2014-Q2

Company	Shares	Market value	Share price	InsiderPie Expert Score
Baidu, Inc. US0567521085	26M	$4.9B	$187	56 / 100
Amazon.com, Inc. US0231351067	11M	$3.4B	$325	88 / 100
Illumina, Inc. US4523271090	13M	$2.3B	$179	60 / 100
Meta Platforms, Inc. US30303M1027	20M	$1.3B	$67	84 / 100
Google Inc Class C US38259P7069	2.3M	$1.3B	$575
Google US38259P5089	2.2M	$1.3B	$585
Tesla, Inc. US88160R1014	5.3M	$1.3B	$240	82 / 100
eBay Inc. US2786421030	24M	$1.2B	$50	55 / 100
Intuitive Surgical, Inc. US46120E6023	2.5M	$1B	$412	74 / 100
Salesforce, Inc. US79466L3024	17M	$994M	$58	78 / 100
Taiwan Semiconductor Manufacturing Company Limited US8740391003	43M	$930M	$21	86 / 100
Tripadvisor, Inc. US8969452015	8.4M	$918M	$109	53 / 100
Apple Inc. US0378331005	8.6M	$800M	$93	63 / 100
Ctrip.com Intl ADR US22943F1003	12M	$754M	$64
Whole Foods Market US9668371068	20M	$753M	$39
Royal Crbn.Cruises USV7780T1035	13M	$731M	$56
Harley-Davidson, Inc. US4128221086	9.8M	$685M	$70	48 / 100
MercadoLibre, Inc. US58733R1023	6.6M	$630M	$95	84 / 100
EOG Resources, Inc. US26875P1012	5.3M	$622M	$117	47 / 100
New Oriental Ed.& Tech. US6475811070	23M	$616M	$27
First Republic Bank US33616C1009	11M	$602M	$55	50 / 100
LinkedIn Corp A US53578A1088	3.5M	$597M	$171
TD Ameritrade Holding Corp US87236Y1082	18M	$578M	$31
Markel Corporation US5705351048	874K	$573M	$656	56 / 100
Wellpoint Inc US94973V1070	5.2M	$561M	$108
M&T Bank US55261F1049	4.5M	$555M	$124
Credicorp USG2519Y1085	3.5M	$540M	$155
Moody's Corporation US6153691059	6.1M	$538M	$88	78 / 100
Itaú Unibanco Holding S.A. US4655621062	36M	$519M	$14	56 / 100
Seattle Genetics US8125781026	13M	$500M	$38
Stratasys USM855481018	3.8M	$434M	$114
Ultra Petroleum Corp US9039141091	14M	$426M	$30
Ryanair ADR US7835131043	7.5M	$419M	$56
Embraer S.A. US29082A1079	11M	$415M	$36	51 / 100
American Express Company US0258161092	4.1M	$385M	$95	77 / 100
Colgate-Palmolive Company US1941621039	5.4M	$370M	$68	58 / 100
CarMax, Inc. US1431301027	6.7M	$349M	$52	53 / 100
Myriad Genetics, Inc. US62855J1043	8.8M	$342M	$39	52 / 100
Workday, Inc. US98138H1014	3.7M	$331M	$90	73 / 100
Splunk Inc. US8486371045	5.9M	$324M	$55	50 / 100
FLIR Sys. US3024451011	9.3M	$323M	$35
Visa Inc. US92826C8394	1.5M	$313M	$211	83 / 100
Dolby Laboratories, Inc. US25659T1079	7.2M	$312M	$43	46 / 100
Martin Marietta Materials, Inc. US5732841060	2.3M	$303M	$132	63 / 100
Xilinx, Inc. US9839191015	6.4M	$302M	$47	50 / 100
New York Community Bancorp, Inc. US6494451031	18M	$293M	$16	48 / 100
Waters Corporation US9418481035	2.8M	$293M	$104	69 / 100
Mastercard Incorporated US57636Q1040	4M	$293M	$73	84 / 100
The Walt Disney Company US2546871060	3.4M	$289M	$86	82 / 100
Mindray Medical International ADR US6026751007	9M	$283M	$32
