Q4 2018 Holdings
Filed 2019-02-13 | 24 holdings | $512.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $64.7K | 343,042 | 12.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $53.4K | 51,136 | 10.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $49.3K | 198,047 | 9.6% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $40.1K | 212,945 | 7.8% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $37.6K | 21,848 | 7.3% |
| Nike Inc(NKE) | CL B | 654106103 | $27.4K | 370,017 | 5.4% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $27.2K | 128,918 | 5.3% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $27.1K | 455,627 | 5.3% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $23.5K | 370,655 | 4.6% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $23.4K | 95,465 | 4.6% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $22.6K | 172,042 | 4.4% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $21.5K | 639,978 | 4.2% |
| Stryker Corp(SYK) | COM | 863667101 | $20.6K | 131,582 | 4.0% |
| Moodys Corp(MCO) | COM | 615369105 | $19.9K | 142,442 | 3.9% |
| Illumina Inc(ILMN) | COM | 452327109 | $18.8K | 62,715 | 3.7% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $14.1K | 175,687 | 2.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $4.3K | 115,844 | 0.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.2K | 14,300 | 0.8% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $3.1K | 29,550 | 0.6% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.0K | 13,420 | 0.6% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.4K | 89,510 | 0.5% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $1.5K | 32,345 | 0.3% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $1.4K | 12,638 | 0.3% |
| International Flavors&fragra(IFF) | COM | 459506101 | $1.2K | 9,200 | 0.2% |