Q1 2022 Holdings
Filed 2022-05-13 | 968 holdings | $2.5B | 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 | $813.9M | 7,480,545 | 32.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $684.0M | 1,187,767 | 27.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $117.2M | 2,646,012 | 4.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $101.5M | 440,529 | 4.1% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $72.4M | 383,818 | 2.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $51.0M | 914,218 | 2.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $50.4M | 115,638 | 2.0% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $47.6M | 357,769 | 1.9% |
| Conocophillips(COP) | COM | 20825C104 | $36.8M | 368,158 | 1.5% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $34.0M | 198,143 | 1.4% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $28.1M | 1,099,588 | 1.1% |
| Corning Inc(GLW) | COM | 219350105 | $23.6M | 640,037 | 1.0% |
| Corteva Inc(CTVA) | COM | 22052L104 | $22.5M | 391,877 | 0.9% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $21.9M | 164,672 | 0.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $20.3M | 123,405 | 0.8% |
| D R Horton Inc(DHI) | COM | 23331A109 | $19.0M | 255,204 | 0.8% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $17.3M | 377,555 | 0.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $16.1M | 147,102 | 0.6% |
| Cummins Inc(CMI) | COM | 231021106 | $14.6M | 71,069 | 0.6% |
| Chegg Inc(CHGG) | COM | 163092109 | $14.2M | 391,529 | 0.6% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $13.9M | 115,842 | 0.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $12.2M | 75,516 | 0.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $11.9M | 64,659 | 0.5% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $11.6M | 290,927 | 0.5% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $11.6M | 281,734 | 0.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $11.6M | 53,927 | 0.5% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $11.3M | 460,175 | 0.5% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $10.2M | 107,307 | 0.4% |
| Carmax Inc(KMX) | COM | 143130102 | $9.6M | 99,829 | 0.4% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $8.5M | 21,890 | 0.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $7.9M | 37,519 | 0.3% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $7.7M | 160,385 | 0.3% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $7.7M | 73,378 | 0.3% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $7.7M | 64,443 | 0.3% |
| Certara Inc(CERT) | COM | 15687V109 | $6.4M | 299,490 | 0.3% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $6.2M | 94,934 | 0.3% |
| Coursera Inc(COUR) | COM | 22266M104 | $6.2M | 268,344 | 0.2% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $5.9M | 258,675 | 0.2% |
| Albertsons COS Inc(ACI) | COMMON STOCK | 013091103 | $5.9M | 176,284 | 0.2% |
| DTE Energy Co(DTE) | COM | 233331107 | $4.3M | 32,895 | 0.2% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $4.3M | 36,567 | 0.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $4.3M | 64,786 | 0.2% |
| Autonation Inc(AN) | COM | 05329W102 | $3.5M | 34,646 | 0.1% |
| Bentley SYS Inc(BSY) | COM CL B | 08265T208 | $3.4M | 76,070 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $3.2M | 16,918 | 0.1% |
| Agora Inc(API) | ADS | 00851L103 | $3.1M | 314,360 | 0.1% |
| Coty Inc(COTY) | COM CL A | 222070203 | $2.7M | 303,711 | 0.1% |
| Bellring Brands Inc(BRBR) | COMMON STOCK | 07831C103 | $2.6M | 112,816 | 0.1% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $2.4M | 69,962 | 0.1% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $2.4M | 29,310 | 0.1% |