Q3 2020 Holdings
Filed 2020-12-02 | 2334 holdings | $616.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc A(STZ) | COM | 21036P108 | $12.3M | 65,118 | 2.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $13.8M | 193,279 | 2.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $13.9M | 182,953 | 2.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $17.9M | 54,775 | 2.9% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $18.3M | 222,950 | 3.0% |
| BIO RAD Labs Inc(BIO) | COM | 090572207 | $19.0M | 36,804 | 3.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $21.2M | 43,175 | 3.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $21.5M | 284,450 | 3.5% |
| Autozone Inc(AZO) | COM | 053332102 | $22.3M | 18,927 | 3.6% |
| Corning Inc(GLW) | COM | 219350105 | $24.1M | 743,202 | 3.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $27.2M | 712,325 | 4.4% |
| CCH I LLC(CHTR) | COM | 16119P108 | $28.9M | 46,351 | 4.7% |
| Cisco System Inc(CSCO) | COM | 17275R102 | $32.5M | 825,025 | 5.3% |
| Alibaba Group Hldg LTD(BABA) | ADR | 01609W102 | $36.1M | 122,666 | 5.8% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $38.5M | 108,482 | 6.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $68.3M | 779,841 | 11.1% |