Q3 2020 Holdings
Filed 2020-11-12 | 112 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $839.6M | 2,855,881 | 72.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $267.7M | 545,836 | 23.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $42.0M | 588,230 | 3.6% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $7.1M | 150,445 | 0.6% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $2.5M | 26,880 | 0.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $847.0K | 21,225 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $574.7K | 7,089,275 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $348.8K | 4,494,820 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $331.6K | 1,576,644 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $228.4K | 1,482,526 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $216.6K | 446,543 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $202.7K | 64,385 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $175.5K | 890,891 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $147.1K | 735,362 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $145.7K | 442,314 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $142.7K | 519,713 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $136.3K | 1,177,316 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $129.2K | 119,321 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $118.8K | 329,333 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $115.0K | 439,250 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $101.1K | 68,969 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $95.2K | 1,329,176 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $93.8K | 206,272 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $90.0K | 324,110 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $83.4K | 793,240 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $73.0K | 1,332,070 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $72.7K | 337,730 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $66.8K | 403,654 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $65.6K | 166,886 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $63.5K | 354,225 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $62.3K | 1,178,450 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $62.3K | 818,745 | 0.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $58.5K | 174,924 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $58.3K | 57,024 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $55.9K | 314,740 | 0.0% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $52.8K | 232,410 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $46.2K | 571,150 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $46.2K | 467,500 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $46.0K | 107,132 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $43.5K | 80,354 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $42.1K | 124,552 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $40.4K | 619,710 | 0.0% |
| Prologis Inc(PLD) | COM | 74340W103 | $34.4K | 342,210 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $34.1K | 82,681 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $33.8K | 120,044 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $31.5K | 200,120 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $27.1K | 195,135 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $23.9K | 187,866 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $21.9K | 100,480 | 0.0% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $21.1K | 421,730 | 0.0% |