Q4 2013 Holdings
Filed 2014-02-10 | 897 holdings | $5.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $1.8B | 6,505,831 | 35.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.1B | 9,086,063 | 21.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $766.5M | 12,800,899 | 14.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $660.3M | 9,396,076 | 12.8% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $133.6M | 8,640,537 | 2.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $77.0M | 1,457,742 | 1.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $65.6M | 4,681,382 | 1.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $65.5M | 1,018,156 | 1.3% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $59.6M | 957,838 | 1.2% |
| Darling Intl Inc(DAR) | COM | 237266101 | $55.9M | 2,676,121 | 1.1% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $47.8M | 1,010,502 | 0.9% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $41.9M | 559,145 | 0.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $39.1M | 1,563,551 | 0.8% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $35.9M | 667,202 | 0.7% |
| Antero RES Corp(AR) | COM | 03674X106 | $31.8M | 500,930 | 0.6% |
| Chefs Whse Inc(CHEF) | COM | 163086101 | $23.1M | 791,129 | 0.4% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $21.4M | 327,822 | 0.4% |
| Cummins Inc(CMI) | COM | 231021106 | $15.8M | 112,187 | 0.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $7.4M | 307,235 | 0.1% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $6.9M | 2,144,742 | 0.1% |
| Google Inc | CL A | 38259P508 | $3.0M | 2,702,967 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $2.8M | 3,396,471 | 0.1% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $2.7M | 357,352 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7M | 4,816,761 | 0.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $2.5M | 105,346 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.4M | 6,119,215 | 0.0% |
| Priceline COM Inc | COM NEW | 741503403 | $1.8M | 1,549,393 | 0.0% |
| Monsanto Co New | COM | 61166W101 | $1.6M | 14,136,589 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.6M | 29,839,467 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $1.4M | 22,136,584 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $1.4M | 10,018,379 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.3M | 24,298,965 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.3M | 5,822,852 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.3M | 16,257,674 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.3M | 7,114,238 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $1.2M | 16,228,862 | 0.0% |
| Allergan Inc | COM | 018490102 | $1.2M | 10,727,036 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $1.2M | 5,455,470 | 0.0% |
| Precision Castparts Corp | COM | 740189105 | $1.2M | 4,350,713 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.1M | 20,808,793 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $1.1M | 8,397,889 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.1M | 14,523,846 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.1M | 31,422,241 | 0.0% |
| Concho RES Inc(CXOEUR) | COM | 20605P101 | $1.0M | 9,387,248 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $1.0M | 13,474,878 | 0.0% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $983.7K | 12,115,718 | 0.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $964.3K | 5,219,404 | 0.0% |
| Whole Foods MKT Inc | COM | 966837106 | $961.9K | 16,633,830 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $956.6K | 10,615,386 | 0.0% |
| RED HAT Inc | COM | 756577102 | $942.7K | 16,821,347 | 0.0% |