$255 Million is the total value of Murphy Michael R's 18 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 56.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TUBE | Buy | TUBEMOGUL INC | $29,490,000 | +3.6% | 2,478,190 | +12.7% | 11.59% | +16.9% |
| FMI | Buy | FOUNDATION MEDICINE INC | $29,384,000 | +3.7% | 1,574,711 | +1.0% | 11.54% | +17.1% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $28,826,000 | +49.1% | 4,354,385 | +12.4% | 11.33% | +68.3% |
| ININ | Sell | INTERACTIVE INTELLIGENCE GRO | $27,412,000 | +0.7% | 668,756 | -10.5% | 10.77% | +13.7% |
| AGYS | AGILYSYS INC | $23,700,000 | +2.5% | 2,263,632 | 0.0% | 9.31% | +15.7% | |
| NTRA | Buy | NATERA INC | $20,861,000 | +30.2% | 1,729,013 | +2.8% | 8.20% | +47.0% |
| AMBR | Buy | AMBER RD INC | $19,881,000 | +42.5% | 2,578,584 | +0.0% | 7.81% | +60.9% |
| NANO | Sell | NANOMETRICS INC | $14,142,000 | -7.4% | 680,232 | -29.4% | 5.56% | +4.6% |
| ASNA | Buy | ASCENA RETAIL GROUP INC | $12,862,000 | +33.4% | 1,840,020 | +111.1% | 5.05% | +50.6% |
| XTLY | Buy | XACTLY CORP | $12,428,000 | +9387.0% | 970,172 | +4959.3% | 4.88% | +10515.2% |
| ENTL | Buy | ENTELLUS MED INC | $11,463,000 | +30.7% | 627,441 | +30.1% | 4.50% | +47.5% |
| IXYS | New | IXYS CORP | $5,191,000 | – | 506,408 | +100.0% | 2.04% | – |
| CTRL | Sell | CONTROL4 CORP | $5,101,000 | -53.1% | 625,127 | -54.2% | 2.00% | -47.1% |
| KTWO | New | K2M GROUP HLDGS INC | $5,009,000 | – | 322,715 | +100.0% | 1.97% | – |
| EGAN | Sell | EGAIN CORP | $3,618,000 | -28.1% | 1,283,094 | -9.5% | 1.42% | -18.9% |
| EXAR | Sell | EXAR CORP | $1,814,000 | -78.3% | 225,278 | -84.5% | 0.71% | -75.5% |
| LPSN | New | LIVEPERSON INC | $1,805,000 | – | 284,712 | +100.0% | 0.71% | – |
| IMPV | New | IMPERVA INC | $1,535,000 | – | 35,700 | +100.0% | 0.60% | – |
| PMC | Exit | PHARMERICA CORP | $0 | – | -10,000 | -100.0% | -0.08% | – |
| AKAOQ | Exit | ACHAOGEN INC | $0 | – | -318,619 | -100.0% | -0.31% | – |
| OPWR | Exit | OPOWER INC | $0 | – | -933,501 | -100.0% | -2.21% | – |
| INAP | Exit | INTERNAP CORP | $0 | – | -2,452,964 | -100.0% | -2.33% | – |
| MKTO | Exit | MARKETO INC | $0 | – | -382,838 | -100.0% | -2.61% | – |
| BV | Exit | BAZAARVOICE INC | $0 | – | -2,383,070 | -100.0% | -2.61% | – |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS INC | $0 | – | -541,561 | -100.0% | -2.88% | – |
| TTGT | Exit | TECHTARGET INC | $0 | – | -1,403,121 | -100.0% | -3.62% | – |
| SQI | Exit | SCIQUEST INC NEW | $0 | – | -1,797,010 | -100.0% | -8.68% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AGILYSYS INC | 11 | Q2 2016 | 9.3% |
| INTRALINKS HLDGS INC | 10 | Q3 2015 | 11.7% |
| EXA CORP | 10 | Q3 2015 | 4.9% |
| GILAT SATELLITE NETWORKS LTD | 10 | Q3 2015 | 4.8% |
| NUTRACEUTICAL INTL CORP | 10 | Q3 2015 | 3.7% |
| SUPERNUS PHARMACEUTICALS INC | 9 | Q1 2016 | 12.3% |
| RESOLUTE ENERGY CORP | 8 | Q3 2015 | 7.3% |
| CARBONITE INC | 7 | Q1 2015 | 10.0% |
| K12 INC | 7 | Q4 2014 | 8.6% |
| INTERACTIVE INTELLIGENCE GRO | 6 | Q2 2016 | 10.8% |
View Murphy Michael R's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-08-12 |
| 13F-HR | 2016-05-13 |
| 13F-HR | 2016-02-16 |
| 13F-HR | 2015-11-13 |
| 13F-HR | 2015-08-13 |
| 13F-HR | 2015-05-14 |
| 13F-HR | 2015-02-13 |
| 13F-HR | 2014-11-13 |
| 13F-HR | 2014-08-13 |
| 13F-HR | 2014-05-14 |
View Murphy Michael R's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.