Q1 2020 Holdings
Filed 2020-05-04 | 62 holdings | $122.9M | 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 | $42.1M | 216,714 | 34.3% |
| Adobe Inc(ADBE) | COM | 00724F101 | $38.8M | 121,839 | 31.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $30.2M | 193,746 | 24.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $10.6M | 311,522 | 8.6% |
| Nike Inc(NKE) | CL B | 654106103 | $59.1K | 714,426 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $39.5K | 409,376 | 0.0% |
| Newmont Corp(NEM) | COM | 651639106 | $38.7K | 854,538 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $35.8K | 216,762 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $35.8K | 126,154 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $35.3K | 771,291 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $32.9K | 392,428 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $32.7K | 676,883 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $29.8K | 572,823 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $29.2K | 1,101,149 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $28.7K | 226,941 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $28.6K | 587,207 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $27.5K | 1,226,181 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $27.2K | 3,448,289 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $27.2K | 252,091 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $26.6K | 294,892 | 0.0% |
| Cemex SAB de CV(CX) | SPON ADR NEW | 151290889 | $26.1K | 12,299,805 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $25.4K | 603,242 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $25.3K | 468,257 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $25.2K | 732,708 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $25.1K | 172,761 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $25.0K | 288,622 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $24.8K | 90,957 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $23.9K | 1,532,949 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $23.8K | 154,202 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $20.6K | 327,174 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $19.4K | 14,448 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $18.0K | 564,825 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $17.6K | 69,068 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.3K | 14,893 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $17.2K | 476,956 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $16.6K | 388,916 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $15.3K | 96,075 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $15.0K | 1,154,458 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $14.4K | 1,204,207 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.2K | 7,282 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $14.2K | 116,552 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $14.1K | 333,304 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $13.7K | 95,554 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $13.5K | 27,573 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $12.9K | 742,411 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $12.5K | 308,868 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $12.2K | 686,686 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $12.1K | 2,128,628 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $11.7K | 202,495 | 0.0% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $10.6K | 1,251,266 | 0.0% |