Q1 2020 Holdings
Filed 2020-05-14 | 9540 holdings | $52.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $11.2B | 35,103,770 | 21.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.6B | 23,750,138 | 8.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.4B | 102,943,438 | 6.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.3B | 11,525,780 | 6.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.7B | 35,006,309 | 5.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.3B | 50,044,240 | 4.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.8B | 16,805,309 | 3.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $1.8B | 29,951,226 | 3.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.6B | 41,692,091 | 3.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.4B | 9,035,690 | 2.7% |
| Autozone Inc(AZO) | COM | 053332102 | $926.3M | 1,094,950 | 1.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $857.3M | 20,290,897 | 1.6% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $703.9M | 5,717,920 | 1.4% |
| Boeing Co(BA) | COM | 097023105 | $701.8M | 4,705,891 | 1.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $692.2M | 2,187,836 | 1.3% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $648.0M | 1,485,113 | 1.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $618.9M | 4,286,034 | 1.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $560.0M | 4,251,407 | 1.1% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $558.0M | 6,098,757 | 1.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $537.6M | 4,773,963 | 1.0% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $509.9M | 21,717,538 | 1.0% |
| Cubesmart(CUBE) | COM | 229663109 | $509.3M | 19,012,093 | 1.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $506.5M | 3,196,310 | 1.0% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $494.0M | 19,394,195 | 0.9% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $440.7M | 7,593,433 | 0.8% |
| D R Horton Inc(DHI) | COM | 23331A109 | $432.4M | 12,718,404 | 0.8% |
| Conocophillips(COP) | COM | 20825C104 | $403.3M | 13,094,298 | 0.8% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $365.3M | 5,566,625 | 0.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $319.2M | 8,995,579 | 0.6% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $309.9M | 13,357,355 | 0.6% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $298.2M | 7,906,853 | 0.6% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $297.1M | 4,499,482 | 0.6% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $288.9M | 1,368,536 | 0.6% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $267.4M | 12,084,832 | 0.5% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $256.3M | 731,225 | 0.5% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $219.4M | 11,445,422 | 0.4% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $216.9M | 9,262,141 | 0.4% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $207.7M | 1,646,035 | 0.4% |
| Cummins Inc(CMI) | COM | 231021106 | $196.6M | 1,452,741 | 0.4% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $187.6M | 8,418,366 | 0.4% |
| Arcutis Biotherapeutics Inc(ARQT) | COM | 03969K108 | $170.3M | 5,713,343 | 0.3% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $150.0M | 2,688,740 | 0.3% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $148.7M | 10,306,059 | 0.3% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $146.7M | 1,736,324 | 0.3% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $131.7M | 358,217 | 0.3% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $125.5M | 6,971,912 | 0.2% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $119.9M | 2,028,226 | 0.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $119.0M | 3,542,339 | 0.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $116.6M | 813,206 | 0.2% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $115.7M | 7,972,758 | 0.2% |