Q1 2018 Holdings
Filed 2018-04-25 | 1119 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $533.4M | 2,906,282 | 22.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $233.2M | 851,611 | 9.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $164.6M | 4,475,493 | 7.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $164.1M | 3,825,371 | 7.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $145.1M | 1,155,564 | 6.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $126.4M | 1,559,205 | 5.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $122.4M | 1,293,619 | 5.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $91.4M | 363,937 | 3.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $76.9M | 646,038 | 3.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $56.4M | 260,871 | 2.4% |
| Conocophillips(COP) | COM | 20825C104 | $52.7M | 889,381 | 2.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $49.6M | 1,815,212 | 2.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $44.0M | 233,591 | 1.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $41.4M | 377,876 | 1.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $39.7M | 127,568 | 1.7% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $38.2M | 1,478,517 | 1.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $36.6M | 454,703 | 1.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $34.3M | 782,356 | 1.5% |
| Cummins Inc(CMI) | COM | 231021106 | $29.6M | 182,306 | 1.3% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $23.6M | 236,259 | 1.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $22.8M | 278,828 | 1.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $20.5M | 89,861 | 0.9% |
| Ceva Inc(CEVA) | COM | 157210105 | $19.8M | 545,916 | 0.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $15.8M | 701,833 | 0.7% |
| Corning Inc(GLW) | COM | 219350105 | $13.7M | 491,807 | 0.6% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $13.5M | 173,311 | 0.6% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $13.5M | 472,949 | 0.6% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $10.6M | 391,529 | 0.5% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $10.0M | 256,333 | 0.4% |
| Autozone Inc(AZO) | COM | 053332102 | $10.0M | 15,343 | 0.4% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $8.1M | 94,611 | 0.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $7.9M | 167,534 | 0.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $7.4M | 43,770 | 0.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $6.4M | 90,436 | 0.3% |
| Carmax Inc(KMX) | COM | 143130102 | $6.3M | 101,482 | 0.3% |
| Coty Inc(COTY) | COM CL A | 222070203 | $4.6M | 249,941 | 0.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.3M | 431,035 | 0.2% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $4.3M | 55,449 | 0.2% |
| DBX ETF TR Xtrack Hrvst(ASHR) | ETF | 233051879 | $2.7M | 86,950 | 0.1% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $2.6M | 51,621 | 0.1% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $2.6M | 50,355 | 0.1% |
| Antero RES Corp(AR) | COM | 03674X106 | $1.8M | 92,419 | 0.1% |
| Autonation Inc(AN) | COM | 05329W102 | $1.1M | 23,702 | 0.0% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $739.0K | 66,906 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $700.7K | 4,176,338 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $597.0K | 2,891,357 | 0.0% |
| Alphabet Inc Cap STK(GOOG) | CL C | 02079K107 | $562.6K | 545,222 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $554.1K | 6,071,210 | 0.0% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $482.0K | 10,500 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $434.3K | 300,093 | 0.0% |