CCM
Cupps Capital Management Portfolio holdings
AUM
$231M
1-Year Est. Return
49.99%
1 Year Est. Return
+49.99%
AUM
$231M
AUM Growth
-$156M
(-40%)
Holding
206
Top Buys
| 1 | +$2.63M | |
| 2 | +$2.48M | |
| 3 | +$1.82M | |
| 4 |
CAVM
Cavium, Inc.
CAVM
|
+$1.77M |
| 5 |
TSRO
TESARO, Inc.
TSRO
|
+$1.73M |
Top Sells
| 1 | +$9.79M | |
| 2 | +$9.66M | |
| 3 | +$8.2M | |
| 4 |
Burlington
BURL
|
+$6.94M |
| 5 |
Meta Platforms (Facebook)
META
|
+$5.53M |
Sector Composition
| 1 | Technology | 39.39% |
| 2 | Healthcare | 24.2% |
| 3 | Consumer Discretionary | 10.03% |
| 4 | Industrials | 9.46% |
| 5 | Real Estate | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CyberArk
CYBR
$24.8B
| $2.28M | 0.99% |
46,065
-36,471
|
|
||
27
Neurocrine Biosciences
NBIX
$13.9B
| $2.22M | 0.96% |
43,902
+5
|
|
||
|
COHR
28
DELISTED
Coherent Inc
COHR
| $2.21M | 0.96% |
20,007
+52
|
|
||
29
Palo Alto Networks
PANW
$141B
| $2.19M | 0.95% |
82,602
+26,682
|
|
||
|
ORBK
30
DELISTED
Orbotech Ltd
ORBK
| $2.14M | 0.93% |
72,406
-21,160
|
|
||
31
Penumbra
PEN
$9.71B
| $2.12M | 0.92% |
27,892
-10,092
|
|
||
32
Albemarle
ALB
$10.9B
| $2.11M | 0.91% |
24,693
-24,980
|
|
||
33
Granite Construction
GVA
$4.6B
| $2.09M | 0.91% |
42,116
-24,314
|
|
||
34
NVIDIA
NVDA
$4.46T
| $2.08M | 0.9% |
1,212,920
-120,280
|
|
||
35
Littelfuse
LFUS
$6.57B
| $2.01M | 0.87% |
15,576
-1,399
|
|
||
36
Universal Display
OLED
$7.08B
| $1.99M | 0.86% |
35,924
-62,644
|
|
||
37
CoStar Group
CSGP
$31.3B
| $1.96M | 0.85% |
90,740
-123,530
|
|
||
38
Middleby
MIDD
$6.76B
| $1.86M | 0.8% |
15,019
-1,435
|
|
||
|
BLUE
39
DELISTED
bluebird bio
BLUE
| $1.82M | 0.79% |
+2,078
|
|
||
|
SYNH
40
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $1.82M | 0.79% |
40,862
-23,008
|
|
||
41
Domino's
DPZ
$14.1B
| $1.77M | 0.77% |
11,692
-11,928
|
|
||
|
LOGM
42
DELISTED
LogMein, Inc.
LOGM
| $1.77M | 0.77% |
19,624
-12,353
|
|
||
|
ZLTQ
43
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| $1.77M | 0.77% |
45,186
+20,761
|
|
||
44
Coherent
COHR
$18.3B
| $1.77M | 0.77% |
72,677
-5,973
|
|
||
|
TSRO
45
DELISTED
TESARO, Inc.
TSRO
| $1.73M | 0.75% |
+17,209
|
|
||
46
CEVA Inc
CEVA
$636M
| $1.72M | 0.74% |
48,955
+46,380
|
|
||
47
Topgolf Callaway Brands
MODG
$1.68B
| $1.7M | 0.74% |
146,840
-48,743
|
|
||
48
Bright Horizons
BFAM
$5.72B
| $1.7M | 0.74% |
25,445
-14,710
|
|
||
49
Constellation Brands
STZ
$24.6B
| $1.7M | 0.73% |
10,195
-16,131
|
|
||
50
Corpay
CPAY
$20.2B
| $1.7M | 0.73% |
9,772
+1,622
|
|