James Anderson / Portfolio / 2025-Q1

    Company Shares Market value Share price
    MercadoLibre, Inc. 3.8M $7.4B $2K
    Amazon.com, Inc. 35M $6.6B $190
    Spotify Technology SA 11M $6B $550
    Shopify 'A' 56M $5.3B $95
    Sea Limited 40M $5.2B $130
    NVIDIA Corporation 47M $5.1B $108
    PDD Holdings Inc. 40M $4.7B $118
    Netflix, Inc. 4M $3.8B $933
    Coupang, Inc. 155M $3.4B $22
    Meta Platforms, Inc. 5.9M $3.4B $576
    Cloudflare, Inc. 27M $3.1B $113
    Nu Holdings Ltd. 265M $2.7B $10
    Microsoft Corporation 7M $2.6B $375
    DoorDash, Inc. 12M $2.2B $183
    Ferrari NV 4.6M $2B $424
    Atlassian Corporation 8.7M $1.8B $212
    The Trade Desk, Inc. 31M $1.7B $55
    Roblox Corporation 27M $1.6B $58
    Intuitive Surgical, Inc. 3.2M $1.6B $495
    AppLovin Corporation 5.3M $1.4B $265
    Samsara Inc. 35M $1.4B $38
    Workday, Inc. 5.6M $1.3B $234
    Datadog, Inc. 12M $1.2B $99
    Elevance Health Inc. 2.3M $1B $435
    BeiGene, Ltd. 3.6M $988M $272
    Alnylam Pharmaceuticals, Inc. 3.7M $988M $270
    DexCom, Inc. 14M $968M $68
    Mastercard Incorporated 1.6M $894M $548
    Service Corporation International 10M $821M $80
    Ryanair Holdings plc 19M $807M $42
    Duolingo, Inc. 2.5M $769M $311
    BioNTech SE 8.2M $743M $91
    Petróleo Brasileiro S.A. - Petrobras 52M $742M $14
    Moderna, Inc. 25M $707M $28
    Elastic 7.8M $699M $89
    Enphase Energy, Inc. 11M $686M $62
    Block, Inc. 13M $682M $54
    CoStar Group, Inc. 8.4M $668M $79
    Rivian Automotive, Inc. 49M $604M $12
    Martin Marietta Materials, Inc. 1.3M $600M $478
    Insulet Corporation 2.3M $591M $263
    AutoZone, Inc. 152K $578M $3.8K
    Aurora Innovation, Inc. 79M $529M $6.7
    Wix Com 3.2M $527M $163
    Watsco, Inc. 1M $518M $508
    MakeMyTrip 5.2M $505M $98
    e.l.f. Beauty, Inc. 7.9M $498M $63
    Joint Stock Company Kaspi.kz 5.3M $488M $93
    Alphabet Inc. 3.1M $485M $156
    Tesla, Inc. 1.8M $457M $259
    Texas Instruments Incorporated 2.4M $430M $180
    Snowflake Inc. 2.9M $428M $146
    Royalty Pharma 13M $417M $31
    Fomento Económico Mexicano, S.A.B. de C.V. 4.3M $417M $98
    Taiwan Semiconductor Manufacturing Company Limited 2.5M $414M $166
    Affirm Holdings, Inc. 9M $407M $45
    S&P Global Inc. 796K $405M $508
    CBRE Group, Inc. 3.1M $402M $131
    Markel Corporation 210K $394M $1.9K
    Sociedad Química y Minera de Chile S.A. 9.4M $372M $40
    UnitedHealth Group Incorporated 708K $371M $524
    Arthur J. Gallagher & Co. 1M $358M $345
    Moody's Corporation 759K $353M $466
    Paycom Software, Inc. 1.6M $346M $218
    Joby Aviation Inc 54M $324M $6
    Salesforce, Inc. 1.2M $321M $268
    Credicorp 1.6M $301M $186
    Sweetgreen, Inc. 12M $293M $25
    Tencent Music Entertainment Group 20M $291M $14
    DraftKings Inc. 8.4M $279M $33
    Symbotic Inc. 14M $277M $20
    Copa Holdings S A 3M $276M $92
    Advanced Drainage Systems, Inc. 2.5M $271M $109
    Oddity 6.3M $271M $43
    Pinterest, Inc. 8.4M $261M $31
    Thermo Fisher Scientific Inc. 509K $253M $498
    Brookfield Corporation 4.8M $252M $52
    YETI Holdings, Inc. 7.2M $239M $33
    Doximity, Inc. 4.1M $239M $58
    Illumina, Inc. 3M $239M $79
    HDFC Bank Limited 3.6M $237M $66
    AeroVironment, Inc. 2M $236M $119
    Dutch Bros Inc. 3.8M $235M $62
    Grab Holdings 50M $229M $4.5
    ON Semiconductor Corporation 5.4M $219M $41
    Guardant Health, Inc. 5.1M $216M $43
    Deere & Company 456K $214M $469
    Autodesk, Inc. 778K $204M $262
