INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

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$438 Million is the total value of INSIGHT CAPITAL RESEARCH & MANAGEMENT INC's 119 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 83.1% .

All

			Value		Shares		↓ Weighting
GTATQ	New	GT ADVANCED TECHNOLOGIES INCcs	$13,476,000	–	724,543	+100.0%	3.08%	–
SUNEQ	Buy	SUNEDISON, INC.cs	$12,001,000	+104.5%	531,032	+70.5%	2.74%	+102.9%
HK	New	HALCON RESOURCES CORPcs	$11,955,000	–	1,639,979	+100.0%	2.73%	–
ARCB	New	ARKANSAS BEST CORPcs	$10,166,000	–	233,651	+100.0%	2.32%	–
CRZO	Buy	CARRIZO OIL & GAS INCcs	$9,048,000	+722.5%	130,633	+535.0%	2.07%	+714.2%
SAVE	New	SPIRIT AIRLINES INCcs	$8,633,000	–	136,516	+100.0%	1.97%	–
HZNP	New	HORIZON PHARMA INCcs	$8,488,000	–	536,522	+100.0%	1.94%	–
PCRX	Sell	PACIRA PHARMACEUTICALS INCcs	$8,348,000	+18.9%	90,876	-9.4%	1.91%	+17.9%
LCI	New	LANNETT CO INCcs	$8,326,000	–	167,798	+100.0%	1.90%	–
PAY	New	VERIFONE SYSTEMS INCcs	$8,118,000	–	220,899	+100.0%	1.86%	–
MSFT	Sell	MICROSOFT CORPORATIONcs	$8,056,000	+0.6%	193,195	-1.1%	1.84%	-0.3%
CW	New	CURTISS-WRIGHT CORPcs	$7,895,000	–	120,423	+100.0%	1.80%	–
GPK	New	GRAPHIC PACKAGING HOLDING COcs	$7,560,000	–	646,172	+100.0%	1.73%	–
KW	Sell	KENNEDY-WILSON HOLDINGS INCcs	$7,290,000	+15.6%	271,822	-3.0%	1.67%	+14.7%
VC	Sell	VISTEON CORPcs	$7,269,000	+6.6%	74,929	-2.8%	1.66%	+5.7%
FANG	New	DIAMONDBACK ENERGY INCcs	$7,169,000	–	80,728	+100.0%	1.64%	–
PVAHQ	Buy	PENN VIRGINIA CORPcs	$6,974,000	+15.4%	411,445	+19.1%	1.59%	+14.4%
KS	Sell	KAPSTONE PAPER AND PACKAGINGcs	$6,960,000	+11.5%	210,082	-3.0%	1.59%	+10.6%
PDS	New	PRECISION DRILLING CORPcs	$6,908,000	–	487,872	+100.0%	1.58%	–
ENTA	Sell	ENANTA PHARMACEUTICALS INCcs	$6,819,000	-17.6%	158,315	-23.5%	1.56%	-18.3%
MTDR	Sell	MATADOR RESOURCES COcs	$6,805,000	+16.3%	232,407	-2.8%	1.56%	+15.3%
ATI	New	ALLEGHENY TECHNOLOGIES INCcs	$6,551,000	–	145,256	+100.0%	1.50%	–
COLM	New	COLUMBIA SPORTSWEAR CO.cs	$6,244,000	–	75,547	+100.0%	1.43%	–
SIMO	Buy	SILICON MOTION TECHcs	$6,225,000	+120.5%	304,701	+81.1%	1.42%	+118.6%
LAD	New	LITHIA MOTORS INC-CL Acs	$6,163,000	–	65,512	+100.0%	1.41%	–
AL	New	AIR LEASE CORPcs	$5,900,000	–	152,921	+100.0%	1.35%	–
MTG	Sell	MGIC INVESTMENT CORPcs	$5,859,000	+5.4%	634,088	-2.8%	1.34%	+4.5%
CJES	New	C&J ENERGY SERVICES INCcs	$5,753,000	–	170,295	+100.0%	1.32%	–
PNM	New	PNM RESOURCES INCcs	$5,723,000	–	195,134	+100.0%	1.31%	–
