Q4 2018 Holdings
Filed 2019-02-14 | 2559 holdings | $25.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | ADR | 01609W102 | $8.2B | 60,090,770 | 32.8% |
| Cisco SYS Inc(CSCO) | COMM STK | 17275R102 | $2.7B | 62,441,508 | 10.8% |
| Burlington Stores Inc(BURL) | COMM STK | 122017106 | $1.4B | 8,591,215 | 5.6% |
| Corning Inc(GLW) | COMM STK | 219350105 | $1.3B | 43,683,804 | 5.3% |
| Crown Castle Intl Corp New(CCI) | COMM STK | 22822V101 | $1.2B | 10,700,359 | 4.6% |
| Bright Horizons FAM SOL in D(BFAM) | COMM STK | 109194100 | $826.9M | 7,419,144 | 3.3% |
| Abbvie Inc(ABBV) | COMM STK | 00287Y109 | $424.8M | 4,607,511 | 1.7% |
| Carmax Inc(KMX) | COMM STK | 143130102 | $410.4M | 6,542,775 | 1.6% |
| Biogen Inc(BIIB) | COMM STK | 09062X103 | $386.4M | 1,284,006 | 1.5% |
| Costco Whsl Corp New(COST) | COMM STK | 22160K105 | $339.8M | 1,667,966 | 1.4% |
| Acadia Healthcare Company in(ACHC) | COMM STK | 00404A109 | $335.9M | 13,066,400 | 1.3% |
| Boston Beer Inc(SAM) | COMM STK | 100557107 | $327.6M | 1,360,337 | 1.3% |
| Conocophillips(COP) | COMM STK | 20825C104 | $325.2M | 5,215,534 | 1.3% |
| Boston Scientific Corp(BSX) | COMM STK | 101137107 | $322.2M | 9,116,311 | 1.3% |
| Charter Communications Inc N(CHTR) | COMM STK | 16119P108 | $301.5M | 1,057,979 | 1.2% |
| Brighthouse Finl Inc(BHF) | COMM STK | 10922N103 | $273.2M | 8,964,517 | 1.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COMM STK | 02043Q107 | $268.0M | 3,675,825 | 1.1% |
| Amneal Pharmaceuticals Inc(AMRX) | COMM STK | 03168L105 | $265.5M | 19,621,696 | 1.1% |
| Ascendis Pharma A S(ASND) | ADR | 04351P101 | $257.5M | 4,110,892 | 1.0% |
| Chart Inds Inc(GTLS) | COMM STK | 16115Q308 | $254.0M | 3,906,463 | 1.0% |
| Canada Goose Holdings Inc(GOOS) | COMM STK | 135086106 | $242.2M | 5,539,780 | 1.0% |
| Darden Restaurants Inc(DRI) | COMM STK | 237194105 | $236.6M | 2,368,989 | 0.9% |
| Cargurus Inc(CARG) | COMM STK | 141788109 | $230.1M | 6,821,059 | 0.9% |
| Avanos MED Inc(AVNS) | COMM STK | 05350V106 | $224.3M | 5,007,266 | 0.9% |
| Adobe Inc(ADBE) | COMM STK | 00724F101 | $208.5M | 921,566 | 0.8% |
| Argenx SE(ARGX) | ADR | 04016X101 | $201.4M | 2,096,292 | 0.8% |
| Align Technology Inc(ALGN) | COMM STK | 016255101 | $200.9M | 959,079 | 0.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COMM STK | 09061G101 | $193.7M | 2,274,290 | 0.8% |
| Cubesmart(CUBE) | COMM STK | 229663109 | $186.7M | 6,508,841 | 0.7% |
| Ally Finl Inc(ALLY) | COMM STK | 02005N100 | $150.7M | 6,650,057 | 0.6% |
| Chegg Inc(CHGG) | COMM STK | 163092109 | $134.2M | 4,721,858 | 0.5% |
| Beigene LTD(ONC) | ADR | 07725L102 | $133.2M | 949,697 | 0.5% |
| Constellation Brands Inc(STZ) | COMM STK | 21036P108 | $111.5M | 693,436 | 0.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COMM STK | 004225108 | $110.9M | 6,856,137 | 0.4% |
| Autozone Inc(AZO) | COMM STK | 053332102 | $110.6M | 131,879 | 0.4% |
| Agios Pharmaceuticals Inc(AGIO) | COMM STK | 00847X104 | $108.5M | 2,352,730 | 0.4% |
| Altice USA Inc(OPTU) | COMM STK | 02156K103 | $98.4M | 5,957,896 | 0.4% |
| American Public Education in(APEI) | COMM STK | 02913V103 | $84.9M | 2,984,187 | 0.3% |
| Cavco Inds Inc del(CVCO) | COMM STK | 149568107 | $75.1M | 575,780 | 0.3% |
| Autodesk Inc(ADSK) | COMM STK | 052769106 | $73.8M | 573,501 | 0.3% |
| Atricure Inc(ATRC) | COMM STK | 04963C209 | $66.7M | 2,180,333 | 0.3% |
| Charles RIV Labs Intl Inc(CRL) | COMM STK | 159864107 | $62.9M | 555,676 | 0.3% |
| Cytomx Therapeutics Inc(CTMX) | COMM STK | 23284F105 | $61.8M | 4,091,526 | 0.2% |
| Casella Waste SYS Inc(CWST) | COMM STK | 147448104 | $54.6M | 1,915,799 | 0.2% |
| Conduent Inc(CNDT) | COMM STK | 206787103 | $50.0M | 4,701,088 | 0.2% |
| Criteo S A(CRTO) | ADR | 226718104 | $49.6M | 2,182,364 | 0.2% |
| Curtiss Wright Corp(CW) | COMM STK | 231561101 | $49.5M | 484,397 | 0.2% |
| Coty Inc(COTY) | COMM STK | 222070203 | $48.4M | 7,385,114 | 0.2% |
| Blackbaud Inc(BLKB) | COMM STK | 09227Q100 | $43.1M | 684,520 | 0.2% |
| Consolidated Edison Inc(ED) | COMM STK | 209115104 | $40.5M | 529,427 | 0.2% |