Q2 2020 Holdings
Filed 2020-08-13 | 3997 holdings | $4.6B | 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 | $1.3B | 6,047,599 | 28.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $644.7M | 6,566,549 | 14.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $376.3M | 8,067,425 | 8.2% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $245.2M | 6,376,060 | 5.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $104.7M | 465,025 | 2.3% |
| Alector Inc(ALEC) | COM | 014442107 | $104.3M | 4,267,354 | 2.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $93.4M | 558,391 | 2.0% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $85.7M | 5,094,181 | 1.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $85.4M | 576,469 | 1.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $81.3M | 1,545,576 | 1.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $73.8M | 2,102,754 | 1.6% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $70.0M | 729,644 | 1.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $67.7M | 223,224 | 1.5% |
| Amphastar Pharmaceuticals in(AMPH) | COM | 03209R103 | $58.4M | 2,600,107 | 1.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $54.4M | 203,342 | 1.2% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $53.2M | 1,175,919 | 1.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $51.5M | 765,088 | 1.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $49.9M | 114,587 | 1.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $48.9M | 2,966,004 | 1.1% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $41.7M | 941,775 | 0.9% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $40.6M | 676,228 | 0.9% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $39.1M | 1,201,831 | 0.8% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $38.3M | 591,235 | 0.8% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $38.3M | 84,777 | 0.8% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $37.1M | 212,773 | 0.8% |
| Blackline Inc(BL) | COM | 09239B109 | $33.0M | 397,500 | 0.7% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $30.3M | 670,579 | 0.7% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $30.3M | 1,000,000 | 0.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $29.9M | 58,605 | 0.6% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $29.5M | 251,400 | 0.6% |
| Arcturus Therapeutics Hldg I(ARCT) | COM | 03969T109 | $28.7M | 615,044 | 0.6% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $28.3M | 785,825 | 0.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $27.6M | 158,041 | 0.6% |
| Cerence Inc(CRNC) | COM | 156727109 | $27.2M | 666,758 | 0.6% |
| Autozone Inc(AZO) | COM | 053332102 | $22.0M | 19,489 | 0.5% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $20.0M | 474,727 | 0.4% |
| Conocophillips(COP) | COM | 20825C104 | $18.7M | 446,118 | 0.4% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $18.7M | 327,530 | 0.4% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $17.0M | 456,298 | 0.4% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $16.3M | 75,141 | 0.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $16.0M | 66,967 | 0.3% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $11.5M | 21,507 | 0.3% |
| Cars COM Inc(CARS) | COM | 14575E105 | $11.5M | 1,993,688 | 0.2% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $11.3M | 407,301 | 0.2% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $10.3M | 283,174 | 0.2% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $10.2M | 1,003,458 | 0.2% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $9.9M | 128,202 | 0.2% |
| ANI Pharmaceuticals Inc(ANIP) | COM | 00182C103 | $9.7M | 300,868 | 0.2% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $9.4M | 70,636 | 0.2% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $9.1M | 71,831 | 0.2% |