Q1 2019 Holdings
Filed 2019-05-15 | 7616 holdings | $25.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.7B | 69,226,315 | 14.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.1B | 17,150,380 | 12.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.1B | 55,054,928 | 8.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.5B | 6,074,946 | 5.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.4B | 14,832,598 | 5.4% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.3B | 10,194,917 | 5.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $1.2B | 5,208,902 | 4.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.1B | 41,286,795 | 4.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $908.2M | 3,408,022 | 3.6% |
| Conocophillips(COP) | COM | 20825C104 | $850.4M | 12,742,518 | 3.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $549.4M | 8,146,943 | 2.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $473.3M | 1,664,457 | 1.9% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $427.5M | 5,548,247 | 1.7% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $425.6M | 5,949,506 | 1.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $366.9M | 2,092,581 | 1.4% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $366.3M | 4,594,630 | 1.4% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $349.4M | 2,646,746 | 1.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $324.4M | 935,234 | 1.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $313.0M | 2,008,907 | 1.2% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $299.3M | 10,212,152 | 1.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $279.8M | 619,198 | 1.1% |
| Centene Corp del(CNC) | COM | 15135B101 | $235.6M | 4,437,186 | 0.9% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $226.6M | 23,753,388 | 0.9% |
| Amneal Pharmaceuticals Inc(AMRX) | COM STK CL A | 03168L105 | $225.4M | 15,907,280 | 0.9% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $222.0M | 3,096,052 | 0.9% |
| Carmax Inc(KMX) | COM | 143130102 | $213.0M | 3,051,774 | 0.8% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $204.2M | 2,103,392 | 0.8% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $193.1M | 7,074,651 | 0.8% |
| DXC Technology Co(DXC) | COM | 23355L106 | $166.9M | 2,594,875 | 0.7% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $159.2M | 3,974,563 | 0.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $159.1M | 1,015,602 | 0.6% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $143.5M | 5,810,919 | 0.6% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $113.1M | 1,249,175 | 0.4% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $101.1M | 7,416,879 | 0.4% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $87.6M | 1,379,980 | 0.3% |
| Autozone Inc(AZO) | COM | 053332102 | $72.1M | 70,358 | 0.3% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $71.7M | 1,070,780 | 0.3% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $70.4M | 386,632 | 0.3% |
| Atricure Inc(ATRC) | COM | 04963C209 | $69.7M | 2,602,435 | 0.3% |
| Avanos MED Inc(AVNS) | COM | 05350V106 | $68.3M | 1,601,191 | 0.3% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $65.8M | 1,763,066 | 0.3% |
| Coty Inc(COTY) | COM CL A | 222070203 | $56.2M | 4,889,868 | 0.2% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $53.2M | 4,257,706 | 0.2% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $51.6M | 2,562,744 | 0.2% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $47.5M | 957,097 | 0.2% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $45.6M | 358,472 | 0.2% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $45.1M | 1,243,370 | 0.2% |
| ADT Inc(ADT) | COM | 00090Q103 | $43.1M | 6,739,204 | 0.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $42.1M | 1,017,923 | 0.2% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $41.6M | 141,251 | 0.2% |