Lincoln Electric Holdings, Inc. US5339001068	3.9M	$275M	$70	52 / 100
Ritchie Bros Auctioneers (USA) US7677441054	11M	$273M	$25
QUALCOMM Incorporated US7475251036	3.4M	$272M	$79	46 / 100
CEMEX, S.A.B. de C.V. US1512908898	20M	$267M	$13	51 / 100
Teradyne, Inc. US8807701029	13M	$258M	$20	61 / 100
Twitter, Inc. (delisted) US90184L1026	6.2M	$255M	$41	50 / 100
Praxair US74005P1049	1.7M	$225M	$133
Johnson & Johnson US4781601046	2.1M	$221M	$105	48 / 100
Berkshire Hathaway Inc. US0846707026	1.7M	$211M	$127	69 / 100
Deere & Company US2441991054	1.8M	$163M	$91	79 / 100
Youku Inc ADR US98742U1007	6.7M	$160M	$24
Sociedad Química y Minera de Chile S.A. US8336351056	5.3M	$155M	$29	59 / 100
The Howard Hughes Corporation US44267D1072	928K	$147M	$158	67 / 100
Qiagen N.V USN724821079	5.8M	$142M	$24
United Parcel Service, Inc. US9113121068	1.4M	$141M	$103	47 / 100
Kraft Foods Group US50076Q1067	2.3M	$139M	$60
Vale Pref ADR US91912E2046	12M	$138M	$12
U.S. Bancorp US9029733048	3.1M	$134M	$43	31 / 100
Mettler-Toledo International Inc. US5926881054	519K	$131M	$253	60 / 100
ICICI Bank Limited US45104G1040	2.5M	$123M	$50	54 / 100
Coca-Cola Enterprises US19122T1097	2.5M	$119M	$48
Brown-Forman Corporation US1156372096	1.2M	$116M	$94	50 / 100
Apache Corp US0374111054	1.1M	$111M	$101
Watsco, Inc. US9426222009	1M	$105M	$103	60 / 100
NOW Inc. US67011P1003	2.7M	$96M	$36	52 / 100
Danaher Corporation US2358511028	1.2M	$94M	$79	78 / 100
Arcos Dorados Holdings USG0457F1078	8.3M	$92M	$11
America Movil 'L Shares' ADR US02364W1053	4.4M	$91M	$21
JD.com, Inc. US47215P1066	3.1M	$89M	$29	52 / 100
Cenovus Energy Inc US15135U1097	2.7M	$88M	$32
Teradata Corporation US88076W1036	2.2M	$88M	$40	51 / 100
The Progressive Corporation US7433151039	3.4M	$87M	$25	58 / 100
Pfizer Inc. US7170811035	2.8M	$83M	$30	59 / 100
Alnylam Pharmaceuticals, Inc. US02043Q1076	1.2M	$75M	$63	69 / 100
MarketAxess Holdings Inc. US57060D1081	1.3M	$73M	$54	53 / 100
PriceSmart, Inc. US7415111092	819K	$71M	$87	54 / 100
PepsiCo, Inc. US7134481081	756K	$68M	$89	53 / 100
Monsanto Co US61166W1018	541K	$68M	$125
Sohu.com US83408W1036	1.1M	$65M	$58
Yandex USN972841084	1.8M	$63M	$36
Oracle Corporation US68389X1054	1.5M	$60M	$41	51 / 100
Copa Holdings S A USP310761056	409K	$58M	$143
Linear Technology US5356781063	1.1M	$52M	$47
LATAM Airlines Group S.A. US51817R1068	3.8M	$51M	$13	52 / 100
Zillow US98954A1079	354K	$51M	$143
Analog Devices, Inc. US0326541051	890K	$48M	$54	62 / 100
The TJX Companies, Inc. US8725401090	837K	$44M	$53	61 / 100
IDEXX Laboratories, Inc. US45168D1046	317K	$42M	$134	71 / 100
Rockwell Automation, Inc. US7739031091	334K	$42M	$125	46 / 100
McDonald's Corporation US5801351017	411K	$41M	$101	64 / 100
