Q3 2017 Holdings
Filed 2017-11-13 | 71 holdings | $62.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Immersion Corp(IMMR) | COM | 452521107 | $5.8K | 711,122 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $6.3K | 202,413 | 0.0% |
| Medicines Co | COM | 584688105 | $7.1K | 192,551 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $8.1K | 100,229 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $8.7K | 34,136 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $9.5K | 55,723 | 0.0% |
| Post Hldgs Inc(POST) | COM | 737446104 | $9.8K | 110,663 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.9K | 10,312 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $13.3K | 72,357 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $19.3K | 504,600 | 0.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $3.7M | 35,603 | 5.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $3.7M | 31,897 | 6.0% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $4.2M | 192,763 | 6.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $4.8M | 24,126 | 7.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.0M | 149,416 | 8.0% |
| Cars COM Inc(CARS) | COM | 14575E105 | $5.1M | 192,296 | 8.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.3M | 30,770 | 8.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $5.7M | 61,086 | 9.1% |
| Advansix Inc(ASIX) | COM | 00773T101 | $5.9M | 147,653 | 9.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $8.6M | 23,722 | 13.8% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $10.2M | 421,009 | 16.3% |