Q1 2018 Holdings
Filed 2018-05-04 | 110 holdings | $20.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.4K | 40,890 | 0.0% |
| Visa Inc - Class A Shares(V) | COM | 92826C839 | $9.3K | 77,733 | 0.0% |
| MKS Instruments Inc(MKSI) | COM | 55306N104 | $9.7K | 84,105 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $10.2K | 7,027 | 0.1% |
| Alphabet Inc CL C Non-Voting(GOOG) | COM | 02079K107 | $13.3K | 12,868 | 0.1% |
| Alibaba Group Holding(BABA) | COM | 01609W102 | $227.0K | 1,239 | 1.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $781.0K | 18,219 | 3.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $4.4M | 16,005 | 21.6% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $7.1M | 32,981 | 35.1% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $7.5M | 32,971 | 37.0% |