Q2 2018 Holdings
Filed 2018-08-13 | 7310 holdings | $3.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $37.9M | 289,216 | 1.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $58.1M | 265,500 | 1.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $58.5M | 201,519 | 1.8% |
| DXC Technology Co(DXC) | COM | 23355L106 | $77.6M | 962,065 | 2.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $86.0M | 2,631,078 | 2.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $89.8M | 262,544 | 2.8% |
| Conocophillips(COP) | COM | 20825C104 | $100.4M | 1,442,293 | 3.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $108.2M | 1,003,944 | 3.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $115.2M | 1,242,976 | 3.5% |
| Cummins Inc(CMI) | COM | 231021106 | $178.9M | 1,345,246 | 5.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $333.1M | 1,593,821 | 10.2% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $415.4M | 1,703,980 | 12.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $425.4M | 9,886,118 | 13.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $611.5M | 3,295,832 | 18.8% |