CSTE	Sell	CAESARSTONE SDOT-YAM LTDcs	$5,718,000	-22.4%	116,512	-14.0%	1.31%	-23.1%
CNC	New	CENTENE CORPcs	$5,705,000	–	75,449	+100.0%	1.30%	–
HF	New	HFF INC-CLASS Acs	$5,664,000	–	152,306	+100.0%	1.29%	–
ZBRA	New	ZEBRA TECHNOLOGIES CORP-CL Acs	$5,639,000	–	68,506	+100.0%	1.29%	–
AZPN	Sell	ASPEN TECHNOLOGY INC COMcs	$5,360,000	+6.3%	115,508	-3.0%	1.22%	+5.4%
EDR	New	EDUCATION REALTY TRUST INCcs	$5,340,000	–	497,236	+100.0%	1.22%	–
TPC	New	TUTOR PERINI CORPcs	$5,164,000	–	162,698	+100.0%	1.18%	–
AAL	New	AMERICAN AIRLINES GROUP INCcs	$5,038,000	–	117,265	+100.0%	1.15%	–
FB	Buy	FACEBOOK INCcs	$4,693,000	+109.7%	69,737	+87.7%	1.07%	+107.8%
RCL	Sell	ROYAL CARIBBEAN CRUISES LTDcs	$4,641,000	-21.5%	83,478	-22.9%	1.06%	-22.1%
AAPL	Buy	APPLE INCcs	$4,639,000	+18.3%	49,921	+583.5%	1.06%	+17.3%
GT	Sell	GOODYEAR TIRE & RUBBER COcs	$4,539,000	+3.5%	163,397	-2.7%	1.04%	+2.6%
THRM	New	GENTHERM INCcs	$4,463,000	–	100,396	+100.0%	1.02%	–
UNP	Buy	UNION PACIFIC CORPORATION COMcs	$4,346,000	+395.6%	43,569	+832.2%	0.99%	+391.6%
LSCC	New	LATTICE SEMICONDUCTOR CORPcs	$4,310,000	–	522,483	+100.0%	0.98%	–
EEFT	Sell	EURONET WORLDWIDE INCcs	$4,243,000	+12.7%	87,946	-2.9%	0.97%	+11.8%
NUVA	Sell	NUVASIVE INCcs	$4,187,000	-49.6%	117,718	-45.6%	0.96%	-50.0%
V107SC	New	WELLPOINT INCcs	$4,140,000	–	38,476	+100.0%	0.95%	–
B108PS	New	ACTAVIS INCcs	$3,728,000	–	16,712	+100.0%	0.85%	–
JAZZ	New	JAZZ PHARMACEUTICALS INCcs	$3,593,000	–	24,438	+100.0%	0.82%	–
MU	Sell	MICRON TECHNOLOGY INCcs	$3,593,000	-9.1%	109,053	-34.7%	0.82%	-9.9%
AA	Sell	ALCOA INCcs	$3,545,000	+12.8%	238,089	-2.5%	0.81%	+11.7%
UPLMQ	New	ULTRA PETROLEUM CORPcs	$3,469,000	–	116,846	+100.0%	0.79%	–
NXPI	Sell	NXP SEMICONDUCTORS NVcs	$3,312,000	-22.7%	50,044	-31.3%	0.76%	-23.3%
HAL	Buy	HALLIBURTON COcs	$3,279,000	+261.1%	46,172	+199.6%	0.75%	+258.4%
WAG	Buy	WALGREEN COcs	$3,231,000	+56.1%	43,582	+39.0%	0.74%	+54.7%
EOG	Buy	EOG RESOURCES INCcs	$3,153,000	+16.3%	26,978	+95.1%	0.72%	+15.4%
CMCSA	Sell	COMCAST HOLDINGS CORP CL Acs	$3,131,000	+5.5%	58,326	-1.6%	0.72%	+4.7%
DPS	New	DR PEPPER SNAPPLE GROUP INCcs	$2,971,000	–	50,722	+100.0%	0.68%	–
LYB	New	LYONDELLBASELL INDUSTRIES N V SHS - A -cs	$2,917,000	–	29,867	+100.0%	0.67%	–
AZO	New	AUTOZONE INC COMcs	$2,869,000	–	5,351	+100.0%	0.66%	–
PEP	New	PEPSICO INC COMcs	$2,866,000	–	32,085	+100.0%	0.66%	–
GILD	Sell	GILEAD SCIENCES INC.cs	$2,837,000	+14.4%	34,218	-2.2%	0.65%	+13.3%
