CCM

Cupps Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 49.99%
This Quarter Est. Return
1 Year Est. Return
+49.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

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
BURL icon
Burlington
BURL
+$6.94M
5
META icon
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
WDAY icon
76
Workday
WDAY
$62.5B
$1.21M 0.52%
+13,175
ARIA
77
DELISTED
Ariad Pharmaceuticals Inc
ARIA
$1.21M 0.52%
+88,235
NTNX icon
78
Nutanix
NTNX
$18.2B
$1.21M 0.52%
+32,570
TBPH icon
79
Theravance Biopharma
TBPH
$718M
$1.2M 0.52%
+33,170
TEAM icon
80
Atlassian
TEAM
$40B
$1.18M 0.51%
39,349
+21,955
ULTA icon
81
Ulta Beauty
ULTA
$23.9B
$1.17M 0.5%
4,901
-10,647
SCAI
82
DELISTED
Surgical Care Affiliates, Inc.
SCAI
$1.17M 0.5%
23,899
-46,266
GPN icon
83
Global Payments
GPN
$20.7B
$1.14M 0.49%
14,899
-15,018
LXRX icon
84
Lexicon Pharmaceuticals
LXRX
$516M
$1.13M 0.49%
+62,549
EEFT icon
85
Euronet Worldwide
EEFT
$3.47B
$1.12M 0.48%
13,663
-26,427
BLDR icon
86
Builders FirstSource
BLDR
$13.5B
$1.12M 0.48%
97,035
-86,870
ANET icon
87
Arista Networks
ANET
$180B
$1.1M 0.48%
207,632
+74,560
IRBT icon
88
iRobot
IRBT
$141M
$1.09M 0.47%
+24,815
FICO icon
89
Fair Isaac
FICO
$38.8B
$1.05M 0.46%
8,436
-9,184
BLKB icon
90
Blackbaud
BLKB
$3.06B
$1.05M 0.45%
15,778
-22,167
SHOP icon
91
Shopify
SHOP
$205B
$999K 0.43%
+232,850
DY icon
92
Dycom Industries
DY
$8.47B
$977K 0.42%
11,955
-24,444
MXL icon
93
MaxLinear
MXL
$1.48B
$969K 0.42%
+47,812
XLRN
94
DELISTED
Acceleron Pharma
XLRN
$966K 0.42%
26,699
-16,548
W icon
95
Wayfair
W
$10.7B
$959K 0.42%
24,382
-9,084
SGEN
96
DELISTED
Seagen Inc. Common Stock
SGEN
$919K 0.4%
+17,020
PLNT icon
97
Planet Fitness
PLNT
$7.91B
$889K 0.38%
44,324
-33,171
CFG icon
98
Citizens Financial Group
CFG
$21.3B
$888K 0.38%
35,968
+4,364
CGNX icon
99
Cognex
CGNX
$7.73B
$887K 0.38%
+33,598
ORBC
100
DELISTED
ORBCOMM, Inc.
ORBC
$884K 0.38%
86,265
+72,350
2 3
4
5 6