Q3 2018 Holdings
Filed 2018-11-08 | 608 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $85.0M | 544,675 | 5.9% |
| Crown Castle Intl Corp(CCI) | REIT | 22822V101 | $115.1M | 1,033,757 | 7.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $129.1M | 330,039 | 8.9% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $130.6M | 4,226,510 | 9.0% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $135.3M | 1,727,504 | 9.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $163.1M | 1,001,396 | 11.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $188.8M | 3,881,499 | 13.0% |