Q4 2021 Holdings
Filed 2022-02-08 | 886 holdings | $12.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Workday Inc(WDAY) | CL A | 98138H101 | $697.8K | 2,554,411 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $761.2K | 1,417,651 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $773.3K | 2,936,669 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $787.6K | 1,668,927 | 0.0% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $869.0K | 27,001 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $875.0K | 2,435,399 | 0.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $886.0K | 6,160 | 0.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $889.0K | 1,364 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $940.9K | 4,065,275 | 0.0% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $941.0K | 19,751 | 0.0% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $952.0K | 71,550 | 0.0% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $990.0K | 28,744 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $1.0M | 1,526,791 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.1M | 2,759,138 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.1M | 606,015 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.1M | 2,186,999 | 0.0% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $1.1M | 9,131 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $1.2M | 12,570,783 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.2M | 6,489,022 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.2M | 10,267,654 | 0.0% |
| Cohu Inc(COHU) | COM | 192576106 | $1.3M | 34,677 | 0.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.4M | 58,139 | 0.0% |
| Roblox Corp(RBLX) | CL A | 771049103 | $1.4M | 13,427,652 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $1.4M | 18,437,205 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $1.5M | 3,752,489 | 0.0% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $1.5M | 16,219 | 0.0% |
| Belden Inc(BDC) | COM | 077454106 | $1.6M | 23,891 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $1.6M | 4,635,071 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $1.6M | 34,107,871 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.6M | 4,932,143 | 0.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $1.7M | 12,494,656 | 0.0% |
| Block Inc(XYZ) | CL A | 852234103 | $1.7M | 10,621,891 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $1.8M | 8,645,478 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $1.9M | 8,591,680 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $1.9M | 5,389,695 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.0M | 4,823,391 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $2.1M | 49,538,244 | 0.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $2.1M | 11,372 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.2M | 9,973,323 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.4M | 7,181,995 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $2.5M | 6,804,640 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $2.5M | 9,155,614 | 0.0% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $2.5M | 10,188 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $2.6M | 15,307,214 | 0.0% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $2.7M | 167,663 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $2.7M | 2,038,209 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $3.3M | 8,653,353 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $3.5M | 13,808,917 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.0M | 6,643,284 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.0M | 1,384,340 | 0.0% |