$445 Thousand is the total value of HARTWELL J M LIMITED PARTNERSHIP's 97 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 187.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIGO | Buy | Millicom International Cellula | $90,473,000 | +22.7% | 1,020,332 | +0.1% | 20.34% | +13.7% |
| SDRL | Buy | Seadrill Limited | $22,933,000 | +12.6% | 508,720 | +1.7% | 5.16% | +4.4% |
| EPAM | Buy | EPAM Systems | $10,911,000 | +223.5% | 316,275 | +154.8% | 2.45% | +200.0% |
| CLH | Buy | Clean Harbors, Inc. | $10,606,000 | +21.0% | 180,805 | +4.2% | 2.38% | +12.2% |
| LXFT | New | Luxoft Holdings Inc. | $2,880,000 | – | 108,800 | +100.0% | 0.65% | – |
| HDS | Buy | HD Supply | $2,686,000 | +291.5% | 122,250 | +234.9% | 0.60% | +263.9% |
| FB | Buy | Facebook, Inc | $2,161,000 | +236.6% | 43,015 | +66.7% | 0.49% | +211.5% |
| CLR | Buy | Continental Resources | $2,143,000 | +40.8% | 19,975 | +12.9% | 0.48% | +30.6% |
| MDSO | Buy | Medidata Solutions | $1,335,000 | +33.0% | 13,490 | +4.0% | 0.30% | +23.0% |
| FTNT | New | Fortinet, Inc. | $1,240,000 | – | 61,200 | +100.0% | 0.28% | – |
| GEOS | New | Geospace Technologies | $887,000 | – | 10,527 | +100.0% | 0.20% | – |
| BX | New | Blackstone Group LP | $846,000 | – | 34,000 | +100.0% | 0.19% | – |
| SPLK | New | Splunk Inc | $693,000 | – | 11,540 | +100.0% | 0.16% | – |
| AVGTF | New | AVG Technologies N.V. | $593,000 | – | 24,765 | +100.0% | 0.13% | – |
| EXPE | New | Expedia, Inc. | $556,000 | – | 10,730 | +100.0% | 0.12% | – |
| ACT | New | Actavis Inc | $518,000 | – | 3,600 | +100.0% | 0.12% | – |
| CPWR | New | Compuware | $504,000 | – | 45,000 | +100.0% | 0.11% | – |
| SNECQ | New | Sanchez Energy Corp | $460,000 | – | 17,405 | +100.0% | 0.10% | – |
| WCRX | New | Warner Chilcott plc | $426,000 | – | 18,600 | +100.0% | 0.10% | – |
| ROSE | New | Rosetta Resources | $381,000 | – | 7,000 | +100.0% | 0.09% | – |
| BLOX | New | Infoblox Inc. | $377,000 | – | 9,015 | +100.0% | 0.08% | – |
| EVR | New | Evercore Partners, Inc. | $304,000 | – | 6,175 | +100.0% | 0.07% | – |
| HENOY | New | Henkel AG and Co. ADR | $206,000 | – | 2,000 | +100.0% | 0.05% | – |
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/A filed 2013-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Millicom International Cellula | 26 | Q3 2019 | 21.4% |
| Epam Systems Inc. | 26 | Q3 2019 | 11.6% |
| Microsoft Corporation | 26 | Q3 2019 | 10.2% |
| Facebook Inc Cl A | 26 | Q3 2019 | 9.6% |
| Cognizant Technology Solutions | 26 | Q3 2019 | 7.2% |
| Mastercard Inc-Class A | 26 | Q3 2019 | 6.5% |
| Visa Inc-Class A | 26 | Q3 2019 | 5.7% |
| Home Depot Inc. | 26 | Q3 2019 | 5.6% |
| Millicom International Cellula | 26 | Q3 2019 | 5.6% |
| Apple Inc. | 26 | Q3 2019 | 4.3% |
View HARTWELL J M LIMITED PARTNERSHIP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-07 |
| 13F-HR | 2019-07-31 |
| 13F-HR | 2019-04-16 |
| 13F-HR | 2019-02-04 |
| 13F-HR | 2018-10-29 |
| 13F-HR | 2018-07-13 |
| 13F-HR | 2018-04-17 |
| 13F-HR | 2018-01-22 |
| 13F-HR | 2017-10-10 |
| 13F-HR | 2017-07-11 |
View HARTWELL J M LIMITED PARTNERSHIP'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.