Q3 2019 Holdings
Filed 2019-11-14 | 3757 holdings | $3.6B | 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 | $810.5M | 4,846,596 | 22.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $652.0M | 8,610,518 | 17.9% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $190.7M | 4,466,787 | 5.2% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $130.6M | 9,241,700 | 3.6% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $108.3M | 779,279 | 3.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $96.1M | 347,796 | 2.6% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $93.2M | 572,938 | 2.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $91.1M | 2,239,746 | 2.5% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $75.0M | 1,414,918 | 2.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $74.7M | 320,719 | 2.0% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $68.0M | 1,180,665 | 1.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $62.2M | 2,145,901 | 1.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $60.1M | 145,816 | 1.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $59.0M | 177,429 | 1.6% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $56.6M | 856,320 | 1.6% |
| Alector Inc(ALEC) | COM | 014442107 | $52.7M | 3,656,300 | 1.4% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $52.2M | 676,433 | 1.4% |
| Conocophillips(COP) | COM | 20825C104 | $45.4M | 797,101 | 1.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $44.7M | 555,389 | 1.2% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $44.1M | 466,518 | 1.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $42.5M | 372,801 | 1.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $40.9M | 197,453 | 1.1% |
| Amphastar Pharmaceuticals in(AMPH) | COM | 03209R103 | $34.7M | 1,747,921 | 1.0% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $34.0M | 228,508 | 0.9% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $32.2M | 139,168 | 0.9% |
| Conmed Corp(CNMD) | COM | 207410101 | $28.9M | 300,223 | 0.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $28.4M | 98,539 | 0.8% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $24.4M | 160,238 | 0.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $24.4M | 493,008 | 0.7% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $24.2M | 264,943 | 0.7% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $23.7M | 231,962 | 0.7% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $23.2M | 115,983 | 0.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $21.2M | 402,679 | 0.6% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $20.6M | 330,394 | 0.6% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $19.8M | 149,560 | 0.5% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $19.1M | 410,000 | 0.5% |
| Autozone Inc(AZO) | COM | 053332102 | $18.1M | 16,698 | 0.5% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $15.1M | 41,466 | 0.4% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $13.9M | 343,569 | 0.4% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $13.7M | 279,431 | 0.4% |
| Blackline Inc(BL) | COM | 09239B109 | $12.4M | 260,000 | 0.3% |
| DXC Technology Co(DXC) | COM | 23355L106 | $11.2M | 380,944 | 0.3% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $11.1M | 680,593 | 0.3% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $10.6M | 930,927 | 0.3% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $10.1M | 234,629 | 0.3% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $9.7M | 216,803 | 0.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $9.5M | 52,760 | 0.3% |
| Cummins Inc(CMI) | COM | 231021106 | $9.2M | 56,697 | 0.3% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $8.6M | 160,879 | 0.2% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $8.6M | 258,982 | 0.2% |