MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/

13F Portfolio Filings

Most recent 13F
Q1 2018
Location
San Diego, CA
CIK
0000883487
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2018 115 60,330 GTTN, NTNX, SUM, GNTX 13F-HR 5/9/2018 000088348718000002
Q4 2017 84 62,751 GTTN, NTNX, GE, MTSC 13F-HR 2/7/2018 000088348718000001
Q3 2017 86 64,044 AMBA, APA, GTTN, VALPQ 13F-HR 11/13/2017 000088348717000004
Q2 2017 87 57,409 MTSC, SCOR, SUM, AMBA 13F-HR 8/11/2017 000088348717000003
Q1 2017 85 61,688 CALLIDUS SOFTWARE INC COM, CCL, AMBA, VALPQ 13F-HR 5/9/2017 000088348717000002
Q4 2016 87 61,214 VALPQ, MU, CCL, CALLIDUS SOFTWARE INC COM 13F-HR 2/13/2017 000088348717000001
Q3 2016 90 62,208 ABMD, ILMN, CALLIDUS SOFTWARE INC COM, CVGW 13F-HR 11/10/2016 000088348716000008
Q2 2016 83 54,248 CALLIDUS SOFTWARE INC COM, ABMD, CVGW, AMBA 13F-HR 8/10/2016 000088348716000007
Q1 2016 83 50,739 CVGW, CALLIDUS SOFTWARE INC COM, ABMD, AMBA 13F-HR 5/10/2016 000088348716000006
Q4 2015 81 62,468 CVGW, ILMN, CALLIDUS SOFTWARE INC COM, ANAT 13F-HR 2/5/2016 000088348716000005
Q3 2015 77 50,624 CVGW, ILMN, CALLIDUS SOFTWARE INC COM, ANAT 13F-HR 11/12/2015 000088348715000004
Q2 2015 81 72,748 CVGW, FEYE, ILMN, ABMD 13F-HR 7/29/2015 000088348715000003
Q1 2015 80 70,189 CVGW, ABMD, FEYE, KBH 13F-HR 5/7/2015 000088348715000002
Q4 2014 70 58,948 WDC, ANAT, TROX, PVTB 13F-HR 2/6/2015 000088348715000001
Q3 2014 70 57,302 WDC, ANAT, TROX, IPI 13F-HR 11/4/2014 000088348714000004
Q2 2014 74 63,294 WDC, ANAT, TROX, IPI 13F-HR 8/11/2014 000088348714000003
Q1 2014 77 66,380 WDC, ANAT, MCF, MTZ 13F-HR 5/7/2014 000088348714000002
Q4 2013 57 45,853 ANAT, WDC, MCF, TROX 13F-HR 1/8/2014 000088348714000001