Q2 2019 Holdings
Filed 2019-08-14 | 536 holdings | $27.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COMMON STOCK | 101137107 | $4.3B | 100,957,020 | 15.6% |
| Alibaba Group Holding LTD ADR(BABA) | COMMON STOCK | 01609W102 | $3.1B | 18,436,187 | 11.2% |
| Charter Communications Inc CL A(CHTR) | COMMON STOCK | 16119P108 | $3.0B | 7,474,779 | 10.6% |
| Costco Wholesale Corp(COST) | COMMON STOCK | 22160K105 | $2.4B | 9,130,873 | 8.7% |
| Crown Castle Intl Corp (REIT)(CCI) | COMMON STOCK | 22822V101 | $2.1B | 16,279,554 | 7.6% |
| Autodesk Inc(ADSK) | COMMON STOCK | 052769106 | $1.9B | 11,830,706 | 6.9% |
| Centene Corp(CNC) | COMMON STOCK | 15135B101 | $1.6B | 30,510,850 | 5.8% |
| Corteva Inc(CTVA) | COMMON STOCK | 22052L104 | $1.5B | 50,002,603 | 5.3% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $1.3B | 21,984,907 | 4.8% |
| Constellation Brands Inc CL A(STZ) | COMMON STOCK | 21036P108 | $990.8M | 5,030,755 | 3.6% |
| Biogen Inc(BIIB) | COMMON STOCK | 09062X103 | $953.0M | 4,074,927 | 3.4% |
| Darden Restaurants Inc(DRI) | COMMON STOCK | 237194105 | $776.1M | 6,375,766 | 2.8% |
| Adobe Inc(ADBE) | COMMON STOCK | 00724F101 | $755.3M | 2,563,394 | 2.7% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $577.2M | 7,936,932 | 2.1% |
| Bright Horizons Family Solutions Inc(BFAM) | COMMON STOCK | 109194100 | $339.4M | 2,249,813 | 1.2% |
| DR Horton Inc(DHI) | COMMON STOCK | 23331A109 | $308.9M | 7,161,318 | 1.1% |
| Cummins Inc(CMI) | COMMON STOCK | 231021106 | $260.1M | 1,518,035 | 0.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COMMON STOCK | 09061G101 | $207.8M | 2,426,082 | 0.7% |
| Allegheny Technologies Inc(ATI) | COMMON STOCK | 01741R102 | $140.6M | 5,580,634 | 0.5% |
| Alarm.com Holdings Inc(ALRM) | COMMON STOCK | 011642105 | $134.9M | 2,520,700 | 0.5% |
| Cisco Systems Inc(CSCO) | COMMON STOCK | 17275R102 | $118.4M | 2,163,000 | 0.4% |
| Allogene Therapeutics Inc(ALLO) | COMMON STOCK | 019770106 | $74.5M | 2,774,581 | 0.3% |
| Conmed Corp(CNMD) | COMMON STOCK | 207410101 | $51.3M | 600,000 | 0.2% |
| Bandwidth Inc CL A(BAND) | COMMON STOCK | 05988J103 | $47.4M | 632,000 | 0.2% |
| Chewy Inc CL A(CHWY) | COMMON STOCK | 16679L109 | $42.4M | 1,211,195 | 0.2% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCK | 007903107 | $39.5M | 1,300,000 | 0.1% |
| Argenx SE ADR(ARGX) | COMMON STOCK | 04016X101 | $32.6M | 230,036 | 0.1% |
| Blackline Inc(BL) | COMMON STOCK | 09239B109 | $31.8M | 595,000 | 0.1% |
| Canada Goose Holdings Inc S/V(GOOS) | COMMON STOCK | 135086106 | $27.9M | 722,000 | 0.1% |
| Adaptimmune Therapeutics PLC ADR(ADAPY) | COMMON STOCK | 00653A107 | $27.3M | 6,792,700 | 0.1% |
| Autolus Therapeutics PLC ADR(AUTL) | COMMON STOCK | 05280R100 | $27.0M | 1,673,889 | 0.1% |
| Cavco Industries Inc(CVCO) | COMMON STOCK | 149568107 | $26.9M | 170,870 | 0.1% |
| Microsoft Corp(MSFT) | COMMON STOCK | 594918104 | $24.7M | 184,169,045 | 0.1% |
| Artisan Partners Asset Mgmt Inc CL A(APAM) | COMMON STOCK | 04316A108 | $19.4M | 705,000 | 0.1% |
| Cargurus Inc CL A(CARG) | COMMON STOCK | 141788109 | $18.8M | 520,000 | 0.1% |
| Beazer Homes USA Inc(BZH) | COMMON STOCK | 07556Q881 | $16.0M | 1,659,813 | 0.1% |
| Cellectis SA ADR(CLLS) | COMMON STOCK | 15117K103 | $13.7M | 875,000 | 0.0% |
| Broadcom Inc(AVGO) | COMMON STOCK | 11135F101 | $12.6M | 43,630,325 | 0.0% |
| Home Depot Inc(HD) | COMMON STOCK | 437076102 | $12.2M | 58,715,164 | 0.0% |
| Beyond Meat Inc(BYND) | COMMON STOCK | 08862E109 | $11.8M | 73,395 | 0.0% |
| Unitedhealth Group Inc(UNH) | COMMON STOCK | 91324P102 | $11.2M | 45,956,536 | 0.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COMMON STOCK | 02043Q107 | $10.0M | 137,700 | 0.0% |
| Facebook Inc CL A(META) | COMMON STOCK | 30303M102 | $8.8M | 45,660,845 | 0.0% |
| JPMorgan Chase and Co(JPM) | COMMON STOCK | 46625H100 | $8.7M | 78,148,017 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | COMMON STOCK | 084670108 | $7.5M | 23,438 | 0.0% |
| Amazon.com Inc(AMZN) | COMMON STOCK | 023135106 | $7.3M | 3,833,456 | 0.0% |
| Merck and Co Inc(MRK) | COMMON STOCK | 58933Y105 | $7.1M | 84,218,688 | 0.0% |
| Pfizer Inc(PFE) | COMMON STOCK | 717081103 | $7.0M | 161,991,093 | 0.0% |
| CME Group Inc CL A(CME) | COMMON STOCK | 12572Q105 | $6.8M | 35,148,244 | 0.0% |
| Intel Corp(INTC) | COMMON STOCK | 458140100 | $6.7M | 140,944,001 | 0.0% |