Q4 2018 Holdings
Filed 2019-02-06 | 1342 holdings | $11.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.9B | 8,199,216 | 16.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.4B | 39,021,567 | 12.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $956.3M | 8,803,234 | 8.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $840.8M | 9,120,403 | 7.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $577.6M | 2,835,260 | 5.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $576.1M | 4,202,776 | 5.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $500.7M | 11,540,505 | 4.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $327.8M | 7,539,950 | 3.0% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $301.6M | 7,256,215 | 2.7% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $247.4M | 3,933,366 | 2.2% |
| Conocophillips(COP) | COM | 20825C104 | $244.5M | 3,922,008 | 2.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $240.6M | 1,869,916 | 2.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $222.4M | 1,383,131 | 2.0% |
| Autozone Inc(AZO) | COM | 053332102 | $218.6M | 260,791 | 2.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $209.1M | 998,345 | 1.9% |
| Corning Inc(GLW) | COM | 219350105 | $208.7M | 6,909,156 | 1.9% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $188.9M | 2,470,520 | 1.7% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $174.2M | 3,981,049 | 1.6% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $149.9M | 3,743,392 | 1.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $131.6M | 437,314 | 1.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $108.9M | 5,900,643 | 1.0% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $99.3M | 12,302,555 | 0.9% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $85.6M | 768,281 | 0.8% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $75.5M | 464,092 | 0.7% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $71.3M | 4,151,719 | 0.6% |
| DXC Technology Co(DXC) | COM | 23355L106 | $68.7M | 1,292,467 | 0.6% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $67.3M | 480,013 | 0.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $66.0M | 1,080,728 | 0.6% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $65.9M | 2,381,594 | 0.6% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $57.8M | 579,033 | 0.5% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $55.6M | 894,355 | 0.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $50.8M | 3,142,042 | 0.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $42.4M | 441,064 | 0.4% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $41.9M | 807,968 | 0.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $38.8M | 1,510,050 | 0.4% |
| Amneal Pharmaceuticals Inc(AMRX) | COM STK CL A | 03168L105 | $32.9M | 2,431,649 | 0.3% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $32.1M | 651,217 | 0.3% |
| Cummins Inc(CMI) | COM | 231021106 | $27.4M | 205,233 | 0.2% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $27.1M | 1,345,503 | 0.2% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $25.8M | 1,136,970 | 0.2% |
| Cubesmart(CUBE) | COM | 229663109 | $25.8M | 900,377 | 0.2% |
| Axos Finl Inc(AX) | COM | 05465C100 | $19.6M | 780,283 | 0.2% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $17.3M | 763,986 | 0.2% |
| Codexis Inc(CDXS) | COM | 192005106 | $17.1M | 1,026,438 | 0.2% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $16.3M | 879,395 | 0.1% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $15.9M | 529,826 | 0.1% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $15.8M | 41,443 | 0.1% |
| Arlo Technologies Inc(ARLO) | COM | 04206A101 | $15.2M | 1,524,418 | 0.1% |
| Blackline Inc(BL) | COM | 09239B109 | $14.9M | 364,822 | 0.1% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $14.9M | 750,881 | 0.1% |