Q4 2019 Holdings
Filed 2020-02-12 | 356 holdings | $2.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $94.3M | 2,056,392 | 3.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $122.8M | 372,297 | 4.7% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $215.7M | 9,485,284 | 8.3% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $223.7M | 3,083,877 | 8.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $334.5M | 1,466,992 | 12.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.2B | 5,671,743 | 46.5% |