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Institutional Investment Manager
TIVERTON ASSET MANAGEMENT LLC
TIVERTON ASSET MANAGEMENT LLC (CIK: 0001568680) incorporated in Delaware, located at 2711 Centerville Road, Wilimington, DE. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001568680-14-000003) filed in 2014.08.06
#
Name
Shares
Value ($)
%
Options
Notes
1 LKQ CORP 4,300,000 114,771 2.57%
2 INTEL CORP 2,500,000 77,250 1.73%
3 EXPRESS SCRIPTS HLDG CO 2,500,000 173,327 3.88%
4 APPLE INC 2,350,000 218,386 4.89%
5 MICROSOFT CORP 2,300,000 95,910 2.15%
6 ZOGENIX INC 2,200,000 4,422 0.10%
7 APPLIED MATLS INC 2,004,700 45,206 1.01%
8 ORACLE CORP 2,000,000 81,060 1.82%
9 XILINX INC 1,850,000 87,524 1.96%
10 COGNIZANT TECHNOLOGY SOLUTIO 1,600,000 78,256 1.75%
11 EXACT SCIENCES CORP 1,500,000 25,548 0.57%
12 PEGASYSTEMS INC 1,500,000 31,680 0.71%
13 SEMTECH CORP COM 1,500,000 39,230 0.88%
14 FASTENAL CO 1,400,000 69,287 1.55%
15 Micros Systems 1,326,200 90,049 2.02%
16 JABIL INC COM 1,318,150 27,549 0.62%
17 CBRE GROUP INC 1,218,100 39,028 0.87%
18 CELGENE CORP 1,200,000 103,056 2.31%
19 POTASH CORP SASK INC 1,100,000 41,756 0.94%
20 QUALCOMM INC 1,000,000 79,200 1.77%
21 EXPEDITORS INTL WASH INC 1,000,000 44,160 0.99%
22 SOUTHWESTERN ENERGY CO 1,000,000 45,490 1.02%
23 ECHO GLOBAL LOGISTICS INC COM 935,200 17,928 0.40%
24 WELLS FARGO & CO NEW 900,000 47,304 1.06%
25 Vocera Communications Inc 850,000 11,220 0.25%
26 COMCAST CORP NEW 800,000 42,944 0.96%
27 WADDELL & REED FINL INC 800,000 50,075 1.12%
28 SUNCOR ENERGY INC NEW 800,000 34,104 0.76%
29 KNIGHT TRANSN INC 791,600 18,819 0.42%
30 A O SMITH 750,000 37,185 0.83%
31 ULTRATECH INC COM 750,000 16,637 0.37%
32 CME GROUP INC 750,000 53,214 1.19%
33 OREXIGEN THERAPEUTICS INC COM 700,000 4,326 0.10%
34 DANAHER CORP DEL 700,000 55,111 1.23%
35 GILEAD SCIENCES INC 700,000 58,037 1.30%
36 JOHNSON & JOHNSON 700,000 73,234 1.64%
37 STRYKER CORP 700,000 59,024 1.32%
38 TJX COS INC NEW 700,000 37,205 0.83%
39 WAL-MART STORES INC 700,000 52,549 1.18%
40 ADOBE INC 700,000 50,652 1.13%
41 C H ROBINSON WORLDWIDE INC 700,000 44,653 1.00%
42 DirectTV Com 700,000 59,507 1.33%
43 NXSTAGE MED INC COM 700,000 10,062 0.23%
44 SOLERA HOLDINGS INC 670,872 45,050 1.01%
45 Crestwood Midstream Partners LP 642,000 14,165 0.32%
46 ZULILY INC 639,000 26,169 0.59%
47 SANGAMO THERAPEUTICS INCORPORATED 606,800 9,268 0.21%
48 SYSCO CORP 600,000 22,470 0.50%
49 COACH INC 600,000 20,514 0.46%
50 ROSS STORES INC 600,000 39,680 0.89%
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