Q1 2019 Holdings
Filed 2019-05-10 | 3629 holdings | $4.0B | 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 | $684.8M | 3,753,525 | 17.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $644.4M | 7,996,290 | 16.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $628.9M | 4,913,540 | 15.8% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $151.8M | 3,653,920 | 3.8% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $131.2M | 11,176,281 | 3.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $104.0M | 2,709,200 | 2.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $97.5M | 365,731 | 2.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $79.8M | 280,510 | 2.0% |
| Cummins Inc(CMI) | COM | 231021106 | $73.7M | 466,905 | 1.9% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $68.7M | 1,389,749 | 1.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $62.0M | 1,149,170 | 1.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $60.0M | 2,351,428 | 1.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $57.0M | 365,694 | 1.4% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $56.7M | 185,636 | 1.4% |
| DXC Technology Co(DXC) | COM | 23355L106 | $54.1M | 840,856 | 1.4% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $51.5M | 1,093,212 | 1.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $50.7M | 214,474 | 1.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $49.3M | 527,151 | 1.2% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $48.6M | 679,103 | 1.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $48.1M | 274,235 | 1.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $47.2M | 377,902 | 1.2% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $43.2M | 509,458 | 1.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $38.9M | 941,163 | 1.0% |
| Conocophillips(COP) | COM | 20825C104 | $36.5M | 547,638 | 0.9% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $36.5M | 232,877 | 0.9% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $36.2M | 754,000 | 0.9% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $36.1M | 198,539 | 0.9% |
| Amphastar Pharmaceuticals in(AMPH) | COM | 03209R103 | $30.1M | 1,472,931 | 0.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $25.8M | 106,590 | 0.6% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $22.6M | 883,792 | 0.6% |
| Alector Inc(ALEC) | COM | 014442107 | $22.0M | 1,173,338 | 0.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $19.7M | 56,754 | 0.5% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $16.5M | 255,712 | 0.4% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $16.1M | 283,105 | 0.4% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $15.7M | 108,421 | 0.4% |
| Autozone Inc(AZO) | COM | 053332102 | $15.3M | 14,927 | 0.4% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $14.8M | 212,732 | 0.4% |
| Callaway Golf Co(CALY) | COM | 131193104 | $13.5M | 846,283 | 0.3% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $13.4M | 210,887 | 0.3% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $12.3M | 135,681 | 0.3% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $12.3M | 338,589 | 0.3% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $11.1M | 170,412 | 0.3% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $10.3M | 275,478 | 0.3% |
| ADT Inc(ADT) | COM | 00090Q103 | $10.0M | 1,571,189 | 0.3% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $9.8M | 682,797 | 0.2% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $9.7M | 76,194 | 0.2% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $9.6M | 133,287 | 0.2% |
| Blackline Inc(BL) | COM | 09239B109 | $9.3M | 200,000 | 0.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $9.1M | 239,913 | 0.2% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $8.9M | 687,507 | 0.2% |