Q1 2019 Holdings
Filed 2019-05-10 | 1335 holdings | $2.7B | 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 | $548.4M | 3,005,582 | 20.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $290.8M | 1,866,083 | 10.7% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $265.1M | 4,174,274 | 9.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $239.7M | 4,439,628 | 8.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $146.1M | 618,187 | 5.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $121.1M | 1,362,755 | 4.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $92.4M | 2,407,708 | 3.4% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $90.8M | 714,024 | 3.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $70.8M | 553,209 | 2.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $65.1M | 244,257 | 2.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $63.2M | 783,634 | 2.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $58.8M | 629,370 | 2.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $51.8M | 182,251 | 1.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $51.1M | 961,972 | 1.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $48.6M | 200,971 | 1.8% |
| Conocophillips(COP) | COM | 20825C104 | $48.1M | 720,971 | 1.8% |
| D R Horton Inc(DHI) | COM | 23331A109 | $37.0M | 895,070 | 1.4% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $33.9M | 522,000 | 1.2% |
| CGI Inc(GIB) | CL A SUB VTG | 12532H104 | $31.6M | 460,116 | 1.2% |
| Cummins Inc(CMI) | COM | 231021106 | $27.0M | 170,954 | 1.0% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $25.6M | 211,138 | 0.9% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $25.5M | 1,271,577 | 0.9% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $25.5M | 83,284 | 0.9% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $24.5M | 362,964 | 0.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $23.5M | 67,727 | 0.9% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $15.1M | 178,011 | 0.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $13.4M | 76,627 | 0.5% |
| Corning Inc(GLW) | COM | 219350105 | $13.0M | 392,107 | 0.5% |
| Autozone Inc(AZO) | COM | 053332102 | $11.9M | 11,593 | 0.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.8M | 424,535 | 0.4% |
| DBX ETF TR(ASHR) | XTRACK HRVST CSI | 233051879 | $10.7M | 371,405 | 0.4% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $9.8M | 198,734 | 0.4% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $8.6M | 112,149 | 0.3% |
| DXC Technology Co(DXC) | COM | 23355L106 | $8.1M | 125,259 | 0.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $7.6M | 283,800 | 0.3% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $6.9M | 239,024 | 0.3% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $6.6M | 611,356 | 0.2% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $5.1M | 261,505 | 0.2% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $5.1M | 70,836 | 0.2% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $4.4M | 159,229 | 0.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $3.6M | 22,900 | 0.1% |
| Carmax Inc(KMX) | COM | 143130102 | $3.5M | 50,382 | 0.1% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $2.8M | 114,964 | 0.1% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $2.6M | 47,921 | 0.1% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $2.4M | 57,600 | 0.1% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $2.3M | 105,600 | 0.1% |
| Blackberry LTD(BB) | COM | 09228F103 | $2.1M | 206,537 | 0.1% |
| Barclays BK PLC(DJP) | DJUBS CMDT ETN36 | 06738C778 | $1.8M | 81,600 | 0.1% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $1.7M | 48,147 | 0.1% |
| Coty Inc(COTY) | COM CL A | 222070203 | $1.2M | 105,774 | 0.0% |