487 -9,927 (40.66) 77,270
HEXCEL CORP NEW COM -9,333 Sold Out 0
ATHENAHEALTH INC COM -6,414 Sold Out 0
B/E AEROSPACE INC COM 7,733 -3,782 (32.85) 131,550
KLX INC COM 2,682 -1,312 (32.85) 65,775
GILEAD SCIENCES INC COM 25,614 -1,013 (3.8) 273,100
SPIRIT AIRLS INC COM 17,415 -402 (2.26) 229,624
SBA COMMUNICATIONS CORP COM 16,631 -392 (2.3) 147,620
ULTIMATE SOFTWARE GROUP INC COM 15,799 -386 (2.39) 103,516
CAVIUM INC COM 14,100 -333 (2.31) 224,200
SERVICENOW INC COM 16,457 -323 (1.92) 234,700
SKYWORKS SOLUTIONS INC COM 15,680 -313 (1.96) 210,500
AMAZON COM INC COM 12,014 -303 (2.46) 38,870
PRICELINE GRP INC COM NEW 12,533 -301 (2.34) 10,840
HERTZ GLOBAL HOLDINGS INC COM 11,177 -266 (2.32) 454,000
MASTERCARD INC CL A 11,144 -262 (2.29) 126,970


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