Q1 2019 Holdings
Filed 2019-05-01 | 712 holdings | $10.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Sponsored ADR(BABA) | SPONSORED ADS | 01609W102 | $8.9B | 49,028,056 | 85.6% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $531.2M | 5,684,504 | 5.1% |
| Chegg(CHGG) | COM | 163092109 | $443.6M | 11,636,625 | 4.2% |
| Codexis(CDXS) | COM | 192005106 | $62.8M | 3,057,555 | 0.6% |
| Agios Pharmaceuticals(AGIO) | COM | 00847X104 | $58.8M | 872,225 | 0.6% |
| Aerovironment(AVAV) | COM | 008073108 | $53.8M | 786,429 | 0.5% |
| Baozun Spn Adr 1:1(BZUN) | SPONSORED ADR | 06684L103 | $47.0M | 1,130,470 | 0.4% |
| CarMax Inc(KMX) | COM | 143130102 | $31.9M | 457,023 | 0.3% |
| Blackline(BL) | COM | 09239B109 | $30.4M | 656,026 | 0.3% |
| Consolidated Edison(ED) | COM | 209115104 | $29.6M | 348,474 | 0.3% |
| Appian Corp(APPN) | CL A | 03782L101 | $27.2M | 791,303 | 0.3% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $26.6M | 489,605 | 0.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $20.7M | 980,700 | 0.2% |
| Cullen t Bankers(CFR) | COM | 229899109 | $17.2M | 177,208 | 0.2% |
| Adaptimmune Therapeutics ADR(ADAPY) | SPONDS ADR | 00653A107 | $16.5M | 3,839,190 | 0.2% |
| Beigene Ltd(ONC) | SPONSORED ADR | 07725L102 | $12.6M | 95,574 | 0.1% |
| Ceva Inc(CEVA) | COM | 157210105 | $11.3M | 417,766 | 0.1% |
| Amazon.Com(AMZN) | COM | 023135106 | $7.8M | 4,408,143 | 0.1% |
| Illumina(ILMN) | COM | 452327109 | $5.0M | 15,975,291 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.7M | 13,244,526 | 0.0% |
| Baidu.com Sponsored ADR(BIDUN) | SPON ADR REP A | 056752108 | $2.9M | 17,522,058 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.7M | 7,580,210 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $2.7M | 2,300,617 | 0.0% |
| Facebook Cl.A(META) | CL A | 30303M102 | $2.6M | 15,795,141 | 0.0% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $2.6M | 18,761,960 | 0.0% |
| MercadoLibre(MELI) | COM | 58733R102 | $2.5M | 4,876,568 | 0.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.5M | 8,677 | 0.0% |
| Ctrip.com Intl Sponsored ADR(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.1M | 47,923,782 | 0.0% |
| Ferrari NV(RACE) | COM | N3167Y103 | $1.9M | 14,127,790 | 0.0% |
| TAL Education Group ADR(TAL) | ADS REPSTG COM | 874080104 | $1.7M | 46,920,125 | 0.0% |
| MasterCard Inc(MA) | CL A | 57636Q104 | $1.4M | 5,873,642 | 0.0% |
| Nvidia(NVDA) | COM | 67066G104 | $1.4M | 7,647,342 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.3M | 4,425,088 | 0.0% |
| Intuitive Surgical(ISRG) | COM NEW | 46120E602 | $1.2M | 2,158,747 | 0.0% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $1.2M | 5,920,039 | 0.0% |
| Acacia Reasearch Corp(ACTG) | ACACIA TCH COM | 003881307 | $1.2M | 365,820 | 0.0% |
| Tsmc ADR(TSM) | SPONSORED ADR | 874039100 | $1.1M | 26,829,159 | 0.0% |
| Moody's Corp(MCO) | COM | 615369105 | $1.1M | 6,012,312 | 0.0% |
| MarketAxess Holdings(MKTX) | COM | 57060D108 | $993.4K | 4,036,695 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $989.3K | 5,129,873 | 0.0% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $936.6K | 5,996,677 | 0.0% |
| Atlassian Corp Plc(TEAM) | CL A | G06242104 | $844.3K | 7,512,567 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $842.5K | 5,320,031 | 0.0% |
| Apache Corp(9990302D) | COM | 037411105 | $827.5K | 23,875,797 | 0.0% |
| Fiat Chrysler Automobiles | SHS | N31738102 | $762.4K | 51,159,798 | 0.0% |
| Icici Bank ADR(IBN) | ADR | 45104G104 | $710.5K | 61,997,720 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $704.7K | 4,479,101 | 0.0% |
| Ionis Pharmaceuticals(IONS) | COM | 462222100 | $701.7K | 8,644,351 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $687.4K | 5,827,980 | 0.0% |
| First Republic Bank(FRCB) | COM | 33616C100 | $671.2K | 6,681,207 | 0.0% |