Q2 2020 Holdings
Filed 2020-08-13 | 113 holdings | $884.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $164.6K | 406,296 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $173.4K | 62,846 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $225.0K | 1,164,659 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $267.6K | 4,447,055 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $319.5K | 1,570,022 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $401.6K | 7,074,020 | 0.0% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $1.4M | 15,082 | 0.2% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $1.6M | 13,984 | 0.2% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $3.7M | 122,165 | 0.4% |
| Atricure Inc(ATRC) | COM | 04963C209 | $3.9M | 86,590 | 0.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $23.1M | 342,750 | 2.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $228.8M | 525,676 | 25.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $617.7M | 2,863,713 | 69.8% |