Q1 2021 Holdings
Filed 2021-05-10 | 550 holdings | $140.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $1.7M | 22,802 | 1.2% |
| Corteva Inc(CTVA) | COM | 22052L104 | $2.6M | 56,759 | 1.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.8M | 71,976 | 2.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.1M | 28,185 | 2.2% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $3.3M | 78,613 | 2.4% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $3.4M | 25,089 | 2.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $4.1M | 14,638 | 2.9% |
| Canada Goose Hldgs Inc(GOOS) | SHS SUB VTG | 135086106 | $4.3M | 108,748 | 3.0% |
| Conocophillips(COP) | COM | 20825C104 | $4.8M | 90,125 | 3.4% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $7.0M | 182,550 | 5.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $8.0M | 154,295 | 5.7% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $12.0M | 117,669 | 8.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $13.0M | 203,968 | 9.3% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $15.9M | 33,591 | 11.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $49.5M | 218,300 | 35.3% |