Q1 2018 Holdings
Filed 2018-05-10 | 552 holdings | $9.3B | 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 | $8.3B | 45,331,375 | 89.2% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $456.7M | 3,834,213 | 4.9% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $146.2M | 14,548,945 | 1.6% |
| Chegg(CHGG) | COM | 163092109 | $87.0M | 4,212,854 | 0.9% |
| Agios Pharmaceuticals(AGIO) | COM | 00847X104 | $47.6M | 582,141 | 0.5% |
| Baozun Spn Adr 1:1(BZUN) | SPONSORED ADR | 06684L103 | $31.2M | 679,634 | 0.3% |
| Adaptimmune Therapeutics ADR(ADAPY) | SPONDS ADR | 00653A107 | $28.8M | 2,565,409 | 0.3% |
| CarMax Inc(KMX) | COM | 143130102 | $28.0M | 452,299 | 0.3% |
| Codexis(CDXS) | COM | 192005106 | $25.3M | 2,302,979 | 0.3% |
| Aerovironment(AVAV) | COM | 008073108 | $23.6M | 519,555 | 0.3% |
| Blackline(BL) | COM | 09239B109 | $15.5M | 395,391 | 0.2% |
| Beigene Ltd(ONC) | SPONSORED ADR | 07725L102 | $14.7M | 87,417 | 0.2% |
| Consolidated Edison(ED) | COM | 209115104 | $14.5M | 185,972 | 0.2% |
| Ceva Inc(CEVA) | COM | 157210105 | $11.6M | 321,250 | 0.1% |
| Amazon.Com(AMZN) | COM | 023135106 | $8.5M | 5,844,332 | 0.1% |
| Baidu.com Sponsored ADR(BIDUN) | SPON ADR REP A | 056752108 | $4.8M | 21,485,805 | 0.1% |
| Illumina(ILMN) | COM | 452327109 | $4.2M | 17,671,931 | 0.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $3.4M | 13,688 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.4M | 12,776,074 | 0.0% |
| Facebook Cl.A(META) | CL A | 30303M102 | $3.2M | 20,175,887 | 0.0% |
| Ctrip.com Intl Sponsored ADR(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.5M | 54,662,733 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $2.5M | 2,405,566 | 0.0% |
| Nvidia(NVDA) | COM | 67066G104 | $2.3M | 9,951,156 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.3M | 7,794,760 | 0.0% |
| Tsmc ADR(TSM) | SPONSORED ADR | 874039100 | $1.9M | 44,211,639 | 0.0% |
| MercadoLibre(MELI) | COM | 58733R102 | $1.9M | 5,297,170 | 0.0% |
| TAL Education Group ADR(TAL) | ADS REPSTG COM | 874080104 | $1.8M | 49,690,142 | 0.0% |
| Ferrari NV(RACE) | COM | N3167Y103 | $1.8M | 14,642,240 | 0.0% |
| Fiat Chrysler Automobiles | SHS | N31738102 | $1.6M | 77,216,789 | 0.0% |
| Acacia Reasearch Corp(ACTG) | ACACIA TCH COM | 003881307 | $1.3M | 365,820 | 0.0% |
| Intuitive Surgical(ISRG) | COM NEW | 46120E602 | $1.3M | 3,050,136 | 0.0% |
| Moody's Corp(MCO) | COM | 615369105 | $1.1M | 6,622,119 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.1M | 4,858,014 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $988.5K | 5,643,677 | 0.0% |
| Grubhub Inc | COM | 400110102 | $879.3K | 8,666,071 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $876.7K | 6,896,842 | 0.0% |
| NetEase.com ADR(NTES) | SPONSORED ADR | 64110W102 | $864.8K | 3,084,294 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $860.9K | 5,042,067 | 0.0% |
| Royal Crbn.Cruises(RCL) | COM | V7780T103 | $820.3K | 6,966,731 | 0.0% |
| MarketAxess Holdings(MKTX) | COM | 57060D108 | $796.1K | 3,661,066 | 0.0% |
| Seattle Genetics | COM | 812578102 | $768.0K | 14,672,519 | 0.0% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $733.0K | 6,127,430 | 0.0% |
| Ryanair ADR(RYAAY) | SPONSORED ADR NE | 783513203 | $713.0K | 5,803,668 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $703.2K | 6,046,347 | 0.0% |
| New Oriental Education & Technology Sponsored ADR | SPON ADR | 647581107 | $666.2K | 7,600,260 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $637.1K | 544,429 | 0.0% |
| Abiomed(ABMDEUR) | COM | 003654100 | $595.1K | 2,044,935 | 0.0% |
| First Republic Bank(FRCB) | COM | 33616C100 | $553.6K | 5,977,543 | 0.0% |
| TD Ameritrade Holding Corp(AMT) | COM | 87236Y108 | $541.0K | 9,133,945 | 0.0% |
| Apache Corp(9990302D) | COM | 037411105 | $534.8K | 13,897,323 | 0.0% |