    Eaton 747K $203M $272
    Mobileye Global Inc. 14M $198M $14
    Builders FirstSource, Inc. 1.6M $195M $125
    Chewy, Inc. 6M $194M $33
    Ecolab Inc. 762K $193M $254
    Fastenal Company 2.4M $190M $78
    Wayfair Inc. 5.9M $189M $32
    Full Truck Alliance Co. Ltd. 15M $188M $13
    SharkNinja 2.3M $188M $83
    Entegris, Inc. 2.1M $185M $87
    Inspire Medical Systems, Inc. 1.2M $185M $159
    Penumbra, Inc. 689K $184M $267
    ICICI Bank Limited 5.6M $176M $32
    Remitly Global, Inc. 8.5M $176M $21
    Roku, Inc. 2.5M $175M $70
    Apple Inc. 786K $174M $222
    Lineage, Inc. 3M $173M $59
    Uber Technologies, Inc. 2.3M $168M $73
    The Procter & Gamble Company 971K $165M $170
    Denali Therapeutics Inc. 12M $164M $14
    SiteOne Landscape Supply, Inc. 1.3M $163M $121
    Xylem Inc. 1.3M $152M $119
    The New York Times Company 3M $150M $50
    WillScot Holdings Corporation 5.2M $145M $28
    Comfort Systems USA, Inc. 446K $144M $322
    Norwegian Cruise Line Holdings 7.4M $140M $19
    Floor & Decor Holdings, Inc. 1.7M $138M $80
    Recursion Pharmaceuticals, Inc. 24M $129M $5.3
    Fabrinet 645K $127M $198
    Alphabet Inc. 796K $123M $155
    The Ensign Group, Inc. 946K $122M $129
    CME Group Inc. 455K $121M $265
    Analog Devices, Inc. 583K $118M $202
    PepsiCo, Inc. 705K $106M $150
    Brunswick Corporation 1.9M $103M $54
    Lemonade, Inc. 3.2M $100M $31
    Petróleo Brasileiro S.A. - Petrobras 6.8M $89M $13
    Banco de Chile 3.2M $84M $26
    TFI International 1.1M $83M $77
    Canadian Pacific Kansas City Ltd 1.2M $82M $70
    Intuit Inc. 130K $80M $614
    Neogen Corporation 9.2M $79M $8.7
    Reddit, Inc. 750K $79M $105
    Starbucks Corporation 796K $78M $98
    Axon Enterprise, Inc. 144K $76M $526
    monday.com 302K $73M $243
    Kanzhun Limited 3.7M $71M $19
    Banco Bradesco S.A. 30M $67M $2.2
    Sprout Social, Inc. 3M $66M $22
    Cisco Systems Inc 1.1M $66M $62
    Vertex Pharmaceuticals Incorporated 134K $65M $485
    The Coca-Cola Company 818K $59M $72
    Itaú Unibanco Holding S.A. 10M $56M $5.5
    Zillow Group, Inc. Class C 807K $55M $69
    Coursera, Inc. 8M $53M $6.7
    Infosys Limited 2.9M $53M $18
    The Home Depot, Inc. 138K $50M $366
    MarketAxess Holdings Inc. 221K $48M $216
    Medtronic 505K $45M $90
    McDonald's Corporation 144K $45M $312
    Savers Value Village, Inc. 6.5M $45M $6.9
    Edwards Lifesciences Corporation 581K $42M $72
    CyberArk Software Ltd 119K $40M $338
    T. Rowe Price Group, Inc. 431K $40M $92
    Cognex Corporation 1.2M $36M $30
    Exact Sciences Corporation 833K $36M $43
    CEMEX, S.A.B. de C.V. 6.2M $35M $5.6
    LiveRamp Holdings, Inc. 1.3M $34M $26
    JFrog Ltd 1.1M $34M $32
    Warby Parker Inc. 1.8M $33M $18
    MP Materials Corp. 1.3M $32M $24
    Appian Corporation 1.1M $31M $29
    Lufax Holding Ltd 10M $31M $3
    Upwork Inc. 2.3M $29M $13
    Twist Bioscience Corporation 732K $29M $39
    Albemarle Corporation 398K $29M $72
    Progyny, Inc. 1.3M $29M $22
    Paychex, Inc. 180K $28M $154
    American Superconductor Corporation 1.5M $28M $18
    Eversource Energy 417K $26M $62
    KE Holdings Inc. 1.3M $25M $20
    Trupanion, Inc. 678K $25M $37
    Abcellera Biologics Inc 11M $25M $2.2
    The Hershey Company 145K $25M $171
    Marsh & McLennan Companies, Inc. 98K $24M $244
    IPG Photonics Corporation 370K $23M $63
    Confluent, Inc. 969K $23M $23
    dLocal 2.6M $22M $8.3
    Booking Holdings Inc. 4.4K $20M $4.6K
    Amplitude, Inc. 2M $20M $10
