Q1 2020 Holdings
Filed 2020-05-13 | 3986 holdings | $3.9B | 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 | $1.2B | 6,422,524 | 31.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $622.0M | 8,163,261 | 15.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $275.2M | 7,000,701 | 7.0% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $196.9M | 7,047,991 | 5.0% |
| Alector Inc(ALEC) | COM | 014442107 | $106.9M | 4,429,697 | 2.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $82.3M | 569,949 | 2.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $72.3M | 1,588,710 | 1.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $69.8M | 2,140,378 | 1.8% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $66.1M | 1,142,783 | 1.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $64.4M | 592,016 | 1.6% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $62.0M | 5,216,832 | 1.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $59.1M | 207,424 | 1.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $48.0M | 364,611 | 1.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $48.0M | 110,055 | 1.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $46.5M | 132,532 | 1.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $45.8M | 144,736 | 1.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $41.6M | 629,310 | 1.1% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $40.0M | 779,786 | 1.0% |
| Amphastar Pharmaceuticals in(AMPH) | COM | 03209R103 | $38.6M | 2,600,120 | 1.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $37.7M | 118,340 | 1.0% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $36.8M | 977,127 | 0.9% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $36.7M | 1,204,045 | 0.9% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $28.0M | 222,068 | 0.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $27.8M | 193,888 | 0.7% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $27.5M | 352,105 | 0.7% |
| DXC Technology Co(DXC) | COM | 23355L106 | $26.7M | 2,044,707 | 0.7% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $26.2M | 256,940 | 0.7% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $22.9M | 108,333 | 0.6% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $22.5M | 1,048,091 | 0.6% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $18.2M | 775,000 | 0.5% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $17.1M | 1,000,000 | 0.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $16.1M | 92,456 | 0.4% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $16.0M | 410,000 | 0.4% |
| Blackline Inc(BL) | COM | 09239B109 | $15.8M | 300,045 | 0.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $14.7M | 410,000 | 0.4% |
| Autozone Inc(AZO) | COM | 053332102 | $14.4M | 17,051 | 0.4% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $13.5M | 335,233 | 0.3% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $12.5M | 191,003 | 0.3% |
| Cerence Inc(CRNC) | COM | 156727109 | $11.9M | 773,369 | 0.3% |
| Conocophillips(COP) | COM | 20825C104 | $11.2M | 363,341 | 0.3% |
| Arcosa Inc(ACA) | COM | 039653100 | $11.0M | 277,492 | 0.3% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $10.0M | 400,000 | 0.3% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $10.0M | 412,626 | 0.3% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $9.7M | 175,129 | 0.2% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $8.4M | 144,460 | 0.2% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $8.3M | 136,086 | 0.2% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $7.6M | 189,144 | 0.2% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $7.2M | 78,471 | 0.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $7.1M | 582,701 | 0.2% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $5.6M | 194,708 | 0.1% |