Q1 2014 Holdings
Filed 2014-05-15 | 2499 holdings | $15.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COMM STK | 09062X103 | $3.7B | 12,178,149 | 24.8% |
| Autozone Inc(AZO) | COMM STK | 053332102 | $2.0B | 3,733,720 | 13.4% |
| Carmax Inc(KMX) | COMM STK | 143130102 | $1.6B | 33,842,456 | 10.6% |
| Akamai Technologies(AKAM) | COMM STK | 00971T101 | $1.3B | 21,649,802 | 8.4% |
| Cisco Systems, Inc.(CSCO) | COMM STK | 17275R102 | $1.0B | 46,479,674 | 6.9% |
| Costco Wholesale Corp.(COST) | COMM STK | 22160K105 | $722.5M | 6,469,810 | 4.8% |
| D R Horton Inc(DHI) | COMM STK | 23331A109 | $535.4M | 24,731,710 | 3.6% |
| Corning Inc.(GLW) | COMM STK | 219350105 | $525.1M | 25,221,587 | 3.5% |
| Abbvie Inc(ABBV) | COMM STK | 00287Y109 | $463.7M | 9,021,214 | 3.1% |
| Conocophillips(COP) | COMM STK | 20825C104 | $387.0M | 5,500,907 | 2.6% |
| Autodesk Inc.(ADSK) | COMM STK | 052769106 | $382.1M | 7,769,163 | 2.5% |
| Cummins Inc.(CMI) | COMM STK | 231021106 | $250.8M | 1,683,127 | 1.7% |
| Alnylam Phamaceuticals Inc(ALNY) | COMM STK | 02043Q107 | $241.4M | 3,594,731 | 1.6% |
| Biomarin Pharmaceutical(BMRN) | COMM STK | 09061G101 | $156.9M | 2,299,949 | 1.0% |
| Commvault Systems(CVLT) | COMM STK | 204166102 | $144.2M | 2,220,875 | 1.0% |
| Clearwater Paper(CLW) | COMM STK | 18538R103 | $139.4M | 2,224,636 | 0.9% |
| Constellation Brands(STZ) | COMM STK | 21036P108 | $121.7M | 1,432,629 | 0.8% |
| Acadia Healthcare Co Inc(ACHC) | COMM STK | 00404A109 | $97.2M | 2,153,550 | 0.6% |
| Artisan Partners Asset Managem(APAM) | COMM STK | 04316A108 | $92.4M | 1,438,160 | 0.6% |
| Boston Scientific Corp(BSX) | COMM STK | 101137107 | $73.9M | 5,464,453 | 0.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COMM STK | 004225108 | $67.7M | 2,783,520 | 0.5% |
| Cavco Industries Inc(CVCO) | COMM STK | 149568107 | $58.7M | 748,010 | 0.4% |
| Adobe Systems Inc(ADBE) | COMM STK | 00724F101 | $52.5M | 798,704 | 0.4% |
| Cadence Design Systems(CDNS) | COMM STK | 127387108 | $52.1M | 3,352,447 | 0.3% |
| American Public Education(APEI) | COMM STK | 02913V103 | $49.4M | 1,408,536 | 0.3% |
| Boston Beer Co Inc(SAM) | COMM STK | 100557107 | $49.2M | 200,937 | 0.3% |
| Align Technology Inc(ALGN) | COMM STK | 016255101 | $40.8M | 787,664 | 0.3% |
| Ciena Corp.(CIEN) | COMM STK | 171779309 | $26.7M | 1,173,205 | 0.2% |
| Culp Inc.(CULP) | COMM STK | 230215105 | $25.7M | 1,301,500 | 0.2% |
| Consolidated Edison, Inc.(ED) | COMM STK | 209115104 | $25.5M | 475,064 | 0.2% |
| Christopher and Banks Corp(CBKCQ) | COMM STK | 171046105 | $22.8M | 3,444,197 | 0.2% |
| Burlington Stores Inc(BURL) | COMM STK | 122017106 | $21.7M | 734,920 | 0.1% |
| Antero Resources Finance(AR) | COMM STK | 03674X106 | $18.8M | 299,965 | 0.1% |
| Biocryst Pharmaceuticals(BCRX) | COMM STK | 09058V103 | $16.7M | 1,583,000 | 0.1% |
| Coty Inc(COTY) | COMM STK | 222070203 | $14.7M | 978,017 | 0.1% |
| Cbre Group Inc(CBRE) | COMM STK | 12504L109 | $13.5M | 490,535 | 0.1% |
| Google Inc | COMM STK | 38259P508 | $10.4M | 9,321,686 | 0.1% |
| Amazon COM Inc(AMZN) | COMM STK | 023135106 | $7.3M | 21,581,602 | 0.0% |
| Chart Industries Inc(GTLS) | COMM STK | 16115Q308 | $7.0M | 88,500 | 0.0% |
| Clean Harbors Inc(CLH) | COMM STK | 184496107 | $7.0M | 127,980 | 0.0% |
| Bio-Rad Laboratories(BIO) | COMM STK | 090572207 | $6.2M | 48,290 | 0.0% |
| Autonation Inc(AN) | COMM STK | 05329W102 | $5.6M | 104,801 | 0.0% |
| Gilead Sciences Inc(GILD) | COMM STK | 375558103 | $5.2M | 73,905,427 | 0.0% |
| Priceline Group Inc | COMM STK | 741503403 | $5.1M | 4,299,870 | 0.0% |
| Danaher Corp(DHR) | COMM STK | 235851102 | $5.1M | 67,804,036 | 0.0% |
| Apple Inc(AAPL) | COMM STK | 037833100 | $4.5M | 8,398,684 | 0.0% |
| Visa Inc(V) | COMM STK | 92826C839 | $4.4M | 20,578,131 | 0.0% |
| Dana Holding Corp(DAN) | COMM STK | 235825205 | $4.3M | 184,700 | 0.0% |
| Boeing Company(BA) | COMM STK | 097023105 | $4.3M | 33,965,167 | 0.0% |
| Accuray Inc(ARAY) | COMM STK | 004397105 | $4.2M | 436,640 | 0.0% |