Q1 2020 Holdings
Filed 2020-05-12 | 301 holdings | $4.0B | 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 | $1.0B | 5,240,371 | 25.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $795.8M | 17,498,782 | 20.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $409.4M | 12,547,998 | 10.3% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $288.2M | 2,559,356 | 7.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $210.5M | 3,543,728 | 5.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $199.8M | 1,516,691 | 5.0% |
| Autonation Inc(AN) | COM | 05329W102 | $129.6M | 4,619,718 | 3.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $123.3M | 778,409 | 3.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $108.2M | 3,025,176 | 2.7% |
| Blackline Inc(BL) | COM | 09239B109 | $106.2M | 2,018,042 | 2.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $82.0M | 2,085,353 | 2.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $66.7M | 152,919 | 1.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $58.7M | 2,432,015 | 1.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $53.4M | 1,264,168 | 1.3% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $52.0M | 1,873,035 | 1.3% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $44.3M | 854,717 | 1.1% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $43.0M | 421,164 | 1.1% |
| Corteva Inc(CTVA) | COM | 22052L104 | $42.8M | 1,823,347 | 1.1% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $23.5M | 352,929 | 0.6% |
| CAE Inc(CAE) | COM | 124765108 | $16.1M | 1,272,000 | 0.4% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $16.0M | 237,687 | 0.4% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $13.5M | 38,481 | 0.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $11.6M | 106,226 | 0.3% |
| Blackberry LTD(BB) | COM | 09228F103 | $8.5M | 2,082,400 | 0.2% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $6.0M | 170,418 | 0.2% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $3.6M | 127,639 | 0.1% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $1.1M | 18,478,665 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1M | 950,647 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $1.1M | 6,995,910 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $1.1M | 8,705,985 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.0M | 6,450,716 | 0.0% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $939.5K | 33,010,253 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $931.5K | 6,374,855 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $874.3K | 10,542,581 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $848.5K | 4,710,805 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $768.3K | 7,622,458 | 0.0% |
| Telefonica Brasil SA | SPONSORED ADR | 87936R106 | $757.7K | 79,506,598 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $729.0K | 4,370,652 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $689.1K | 353,412 | 0.0% |
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $647.4K | 3,811,434 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $608.9K | 4,436,130 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $587.1K | 4,842,047 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $566.7K | 6,585,950 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $566.2K | 486,949 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $560.2K | 11,591,053 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $540.6K | 401,858 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $514.5K | 5,704,964 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $511.4K | 3,546,000 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $506.3K | 15,032,093 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $498.5K | 2,460,938 | 0.0% |