Q3 2017 Holdings
Filed 2017-11-14 | 94 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Priceline GRP Inc | COM NEW | 741503403 | $441.6K | 241,183 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $453.2K | 8,740,919 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $478.1K | 8,668,440 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $482.0K | 1,861,345 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $551.6K | 2,904,999 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $570.0K | 6,716,660 | 0.0% |
| Apache Corp(9990302D) | COM | 037411105 | $633.6K | 13,834,405 | 0.0% |
| Arconic Inc(ARNCCHF) | COM | 03965L100 | $670.4K | 26,935,735 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $741.1K | 2,992,188 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $809.2K | 21,182,331 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $822.6K | 3,118,321 | 0.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $1.4M | 20,133,856 | 0.1% |
| Autonation Inc(AN) | COM | 05329W102 | $31.1M | 654,588 | 1.3% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.1B | 2,983,765 | 47.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.2B | 13,203,924 | 51.0% |