Q4 2017 Holdings
Filed 2018-02-14 | 68 holdings | $4.5B | 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 | $2.5B | 14,494,696 | 55.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $937.8M | 5,351,366 | 20.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $689.0M | 7,726,778 | 15.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $362.8M | 1,138,777 | 8.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.4M | 21,443,949 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.3M | 1,969,357 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $2.2M | 12,654,919 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.7M | 7,317,748 | 0.0% |
| Priceline GRP Inc | COM | 741503403 | $1.5M | 835,581 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.4M | 1,337,101 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.3M | 6,841,144 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.3M | 12,842,270 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $1.3M | 25,431,961 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $1.1M | 8,070,993 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $1.0M | 4,752,498 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $961.2K | 2,556,612 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $784.0K | 6,956,035 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $775.8K | 8,191,287 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $683.1K | 11,893,848 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $644.2K | 3,706,104 | 0.0% |
| Monster Beverage Corp(MNST) | COM | 61174X109 | $641.2K | 10,131,493 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $574.3K | 3,962,586 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $563.7K | 9,012,009 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $544.5K | 4,553,095 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $536.8K | 5,275,949 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $507.4K | 6,125,483 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $438.5K | 1,476,588 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $426.4K | 407,525 | 0.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $414.0K | 10,800 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $401.6K | 6,342,176 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $361.5K | 3,578,904 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $351.8K | 5,062,253 | 0.0% |
| Ishares TR(INDA) | MSCI INDIA ETF | 46429B598 | $232.1K | 6,434,616 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $225.2K | 3,554,159 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $191.3K | 2,272,109 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $187.4K | 1,998,311 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $157.3K | 544,141 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $104.2K | 3,180,454 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $93.8K | 2,126,434 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $93.3K | 296,406 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $89.3K | 2,252,958 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $60.9K | 2,041,064 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $42.9K | 206,711 | 0.0% |
| Grupo Aeroportuario del Sure(ASR) | SPON ADR SER B | 40051E202 | $36.1K | 197,896 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $30.5K | 2,290,640 | 0.0% |
| Hdfc Bank LTD(HDB) | ADR REP 3 SHS | 40415F101 | $22.0K | 216,718 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $18.6K | 130,380 | 0.0% |
| Mulesoft Inc | CL A | 625207105 | $12.6K | 541,163 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $11.1K | 40,554 | 0.0% |
| Netshoes Cayman LTD | COM | G6455X107 | $10.1K | 1,279,725 | 0.0% |