Q4 2019 Holdings
Filed 2020-02-13 | 66 holdings | $4.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Anthem Inc(ELV) | COM | 036752103 | $932.1K | 3,086,199 | 0.0% |
| Atyr Pharma Inc(ATYR) | COM NEW | 002120202 | $956.0K | 229,283 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $1.1M | 38,092,013 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.1M | 3,532,638 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.3M | 6,363,574 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.6M | 889,872 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $69.8M | 328,938 | 1.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $73.2M | 262,214 | 1.7% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $84.0M | 2,896,423 | 2.0% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $88.5M | 2,441,024 | 2.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $137.1M | 1,621,739 | 3.2% |
| Avantor Inc(AVTR) | COM | 05352A100 | $151.4M | 8,344,066 | 3.6% |
| Centene Corp del(CNC) | COM | 15135B101 | $685.7M | 10,907,112 | 16.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $836.2M | 18,491,662 | 19.8% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $933.1M | 26,620,991 | 22.1% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $1.1B | 38,406,607 | 27.2% |