Q2 2018 Holdings
Filed 2018-07-24 | 107 holdings | $647.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $294.6K | 685,283 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $316.6K | 1,611,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $340.4K | 1,387,637 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $381.5K | 1,963,053 | 0.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $104.6M | 1,110,000 | 16.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $152.1M | 694,981 | 23.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $381.9M | 2,059,400 | 59.0% |