Q4 2018 Holdings
Filed 2019-02-12 | 271 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $846.2M | 23,944,552 | 38.4% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $184.8M | 4,226,167 | 8.4% |
| Autonation Inc(AN) | COM | 05329W102 | $177.2M | 4,964,899 | 8.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $165.2M | 8,950,290 | 7.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $103.5M | 755,351 | 4.7% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $101.6M | 1,473,095 | 4.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $93.2M | 444,828 | 4.2% |
| BOX Inc(BOX) | CL A | 10316T104 | $66.4M | 3,934,179 | 3.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $65.9M | 1,520,403 | 3.0% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $61.7M | 2,231,195 | 2.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $59.8M | 2,102,872 | 2.7% |
| Blackline Inc(BL) | COM | 09239B109 | $53.8M | 1,314,332 | 2.4% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $47.4M | 425,407 | 2.2% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $41.0M | 401,246 | 1.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $30.4M | 316,290 | 1.4% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $23.0M | 366,947 | 1.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $10.4M | 45,941 | 0.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $10.3M | 94,817 | 0.5% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $7.7M | 33,303 | 0.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $4.5M | 98,399 | 0.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $4.1M | 252,518 | 0.2% |
| Blackberry LTD(BB) | COM | 09228F103 | $2.8M | 390,600 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.0M | 21,771,533 | 0.1% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $1.5M | 30,320,690 | 0.1% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $1.4M | 52,664,200 | 0.1% |
| AON PLC(AON) | SHS CL A | G0408V102 | $1.4M | 9,325,174 | 0.1% |
| Telefonica Brasil SA | SPONSORED ADR | 87936R106 | $1.2M | 96,573,359 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.1M | 7,070,826 | 0.1% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $1.1M | 17,690,991 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $937.1K | 7,102,122 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $888.1K | 12,119,784 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $849.7K | 6,357,007 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $771.0K | 8,664,465 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $688.5K | 15,250,204 | 0.0% |
| Imperial Oil LTD(IMO) | COM NEW | 453038408 | $669.0K | 26,405,340 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $668.7K | 639,961 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $655.9K | 5,822,844 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $642.5K | 13,650,908 | 0.0% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $624.9K | 4,115,223 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $617.8K | 7,747,271 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $588.8K | 15,822,977 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $578.4K | 6,475,746 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $567.9K | 10,909,002 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $553.6K | 4,223,269 | 0.0% |
| Worldpay Inc(WP) | CL A | 981558109 | $551.2K | 7,211,912 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $524.7K | 21,296,531 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $496.6K | 1,890,937 | 0.0% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $461.2K | 4,452,519 | 0.0% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $455.3K | 34,998,889 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $452.5K | 7,950,968 | 0.0% |