Q1 2019 Holdings
Filed 2019-05-14 | 16845 holdings | $4.1B | 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 | $1.0B | 5,716,566 | 25.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $476.5M | 8,825,263 | 11.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $221.0M | 829,242 | 5.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $183.8M | 2,280,760 | 4.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $131.4M | 542,693 | 3.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $125.5M | 530,771 | 3.0% |
| Conocophillips(COP) | COM | 20825C104 | $124.0M | 1,857,242 | 3.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $108.4M | 695,673 | 2.6% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $104.0M | 812,580 | 2.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $100.9M | 354,748 | 2.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $95.7M | 275,899 | 2.3% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $61.8M | 2,877,510 | 1.5% |
| Autozone Inc(AZO) | COM | 053332102 | $61.6M | 60,176 | 1.5% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $61.4M | 723,591 | 1.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $60.6M | 1,578,206 | 1.5% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $53.1M | 436,984 | 1.3% |
| Cummins Inc(CMI) | COM | 231021106 | $52.4M | 332,117 | 1.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $47.2M | 1,850,642 | 1.1% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $45.9M | 709,336 | 1.1% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $43.8M | 612,614 | 1.1% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $37.7M | 551,507 | 0.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $34.8M | 654,420 | 0.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $34.6M | 197,627 | 0.8% |
| Corning Inc(GLW) | COM | 219350105 | $34.1M | 1,031,202 | 0.8% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $32.3M | 509,000 | 0.8% |
| Caredx Inc(CDNA) | COM | 14167L103 | $31.6M | 1,003,607 | 0.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $27.3M | 931,126 | 0.7% |
| DXC Technology Co(DXC) | COM | 23355L106 | $26.5M | 412,259 | 0.6% |
| CGI Inc(GIB) | CL A SUB VTG | 12532H104 | $26.4M | 386,790 | 0.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $26.4M | 282,332 | 0.6% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $25.4M | 512,831 | 0.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $23.8M | 268,082 | 0.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $23.6M | 571,906 | 0.6% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $21.2M | 771,011 | 0.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $20.1M | 161,185 | 0.5% |
| Coty Inc(COTY) | COM CL A | 222070203 | $17.4M | 1,510,326 | 0.4% |
| Carmax Inc(KMX) | COM | 143130102 | $16.1M | 230,653 | 0.4% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $15.8M | 639,036 | 0.4% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $14.5M | 266,247 | 0.4% |
| Cubesmart(CUBE) | COM | 229663109 | $13.5M | 423,996 | 0.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $12.9M | 180,193 | 0.3% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $12.9M | 167,470 | 0.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $12.2M | 77,875 | 0.3% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $11.8M | 517,765 | 0.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $11.0M | 83,847 | 0.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $9.2M | 242,604 | 0.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $9.1M | 245,002 | 0.2% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $8.6M | 236,266 | 0.2% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $8.4M | 460,140 | 0.2% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $8.0M | 54,772 | 0.2% |