Q3 2020 Holdings
Filed 2020-11-12 | 3066 holdings | $2.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $39.8M | 33,797 | 1.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $40.2M | 174,224 | 1.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $42.4M | 1,110,780 | 1.4% |
| Chewy Inc(CHWY) | COM | 16679L109 | $42.7M | 777,870 | 1.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $45.0M | 137,561 | 1.5% |
| Cummins Inc(CMI) | COM | 231021106 | $46.4M | 219,509 | 1.6% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $47.6M | 611,829 | 1.6% |
| Chegg Inc(CHGG) | COM | 163092109 | $49.8M | 697,550 | 1.7% |
| Cloudflare Inc(NET) | COM | 18915M107 | $62.6M | 1,523,812 | 2.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $65.6M | 231,176 | 2.2% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $70.1M | 1,492,308 | 2.4% |
| Boeing Co(BA) | COM | 097023105 | $73.8M | 446,961 | 2.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $74.6M | 910,360 | 2.5% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $79.2M | 126,958 | 2.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $80.6M | 553,349 | 2.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $164.2M | 1,874,635 | 5.6% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $178.4M | 502,629 | 6.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $198.0M | 5,025,636 | 6.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $226.0M | 460,764 | 7.7% |
| Crown Castle International Corp(CCI) | COM | 22822V101 | $255.2M | 1,533,102 | 8.7% |
| Alibaba Group Ho(adr(BABA) | ADR | 01609W102 | $503.8M | 1,713,682 | 17.2% |