HOG	New	HARLEY-DAVIDSON INCcs	$2,810,000	–	40,231	+100.0%	0.64%	–
VIPS	New	VIPSHOP HOLDINGS LTD-ADScs	$2,764,000	–	14,722	+100.0%	0.63%	–
INTU	Sell	INTUIT INC.cs	$2,678,000	+3.3%	33,255	-0.3%	0.61%	+2.5%
NEE	Sell	NEXTERA ENERGY INCcs	$2,664,000	-27.4%	25,999	-32.3%	0.61%	-28.0%
IBM	Buy	INTL BUS MACHINEScs	$2,623,000	+33.7%	14,469	+42.0%	0.60%	+32.5%
QCOM	Sell	QUALCOMM INCcs	$2,575,000	-1.0%	32,509	-1.5%	0.59%	-2.0%
NWE	New	NORTHWESTERN CORPcs	$2,556,000	–	48,975	+100.0%	0.58%	–
URI	Sell	UNITED RENTALScs	$2,510,000	+10.0%	23,969	-0.3%	0.57%	+9.1%
ELS	New	EQUITY LIFESTYLE PROPERTIEScs	$2,508,000	–	56,804	+100.0%	0.57%	–
PXD	New	PIONEER NAT RES COMcs	$2,271,000	–	9,880	+100.0%	0.52%	–
GOOGL	Sell	GOOGLE INC.cs	$2,256,000	-48.6%	3,859	-1.9%	0.52%	-49.0%
RES	Buy	RPC INCcs	$2,260,000	+124.2%	96,202	+94.9%	0.52%	+122.4%
GOOG	New	GOOGLE INC CL Ccs	$2,220,000	–	3,859	+100.0%	0.51%	–
JNJ	Sell	JOHNSON & JOHNSONcs	$2,078,000	+6.2%	19,867	-0.3%	0.48%	+5.3%
SPG	Sell	SIMON PPTY GROUP INC NEW COMcs	$2,037,000	+1.1%	12,253	-0.3%	0.47%	+0.4%
ORCL	New	ORACLE SYSTEMS CORPcs	$1,954,000	–	48,202	+100.0%	0.45%	–
DIS	Sell	WALT DISNEY CO/THEcs	$1,935,000	+3.8%	22,572	-3.1%	0.44%	+2.8%
HD	Sell	THE HOME DEPOT, INC.cs	$1,914,000	+2.0%	23,643	-0.3%	0.44%	+1.2%
VIAB	Sell	VIACOM INC-CLASS Bcs	$1,832,000	+1.7%	21,124	-0.4%	0.42%	+1.0%
BA	Sell	BOEING CO COMcs	$1,717,000	+1.1%	13,498	-0.3%	0.39%	0.0%
AXP	Sell	AMERICAN EXPRESS CO COMcs	$1,715,000	+5.1%	18,075	-0.3%	0.39%	+4.3%
ABBV	Sell	ABBVIE INCcs	$1,646,000	+9.5%	29,165	-0.3%	0.38%	+8.7%
ADBE		ADOBE SYSTEMS INCcs	$1,512,000	+10.0%	20,900	0.0%	0.35%	+9.1%
SLB	Sell	SCHLUMBERGER LTDcs	$1,504,000	+20.6%	12,755	-0.3%	0.34%	+19.9%
PX	Sell	PRAXAIR INC COMcs	$1,484,000	+1.1%	11,174	-0.3%	0.34%	+0.3%
AMGN	Sell	AMGEN INC COMcs	$1,465,000	-4.3%	12,375	-0.3%	0.34%	-5.1%
SLXP	New	SALIX PHARMACEUTICALS INCcs	$1,074,000	–	8,708	+100.0%	0.24%	–
DD	Sell	DU PONT E I DE NEMOURS & CO COMcs	$1,002,000	-2.7%	15,308	-0.3%	0.23%	-3.4%
KNDI	New	KANDI TECHNOLOGIES GROUP INCcs	$985,000	–	69,655	+100.0%	0.22%	–
V	Sell	VISA INCcs	$959,000	-2.6%	4,551	-0.2%	0.22%	-3.5%
UTX	Sell	UNITED TECHNOLOGIES CORPcs	$922,000	-37.1%	7,985	-36.4%	0.21%	-37.6%
DAL	Sell	DELTA AIRLINES INCcs	$865,000	-51.4%	22,340	-56.5%	0.20%	-51.7%
MGM	Sell	MGM RESORTS INTERNATIONALcs	$844,000	-88.7%	31,962	-88.9%	0.19%	-88.8%
ITT	Sell	ITT CORPcs	$826,000	+10.9%	17,182	-1.4%	0.19%	+9.9%
ADS	Sell	ALLIANCE DATA SYSTEMS CORPcs	$799,000	+1.0%	2,842	-2.2%	0.18%	+0.5%
