2015-Q1

Company	Shares	Market value	Share price	InsiderPie Expert Score
Baidu, Inc. US0567521085	22M	$4.6B	$208	56 / 100
Amazon.com, Inc. US0231351067	11M	$4.1B	$372	88 / 100
Illumina, Inc. US4523271090	13M	$2.5B	$186	60 / 100
Alibaba Group Holding Limited US01609W1027	27M	$2.2B	$83	61 / 100
Google Inc Class C US38259P7069	3.8M	$2.1B	$548
Fiat Chrysler Automobiles USN317381028	124M	$2B	$16
Meta Platforms, Inc. US30303M1027	25M	$2B	$82	84 / 100
Tesla, Inc. US88160R1014	7M	$1.3B	$189	82 / 100
Intuitive Surgical, Inc. US46120E6023	2.4M	$1.2B	$505	74 / 100
Royal Crbn.Cruises USV7780T1035	15M	$1.2B	$82
Taiwan Semiconductor Manufacturing Company Limited US8740391003	43M	$1B	$23	86 / 100
Elevance Health Inc. US0367521038	5.8M	$902M	$154	69 / 100
Whole Foods Market US9668371068	17M	$891M	$52
LinkedIn Corp A US53578A1088	3.3M	$823M	$250
MercadoLibre, Inc. US58733R1023	6.6M	$807M	$123	84 / 100
Tripadvisor, Inc. US8969452015	9.2M	$766M	$83	53 / 100
TD Ameritrade Holding Corp US87236Y1082	20M	$759M	$37
Markel Corporation US5705351048	947K	$729M	$769	56 / 100
Ctrip.com Intl Sponsored ADR US22943F1003	11M	$673M	$59
First Republic Bank US33616C1009	11M	$655M	$57	50 / 100
Harley-Davidson, Inc. US4128221086	11M	$640M	$61	48 / 100
M&T Bank US55261F1049	5M	$635M	$127
Salesforce, Inc. US79466L3024	8.8M	$585M	$67	78 / 100
Ryanair ADR US7835131043	8.4M	$563M	$67
Seattle Genetics US8125781026	15M	$539M	$35
CarMax, Inc. US1431301027	7.8M	$535M	$69	53 / 100
Moody's Corporation US6153691059	5M	$517M	$104	78 / 100
eBay Inc. US2786421030	8.9M	$515M	$58	55 / 100
New Oriental Education & Technology Sponsored ADR US6475811070	22M	$493M	$22
Mastercard Incorporated US57636Q1040	5.7M	$489M	$86	84 / 100
EOG Resources, Inc. US26875P1012	5.2M	$478M	$92	47 / 100
Credicorp USG2519Y1085	3.4M	$477M	$141
Martin Marietta Materials, Inc. US5732841060	3.4M	$471M	$140	63 / 100
Splunk Inc. US8486371045	7.8M	$463M	$59	50 / 100
Twitter, Inc. (delisted) US90184L1026	8.8M	$442M	$50	50 / 100
JD.com, Inc. US47215P1066	15M	$431M	$29	52 / 100
Workday, Inc. US98138H1014	5M	$424M	$84	73 / 100
Visa Inc. US92826C8394	6.4M	$421M	$65	83 / 100
Waters Corporation US9418481035	3.1M	$390M	$124	69 / 100
Colgate-Palmolive Company US1941621039	5.5M	$384M	$69	58 / 100
Embraer S.A. US29082A1079	12M	$379M	$31	51 / 100
Monsanto Co US61166W1018	3.1M	$352M	$113
Myriad Genetics, Inc. US62855J1043	9.9M	$351M	$35	52 / 100
American Express Company US0258161092	4.4M	$345M	$78	77 / 100
FLIR Sys. US3024451011	10M	$325M	$31
Dolby Laboratories, Inc. US25659T1079	8M	$305M	$38	46 / 100
Xilinx, Inc. US9839191015	7.2M	$304M	$42	50 / 100
NOW Inc. US67011P1003	14M	$300M	$22	52 / 100
CEMEX, S.A.B. de C.V. US1512908898	32M	$300M	$9.5	51 / 100
Ritchie Bros Auctioneers (USA) US7677441054	12M	$295M	$25
