MURPHY MICHAEL R Information

C/O DISCOVERY GROUP I, LLC, CHICAGO, Illinois, 60606,

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 10
Increased Positions 16
Decreased Positions 11
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 300

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

Sector Weighting

Basic Materials 4.52%
Capital Goods 0%
Conglomerates 8.11%
Consumer Cyclical
Consumer/Non-Cyclical 2.84%
Energy 4.37%
Financial 1.09%
Healthcare 37.22%
Services 6.49%
Technology 35.36%
Transportation
Utilities

31 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTUATE CORP COM 5,361 5,361 New 818,485
AGILYSYS INC COM 14,840 7,097 91.64 1,240,841
AMERICAN VANGUARD CORP COM 13,561 13,561 New 1,189,555
BAZAARVOICE INC COM 8,049 8,049 New 1,064,727
BIO-REFERENCE LABS INC COM $.01 NEW 23,584 -760 (3.12) 788,508
BRAVO BRIO RESTAURANT GROUP IN COM 9,274 -2,684 (22.45) 723,997
BRIGHTCOVE INC COM -7,668 Sold Out 0
CARBONITE INC COM 29,304 New 2,178,699
CENTRAL PAC FINL CORP COM NEW 3,263 3,263 New 166,080
CHECKPOINT SYS INC COM -870 Sold Out 0
CLICKSOFTWARE TECHNOLOGIES LTD ORD -4,856 Sold Out 0
DATAWATCH CORP COM NEW 324 324 New 37,499
EXA CORP COM 10,210 143 1.42 972,367
FLAGSTAR BANCORP INC COM PAR .001 -7,573 Sold Out 0
GENOMIC HEALTH INC COM 9,120 9,120 New 291,292
GILAT SATELLITE NETWORKS LTD SHS NEW 9,784 New 2,059,833
GSI GROUP INC CDA NEW COM NEW -3,954 Sold Out 0
HORIZON PHARMA PLC SHS 32,224 -272 (0.84) 2,397,620
INTRALINKS HLDGS INC COM 31,842 2,879 9.94 2,788,292
K12 INC COM 7,993 New 649,855


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