MMM	Sell	3M COMPANYcs	$801,000	+5.3%	5,592	-0.3%	0.18%	+4.6%
UPS	Sell	UNITED PARCEL SERVICE, INC.cs	$793,000	+5.2%	7,723	-0.3%	0.18%	+4.0%
HUN	New	HUNTSMAN CORPcs	$763,000	–	27,168	+100.0%	0.17%	–
IFF	New	INTL FLAVORS & FRAGRANCEScs	$733,000	–	7,025	+100.0%	0.17%	–
DRQ	Sell	DRILL-QUIP INCcs	$689,000	-90.0%	6,307	-89.7%	0.16%	-90.1%
ACHN	New	ACHILLION PHARMACEUTICALScs	$662,000	–	87,462	+100.0%	0.15%	–
MIDD	New	MIDDLEBY CORPcs	$646,000	–	7,809	+100.0%	0.15%	–
WCN	Sell	WASTE CONNECTIONS INCcs	$622,000	+8.7%	12,807	-1.7%	0.14%	+7.6%
CMG	Sell	CHIPOTLE MEXICAN GRILL INC Cl Acs	$544,000	-0.2%	918	-4.3%	0.12%	-1.6%
EMR	Sell	EMERSON ELECT CO COMcs	$530,000	-1.1%	7,989	-0.4%	0.12%	-2.4%
WAB	Sell	WABTEC CORPcs	$511,000	+4.7%	6,191	-1.6%	0.12%	+4.5%
HON	Sell	HONEYWELL INTL INC.cs	$505,000	-0.2%	5,437	-0.4%	0.12%	-1.7%
COST	Sell	COSTCO WHSL CORP NEW COMcs	$451,000	+2.7%	3,915	-0.4%	0.10%	+2.0%
OZRK	Buy	BANK OF THE OZARKS INCcs	$413,000	-4.2%	12,354	+95.3%	0.09%	-5.1%
IDXX	Sell	IDEXX LABORATORIES INCcs	$407,000	+8.0%	3,050	-1.7%	0.09%	+6.9%
LAZ	Sell	LAZARD LTD-CL Amlp	$278,000	-0.7%	5,392	-9.2%	0.06%	-1.5%
MSCI	Sell	MSCI INCcs	$275,000	+4.6%	5,996	-1.8%	0.06%	+3.3%
GWR		GENESEE & WYOMING INC-CL Acs	$274,000	+7.9%	2,612	0.0%	0.06%	+6.8%
GLNG	New	GOLAR LNG LTDcs	$260,000	–	4,330	+100.0%	0.06%	–
GBX	New	GREENBRIER COMPANIEScs	$246,000	–	4,269	+100.0%	0.06%	–
KRFT	New	KRAFT FOODS GROcs	$212,000	–	3,534	+100.0%	0.05%	–
ZLTQ	Sell	ZELTIQ AESTHETICS INCcs	$199,000	-28.7%	13,100	-7.9%	0.04%	-29.7%
CSGP	Exit	COSTAR GROUP INCcs	$0	–	-1,640	-100.0%	-0.07%	–
AMG	Exit	AFFILIATED MANAGERS GROUPcs	$0	–	-1,825	-100.0%	-0.08%	–
ICE	Exit	INTERCONTINENTALEXCHANGE GROcs	$0	–	-2,564	-100.0%	-0.12%	–
PBYI	Exit	PUMA BIOTECHNOLOGY INCcs	$0	–	-5,044	-100.0%	-0.12%	–
CBST	Exit	CUBIST PHARMACEUTICALScs	$0	–	-9,213	-100.0%	-0.16%	–
DEPO	Exit	DEPOMED INCcs	$0	–	-46,435	-100.0%	-0.16%	–
SPLK	Exit	SPLUNK INCcs	$0	–	-9,768	-100.0%	-0.16%	–
AKS	Exit	AK STEEL HOLDING CORPcs	$0	–	-130,297	-100.0%	-0.22%	–
TSLA	Exit	TESLA MOTORS, INCcs	$0	–	-6,788	-100.0%	-0.33%	–
WDAY	Exit	WORKDAY INC-CLASS Acs	$0	–	-16,467	-100.0%	-0.35%	–
BIDU	Exit	BAIDU INCcs	$0	–	-10,679	-100.0%	-0.38%	–
ABC	Exit	AMERISOURCEBERGEN CORPcs	$0	–	-29,403	-100.0%	-0.44%	–
PKG	Exit	PACKAGING CORP OF AMERICAcs	$0	–	-30,502	-100.0%	-0.50%	–
INCY	Exit	INCYTE CORPcs	$0	–	-41,989	-100.0%	-0.52%	–
ALGN	Exit	ALIGN TECHNOLOGY INCcs	$0	–	-47,210	-100.0%	-0.56%	–
