Q1 2020 Holdings
Filed 2020-05-08 | 705 holdings | $12.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Cl.A(META) | CL A | 30303M102 | $2.6M | 15,293,081 | 0.0% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $2.6M | 21,677,415 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $2.9M | 2,534,070 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.0M | 8,012,300 | 0.0% |
| Illumina(ILMN) | COM | 452327109 | $4.8M | 17,619,078 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $6.3M | 12,076,416 | 0.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $7.6M | 43,691 | 0.1% |
| Amazon.Com(AMZN) | COM | 023135106 | $8.4M | 4,299,219 | 0.1% |
| Axogen Inc(AXGN) | COM | 05463X106 | $10.8M | 1,042,530 | 0.1% |
| Ceva Inc(CEVA) | COM | 157210105 | $11.1M | 445,043 | 0.1% |
| Adaptimmune Therapeutics ADR(ADAPY) | SPONDS ADR | 00653A107 | $11.8M | 4,354,023 | 0.1% |
| Cullen t Bankers(CFR) | COM | 229899109 | $12.8M | 228,850 | 0.1% |
| CarMax Inc(KMX) | COM | 143130102 | $14.2M | 263,146 | 0.1% |
| Blackline(BL) | COM | 09239B109 | $36.5M | 693,592 | 0.3% |
| Beigene Ltd(ONC) | SPONSORED ADR | 07725L102 | $37.2M | 302,023 | 0.3% |
| Baozun Spn Adr 1:1(BZUN) | SPONSORED ADR | 06684L103 | $39.1M | 1,400,159 | 0.3% |
| Codexis(CDXS) | COM | 192005106 | $45.6M | 4,087,317 | 0.4% |
| Aerovironment(AVAV) | COM | 008073108 | $50.4M | 826,330 | 0.4% |
| Appian Corp(APPN) | CL A | 03782L101 | $143.3M | 3,563,151 | 1.2% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $194.2M | 5,179,851 | 1.6% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $295.7M | 4,179,024 | 2.4% |
| Chegg(CHGG) | COM | 163092109 | $516.0M | 14,421,580 | 4.2% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $915.6M | 8,411,769 | 7.4% |
| Alibaba Group Holding Sponsored ADR(BABA) | SPONSORED ADS | 01609W102 | $9.9B | 51,146,770 | 80.4% |