Q1 2018 Holdings
Filed 2018-05-11 | 3760 holdings | $6.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.7B | 14,596,052 | 41.6% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $593.2M | 2,745,452 | 9.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $393.9M | 9,183,708 | 6.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $301.9M | 30,042,756 | 4.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $260.8M | 952,411 | 4.1% |
| Carmax Inc(KMX) | COM | 143130102 | $257.3M | 4,153,877 | 4.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $216.3M | 7,917,918 | 3.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $102.3M | 1,261,962 | 1.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $97.8M | 389,251 | 1.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $97.7M | 4,345,946 | 1.5% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $96.3M | 572,914 | 1.5% |
| Autozone Inc(AZO) | COM | 053332102 | $92.9M | 143,167 | 1.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $90.7M | 681,147 | 1.4% |
| Autonation Inc(AN) | COM | 05329W102 | $80.8M | 1,726,590 | 1.3% |
| Crossamerica Partners LP(CAPL) | UT LTD PTN INT | 22758A105 | $77.8M | 3,783,442 | 1.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $73.1M | 666,558 | 1.1% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $62.3M | 1,358,450 | 1.0% |
| Conocophillips(COP) | COM | 20825C104 | $60.7M | 1,022,993 | 0.9% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $58.2M | 584,130 | 0.9% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $56.3M | 7,807,644 | 0.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $52.7M | 419,669 | 0.8% |
| Blackberry LTD(BB) | COM | 09228F103 | $46.0M | 4,000,639 | 0.7% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $44.6M | 294,540 | 0.7% |
| Cummins Inc(CMI) | COM | 231021106 | $42.0M | 258,971 | 0.7% |
| Blackline Inc(BL) | COM | 09239B109 | $40.6M | 1,035,291 | 0.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $36.9M | 389,495 | 0.6% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $35.6M | 1,501,799 | 0.6% |
| Corning Inc(GLW) | COM | 219350105 | $30.7M | 1,102,018 | 0.5% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $30.5M | 913,132 | 0.5% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $30.4M | 133,381 | 0.5% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $28.0M | 427,680 | 0.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $20.3M | 463,250 | 0.3% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $18.1M | 698,628 | 0.3% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $15.3M | 405,512 | 0.2% |
| Cubesmart(CUBE) | COM | 229663109 | $14.7M | 521,580 | 0.2% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $13.3M | 162,583 | 0.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $11.6M | 61,477 | 0.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $11.0M | 43,811 | 0.2% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $10.6M | 218,284 | 0.2% |
| Acacia Resh Corp(ACTG) | ACACIA TCH COM | 003881307 | $8.8M | 2,500,000 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $8.6M | 2,166,304 | 0.1% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $7.8M | 131,374 | 0.1% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $7.5M | 97,307 | 0.1% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $4.2M | 62,204 | 0.1% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $3.9M | 258,620 | 0.1% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $3.5M | 409,831 | 0.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $3.3M | 10,486 | 0.1% |
| Avino Silver & Gold Mines LT(ASM) | COM | 053906103 | $3.1M | 2,270,000 | 0.0% |
| Corecivic Inc(CXW) | COM | 21871N101 | $3.0M | 152,462 | 0.0% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $2.3M | 18,425 | 0.0% |