AMZN	Exit	AMAZON.COM INCcs	$0	–	-7,364	-100.0%	-0.57%	–
CGNX	Exit	COGNEX CORPcs	$0	–	-75,092	-100.0%	-0.59%	–
ACAD	Exit	ACADIA PHARMACEUTICALS INCcs	$0	–	-114,725	-100.0%	-0.64%	–
ALXN	Exit	ALEXION PHARMA INCcs	$0	–	-21,298	-100.0%	-0.75%	–
NFLX	Exit	NETFLIX INCcs	$0	–	-9,530	-100.0%	-0.77%	–
GOGO	Exit	GOGO INCcs	$0	–	-164,592	-100.0%	-0.78%	–
ULTI	Exit	ULTIMATE SOFTWARE GROUP INCcs	$0	–	-25,604	-100.0%	-0.81%	–
EQT	Exit	EQT CORPcs	$0	–	-37,416	-100.0%	-0.84%	–
WYNN	Exit	WYNN RESORTS LTDcs	$0	–	-16,777	-100.0%	-0.86%	–
ANAC	Exit	ANACOR PHARMACEUTICALS INCcs	$0	–	-188,041	-100.0%	-0.87%	–
UNFI	Exit	UNITED NATIONAL FOODS INCcs	$0	–	-55,969	-100.0%	-0.92%	–
ETFC	Exit	E*TRADE FINANCIAL CORPcs	$0	–	-177,761	-100.0%	-0.94%	–
DWRE	Exit	DEMANDWARE INCcs	$0	–	-67,669	-100.0%	-1.00%	–
HEI	Exit	HEICO CORPcs	$0	–	-72,559	-100.0%	-1.01%	–
MA	Exit	MASTERCARD INC COMcs	$0	–	-59,544	-100.0%	-1.02%	–
BOFI	Exit	BOFI HOLDING INCcs	$0	–	-54,770	-100.0%	-1.08%	–
DXCM	Exit	DEXCOM INCcs	$0	–	-114,821	-100.0%	-1.10%	–
ICLR	Exit	ICON PLCcs	$0	–	-100,202	-100.0%	-1.10%	–
BHI	Exit	BAKER HUGHEScs	$0	–	-75,108	-100.0%	-1.13%	–
ATRO	Exit	ASTRONICS CORPcs	$0	–	-82,108	-100.0%	-1.20%	–
AVGO	Exit	AVAGO TECHNOLOGIES LTDcs	$0	–	-81,493	-100.0%	-1.21%	–
CSIQ	Exit	CANADIAN SOLAR INCcs	$0	–	-166,008	-100.0%	-1.23%	–
AUXL	Exit	AUXILIUM PHARMACEUTICALS INCcs	$0	–	-197,647	-100.0%	-1.24%	–
PFPT	Exit	PROOFPOINT INCcs	$0	–	-146,481	-100.0%	-1.25%	–
ENV	Exit	ENVESTNET INCcs	$0	–	-143,706	-100.0%	-1.33%	–
MEI	Exit	METHODE ELECTRONICS INCcs	$0	–	-192,598	-100.0%	-1.36%	–
EVR	Exit	EVERCORE PARTNERS INC-CL Acs	$0	–	-120,011	-100.0%	-1.53%	–
HXL	Exit	HEXCEL CORPcs	$0	–	-153,831	-100.0%	-1.54%	–
ICPT	Exit	INTERCEPT PHARMACEUTICALS INcs	$0	–	-20,928	-100.0%	-1.59%	–
CAMP	Exit	CALAMP CORPcs	$0	–	-251,207	-100.0%	-1.61%	–
BID	Exit	SOTHEBY`Scs	$0	–	-162,912	-100.0%	-1.64%	–
FEIC	Exit	FEI COMPANYcs	$0	–	-70,837	-100.0%	-1.68%	–
YELP	Exit	YELP INCcs	$0	–	-100,182	-100.0%	-1.78%	–
ABFS	Exit	ARKANSAS BEST CORPcs	$0	–	-212,563	-100.0%	-1.81%	–
HPY	Exit	HEARTLAND PMT SYS INC COMcs	$0	–	-207,040	-100.0%	-1.98%	–
BITA	Exit	BITAUTO HOLDINGS LTD-ADRcs	$0	–	-244,525	-100.0%	-2.02%	–
FNSR	Exit	FINISAR CORPORATIONcs	$0	–	-354,663	-100.0%	-2.17%	–
KERX	Exit	KERYX BIOPHARMACEUTICALScs	$0	–	-587,504	-100.0%	-2.31%	–
SYNA	Exit	SYNAPTICS INCcs	$0	–	-176,656	-100.0%	-2.44%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2014-08-13

