Q1 2020 Holdings
Filed 2020-05-13 | 64 holdings | $4.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $615.5K | 17,902,783 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $732.2K | 26,226,216 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $763.8K | 18,858,480 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $772.8K | 4,900,338 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $998.5K | 2,659,247 | 0.0% |
| Atyr Pharma Inc(ATYR) | COM NEW | 002120202 | $1.6M | 587,444 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.7M | 880,093 | 0.0% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $27.7M | 1,393,448 | 0.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $122.8M | 1,453,625 | 3.1% |
| Avantor Inc(AVTR) | COM | 05352A100 | $125.5M | 10,050,838 | 3.1% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $772.0M | 26,620,991 | 19.3% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $930.5M | 33,493,708 | 23.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $964.3M | 16,230,552 | 24.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.0B | 31,816,197 | 26.0% |