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 |
|---|---|---|---|---|---|
| Mettler-Toledo(MTD) | COM | 592688105 | $362.8K | 595,826 | 0.0% |
| Under Armour Inc Class A(UAA) | CL A | 904311107 | $386.6K | 18,217,922 | 0.0% |
| Ritchie Bros Auctioneers (USA)(RBAGBP) | COM | 767744105 | $403.0K | 11,159,544 | 0.0% |
| Wayfair Inc Class A(W) | CL A | 94419L101 | $420.2K | 2,845,496 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $439.2K | 9,547,193 | 0.0% |
| Credicorp(BAP) | COM | G2519Y108 | $446.4K | 2,000,927 | 0.0% |
| Zillow Group Inc Class C(Z) | CL C CAP STK | 98954M200 | $459.1K | 10,374,923 | 0.0% |
| Ionis Pharmaceuticals(IONS) | COM | 462222100 | $462.1K | 8,958,113 | 0.0% |
| Kirby(KEX) | COM | 497266106 | $468.9K | 5,700,947 | 0.0% |
| Axogen Inc(AXGN) | COM | 05463X106 | $471.0K | 12,768 | 0.0% |
| TD Ameritrade Holding Corp(AMT) | COM | 87236Y108 | $477.2K | 9,031,953 | 0.0% |
| Waters(WAT) | COM | 941848103 | $499.3K | 2,564,749 | 0.0% |
| CH Robinson Worldwide(CHRW) | COM NEW | 12541W209 | $500.4K | 5,109,844 | 0.0% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $512.0K | 3,113,361 | 0.0% |
| Wabtec(WAB) | COM | 929740108 | $513.5K | 4,896,192 | 0.0% |
| Verisk Analytics(VRSK) | COM | 92345Y106 | $525.8K | 4,361,664 | 0.0% |
| AJ Gallagher & Co(AJG) | COM | 363576109 | $530.4K | 7,124,847 | 0.0% |
| Icici Bank ADR(IBN) | ADR | 45104G104 | $535.1K | 63,026,111 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $558.4K | 4,841,478 | 0.0% |
| Ryanair ADR(RYAAY) | SPONSORED ADR NE | 783513203 | $563.9K | 5,871,675 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $581.2K | 2,381,125 | 0.0% |
| NIO Inc ADR(NIO) | SPON ADS | 62914V106 | $595.4K | 85,297,388 | 0.0% |
| First Republic Bank(FRCB) | COM | 33616C100 | $596.8K | 6,216,910 | 0.0% |
| Martin Marietta Materials(MLM) | COM | 573284106 | $599.0K | 3,292,027 | 0.0% |
| Royal Crbn.Cruises(RCL) | COM | V7780T103 | $607.8K | 4,677,791 | 0.0% |
| EOG Resources(EOG) | COM | 26875P101 | $631.8K | 4,952,240 | 0.0% |
| MarketAxess Holdings(MKTX) | COM | 57060D108 | $657.3K | 3,682,487 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $662.1K | 557,110 | 0.0% |
| NetEase.com ADR(NTES) | SPONSORED ADR | 64110W102 | $668.0K | 2,926,463 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $678.0K | 4,643,528 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $728.7K | 5,094,197 | 0.0% |
| Atlassian Corp Plc(TEAM) | CL A | G06242104 | $754.2K | 7,845,015 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $883.2K | 5,553,416 | 0.0% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $908.3K | 6,051,698 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $944.0K | 6,466,673 | 0.0% |
| Moody's Corp(MCO) | COM | 615369105 | $1.0M | 5,988,970 | 0.0% |
| Seattle Genetics | COM | 812578102 | $1.0M | 13,485,446 | 0.0% |
| Apache Corp(9990302D) | COM | 037411105 | $1.2M | 24,398,441 | 0.0% |
| Acacia Reasearch Corp(ACTG) | ACACIA TCH COM | 003881307 | $1.2M | 365,820 | 0.0% |
| Grubhub Inc | COM | 400110102 | $1.2M | 8,530,398 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.2M | 4,452,455 | 0.0% |
| TAL Education Group ADR(TAL) | ADS REPSTG COM | 874080104 | $1.2M | 47,890,270 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $1.3M | 5,678,766 | 0.0% |
| Fiat Chrysler Automobiles | SHS | N31738102 | $1.3M | 72,408,480 | 0.0% |
| Intuitive Surgical(ISRG) | COM NEW | 46120E602 | $1.3M | 2,298,444 | 0.0% |
| Tsmc ADR(TSM) | SPONSORED ADR | 874039100 | $1.7M | 38,382,960 | 0.0% |
| MercadoLibre(MELI) | COM | 58733R102 | $1.7M | 5,090,672 | 0.0% |
| Nvidia(NVDA) | COM | 67066G104 | $1.9M | 6,664,591 | 0.0% |
| Ferrari NV(RACE) | COM | N3167Y103 | $2.0M | 14,243,504 | 0.0% |
| Ctrip.com Intl Sponsored ADR(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.0M | 53,374,222 | 0.0% |