Signatures

The EDGAR filing(s) were signed by:

James O. Collins — CEO and CCO

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
APPLE INC	18	Q3 2017	3.9%
VISA INC	18	Q3 2017	1.5%
FACEBOOK INC	16	Q3 2017	2.8%
AMAZON.COM INC	16	Q3 2017	2.7%
THE HOME DEPOT, INC.	16	Q3 2017	1.6%
MICROSOFT CORPORATION	15	Q3 2017	3.1%
VISTEON CORP	14	Q3 2017	2.2%
3M COMPANY	14	Q3 2016	0.3%
PEPSICO INC COM	13	Q2 2017	1.1%
WALT DISNEY CO/THE	13	Q2 2017	1.0%

View INSIGHT CAPITAL RESEARCH & MANAGEMENT INC's complete holdings history.

Latest significant ownerships (13-D/G)

INSIGHT CAPITAL RESEARCH & MANAGEMENT INC Q2 2014 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
NANOMETRICS INC	April 29, 2010	?	?
TELESTONE TECHNOLOGIES CORP	April 29, 2010	?	?
ZOOM TECHNOLOGIES INC	November 24, 2009	?	?
ZOOM TECHNOLOGIES INC	October 13, 2009	212,254	3.4%
JINPAN INTERNATIONAL LTD	April 04, 2007	?	?
NVE CORP /NEW/	November 20, 2006	92	0.1%
PW EAGLE INC	March 15, 2006	?	?
OMNI ENERGY SERVICES CORP	February 01, 2005	?	?
MOBILITY ELECTRONICS INC	January 16, 2004	1,916,487	7.0%
INTRADO INC	February 04, 2003	?	?

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Latest filings

Type	Filed
13F-HR	2017-11-15
13F-HR	2017-07-21
13F-HR	2017-05-08
13F-HR	2017-02-17
13F-HR	2016-10-24
13F-HR	2016-07-27
13F-HR	2016-05-10
13F-HR	2016-02-08
13F-HR	2015-11-05
13F-HR	2015-08-13

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