Q4 2018 Holdings
Filed 2019-02-14 | 25 holdings | $3.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.2B | 5,127,799 | 34.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $851.3M | 6,210,334 | 25.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $829.9M | 5,160,154 | 24.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $493.4M | 3,836,207 | 14.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1M | 741,661 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.0M | 10,097,064 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $895.5K | 7,708,139 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $890.5K | 3,574,718 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $874.3K | 6,669,767 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $729.8K | 15,671,412 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $615.6K | 3,465,872 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $608.9K | 353,496 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $599.3K | 9,645,475 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $589.1K | 5,955,497 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $575.1K | 10,124,771 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $555.5K | 2,944,587 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $545.5K | 6,776,002 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $517.7K | 1,522,520 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $484.6K | 5,762,509 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $470.4K | 2,642,117 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $132.0K | 450,784 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $90.1K | 658,000 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $57.5K | 3,116,475 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $44.9K | 3,963,222 | 0.0% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $20.4K | 3,736,290 | 0.0% |