Q1 2021 Holdings
Filed 2021-05-11 | 2031 holdings | $1.6B | 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 | $1.1B | 4,732,867 | 68.3% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $97.7M | 205,478 | 6.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $60.7M | 1,174,653 | 3.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $26.1M | 332,798 | 1.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $25.4M | 234,511 | 1.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $22.8M | 590,262 | 1.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $22.7M | 81,246 | 1.4% |
| ARK ETF TR(ARKG) | GENOMIC REV ETF | 00214Q302 | $18.2M | 205,543 | 1.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $16.4M | 71,989 | 1.0% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $15.7M | 581,922 | 1.0% |
| Cummins Inc(CMI) | COM | 231021106 | $13.9M | 53,802 | 0.9% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $13.1M | 263,398 | 0.8% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $11.6M | 81,139 | 0.7% |
| Autodesk Inc(ADSK) | COM | 052769106 | $10.5M | 38,018 | 0.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $8.6M | 24,509 | 0.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $7.0M | 69,083 | 0.4% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $6.6M | 333,658 | 0.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $6.4M | 75,271 | 0.4% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $5.5M | 74,919 | 0.4% |
| Boeing Co(BA) | COM | 097023105 | $5.0M | 19,648 | 0.3% |
| Corteva Inc(CTVA) | COM | 22052L104 | $5.0M | 107,016 | 0.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.4M | 8,188 | 0.3% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $4.2M | 24,261 | 0.3% |
| D R Horton Inc(DHI) | COM | 23331A109 | $3.7M | 41,600 | 0.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $3.0M | 4,827 | 0.2% |
| Array Technologies Inc(ARRY) | COM SHS | 04271T100 | $2.9M | 97,450 | 0.2% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $2.8M | 310,000 | 0.2% |
| Ballard PWR SYS Inc New(BLDP) | COM | 058586108 | $2.7M | 112,437 | 0.2% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $2.5M | 19,299 | 0.2% |
| Corsair Gaming Inc(CRSR) | COM | 22041X102 | $2.4M | 71,448 | 0.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.4M | 20,071,365 | 0.2% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $2.4M | 27,488 | 0.2% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $2.4M | 12,513 | 0.1% |
| ARK ETF TR(ARKK) | INNOVATION ETF | 00214Q104 | $2.3M | 19,450 | 0.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $2.3M | 16,653 | 0.1% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $2.3M | 21,156 | 0.1% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $2.1M | 30,277 | 0.1% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $2.1M | 24,933 | 0.1% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $2.1M | 25,914 | 0.1% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $2.0M | 31,588 | 0.1% |
| Cronos Group Inc(CRON) | COM | 22717L101 | $1.9M | 205,421 | 0.1% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $1.9M | 16,867 | 0.1% |
| Corning Inc(GLW) | COM | 219350105 | $1.8M | 41,816 | 0.1% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $1.8M | 24,051 | 0.1% |
| Cellectis S A(CLLS) | SPON ADS | 15117K103 | $1.8M | 87,216 | 0.1% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $1.8M | 22,585,937 | 0.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.5M | 8,962 | 0.1% |
| Blink Charging Co(BLNK) | COM | 09354A100 | $1.5M | 36,508 | 0.1% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $1.5M | 10,000 | 0.1% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $1.4M | 22,644 | 0.1% |