Q2 2018 Holdings
Filed 2018-08-14 | 21 holdings | $335.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $40.7K | 207,268 | 12.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $34.9K | 30,927 | 10.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $29.2K | 119,154 | 8.7% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $26.8K | 13,205 | 8.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $25.4K | 321,075 | 7.6% |
| Moodys Corp(MCO) | COM | 615369105 | $21.7K | 127,509 | 6.5% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $21.0K | 128,303 | 6.3% |
| Nike Inc(NKE) | CL B | 654106103 | $17.8K | 223,052 | 5.3% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $17.7K | 273,419 | 5.3% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $16.5K | 429,309 | 4.9% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $13.9K | 105,686 | 4.2% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $13.9K | 103,540 | 4.1% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $13.4K | 57,524 | 4.0% |
| Stryker Corp(SYK) | COM | 863667101 | $13.4K | 79,224 | 4.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $10.5K | 37,771 | 3.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.2K | 14,140 | 1.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $4.2K | 115,044 | 1.3% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.4K | 14,930 | 1.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $3.0K | 62,110 | 0.9% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $2.0K | 101,892 | 0.6% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $1.4K | 38,245 | 0.4% |