$400 Million is the total value of INSIGHT CAPITAL RESEARCH & MANAGEMENT INC's 114 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NXPI | New | NXP SEMICONDUCTORS NVcs | $7,610,000 | – | 75,824 | +100.0% | 1.90% | – |
| HNT | New | HEALTH NET INCcs | $7,425,000 | – | 122,747 | +100.0% | 1.86% | – |
| BURL | New | BURLINGTON STORES INCcs | $6,662,000 | – | 112,111 | +100.0% | 1.67% | – |
| CTCT | New | CONSTANT CONTACT INCcs | $6,168,000 | – | 161,419 | +100.0% | 1.54% | – |
| DLTR | New | DOLLAR TREE INCcs | $5,888,000 | – | 72,565 | +100.0% | 1.47% | – |
| AMN | New | AMN HEALTHCARE SERVICES INCcs | $5,418,000 | – | 234,840 | +100.0% | 1.36% | – |
| TREX | New | TREX COMPANY INCcs | $5,415,000 | – | 99,296 | +100.0% | 1.36% | – |
| ELLI | New | ELLIE MAE INCcs | $5,339,000 | – | 96,532 | +100.0% | 1.34% | – |
| WHR | New | WHIRLPOOL CORPcs | $5,053,000 | – | 25,006 | +100.0% | 1.26% | – |
| MTSI | New | M/A-COM TECHNOLcs | $5,017,000 | – | 134,639 | +100.0% | 1.26% | – |
| QLYS | New | QUALYS INCcs | $4,427,000 | – | 95,235 | +100.0% | 1.11% | – |
| MCK | New | MCKESSON INCcs | $4,299,000 | – | 19,007 | +100.0% | 1.08% | – |
| UNH | New | UNITEDHEALTH GROUP INCcs | $3,811,000 | – | 32,214 | +100.0% | 0.95% | – |
| QRVO | New | QORVO INCcs | $3,662,000 | – | 45,952 | +100.0% | 0.92% | – |
| SCSS | New | SELECT COMFORT CORP COMcs | $3,605,000 | – | 104,575 | +100.0% | 0.90% | – |
| TREE | New | LENDINGTREEcs | $3,509,000 | – | 62,654 | +100.0% | 0.88% | – |
| 3101PS | New | MICREL INC.cs | $3,493,000 | – | 231,625 | +100.0% | 0.87% | – |
| GIMO | New | GIGAMON INCcs | $3,493,000 | – | 164,444 | +100.0% | 0.87% | – |
| TSRA | New | TESSERA TECHNOLOGIES INCcs | $3,491,000 | – | 86,662 | +100.0% | 0.87% | – |
| B108PS | New | ACTAVIS INCcs | $3,474,000 | – | 11,671 | +100.0% | 0.87% | – |
| PMCS | New | PMC - SIERRA INCcs | $3,423,000 | – | 368,870 | +100.0% | 0.86% | – |
| CSTE | New | CAESARSTONE SDOT-YAM LTDcs | $3,298,000 | – | 54,332 | +100.0% | 0.82% | – |
| RHI | New | ROBERT HALF INTL INCcs | $3,236,000 | – | 53,478 | +100.0% | 0.81% | – |
| BC | New | BRUNSWICK CORPcs | $3,204,000 | – | 62,277 | +100.0% | 0.80% | – |
| LNKD | New | LINKEDIN CORPcs | $3,049,000 | – | 12,203 | +100.0% | 0.76% | – |
| PCYC | New | PHARMACYCLICS INCcs | $3,038,000 | – | 11,870 | +100.0% | 0.76% | – |
| HAR | New | HARMAN INTERNATIONALcs | $2,441,000 | – | 18,269 | +100.0% | 0.61% | – |
| CTSH | New | COGNIZANT TECH SOLUTIONS-Acs | $2,350,000 | – | 37,665 | +100.0% | 0.59% | – |
| MKTX | New | MARKETAXESS HOLDINGS INCcs | $230,000 | – | 2,769 | +100.0% | 0.06% | – |
| MD | New | MEDNAX INCcs | $207,000 | – | 2,859 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-07
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)
| 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 | ? | ? |
View INSIGHT CAPITAL RESEARCH & MANAGEMENT INC's complete significant-ownership history.
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 |
View INSIGHT CAPITAL RESEARCH & MANAGEMENT INC'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.