Q3 2018 Holdings
Filed 2018-11-13 | 548 holdings | $8.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exact Sciences(EXAS) | COM | 30063P105 | $68.2K | 864,129 | 0.0% |
| Under Armour Inc Class C(UA) | CL C | 904311206 | $69.9K | 3,591,488 | 0.0% |
| Redfin(RDFN) | COM | 75737F108 | $70.4K | 3,762,365 | 0.0% |
| China Biologic Products Holdings Inc | COM | G21515104 | $70.6K | 882,105 | 0.0% |
| MakeMyTrip(MMYT) | SHS | V5633W109 | $71.0K | 2,587,819 | 0.0% |
| New Relic(NEWREUR) | COM | 64829B100 | $73.3K | 778,041 | 0.0% |
| Staar Surgical(STAA) | COM PAR $0.01 | 852312305 | $74.4K | 1,550,179 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $74.9K | 654,627 | 0.0% |
| iRobot(IRBTQ) | COM | 462726100 | $76.6K | 696,999 | 0.0% |
| BRF SA(P5Y) | SPONSORED ADR | 10552T107 | $77.4K | 14,118,723 | 0.0% |
| Celgene(CELG) | COM | 151020104 | $81.5K | 910,369 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $87.7K | 1,351,531 | 0.0% |
| The Trade Desk(TTD) | COM CL A | 88339J105 | $89.9K | 595,966 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $92.8K | 1,115,956 | 0.0% |
| Rubius Therapeutics Inc | COM | 78116T103 | $93.8K | 3,909,612 | 0.0% |
| CoStar Group(CSGP) | COM | 22160N109 | $96.5K | 229,260 | 0.0% |
| PriceSmart(PSMT) | COM | 741511109 | $97.4K | 1,203,051 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $99.9K | 667,014 | 0.0% |
| Ellie Mae | COM | 28849P100 | $104.8K | 1,106,020 | 0.0% |
| Stitch Fix(SFIX) | COM CL A | 860897107 | $106.5K | 2,432,625 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $110.0K | 1,306,030 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $114.6K | 594,727 | 0.0% |
| Denali Therapeutics(DNLI) | COM | 24823R105 | $119.3K | 5,486,421 | 0.0% |
| Hdfc Bank ADR(HDB) | ADR REPS 3 SHS | 40415F101 | $126.0K | 1,339,362 | 0.0% |
| Pinduoduo Inc ADR(PDD) | SPONSORED ADS | 722304102 | $130.2K | 4,951,456 | 0.0% |
| Banco Bradesco Pn ADR(BBD) | SP ADR PFD NEW | 059460303 | $140.7K | 19,879,283 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $150.6K | 124,781 | 0.0% |
| Watsco Inc(WSO) | COM | 942622200 | $164.5K | 923,682 | 0.0% |
| Novocure Ltd(NVCR) | ORD SHS | G6674U108 | $184.8K | 3,527,100 | 0.0% |
| SiteOne Landscape Supply(SITE) | COM | 82982L103 | $197.8K | 2,625,922 | 0.0% |
| Tableau Software Class A(DATA) | CL A | 87336U105 | $199.1K | 1,782,221 | 0.0% |
| Howard Hughes(HHC*) | COM | 44267D107 | $209.5K | 1,686,271 | 0.0% |
| Petrobras Common ADR(PBR) | SPONSORED ADR | 71654V408 | $222.1K | 18,403,269 | 0.0% |
| Cemex ADR(CX) | SPON ADR NEW | 151290889 | $229.1K | 32,540,608 | 0.0% |
| Chipotle Mexican Grill(CMG) | COM | 169656105 | $229.9K | 505,888 | 0.0% |
| Now Inc(DNOW) | COM | 67011P100 | $242.8K | 14,669,900 | 0.0% |
| Copa Holdings S A(CPA) | CL A | P31076105 | $252.7K | 3,165,519 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $261.2K | 3,374,030 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $261.7K | 2,622,524 | 0.0% |
| JD.Com Inc(JD) | SPON ADR CL A | 47215P106 | $272.2K | 10,433,446 | 0.0% |
| Wix Com(WIX) | SHS | M98068105 | $301.9K | 2,522,003 | 0.0% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $303.0K | 13,799,592 | 0.0% |
| Itau Unibanco Holding SA(BVXB) | SPON ADR REP PFD | 465562106 | $309.5K | 28,185,757 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $316.5K | 5,394,337 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $319.3K | 8,633,740 | 0.0% |
| LendingTree(TREE) | COM | 52603B107 | $319.6K | 1,388,852 | 0.0% |
| 58.Com Inc Adr(WUBAUSD) | SPON ADR REP A | 31680Q104 | $351.0K | 4,768,936 | 0.0% |
| Interactive Brokers Group(IBKR) | COM | 45841N107 | $352.0K | 6,364,938 | 0.0% |
| Service Corp.Intl.(SCI) | COM | 817565104 | $359.0K | 8,121,052 | 0.0% |
| Abiomed(ABMDEUR) | COM | 003654100 | $361.9K | 804,607 | 0.0% |