Nair Vinay quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2015-03-31 to 2015-06-30, Nair Vinay opened 54 positions, added to 16, reduced 3, sold out of 157 and left 0 unchanged. The largest increase in value was VMRK (+$1,781,000); the largest decrease was GLD (-$3,675,000).
- VTR: Country of operation United States; Class COM; Shares 2015-03-31 5,567; Shares 2015-06-30 29,972.
- DXCM: Country of operation United States; Class COM; Shares 2015-03-31 4,570; Shares 2015-06-30 17,099.
- CYBR: Country of operation —; Class SHS; Shares 2015-03-31 10,660; Shares 2015-06-30 21,847.
- CAH: Country of operation United States; Class COM; Shares 2015-03-31 2,253; Shares 2015-06-30 11,396.
Two Form 13F-HR filings compared (SEC CIK 1632680): 2015-03-31 (filed 2015-05-13) and 2015-06-30 (filed 2015-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2015-03-31 | Shares 2015-06-30 | Share change | Value 2015-03-31 | Value 2015-06-30 | Value change |
|---|
VTR
VENTAS INC | United States | COM | 5,567 | 29,972 | +24,405 | $407,000 | $1,861,000 | +$1,454,000 |
|---|
DXCM
DEXCOM INC | United States | COM | 4,570 | 17,099 | +12,529 | $285,000 | $1,368,000 | +$1,083,000 |
|---|
CYBR
CYBERARK SOFTWARE LTD | | SHS | 10,660 | 21,847 | +11,187 | $592,000 | $1,372,000 | +$780,000 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 2,253 | 11,396 | +9,143 | $203,000 | $953,000 | +$750,000 |
|---|
PLD
PROLOGIS INC | United States | COM | 16,364 | 36,151 | +19,787 | $713,000 | $1,341,000 | +$628,000 |
|---|
MOH
MOLINA HEALTHCARE INC | United States | COM | 4,015 | 10,265 | +6,250 | $270,000 | $722,000 | +$452,000 |
|---|
HST
HOST HOTELS & RESORTS INC | United States | COM | 18,368 | 34,318 | +15,950 | $371,000 | $681,000 | +$310,000 |
|---|
MASI
MASIMO CORP | United States | COM | 9,857 | 16,031 | +6,174 | $325,000 | $621,000 | +$296,000 |
|---|
CPRT
COPART INC | United States | COM | 6,034 | 12,181 | +6,147 | $227,000 | $432,000 | +$205,000 |
|---|
NNN
NATIONAL RETAIL PPTYS INC | United States | COM | 13,746 | 20,351 | +6,605 | $563,000 | $712,000 | +$149,000 |
|---|
MDU
MDU RES GROUP INC | United States | COM | 10,699 | 17,355 | +6,656 | $228,000 | $339,000 | +$111,000 |
|---|
PGR
PROGRESSIVE CORP OHIO | United States | COM | 11,838 | 14,023 | +2,185 | $322,000 | $390,000 | +$68,000 |
|---|
PMT
PENNYMAC MTG INVT TR | United States | COM | 9,992 | 15,397 | +5,405 | $213,000 | $268,000 | +$55,000 |
|---|
UGI
UGI CORP NEW | United States | COM | 10,168 | 11,146 | +978 | $331,000 | $384,000 | +$53,000 |
|---|
JBL
JABIL CIRCUIT INC | United States | COM | 10,537 | 13,888 | +3,351 | $246,000 | $296,000 | +$50,000 |
|---|
OII
OCEANEERING INTL INC | United States | COM | 10,807 | 12,174 | +1,367 | $583,000 | $567,000 | -$16,000 |
|---|
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