    Novocure Ltd 1.1M $20M $18
    Schrödinger, Inc. 995K $20M $20
    Westinghouse Air Brake Technologies Corporation 107K $19M $181
    Ginkgo Bioworks Holdings, Inc. 3.4M $19M $5.7
    Jumia Technologies AG 8.6M $19M $2.2
    PROCEPT BioRobotics Corporation 314K $18M $58
    Xometry, Inc. 728K $18M $25
    TransMedics Group, Inc. 260K $17M $67
    Energy Recovery, Inc. 1.1M $17M $16
    Sana Biotechnology, Inc. 10M $17M $1.7
    Ares Capital Corporation 754K $17M $22
    Blackstone Secured Lending Fund 505K $16M $32
    Brookfield Renewable 562K $16M $28
    Monster Beverage Corporation 268K $16M $59
    The Progressive Corporation 55K $16M $283
    American Tower Corporation 70K $15M $218
    Veeco Instruments Inc. 756K $15M $20
    Aehr Test Systems 2M $15M $7.3
    Ambarella 290K $15M $50
    MSA Safety Incorporated 98K $14M $147
    Tandem Diabetes Care, Inc. 733K $14M $19
    EOG Resources, Inc. 105K $13M $128
    Fortis 286K $13M $46
    BlackLine, Inc. 268K $13M $48
    Burford Capital 946K $12M $13
    SkyWater Technology, Inc. 1.6M $12M $7.1
    The TJX Companies, Inc. 95K $12M $122
    Carlisle Companies Incorporated 33K $11M $341
    Cadence Design Systems, Inc. 43K $11M $254
    Oscar Health, Inc. 822K $11M $13
    WEC Energy Group, Inc. 92K $10M $109
    Synopsys, Inc. 23K $9.9M $429
    RxSight, Inc. 392K $9.9M $25
    CrowdStrike Holdings, Inc. 28K $9.9M $353
    CarMax, Inc. 126K $9.9M $78
    Graco Inc. 104K $8.7M $84
    Eagle Point Income Company Inc. 570K $8.5M $15
    Sixth Street Specialty Lending, Inc. 373K $8.4M $22
    Golub Capital BDC, Inc. 548K $8.3M $15
    NIKE, Inc. 129K $8.2M $63
    PayPal Holdings, Inc. 125K $8.2M $65
    Blue Owl Capital Corporation 551K $8.1M $15
    QuantumScape Corporation 1.9M $7.8M $4.2
    Installed Building Products, Inc. 36K $6.3M $171
    Prologis, Inc. 56K $6.2M $112
    Zillow Group Inc Class A 92K $6.2M $67
    Digimarc Corporation 477K $6.1M $13
    Beam Therapeutics Inc. 303K $5.9M $20
    EverQuote, Inc. 221K $5.8M $26
    Sun Communities, Inc. 38K $4.9M $129
    Codexis, Inc. 1.7M $4.6M $2.7
    Albemarle Corp 120K $4.3M $36
    Exelon Corporation 86K $4M $46
    Quanterix Corporation 601K $3.9M $6.5
    MongoDB, Inc. 18K $3.1M $175
    Docebo 100K $2.9M $29
    CenterPoint Energy, Inc. 71K $2.6M $36
    The Southern Company 25K $2.3M $92
    Consolidated Edison, Inc. 19K $2.1M $111
    SolarEdge Technologies, Inc. 126K $2M $16
    Philip Morris International Inc. 12K $1.9M $159
    NextEra Energy, Inc. 21K $1.5M $71
    Medpace Holdings, Inc. 4.3K $1.3M $305
    Equity Residential 16K $1.2M $72
    Edison International 19K $1.1M $59
    FTI Consulting, Inc. 6.7K $1.1M $164
    Digital Realty Trust, Inc. 7.6K $1.1M $143
    Freshpet, Inc. 13K $1.1M $83
    Healthpeak Properties, Inc. 48K $971K $20
    Nayax Ltd 28K $959K $34
    Materialise NV 83K $409K $4.9
    Cellectis S.A. 139K $172K $1.2
    Stantec Inc 403 $33K $83
    CRH Plc 342 $30K $88
    Tetra Tech, Inc. 925 $27K $29
    Teradyne, Inc. 312 $26K $83
    Unilever PLC 414 $25K $60
    Rio Tinto Group 319 $19K $60
    Hubbell Incorporated 43 $14K $331
    United Rentals, Inc. 22 $14K $627
    Novo Nordisk A/S 176 $12K $69
    Veeva Systems Inc. 42 $9.7K $232
    Charles River Laboratories International, Inc. 49 $7.4K $151
    Anheuser-Busch InBev SA/NV 100 $6.2K $62
    TotalEnergies SE 58 $3.8K $65
    Li Auto Inc. 112 $2.8K $25
    Genmab A/S 54 $1.1K $20

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