IHS Inc 'A' US4517341073	299K	$41M	$136
Bancolombia S.A. US05968L1026	680K	$39M	$58
Genomic Health US37244C1018	1.4M	$38M	$27
iRobot Corporation US4627261005	823K	$34M	$41	50 / 100
The Priceline Group Inc US7415034039	28K	$34M	$1.2K
Nuveen Floating Rate Income US67072T1088	2.8M	$33M	$12
Burger King Worldwide US1212201073	1.2M	$31M	$27
Microsoft Corporation US5949181045	734K	$31M	$42	80 / 100
North Atlantic Drilling USG6613P2023	2.9M	$30M	$11
Compañía Cervecerías Unidas S.A. US2044291043	1.3M	$30M	$23	50 / 100
Financial Engines US3174851002	660K	$30M	$45
Eaton Vance Floating Rate Income Trust US2782791048	1.9M	$28M	$15
IMAX Corp US45245E1091	962K	$27M	$28
Castlight Health, Inc. US14862Q1004	1.8M	$27M	$15
American Water Works Company, Inc. US0304201033	500K	$25M	$49	51 / 100
Aqua America US03836W1036	908K	$24M	$26
American States Water Company US0298991011	710K	$24M	$33	51 / 100
California Water Service Group US1307881029	970K	$23M	$24	51 / 100
Zulily Inc US9897741040	572K	$23M	$41
Protalix Biotherapeutics US74365A1016	6.4M	$23M	$3.7
Applied Materials, Inc. US0382221051	1M	$23M	$23	57 / 100
Philip Morris International Inc. US7181721090	273K	$23M	$84	77 / 100
SolarCity Corp US83416T1007	313K	$22M	$71
Infosys Limited US4567881085	411K	$22M	$54	50 / 100
O'Reilly Automotive, Inc. US67103H1077	138K	$21M	$151	57 / 100
F5, Inc. US3156161024	186K	$21M	$111	52 / 100
Vulcan Materials Company US9291601097	303K	$19M	$64	46 / 100
The Coca-Cola Company US1912161007	422K	$18M	$42	82 / 100
Blackrock Floating Rate Income US0919411043	1.2M	$16M	$14
Silver Wheaton US8283361074	597K	$16M	$26
Ocwen Financial Corp US6757463095	405K	$15M	$37
Exxon Mobil Corporation US30231G1022	142K	$14M	$101	61 / 100
Schlumberger US8068571087	119K	$14M	$118
Apollo Senior Floating Rate US0376361079	760K	$14M	$18
Nuveen Senior Income Fund US67067Y1047	1.9M	$14M	$7.1
Walmart Inc. US9311421039	176K	$13M	$75	70 / 100
Eaton Vance Senior Income Trust US27826S1033	1.9M	$13M	$6.8
DexCom, Inc. US2521311074	320K	$13M	$40	69 / 100
Blue Capital Reinsurance Holdings (US) USG1190F1078	629K	$12M	$20
Reynolds American US7617131062	198K	$12M	$60
USG Corp US9032934054	374K	$11M	$30
Fastenal Company US3119001044	227K	$11M	$49	53 / 100
Qunar US74906P1049	385K	$11M	$29
Novadaq Technologies Inc US66987G1022	664K	$11M	$16
Donaldson Company, Inc. US2576511099	254K	$11M	$42	50 / 100
Westport Innovations Inc US9609083095	594K	$11M	$18
HEICO Corporation US4228061093	206K	$11M	$52	63 / 100
Tiffany & Co US8865471085	107K	$11M	$100
Herbalife USG4412G1016	166K	$11M	$65
Pioneer Floating Rate Fund, Inc. US72369J1025	850K	$11M	$12
IPG Photonics Corporation US44980X1090	154K	$11M	$69	45 / 100
Tortoise Energy Infrastructure US89147L1008	213K	$11M	$49
