TURNER INVESTMENTS, L.P. Information

1205 WESTLAKES DR, BERWYN, Pennsylvania, 19312, (484) 329-2300

Report Date: 03/31/2014

Position Statistics

Total Positions 775
New Positions 191
Increased Positions 283
Decreased Positions 451
Positions with Activity 734
Sold Out Positions 145
Total Mkt Value (in $ millions) 3,807

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

Sector Weighting

Basic Materials 4.64%
Capital Goods 2.76%
Conglomerates 0.44%
Consumer Cyclical 5.8%
Consumer/Non-Cyclical 4.3%
Energy 4.61%
Financial 9.2%
Healthcare 14.18%
Services 16.98%
Technology 30.56%
Transportation 4.04%
Utilities 0.66%

283 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STARBUCKS CORP COM 45,786 12,006 35.54 581,485
SALESFORCE COM INC COM 36,275 5,927 19.53 660,859
GOOGLE INC CL A 35,626 5,258 17.32 59,568
COPA HOLDINGS SA CL A 35,539 8,733 32.58 228,297
GOOGLE INC CL C 35,087 5,179 17.32 59,568
PUMA BIOTECHNOLOGY INC COM 28,256 25,898 1,098.39 140,799
MYLAN INC COM 18,887 18,887 New 365,036
ZILLOW INC CL A 18,574 4,060 27.98 116,920
TRIPADVISOR INC COM 18,572 9,051 95.07 185,946
SPIRIT AIRLS INC COM 17,389 2,063 13.46 256,020
IRONWOOD PHARMACEUTICALS INC COM CL A 17,307 2,445 16.45 1,126,790
CYBERONICS INC COM 17,072 721 4.41 291,786
PACWEST BANCORP DEL COM 16,860 11,357 206.36 406,753
ROCKWELL AUTOMATION INC COM 16,793 2,188 14.98 136,462
PROOFPOINT INC COM 16,499 12,319 294.74 437,290
HCA HOLDINGS INC COM 15,863 8,278 109.14 252,196
HERSHEY CO COM 14,325 12,164 563.01 154,813
MORGAN STANLEY COM NEW 14,022 14,022 New 421,843
SUNEDISON INC COM 12,993 12,993 New 620,170
ROPER INDS INC NEW COM 12,761 4,934 63.04 89,389