Q1 2019 Holdings
Filed 2019-04-30 | 1357 holdings | $12.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $2.1B | 7,957,926 | 16.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.5B | 38,089,606 | 11.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.2B | 9,036,753 | 9.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $806.5M | 10,007,634 | 6.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $761.5M | 4,173,427 | 5.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $719.8M | 2,972,809 | 5.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $546.8M | 10,126,940 | 4.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $461.9M | 7,272,889 | 3.6% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $381.3M | 4,782,583 | 3.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $371.8M | 2,120,744 | 2.9% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $362.1M | 6,634,675 | 2.8% |
| Autozone Inc(AZO) | COM | 053332102 | $341.3M | 333,246 | 2.6% |
| Conocophillips(COP) | COM | 20825C104 | $281.9M | 4,223,342 | 2.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $273.7M | 1,756,476 | 2.1% |
| Centene Corp del(CNC) | COM | 15135B101 | $247.3M | 4,657,134 | 1.9% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $244.9M | 4,501,104 | 1.9% |
| Corning Inc(GLW) | COM | 219350105 | $240.6M | 7,269,409 | 1.9% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $213.2M | 2,513,872 | 1.7% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $185.1M | 3,742,550 | 1.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $168.6M | 592,800 | 1.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $131.7M | 5,160,214 | 1.0% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $100.2M | 788,352 | 0.8% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $99.8M | 12,257,442 | 0.8% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $86.1M | 549,504 | 0.7% |
| CGI Inc(GIB) | CL A SUB VTG | 12532H104 | $74.8M | 1,088,316 | 0.6% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $66.9M | 2,035,026 | 0.5% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $62.4M | 472,624 | 0.5% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $58.0M | 477,462 | 0.4% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $55.0M | 3,629,743 | 0.4% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $52.0M | 801,095 | 0.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $45.3M | 362,918 | 0.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $44.4M | 1,513,558 | 0.3% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $41.9M | 892,267 | 0.3% |
| Amneal Pharmaceuticals Inc(AMRX) | COM STK CL A | 03168L105 | $33.8M | 2,382,283 | 0.3% |
| Cummins Inc(CMI) | COM | 231021106 | $32.2M | 204,119 | 0.2% |
| Cubesmart(CUBE) | COM | 229663109 | $32.1M | 1,000,583 | 0.2% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $29.7M | 1,297,564 | 0.2% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $28.9M | 1,171,471 | 0.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $28.3M | 81,568 | 0.2% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $26.3M | 366,943 | 0.2% |
| Axos Finl Inc(AX) | COM | 05465C100 | $22.8M | 785,567 | 0.2% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $20.8M | 756,693 | 0.2% |
| Codexis Inc(CDXS) | COM | 192005106 | $20.3M | 986,503 | 0.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $18.5M | 78,114 | 0.1% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $17.2M | 37,980 | 0.1% |
| Blackline Inc(BL) | COM | 09239B109 | $17.0M | 367,096 | 0.1% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $16.2M | 713,015 | 0.1% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $15.3M | 762,080 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $13.0M | 202,487 | 0.1% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $11.5M | 172,097 | 0.1% |