MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 178
New Positions 28
Increased Positions 51
Decreased Positions 96
Positions with Activity 147
Sold Out Positions 27
Total Mkt Value (in $ millions) 431

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 4.3%
Conglomerates 0.01%
Consumer Cyclical 2.57%
Consumer/Non-Cyclical 3.86%
Energy 3.46%
Financial 5.91%
Healthcare 21.5%
Services 13.54%
Technology 40.36%
Transportation 4.15%
Utilities

178 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ACTAVIS PLC SHS 16,519 -14,228 (46.27) 69,430
LAS VEGAS SANDS CORP COM -13,487 Sold Out 0
MASTERCARD INC CL A 10,110 -10,110 (50) 129,950
GOOGLE INC CL C -9,782 Sold Out 0
GILEAD SCIENCES INC COM 30,074 -2,616 (8) 283,900
ALEXION PHARMACEUTICALS INC COM 21,038 -1,709 (7.51) 130,220
FACEBOOK INC CL A 20,097 -1,563 (7.22) 261,000
B/E AEROSPACE INC COM 17,151 -1,488 (7.99) 195,900
SBA COMMUNICATIONS CORP COM 17,052 -1,332 (7.24) 151,100
STARBUCKS CORP COM 16,532 -1,287 (7.23) 218,300
ULTIMATE SOFTWARE GROUP INC COM 15,562 -1,203 (7.18) 106,046
ALLIANCE DATA SYSTEMS CORP COM 14,894 -1,189 (7.39) 59,740
SERVICENOW INC COM 14,671 -1,159 (7.32) 239,300
PALO ALTO NETWORKS INC COM 13,833 -1,118 (7.48) 139,800
REGENERON PHARMACEUTICALS COM 13,722 -1,081 (7.3) 37,830
PRICELINE GRP INC COM NEW 13,289 -1,066 (7.42) 11,100
LINKEDIN CORP COM CL A 13,083 -1,044 (7.39) 62,150
HALLIBURTON CO COM 14,016 -1,041 (6.92) 211,300
AMAZON COM INC COM 12,951 -1,040 (7.43) 39,850
HERTZ GLOBAL HOLDINGS INC COM 12,907 -994 (7.15) 464,800


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