Q3 2018 Holdings
Filed 2018-11-14 | 25 holdings | $4.0B | 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 | $1.6B | 9,732,169 | 40.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $1.5B | 5,424,771 | 36.5% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $929.7M | 4,311,764 | 23.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6M | 13,737,471 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.3M | 16,138,688 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $1.1M | 8,403,439 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.1M | 891,299 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $946.6K | 7,855,868 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $825.9K | 3,896,747 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $802.8K | 3,017,661 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $756.7K | 5,955,497 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $722.5K | 9,819,201 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $698.7K | 348,814 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $698.3K | 9,430,475 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $656.4K | 1,763,113 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $635.3K | 3,863,203 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $628.2K | 2,235,268 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $619.5K | 3,166,637 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $607.8K | 1,785,259 | 0.0% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $536.2K | 21,911,495 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $525.1K | 3,224,826 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $523.7K | 5,962,509 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $114.8K | 504,075 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $54.8K | 3,963,222 | 0.0% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $18.1K | 3,736,290 | 0.0% |