Q4 2018 Holdings
Filed 2019-02-13 | 10103 holdings | $41.3B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-02-26) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $8.4B | 37,320,619 | 20.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.4B | 152,512,748 | 13.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.6B | 18,885,732 | 6.3% |
| Conocophillips(COP) | COM | 20825C104 | $2.2B | 34,800,989 | 5.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.1B | 10,405,939 | 5.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.7B | 38,930,139 | 4.1% |
| Autozone Inc(AZO) | COM | 053332102 | $1.2B | 1,403,413 | 2.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.1B | 8,848,548 | 2.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.1B | 15,154,553 | 2.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $1.1B | 3,671,066 | 2.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $784.6M | 5,594,173 | 1.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $777.5M | 8,434,195 | 1.9% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $774.0M | 4,758,379 | 1.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $606.7M | 5,585,209 | 1.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $579.1M | 31,371,918 | 1.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $566.6M | 16,346,693 | 1.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $516.2M | 8,450,872 | 1.3% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $454.8M | 20,525,405 | 1.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $440.0M | 1,544,030 | 1.1% |
| Coty Inc(COTY) | COM CL A | 222070203 | $414.7M | 63,208,973 | 1.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $407.5M | 2,534,119 | 1.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $402.4M | 8,726,801 | 1.0% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $365.5M | 10,836,081 | 0.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $362.4M | 1,730,549 | 0.9% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $361.4M | 8,692,722 | 0.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $348.4M | 21,543,893 | 0.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $335.0M | 3,487,052 | 0.8% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $311.5M | 16,188,897 | 0.8% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $308.3M | 7,699,677 | 0.7% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $263.3M | 4,203,246 | 0.6% |
| Conduent Inc(CNDT) | COM | 206787103 | $222.0M | 20,887,389 | 0.5% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $204.5M | 1,806,709 | 0.5% |
| Corning Inc(GLW) | COM | 219350105 | $201.0M | 6,653,290 | 0.5% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $200.5M | 2,280,587 | 0.5% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $197.0M | 9,366,787 | 0.5% |
| DXC Technology Co(DXC) | COM | 23355L106 | $191.6M | 3,604,234 | 0.5% |
| Atricure Inc(ATRC) | COM | 04963C209 | $176.8M | 5,778,999 | 0.4% |
| Cbiz Inc(CBZ) | COM | 124805102 | $162.7M | 8,259,033 | 0.4% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $160.3M | 8,074,755 | 0.4% |
| Cummins Inc(CMI) | COM | 231021106 | $158.0M | 1,182,063 | 0.4% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $154.5M | 1,547,369 | 0.4% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $148.2M | 8,973,351 | 0.4% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $138.2M | 3,160,381 | 0.3% |
| Corecivic Inc(CXW) | COM | 21871N101 | $118.1M | 6,622,697 | 0.3% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $117.7M | 1,992,043 | 0.3% |
| Amneal Pharmaceuticals Inc(AMRX) | COM STK CL A | 03168L105 | $98.9M | 7,310,555 | 0.2% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $89.5M | 5,924,431 | 0.2% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $88.1M | 2,938,539 | 0.2% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $82.6M | 633,333 | 0.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $80.6M | 947,045 | 0.2% |