Q1 2020 Holdings
Filed 2020-05-11 | 1660 holdings | $837.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $18.0M | 103,262 | 2.1% |
| Boeing Co(BA) | COM | 097023105 | $20.7M | 138,979 | 2.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $27.0M | 186,667 | 3.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $37.2M | 946,950 | 4.4% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $41.6M | 1,109,476 | 5.0% |
| Carmax Inc(KMX) | COM | 143130102 | $61.8M | 1,148,300 | 7.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $70.8M | 929,065 | 8.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $77.0M | 396,162 | 9.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $96.3M | 337,764 | 11.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $242.8M | 762,911 | 29.0% |