Value Investor Watch

Check out our flagship site, Rocket Financial Give us feedback!

	Home > RS Investment Management
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006
	Name Ticker Class Shares Change Value Change Date PINNACLE FOODS INC. PF COM 5,031,313 5,031,313 232,899,000 232,899,000 06/30/2016 LogMeIn, Inc. LOGM Common 2,511,281 2,511,281 159,291,000 159,291,000 06/30/2016 PROGRESSIVE CORP/OH/ PGR Common 4,593,043 4,593,043 153,867,000 153,867,000 06/30/2016 ULTIMATE SOFTWARE GROUP INC ULTI Common 647,288 343,068 136,118,000 107,397,000 06/30/2016 HMS HOLDINGS CORP HMSY Common 7,591,994 7,591,994 133,695,000 133,695,000 06/30/2016 SEALED AIR CORP/DE SEE Common 2,904,283 2,904,283 133,510,000 133,510,000 06/30/2016 MONOLITHIC POWER SYSTEMS INC MPWR Common 1,942,637 1,942,637 132,721,000 132,721,000 06/30/2016 EURONET WORLDWIDE, INC. EEFT Common 1,822,483 -1,788,443 126,098,000 40,880,000 06/30/2016 Qurate Retail, Inc. QRTEA Common 4,918,258 922,131 124,776,000 46,719,000 06/30/2016 Equity Commonwealth EQC Common 4,085,905 4,085,905 119,022,000 119,022,000 06/30/2016 Allergan plc AGN SHS 489,611 489,611 113,144,000 113,144,000 06/30/2016 RITCHIE BROS AUCTIONEERS INC RBA Common 3,226,760 3,226,760 109,000,000 109,000,000 06/30/2016 LIGAND PHARMACEUTICALS INC LGND COM 824,750 824,750 98,368,000 98,368,000 06/30/2016 Qurate Retail, Inc. LVNTA LBT VENT COM A 2,612,526 2,612,526 96,846,000 96,846,000 06/30/2016 MICROSOFT CORP MSFT Common 1,878,707 1,523,587 96,133,000 86,641,000 06/30/2016 AGILENT TECHNOLOGIES, INC. A Common 2,149,542 2,149,542 95,354,000 95,354,000 06/30/2016 WEST PHARMACEUTICAL SERVICES INC WST Common 1,253,102 1,253,102 95,085,000 95,085,000 06/30/2016 PROOFPOINT INC PFPT COM 1,418,156 619,376 89,471,000 79,638,000 06/30/2016 Black Knight, Inc. BKFS CL A 2,351,086 2,351,086 88,401,000 88,401,000 06/30/2016 CVS HEALTH Corp CVS Common 897,935 152,310 85,968,000 49,917,000 06/30/2016 Alphabet Inc. GOOGL COM 120,428 120,428 84,725,000 84,725,000 06/30/2016 CHEVRON CORP CVX Common 743,593 743,593 77,951,000 77,951,000 06/30/2016 HEICO CORP HEI.A Common 1,440,010 598,687 77,257,000 50,351,000 06/30/2016 JPMORGAN CHASE & CO JPM Common 1,189,992 1,189,992 73,946,000 73,946,000 06/30/2016 HEXCEL CORP /DE/ HXL Common 1,772,839 671,959 73,821,000 44,141,000 06/30/2016 Primerica, Inc. PRI Common 1,247,548 1,247,548 71,410,000 71,410,000 06/30/2016 COMMVAULT SYSTEMS INC CVLT Common 1,650,622 1,650,622 71,290,000 71,290,000 06/30/2016 TOWER SEMICONDUCTOR LTD TSEM Common 5,724,941 5,724,941 71,104,000 71,104,000 06/30/2016 CLEAN HARBORS INC CLHB Common 1,361,945 1,361,945 70,971,000 70,971,000 06/30/2016 Waste Connections, Inc. WCN COM 963,696 963,696 69,434,000 69,434,000 06/30/2016 RingCentral, Inc. RNG CL A 3,324,144 3,324,144 65,552,000 65,552,000 06/30/2016 CARTERS INC CRI Common 595,896 595,896 63,445,000 63,445,000 06/30/2016 IMAX CORP IMAX Common 2,127,095 2,127,095 62,707,000 62,707,000 06/30/2016 LITTELFUSE INC /DE LFUS Common 515,596 515,596 60,938,000 60,938,000 06/30/2016 Burlington Stores, Inc. BURL COM 913,303 913,303 60,926,000 60,926,000 06/30/2016 << Prev     Next >>

Rocket Data Systems © 2016