Q1 2019 Holdings
Filed 2019-05-15 | 29 holdings | $3.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.2B | 4,528,199 | 30.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.0B | 5,640,334 | 26.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $864.8M | 4,932,455 | 22.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $536.0M | 3,440,100 | 13.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $271.8M | 6,567,812 | 6.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.2M | 651,661 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $1.1M | 7,708,139 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.1M | 9,035,031 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $883.9K | 3,574,718 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $806.9K | 4,840,683 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $754.2K | 1,661,253 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $715.2K | 6,776,002 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $710.6K | 5,955,497 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $663.3K | 3,219,436 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $657.3K | 2,791,487 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $650.9K | 3,091,361 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $598.5K | 7,998,686 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $560.8K | 321,396 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $554.0K | 3,313,454 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $521.4K | 444,419 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $430.1K | 6,435,350 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $420.5K | 1,705,894 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $338.8K | 667,206 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $310.4K | 1,960,213 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $170.8K | 7,263,222 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $85.4K | 2,078,303 | 0.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $13.6K | 157,091 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $9.0K | 120,000 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $8.3K | 40,000 | 0.0% |