Q3 2019 Holdings
Filed 2019-11-14 | 534 holdings | $28.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COMMON STOCK | 101137107 | $4.4B | 107,848,220 | 15.7% |
| Alibaba Group Holding LTD ADR(BABA) | COMMON STOCK | 01609W102 | $3.1B | 18,337,977 | 10.9% |
| Charter Communications Inc CL A(CHTR) | COMMON STOCK | 16119P108 | $2.9B | 6,982,778 | 10.3% |
| Costco Wholesale Corp(COST) | COMMON STOCK | 22160K105 | $2.6B | 8,869,989 | 9.1% |
| Autodesk Inc(ADSK) | COMMON STOCK | 052769106 | $2.4B | 16,217,827 | 8.6% |
| Crown Castle Intl Corp (REIT)(CCI) | COMMON STOCK | 22822V101 | $2.2B | 15,493,083 | 7.7% |
| Centene Corp(CNC) | COMMON STOCK | 15135B101 | $1.4B | 31,732,303 | 4.9% |
| Corteva Inc(CTVA) | COMMON STOCK | 22052L104 | $1.1B | 40,055,389 | 4.0% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $1.0B | 18,101,016 | 3.7% |
| Constellation Brands Inc CL A(STZ) | COMMON STOCK | 21036P108 | $973.4M | 4,696,144 | 3.5% |
| Darden Restaurants Inc(DRI) | COMMON STOCK | 237194105 | $856.4M | 7,243,882 | 3.1% |
| Biogen Inc(BIIB) | COMMON STOCK | 09062X103 | $757.0M | 3,251,471 | 2.7% |
| Adobe Inc(ADBE) | COMMON STOCK | 00724F101 | $709.5M | 2,568,456 | 2.5% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $575.6M | 7,601,408 | 2.1% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCK | 007903107 | $463.4M | 15,983,514 | 1.7% |
| DR Horton Inc(DHI) | COMMON STOCK | 23331A109 | $377.5M | 7,161,477 | 1.3% |
| Bright Horizons Family Solutions Inc(BFAM) | COMMON STOCK | 109194100 | $343.1M | 2,249,821 | 1.2% |
| Cummins Inc(CMI) | COMMON STOCK | 231021106 | $206.2M | 1,267,866 | 0.7% |
| Align Technology Inc(ALGN) | COMMON STOCK | 016255101 | $179.0M | 989,369 | 0.6% |
| Altice USA Inc CL A(OPTU) | COMMON STOCK | 02156K103 | $178.1M | 6,209,571 | 0.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COMMON STOCK | 09061G101 | $167.9M | 2,491,786 | 0.6% |
| Allegheny Technologies Inc(ATI) | COMMON STOCK | 01741R102 | $136.3M | 6,729,914 | 0.5% |
| Alarm.com Holdings Inc(ALRM) | COMMON STOCK | 011642105 | $117.6M | 2,520,700 | 0.4% |
| Cisco Systems Inc(CSCO) | COMMON STOCK | 17275R102 | $106.9M | 2,163,000 | 0.4% |
| Allogene Therapeutics Inc(ALLO) | COMMON STOCK | 019770106 | $89.3M | 3,275,685 | 0.3% |
| Conmed Corp(CNMD) | COMMON STOCK | 207410101 | $57.7M | 600,000 | 0.2% |
| Argenx SE ADR(ARGX) | COMMON STOCK | 04016X101 | $51.0M | 447,133 | 0.2% |
| Bandwidth Inc CL A(BAND) | COMMON STOCK | 05988J103 | $42.5M | 652,000 | 0.2% |
| Cavco Industries Inc(CVCO) | COMMON STOCK | 149568107 | $32.8M | 170,870 | 0.1% |
| Canada Goose Holdings Inc S/V(GOOS) | COMMON STOCK | 135086106 | $31.7M | 722,000 | 0.1% |
| Blackline Inc(BL) | COMMON STOCK | 09239B109 | $28.4M | 595,000 | 0.1% |
| Microsoft Corp(MSFT) | COMMON STOCK | 594918104 | $25.1M | 180,450,388 | 0.1% |
| Beazer Homes USA Inc(BZH) | COMMON STOCK | 07556Q881 | $24.7M | 1,659,813 | 0.1% |
| American Airlines Group Inc(AAL) | COMMON STOCK | 02376R102 | $23.5M | 872,000 | 0.1% |
| Autolus Therapeutics PLC ADR(AUTL) | COMMON STOCK | 05280R100 | $21.1M | 1,702,830 | 0.1% |
| Artisan Partners Asset Mgmt Inc CL A(APAM) | COMMON STOCK | 04316A108 | $19.9M | 705,000 | 0.1% |
| Addus Homecare Corp(ADUS) | COMMON STOCK | 006739106 | $18.3M | 231,129 | 0.1% |
| Cargurus Inc CL A(CARG) | COMMON STOCK | 141788109 | $16.1M | 520,000 | 0.1% |
| Home Depot Inc(HD) | COMMON STOCK | 437076102 | $13.5M | 58,191,467 | 0.0% |
| Broadcom Inc(AVGO) | COMMON STOCK | 11135F101 | $12.0M | 43,619,612 | 0.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COMMON STOCK | 02043Q107 | $11.1M | 137,700 | 0.0% |
| Beyond Meat Inc(BYND) | COMMON STOCK | 08862E109 | $10.9M | 73,395 | 0.0% |
| Adaptimmune Therapeutics PLC ADR(ADAPY) | COMMON STOCK | 00653A107 | $10.3M | 6,792,700 | 0.0% |
| Unitedhealth Group Inc(UNH) | COMMON STOCK | 91324P102 | $9.7M | 44,713,443 | 0.0% |
| JPMorgan Chase and Co(JPM) | COMMON STOCK | 46625H100 | $9.6M | 81,314,033 | 0.0% |
| Cellectis SA ADR(CLLS) | COMMON STOCK | 15117K103 | $9.1M | 875,000 | 0.0% |
| Boeing Co(BA) | COMMON STOCK | 097023105 | $8.7M | 22,758,551 | 0.0% |
| Biocryst Pharmaceuticals Inc(BCRX) | COMMON STOCK | 09058V103 | $8.1M | 2,840,000 | 0.0% |
| Facebook Inc CL A(META) | COMMON STOCK | 30303M102 | $7.9M | 44,294,899 | 0.0% |
| CME Group Inc CL A(CME) | COMMON STOCK | 12572Q105 | $7.5M | 35,582,665 | 0.0% |