Regeneron Pharmaceuticals, Inc. US75886F1075	37K	$10M	$282	60 / 100
Automatic Data Processing, Inc. US0530151036	125K	$9.9M	$79	73 / 100
Altera Corp US0214411003	265K	$9.2M	$35
AeroVironment, Inc. US0080731088	286K	$9.1M	$32	65 / 100
Quanta Services, Inc. US74762E1029	262K	$9.1M	$35	50 / 100
Bitauto Holdings Ltd - ADR US0917271076	183K	$8.9M	$49
Banco Bradesco S.A. US0594603039	608K	$8.8M	$15	56 / 100
The Home Depot, Inc. US4370761029	108K	$8.7M	$81	57 / 100
The Sherwin-Williams Company US8243481061	42K	$8.7M	$207	69 / 100
Varian Medical Systems Inc US92220P1057	101K	$8.4M	$83
EPAM Systems, Inc. US29414B1044	190K	$8.3M	$44
Opentable US68372A1043	70K	$7.3M	$104
Make My Trip USV5633W1090	203K	$7.1M	$35
FARO Technologies, Inc. US3116421021	139K	$6.8M	$49	49 / 100
Stamps.Com US8528572006	194K	$6.5M	$34
Autonavi Holdings ADR US05330F1066	310K	$6.5M	$21
Bristol-Myers Squibb Company US1101221083	133K	$6.5M	$49	50 / 100
C.H. Robinson Worldwide, Inc. US12541W2098	98K	$6.2M	$64	49 / 100
FEI Company US30241L1098	65K	$5.9M	$91
Curis US2312691015	3.2M	$5.9M	$1.9
Turquoise Hill Resources Ltd US9004351089	1.7M	$5.7M	$3.4
Angie's List US0347541015	478K	$5.7M	$12
Acacia Research Corporation US0038813079	306K	$5.4M	$18	50 / 100
Johnson Controls US4783661071	108K	$5.4M	$50
General Cable Corp US3693001089	208K	$5.3M	$26
Nordson Corporation US6556631025	60K	$4.8M	$80	46 / 100
Exa Corp US3006145003	370K	$4.2M	$11
Microchip Technology Incorporated US5950171042	83K	$4M	$49
Teva Pharmaceutical Industries Limited US8816242098	69K	$3.6M	$52	48 / 100
Power Integrations, Inc. US7392761034	63K	$3.6M	$58	52 / 100
Intralinks Holdings US46118H1041	377K	$3.4M	$8.9
Berkshire Hathaway Inc. US0846701086	15	$2.8M	$190K	69 / 100
Medgenics US58436Q2030	361K	$2.8M	$7.8
Noah Holdings Limited US65487X1028	140K	$2M	$14
Ishares Msci Acwi Index F US4642882579	29K	$1.8M	$60
SK Telecom ADR (US) US78440P1084	37K	$962K	$26
Ellie Mae US28849P1003	21K	$654K	$31
Jumei International Hold US48138L1070	20K	$544K	$27
Career Education Corp US1416651099	98K	$459K	$4.7
Blackberry Ltd US09228F1030	39K	$395K	$10
Amedisys, Inc. US0234361089	19K	$320K	$17	51 / 100
Shanda Games Adr 1:2 'A' US81941U1051	46K	$307K	$6.6
ITT Educational Services, Inc. US45068B1098	17K	$281K	$17
Yongye International Inc US98607B1061	28K	$199K	$7
Apollo Group Inc Class A US0376041051	4.2K	$131K	$31
FreightCar America, Inc. US3570231007	4.2K	$104K	$25
American International Group, Inc. US0268747849	1.7K	$93K	$55	45 / 100
Nam Tai Property Inc USG639071020	12K	$88K	$7.5
WSP Holdings Ltd - ADR US92934F2039	90K	$83K	$0.92
Blyth Inc US09643P2074	9K	$70K	$7.8
Novacopper Inc US66988K1025	47K	$51K	$1.1
Republic Bancorp, Inc. US7602812049	100	$2K	$20