Q1 2019 Holdings
Filed 2019-05-07 | 356 holdings | $1.0B | 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 | $51.7M | 283,464 | 5.2% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $58.4M | 198,114 | 5.8% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $74.7M | 1,511,541 | 7.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $157.8M | 667,753 | 15.7% |
| Conocophillips(COP) | COM | 20825C104 | $195.5M | 2,929,671 | 19.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $259.6M | 4,087,290 | 25.9% |