Q4 2017 Holdings
Filed 2018-02-13 | 577 holdings | $8.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Sponsored ADR(BABA) | SPONSORED ADS | 01609W102 | $7.7B | 44,716,351 | 89.2% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $458.8M | 3,611,014 | 5.3% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $150.9M | 14,674,851 | 1.7% |
| CarMax Inc(KMX) | COM | 143130102 | $132.8M | 2,070,105 | 1.5% |
| Aerovironment(AVAV) | COM | 008073108 | $21.9M | 389,955 | 0.3% |
| Chegg(CHGG) | COM | 163092109 | $17.7M | 1,084,701 | 0.2% |
| Baozun Spn Adr 1:1(BZUN) | SPONSORED ADR | 06684L103 | $16.9M | 536,629 | 0.2% |
| Consolidated Edison(ED) | COM | 209115104 | $15.8M | 185,972 | 0.2% |
| Codexis(CDXS) | COM | 192005106 | $15.4M | 1,842,401 | 0.2% |
| Adaptimmune Therapeutics ADR(ADAPY) | SPONDS ADR | 00653A107 | $12.8M | 1,920,593 | 0.1% |
| Ceva Inc(CEVA) | COM | 157210105 | $9.9M | 215,389 | 0.1% |
| Beigene Ltd(ONC) | SPONSORED ADR | 07725L102 | $8.5M | 87,251 | 0.1% |
| Amazon.Com(AMZN) | COM | 023135106 | $7.3M | 6,271,350 | 0.1% |
| Baidu.com Sponsored ADR(BIDUN) | SPON ADR REP A | 056752108 | $5.3M | 22,819,720 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.0M | 12,902,408 | 0.0% |
| Illumina(ILMN) | COM | 452327109 | $3.9M | 17,756,134 | 0.0% |
| Facebook Cl.A(META) | CL A | 30303M102 | $3.7M | 20,919,778 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $2.8M | 2,690,209 | 0.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.7M | 12,232 | 0.0% |
| Ctrip.com Intl Sponsored ADR(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.2M | 49,115,174 | 0.0% |
| Nvidia(NVDA) | COM | 67066G104 | $2.2M | 11,168,755 | 0.0% |
| MercadoLibre(MELI) | COM | 58733R102 | $1.8M | 5,681,830 | 0.0% |
| Tsmc ADR(TSM) | SPONSORED ADR | 874039100 | $1.8M | 44,811,070 | 0.0% |
| Ferrari NV(RACE) | COM | N3167Y103 | $1.6M | 14,824,792 | 0.0% |
| Acacia Reasearch Corp(ACTG) | ACACIA TCH COM | 003881307 | $1.5M | 365,820 | 0.0% |
| Fiat Chrysler Automobiles | SHS | N31738102 | $1.4M | 78,283,320 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.3M | 6,957,475 | 0.0% |
| Royal Crbn.Cruises(RCL) | COM | V7780T103 | $1.2M | 9,774,760 | 0.0% |
| Intuitive Surgical(ISRG) | COM NEW | 46120E602 | $1.2M | 3,156,841 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.1M | 4,879,122 | 0.0% |
| Moody's Corp(MCO) | COM | 615369105 | $983.8K | 6,664,967 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $924.1K | 5,188,435 | 0.0% |
| NetEase.com ADR(NTES) | SPONSORED ADR | 64110W102 | $921.5K | 2,670,439 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $843.2K | 5,571,123 | 0.0% |
| Seattle Genetics | COM | 812578102 | $800.6K | 14,964,511 | 0.0% |
| Tal Education Group ADR(TAL) | ADS REPSTG COM | 874080104 | $767.2K | 25,822,738 | 0.0% |
| New Oriental Education & Technology Sponsored ADR | SPON ADR | 647581107 | $725.5K | 7,718,376 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $721.2K | 7,089,012 | 0.0% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $704.2K | 6,175,680 | 0.0% |
| Ryanair ADR(RYAAY) | SPONSORED ADR NE | 783513203 | $659.0K | 6,324,722 | 0.0% |
| MarketAxess Holdings(MKTX) | COM | 57060D108 | $653.1K | 3,236,958 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $614.9K | 539,761 | 0.0% |
| Grubhub Inc | COM | 400110102 | $599.4K | 8,347,721 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $589.5K | 5,766,237 | 0.0% |
| Waters(WAT) | COM | 941848103 | $564.7K | 2,923,273 | 0.0% |
| EOG Resources(EOG) | COM | 26875P101 | $543.1K | 5,032,488 | 0.0% |
| Apache Corp(9990302D) | COM | 037411105 | $513.6K | 12,164,940 | 0.0% |
| First Republic Bank(FRCB) | COM | 33616C100 | $505.2K | 5,830,446 | 0.0% |
| JD.Com Inc(JD) | SPON ADR CL A | 47215P106 | $498.1K | 12,024,652 | 0.0% |
| Martin Marietta Materials(MLM) | COM | 573284106 | $486.9K | 2,202,962 | 0.0% |