Lincoln Electric Holdings, Inc. US5339001068	4.5M	$294M	$65	52 / 100
Copa Holdings S A USP310761056	2.8M	$282M	$101
QUALCOMM Incorporated US7475251036	4M	$280M	$69	46 / 100
Teradyne, Inc. US8807701029	15M	$279M	$19	61 / 100
C.H. Robinson Worldwide, Inc. US12541W2098	3.8M	$275M	$73	49 / 100
Mindray Medical International ADR US6026751007	9.9M	$271M	$27
Stratasys USM855481018	5.1M	$267M	$53
Netflix, Inc. US64110L1061	627K	$261M	$417	88 / 100
Itaú Unibanco Holding S.A. US4655621062	24M	$261M	$11	56 / 100
Ultra Petroleum Corp US9039141091	16M	$246M	$16
LendingClub Corp US52603A1097	12M	$236M	$20
Praxair US74005P1049	1.9M	$227M	$121
Financial Engines US3174851002	4.7M	$198M	$42
Zillow Group, Inc. Class A US98954M1018	1.9M	$188M	$100	58 / 100
Mettler-Toledo International Inc. US5926881054	517K	$170M	$329	60 / 100
Qiagen N.V USN724821079	6.5M	$164M	$25
The Howard Hughes Corporation US44267D1072	1M	$161M	$155	67 / 100
Bluebird Bio Inc US09609G1004	1.3M	$155M	$121
ICICI Bank Limited US45104G1040	15M	$151M	$10	54 / 100
Leucadia National US5272881047	6.8M	$151M	$22
Apple Inc. US0378331005	1.2M	$144M	$124	63 / 100
Watsco, Inc. US9426222009	1.1M	$142M	$126	60 / 100
PepsiCo, Inc. US7134481081	1.5M	$141M	$96	53 / 100
Berkshire Hathaway Inc. US0846707026	946K	$136M	$144	69 / 100
MarketAxess Holdings Inc. US57060D1081	1.5M	$124M	$83	53 / 100
PriceSmart, Inc. US7415111092	1.4M	$120M	$85	54 / 100
BitAuto Holdings Ltd - ADR US0917271076	2.2M	$109M	$51
Coca-Cola Enterprises US19122T1097	2.4M	$108M	$44
Alnylam Pharmaceuticals, Inc. US02043Q1076	1M	$107M	$104	69 / 100
U.S. Bancorp US9029733048	2.4M	$105M	$44	31 / 100
Oracle Corporation US68389X1054	2.4M	$104M	$43	51 / 100
Yandex USN972841084	6.5M	$98M	$15
Google US38259P5089	177K	$98M	$555
CNH Industrial USN209441096	12M	$98M	$8.2
O'Reilly Automotive, Inc. US67103H1077	412K	$89M	$216	57 / 100
Ubs Group USH420971071	4.5M	$85M	$19
United Parcel Service, Inc. US9113121068	851K	$83M	$97	47 / 100
Johnson & Johnson US4781601046	770K	$77M	$101	48 / 100
Danaher Corporation US2358511028	895K	$76M	$85	78 / 100
Sociedad Química y Minera de Chile S.A. US8336351056	4.2M	$76M	$18	59 / 100
America Movil 'L Shares' ADR US02364W1053	3.5M	$72M	$20
HDFC Bank Limited US40415F1012	1.2M	$71M	$59	57 / 100
Youku Inc ADR US98742U1007	5.1M	$64M	$13
Infosys Limited US4567881085	1.8M	$63M	$35	50 / 100
Genomic Health US37244C1018	1.9M	$58M	$31
Vale Pref ADR US91912E2046	12M	$57M	$4.9
Altria Group, Inc. US02209S1033	1.1M	$56M	$50	57 / 100
Qunar US74906P1049	1.3M	$53M	$41
Vulcan Materials Company US9291601097	589K	$50M	$84	46 / 100
The TJX Companies, Inc. US8725401090	610K	$43M	$70	61 / 100
Arcos Dorados Holdings USG0457F1078	8.7M	$43M	$4.9
Applied Materials, Inc. US0382221051	1.8M	$42M	$23	57 / 100
