Q1 2019 Holdings
Filed 2019-05-15 | 25 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.9M | 10,500 | 69.6% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $100.6K | 427,322 | 3.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $87.2K | 74,064 | 3.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $70.8K | 286,287 | 2.6% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $68.2K | 39,094 | 2.5% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $50.7K | 308,191 | 1.8% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $48.2K | 138,135 | 1.8% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $46.0K | 186,748 | 1.7% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $45.1K | 658,194 | 1.6% |
| Nike Inc(NKE) | CL B | 654106103 | $45.1K | 535,570 | 1.6% |
| Illumina Inc(ILMN) | COM | 452327109 | $40.0K | 128,808 | 1.5% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $39.8K | 248,861 | 1.4% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $38.9K | 536,740 | 1.4% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $38.9K | 865,377 | 1.4% |
| Moodys Corp(MCO) | COM | 615369105 | $37.3K | 206,120 | 1.4% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $26.8K | 254,063 | 1.0% |
| Stryker Corp(SYK) | COM | 863667101 | $25.7K | 129,957 | 0.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $7.3K | 14,450 | 0.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.8K | 116,544 | 0.2% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $3.9K | 89,510 | 0.1% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $3.5K | 30,150 | 0.1% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.2K | 13,420 | 0.1% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $1.9K | 12,838 | 0.1% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $1.5K | 28,274 | 0.1% |
| International Flavors&fragra(IFF) | COM | 459506101 | $1.2K | 9,400 | 0.0% |