Q1 2018 Holdings
Filed 2018-05-15 | 70 holdings | $7.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $219.4K | 1,252,283 | 0.0% |
| Turquoise Hill RES LTD | COM | 900435108 | $224.8K | 73,213,884 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $295.8K | 7,306,572 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $310.3K | 1,503,087 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $338.3K | 7,256,928 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $382.9K | 6,009,749 | 0.0% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $390.7K | 14,078,012 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $428.5K | 5,647,793 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $497.0K | 4,154,702 | 0.0% |
| Virtu Finl Inc(VIRT) | CL A | 928254101 | $670.9K | 20,330,503 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $716.9K | 14,861,018 | 0.0% |
| FTS International Inc(FTSIEUR) | COM | 30283W104 | $765.3K | 41,617,144 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $838.8K | 11,125,816 | 0.0% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $1.7M | 105,861,423 | 0.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $32.5M | 118,644 | 0.4% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $72.4M | 6,556,116 | 1.0% |
| Antero RES Corp(AR) | COM | 03674X106 | $193.6M | 9,755,618 | 2.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $281.5M | 3,472,712 | 3.8% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $381.4M | 2,270,100 | 5.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.5B | 35,597,989 | 87.0% |