Q3 2018 Holdings
Filed 2018-11-13 | 515 holdings | $216.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $3.9M | 26,907 | 1.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $5.0M | 51,552 | 2.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $5.4M | 13,928 | 2.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.6M | 144,217 | 2.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $6.1M | 18,811 | 2.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $6.1M | 39,316 | 2.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.4M | 34,529 | 3.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $8.3M | 23,409 | 3.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.0M | 290,724 | 4.1% |
| Conocophillips(COP) | COM | 20825C104 | $12.7M | 163,432 | 5.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $15.9M | 168,171 | 7.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $21.3M | 78,799 | 9.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $22.3M | 458,631 | 10.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $23.0M | 97,732 | 10.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $36.1M | 219,398 | 16.7% |