Q4 2017 Holdings
Filed 2018-02-14 | 31 holdings | $3.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.1B | 4,869,109 | 29.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.1B | 6,347,975 | 28.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $1.0B | 5,790,528 | 26.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $580.4M | 1,727,722 | 15.2% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.1M | 17,134,499 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $966.1K | 9,868,332 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $959.1K | 551,928 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $900.5K | 769,996 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $819.9K | 9,584,771 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $802.8K | 3,641,563 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $776.5K | 4,400,447 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $767.8K | 7,308,184 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $698.5K | 9,488,228 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $632.7K | 2,463,016 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $626.2K | 11,383,382 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $625.2K | 597,503 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $586.2K | 5,254,307 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $581.1K | 10,572,548 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $567.1K | 1,103,870 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $536.7K | 4,116,193 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $509.0K | 3,362,667 | 0.0% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $508.8K | 1,122,529 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $497.3K | 4,864,570 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $483.8K | 1,537,485 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $387.3K | 1,410,402 | 0.0% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $375.1K | 20,091,736 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $241.6K | 3,607,622 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $214.1K | 1,270,051 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $154.2K | 801,482 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $43.0K | 3,223,222 | 0.0% |
| Barclays BK PLC | IPATH S&P500 VIX | 06746L422 | $7.0K | 250,000 | 0.0% |