Q1 2019 Holdings
Filed 2019-05-15 | 71 holdings | $5.1B | 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 | $2.6B | 14,345,101 | 51.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $936.2M | 3,512,972 | 18.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $907.6M | 3,192,102 | 17.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $522.4M | 5,881,446 | 10.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $31.8M | 240,858 | 0.6% |
| Crown Castle Intl Corp(CCI) | COM | 22822V101 | $10.3M | 80,681 | 0.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $6.1M | 160,193 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.5M | 15,897,277 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.3M | 1,315,274 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.8M | 5,082,797 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $1.5M | 6,271,190 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $1.5M | 7,694,334 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.3M | 1,142,523 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.2M | 7,533,854 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $1.2M | 6,064,395 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $1.2M | 3,717,886 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $995.3K | 5,971,247 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $816.2K | 1,987,713 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $708.8K | 6,306,608 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $700.9K | 1,502,815 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $639.9K | 7,599,435 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $598.5K | 3,182,597 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $578.2K | 2,211,905 | 0.0% |
| Monster Beverage Corp(MNST) | COM | 61174X109 | $573.3K | 10,503,400 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $568.9K | 10,049,288 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $554.9K | 2,685,641 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $431.1K | 3,617,094 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $399.9K | 5,030,750 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $373.4K | 4,340,795 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $371.7K | 1,301,348 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $366.7K | 312,567 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $360.2K | 206,404 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $348.7K | 8,458,316 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $339.5K | 2,882,260 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $337.7K | 1,390,492 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $332.8K | 2,670,879 | 0.0% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $303.0K | 7,086,967 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $266.7K | 2,064,208 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $263.1K | 5,778,029 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $256.8K | 4,212,216 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $171.8K | 5,003,806 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $155.1K | 305,498 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $153.3K | 3,509,922 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $127.3K | 3,106,855 | 0.0% |
| Ishares TR(INDA) | MSCI INDIA ETF | 46429B598 | $83.1K | 2,357,135 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $82.2K | 3,496,365 | 0.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $81.3K | 701,317 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $79.6K | 483,051 | 0.0% |
| Grupo Aeroportuario del Sure(ASR) | SPON ADR SER B | 40051E202 | $74.0K | 457,655 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $72.4K | 2,622,752 | 0.0% |