Q4 2018 Holdings
Filed 2019-02-11 | 3866 holdings | $6.2B | 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 | 19,662,948 | 43.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $514.0M | 2,271,940 | 8.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $447.4M | 24,235,554 | 7.2% |
| DXC Technology Co(DXC) | COM | 23355L106 | $245.5M | 4,617,207 | 3.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $238.1M | 791,078 | 3.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $216.1M | 6,114,400 | 3.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $194.9M | 4,497,361 | 3.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $110.9M | 529,454 | 1.8% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $97.0M | 7,806,082 | 1.6% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $90.2M | 809,716 | 1.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $84.7M | 526,440 | 1.4% |
| Conocophillips(COP) | COM | 20825C104 | $84.6M | 1,356,844 | 1.4% |
| Autonation Inc(AN) | COM | 05329W102 | $82.0M | 2,297,798 | 1.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $80.5M | 574,012 | 1.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $77.9M | 478,931 | 1.2% |
| Crossamerica Partners LP(CAPL) | UT LTD PTN INT | 22758A105 | $72.8M | 5,143,118 | 1.2% |
| Autozone Inc(AZO) | COM | 053332102 | $58.9M | 70,304 | 0.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $58.7M | 3,628,576 | 0.9% |
| Carmax Inc(KMX) | COM | 143130102 | $56.6M | 901,692 | 0.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $56.3M | 518,618 | 0.9% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $44.4M | 2,040,139 | 0.7% |
| Autodesk Inc(ADSK) | COM | 052769106 | $37.6M | 292,204 | 0.6% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $37.6M | 260,798 | 0.6% |
| Corning Inc(GLW) | COM | 219350105 | $33.3M | 1,102,486 | 0.5% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $30.3M | 396,205 | 0.5% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $29.3M | 450,717 | 0.5% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $29.2M | 667,368 | 0.5% |
| Blackberry LTD(BB) | COM | 09228F103 | $28.4M | 4,000,000 | 0.5% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $27.8M | 489,943 | 0.4% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $26.8M | 427,340 | 0.4% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $21.0M | 403,894 | 0.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $19.5M | 486,719 | 0.3% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $18.3M | 643,287 | 0.3% |
| Blackline Inc(BL) | COM | 09239B109 | $17.5M | 428,067 | 0.3% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $15.5M | 228,828 | 0.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $15.4M | 66,426 | 0.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $14.9M | 175,519 | 0.2% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $14.6M | 500,860 | 0.2% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $14.2M | 832,462 | 0.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $13.9M | 410,949 | 0.2% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $13.6M | 294,192 | 0.2% |
| Cubesmart(CUBE) | COM | 229663109 | $12.0M | 418,072 | 0.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $11.8M | 58,023 | 0.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $11.2M | 366,007 | 0.2% |
| Acacia Resh Corp(ACTG) | ACACIA TCH COM | 003881307 | $7.5M | 2,500,000 | 0.1% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $7.0M | 101,717 | 0.1% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $5.1M | 462,769 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $5.0M | 1,757,333 | 0.1% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $3.7M | 820,000 | 0.1% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $3.6M | 324,724 | 0.1% |