Q3 2018 Holdings
Filed 2018-11-13 | 21 holdings | $432.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $57.3K | 257,334 | 13.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $46.3K | 38,339 | 10.7% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $39.4K | 148,004 | 9.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $32.5K | 16,381 | 7.5% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $30.8K | 398,984 | 7.1% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $27.1K | 159,333 | 6.3% |
| Moodys Corp(MCO) | COM | 615369105 | $26.4K | 158,114 | 6.1% |
| Nike Inc(NKE) | CL B | 654106103 | $23.5K | 276,906 | 5.4% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $22.7K | 339,337 | 5.2% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $20.1K | 71,403 | 4.7% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $19.4K | 128,595 | 4.5% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $17.8K | 507,227 | 4.1% |
| Stryker Corp(SYK) | COM | 863667101 | $17.5K | 98,391 | 4.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $17.2K | 46,890 | 4.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $16.9K | 131,241 | 3.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $5.1K | 115,044 | 1.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.8K | 14,240 | 1.1% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.4K | 15,170 | 0.8% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.3K | 63,110 | 0.5% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $1.9K | 39,805 | 0.4% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $477 | 10,124 | 0.1% |