Q2 2019 Holdings
Filed 2019-08-15 | 361 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $15.6M | 361,229 | 1.4% |
| Brightview Hldgs Inc(BV) | COM | 10948C107 | $17.5M | 936,284 | 1.5% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $17.5M | 721,264 | 1.5% |
| Caredx Inc(CDNA) | COM | 14167L103 | $18.3M | 509,765 | 1.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $26.6M | 187,732 | 2.3% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $29.4M | 2,398,785 | 2.6% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $31.7M | 656,800 | 2.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $74.4M | 271,803 | 6.5% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $116.3M | 2,267,263 | 10.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADR | 01609W102 | $271.9M | 1,604,438 | 23.9% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $450.9M | 2,988,627 | 39.7% |