IDEXX Laboratories, Inc. US45168D1046	264K	$41M	$154	71 / 100
Apache Corp US0374111054	643K	$39M	$60
Restaurant Brands International US76131D1037	920K	$35M	$38
Seadrill USG7945E1058	3.4M	$32M	$9.4
Nuveen Floating Rate Income US67072T1088	2.8M	$31M	$11
Microsoft Corporation US5949181045	734K	$30M	$41	80 / 100
The Priceline Group Inc US7415034039	25K	$30M	$1.2K
Eaton Vance Floating Rate Income Trust US2782791048	1.9M	$27M	$15
iRobot Corporation US4627261005	805K	$26M	$33	50 / 100
The Coca-Cola Company US1912161007	613K	$25M	$41	82 / 100
Analog Devices, Inc. US0326541051	370K	$23M	$63	62 / 100
Brown-Forman Corporation US1156372096	258K	$23M	$90	50 / 100
Liberty TripAdvisor Holdings, Inc. US5314651028	686K	$22M	$32	50 / 100
Invesco Senior Income Trust US46131H1077	4.6M	$22M	$4.7
Linear Technology US5356781063	458K	$21M	$47
Philip Morris International Inc. US7181721090	273K	$21M	$75	77 / 100
Voya Prime Rate Trust US92913A1007	3.6M	$20M	$5.5
The Boston Beer Company, Inc. US1005571070	69K	$18M	$267	52 / 100
New York Community Bancorp, Inc. US6494451031	1.1M	$18M	$17	48 / 100
Ingredion Incorporated US4571871023	228K	$18M	$78	53 / 100
Bristol-Myers Squibb Company US1101221083	274K	$18M	$65	50 / 100
McDonald's Corporation US5801351017	169K	$16M	$97	64 / 100
SolarCity Corp US83416T1007	313K	$16M	$51
IMAX Corp US45245E1091	475K	$16M	$34
BlackRock Floating Rate Income US0919411043	1.2M	$15M	$13
Pioneer Floating Rate Fund, Inc. US72369J1025	1.2M	$14M	$12
IPG Photonics Corporation US44980X1090	154K	$14M	$93	45 / 100
Castlight Health, Inc. US14862Q1004	1.8M	$14M	$7.8
Reynolds American US7617131062	198K	$14M	$69
Apollo Senior Floating Rate US0376361079	760K	$14M	$18
The Progressive Corporation US7433151039	471K	$13M	$27	58 / 100
Nuveen Senior Income Fund US67067Y1047	1.9M	$13M	$6.7
Eaton Vance Senior Income Trust US27826S1033	1.9M	$12M	$6.5
HEICO Corporation US4228061093	201K	$12M	$61	63 / 100
Stamps.Com US8528572006	179K	$12M	$67
Exxon Mobil Corporation US30231G1022	142K	$12M	$85	61 / 100
Protalix Biotherapeutics US74365A1016	6.5M	$12M	$1.8
Altera Corp US0214411003	270K	$12M	$43
EPAM Systems, Inc. US29414B1044	183K	$11M	$61
The Goldman Sachs Group, Inc. US38141G1040	59K	$11M	$188	64 / 100
Blue Capital Reinsurance Holdings Fund (USD) USG1190F1078	629K	$11M	$17
Novadaq Technologies Inc US66987G1022	664K	$11M	$16
Automatic Data Processing, Inc. US0530151036	125K	$11M	$86	73 / 100
Golar LNG Ltd USG9456A1000	316K	$11M	$33
DexCom, Inc. US2521311074	162K	$10M	$62	69 / 100
PACCAR Inc US6937181088	159K	$10M	$63	53 / 100
Schlumberger US8068571087	119K	$9.9M	$83
Donaldson Company, Inc. US2576511099	254K	$9.6M	$38	50 / 100
Varian Medical Systems Inc US92220P1057	101K	$9.5M	$94
Fastenal Company US3119001044	227K	$9.4M	$41	53 / 100
Tiffany & Co US8865471085	107K	$9.4M	$88
