Q2 2020 Holdings
Filed 2020-08-14 | 67 holdings | $1.3B | 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 | $1.3B | 6,074,451 | 99.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $896.4K | 4,164,326 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $788.5K | 269,688 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $701.7K | 2,255,515 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $587.8K | 2,876,455 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $535.8K | 357,907 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $480.4K | 1,537,423 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $464.1K | 2,516,044 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $436.8K | 4,567,494 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $411.2K | 2,757,737 | 0.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $370.9K | 802,657 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $366.9K | 6,381,297 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $356.2K | 2,526,026 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $344.7K | 7,262,385 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $341.0K | 7,181,171 | 0.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $316.3K | 8,494,250 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $316.1K | 1,245,110 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $301.0K | 492,007 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $288.1K | 6,957,491 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $275.7K | 640,795 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $272.4K | 1,320,963 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $268.2K | 2,268,948 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $255.0K | 152,255 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $250.6K | 1,284,620 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $239.0K | 4,842,664 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $233.6K | 17,526,940 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $228.1K | 3,055,860 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $227.7K | 376,897 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $223.5K | 2,475,773 | 0.0% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $217.5K | 488,664 | 0.0% |
| Fomento Economico Mexicano S(FMX) | SPON ADR UNITS | 344419106 | $209.2K | 3,410,569 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $207.4K | 3,824,945 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $168.3K | 1,624,313 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $149.5K | 1,921,024 | 0.0% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $148.2K | 56,757,386 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $132.7K | 772,661 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $130.9K | 920,287 | 0.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $126.0K | 2,482,986 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $122.2K | 457 | 0.0% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $119.7K | 3,150,148 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $117.1K | 2,212,956 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $107.7K | 995,281 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $93.8K | 454,943 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $76.3K | 507,350 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $76.1K | 282,794 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $71.2K | 215,856 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $67.5K | 688,220 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $64.9K | 322,493 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $61.4K | 440,639 | 0.0% |
| Graco Inc(GGG) | COM | 384109104 | $60.4K | 1,171,311 | 0.0% |