Location
Los Angeles, CA
Holdings as of
6/30/2014
Date filed
8/5/2014
Form type
13F-HR
Num holdings
302
Total value ($000)
$5,865,732
Net value change ($000)
+147,752 (2.6%)
New positions
18
Sold out positions
9
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PRI 79,497 317.6%
CDW 70,383 NEW
MKTX 63,109 NEW
BOH 27,168 572.9%
TRV 21,717 NEW
LVS 15,979 NEW
FIRST CASH FINL SVCS INC 15,468 27.7%
CSGP 13,527 854.0%
CAKE 13,387 NEW
AAPL 12,172 20.8%
Top Reduces (Value $000, Stocks/ETFs)
Vistaprint NV Cimpress -77,299 -100.0%
FHI -40,462 -40.6%
MICROS SYS INC -28,961 -100.0%
EPR -26,150 -100.0%
THO -20,998 -31.3%
HITTITE MICROWAVE CORP -19,844 -14.3%
TRV -19,524 -100.0%
TECHNE CORP -18,871 -19.9%
ATR -18,721 -28.4%
20230930-DK-Butterfly-1, Inc. -17,574 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type