Regeneron Pharmaceuticals, Inc. US75886F1075	21K	$9.3M	$451	60 / 100
Silver Wheaton US8283361074	475K	$9M	$19
FARO Technologies, Inc. US3116421021	139K	$8.6M	$62	49 / 100
First Trust Senior Floating Rate US33733U1088	610K	$8.4M	$14
USG Corp US9032934054	301K	$8M	$27
Foundation Medicine US3504651007	165K	$7.9M	$48
Walmart Inc. US9311421039	93K	$7.6M	$82	70 / 100
Zulily Inc US9897741040	572K	$7.4M	$13
The Walt Disney Company US2546871060	69K	$7.2M	$105	82 / 100
AeroVironment, Inc. US0080731088	264K	$7M	$27	65 / 100
General Cable Corp US3693001089	396K	$6.8M	$17
The Sherwin-Williams Company US8243481061	22K	$6.4M	$284	69 / 100
Turquoise Hill Resources Ltd US9004351089	1.7M	$5.3M	$3.1
Tortoise Energy Infrastructure US89147L1008	121K	$5.1M	$42
Soufun Holdings Ltd ADR US8360341080	782K	$4.7M	$6
Make My Trip USV5633W1090	203K	$4.5M	$22
Exa Corp US3006145003	370K	$4.4M	$12
Teva Pharmaceutical Industries Limited US8816242098	69K	$4.3M	$62	48 / 100
Power Integrations, Inc. US7392761034	81K	$4.2M	$52	52 / 100
Intralinks Holdings US46118H1041	398K	$4.1M	$10
Microchip Technology Incorporated US5950171042	83K	$4M	$49
Acacia Research Corporation US0038813079	366K	$3.9M	$11	50 / 100
Arm Hdg.Spn.Adr US0420681068	71K	$3.5M	$49
Quanta Services, Inc. US74762E1029	121K	$3.5M	$29	50 / 100
FEI Company US30241L1098	44K	$3.3M	$76
Noah Holdings Limited US65487X1028	140K	$3.3M	$23
Rio Tinto Group US7672041008	71K	$2.9M	$41	54 / 100
Medgenics US58436Q2030	361K	$2.9M	$8.1
Senomyx US81724Q1076	578K	$2.5M	$4.4
Grupo Televisa, S.A.B. US40049J2069	75K	$2.5M	$33
Berkshire Hathaway Inc. US0846701086	11	$2.4M	$218K	69 / 100
Jumei International Hold US48138L1070	150K	$2.4M	$16
Codexis, Inc. US1920051067	495K	$2.3M	$4.6	49 / 100
Westport Innovations Inc US9609083095	423K	$1.7M	$3.9
LATAM Airlines Group S.A. US51817R1068	180K	$1.5M	$8.1	52 / 100
Ellie Mae US28849P1003	21K	$1.2M	$55
SK Telecom ADR (US) US78440P1084	38K	$1M	$27
Career Education Corp US1416651099	98K	$493K	$5
Bioamber US09072Q1067	46K	$400K	$8.7
Amedisys, Inc. US0234361089	13K	$344K	$27	51 / 100
Shanda Games Adr 1:2 'A' US81941U1051	46K	$296K	$6.4
ITT Educational Services, Inc. US45068B1098	40K	$273K	$6.8
Wuxi Pharmatech Adr US9293521020	6.8K	$265K	$39
Blackberry Ltd US09228F1030	26K	$231K	$8.9
FreightCar America, Inc. US3570231007	4.2K	$131K	$31
American International Group, Inc. US0268747849	1.7K	$93K	$55	45 / 100
Cloud Peak Energy US18911Q1022	14K	$81K	$5.8
Apollo Group Inc Class A US0376041051	4.2K	$79K	$19
Blyth Inc US09643P2074	9K	$68K	$7.6
Nam Tai Property Inc USG639071020	17K	$66K	$4
Transglobe Energy Corp US8936621064	13K	$48K	$3.6
QuinStreet, Inc. US74874Q1004	7.5K	$45K	$6	58 / 100
Novacopper Inc US66988K1025	47K	$29K	$0.62
Ocwen Financial Corp US6757463095	2.4K	$20K	$8.3