Q1 2022 Holdings
Filed 2022-05-12 | 1114 holdings | $2.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $32.1M | 149,957 | 1.2% |
| Conmed Corp(CNMD) | COM | 207410101 | $36.4M | 245,277 | 1.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $38.0M | 414,992 | 1.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $46.4M | 388,477 | 1.7% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $52.8M | 185,923 | 1.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $58.2M | 133,531 | 2.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $63.9M | 587,365 | 2.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $73.1M | 347,017 | 2.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $76.1M | 469,500 | 2.7% |
| Autozone Inc(AZO) | COM | 053332102 | $77.9M | 38,086 | 2.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $84.3M | 146,473 | 3.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $97.8M | 2,208,611 | 3.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $135.9M | 1,614,552 | 4.9% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $140.5M | 2,316,791 | 5.0% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $148.1M | 3,585,266 | 5.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $320.5M | 2,930,825 | 11.5% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $345.4M | 758,151 | 12.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $410.2M | 7,356,887 | 14.7% |