Q3 2020 Holdings
Filed 2020-11-16 | 68 holdings | $1.7B | 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 | $1.7B | 5,884,769 | 99.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.0M | 4,571,585 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $910.4K | 275,207 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $748.3K | 2,117,793 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $593.6K | 2,824,512 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $546.2K | 353,387 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $529.0K | 1,610,826 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $491.6K | 4,565,404 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $472.1K | 3,011,307 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $414.0K | 7,955,481 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $403.1K | 1,949,067 | 0.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $400.5K | 9,955,837 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $395.6K | 7,594,773 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $394.8K | 1,610,708 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $365.8K | 2,493,569 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $352.4K | 7,221,768 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $349.8K | 3,559,990 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $345.8K | 4,197,935 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $344.8K | 1,492,154 | 0.0% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $321.9K | 624,318 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $293.1K | 2,244,270 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $291.9K | 163,642 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $285.8K | 2,170,144 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $282.5K | 622,479 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $279.8K | 19,204,548 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $256.2K | 349,764 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $252.3K | 4,160,897 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $244.4K | 1,388,560 | 0.0% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $235.0K | 486,043 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $225.0K | 301,251 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $215.6K | 960,276 | 0.0% |
| Fomento Economico Mexicano S(FMX) | SPON ADR UNITS | 344419106 | $214.5K | 3,875,214 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $211.6K | 2,237,588 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $175.0K | 547 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $171.8K | 1,904,165 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $147.6K | 2,301,382 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $137.2K | 984,913 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $135.4K | 603,155 | 0.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $135.0K | 2,421,579 | 0.0% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $130.4K | 4,077,406 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $111.9K | 1,062,871 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $104.6K | 626,203 | 0.0% |
| Caseys GEN Stores Inc(CASY) | COM | 147528103 | $97.4K | 501,756 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $94.1K | 616,108 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $84.9K | 732,343 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $83.7K | 247,294 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $80.5K | 272,010 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $71.0K | 839,020 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $64.0K | 1,114,643 | 0.0% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $60.6K | 27,188,804 | 0.0% |