James Anderson / Portfolio / 2015-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Baidu, Inc.
    US0567521085
    24M $4.7B $199 56 / 100
    Amazon.com, Inc.
    US0231351067
    11M $4.7B $434 88 / 100
    Illumina, Inc.
    US4523271090
    13M $2.9B $218 60 / 100
    Alibaba Group Holding Limited
    US01609W1027
    34M $2.8B $82 61 / 100
    Meta Platforms, Inc.
    US30303M1027
    24M $2.1B $86 84 / 100
    Tesla, Inc.
    US88160R1014
    7.5M $2B $268 82 / 100
    Google Inc Class C
    US38259P7069
    3.8M $2B $521
    Fiat Chrysler Automobiles
    USN317381028
    121M $1.8B $15
    Intuitive Surgical, Inc.
    US46120E6023
    2.4M $1.2B $485 74 / 100
    Royal Crbn.Cruises
    USV7780T1035
    15M $1.2B $79
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    45M $1B $23 86 / 100
    MercadoLibre, Inc.
    US58733R1023
    6.6M $931M $142 84 / 100
    Elevance Health Inc.
    US0367521038
    5.3M $871M $164 69 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    11M $832M $73
    Tripadvisor, Inc.
    US8969452015
    9.5M $831M $87 53 / 100
    Markel Corporation
    US5705351048
    978K $783M $801 56 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    21M $762M $37
    Seattle Genetics
    US8125781026
    15M $734M $48
    First Republic Bank
    US33616C1009
    11M $720M $63 50 / 100
    LinkedIn Corp A
    US53578A1088
    3.3M $679M $207
    M&T Bank
    US55261F1049
    5.1M $636M $125
    Bluebird Bio Inc
    US09609G1004
    3.7M $623M $168
    Salesforce, Inc.
    US79466L3024
    8.7M $606M $70 78 / 100
    Ryanair ADR
    US7835131043
    8.4M $602M $71
    JD.com, Inc.
    US47215P1066
    17M $584M $34 52 / 100
    Mastercard Incorporated
    US57636Q1040
    6M $562M $93 84 / 100
    Moody's Corporation
    US6153691059
    5.1M $555M $108 78 / 100
    Harley-Davidson, Inc.
    US4128221086
    9.8M $551M $56 48 / 100
    eBay Inc.
    US2786421030
    9.1M $549M $60 55 / 100
    Splunk Inc.
    US8486371045
    7.8M $544M $70 50 / 100
    CarMax, Inc.
    US1431301027
    8M $533M $66 53 / 100
    Whole Foods Market
    US9668371068
    13M $524M $39
    Waters Corporation
    US9418481035
    3.8M $485M $128 69 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    3.4M $480M $142 63 / 100
    Credicorp
    USG2519Y1085
    3.4M $470M $139
    EOG Resources, Inc.
    US26875P1012
    5.3M $468M $88 47 / 100
    Netflix, Inc.
    US64110L1061
    676K $444M $657 88 / 100
    Visa Inc.
    US92826C8394
    6.4M $427M $67 83 / 100
    Workday, Inc.
    US98138H1014
    5.1M $389M $76 73 / 100
    LendingClub Corp
    US52603A1097
    26M $377M $15
    Embraer S.A.
    US29082A1079
    12M $373M $30 51 / 100
    Colgate-Palmolive Company
    US1941621039
    5.7M $373M $65 58 / 100
    Myriad Genetics, Inc.
    US62855J1043
    10M $353M $34 52 / 100
    American Express Company
    US0258161092
    4.4M $346M $78 77 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.5M $343M $62 49 / 100
    Monsanto Co
    US61166W1018
    3.1M $333M $107
    Dolby Laboratories, Inc.
    US25659T1079
    8.3M $328M $40 46 / 100
    Xilinx, Inc.
    US9839191015
    7.3M $323M $44 50 / 100
    Twitter, Inc. (delisted)
    US90184L1026
    8.9M $322M $36 50 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    12M $321M $28
    CEMEX, S.A.B. de C.V.
    US1512908898
    33M $302M $9.2 51 / 100
    Teradyne, Inc.
    US8807701029
    15M $295M $19 61 / 100
    Mindray Medical International ADR
    US6026751007
    10M $291M $29
    Lincoln Electric Holdings, Inc.
    US5339001068
    4.7M $285M $61 52 / 100
    FLIR Sys.
    US3024451011
    9.2M $285M $31
    QUALCOMM Incorporated
    US7475251036
    4.4M $275M $63 46 / 100
    NOW Inc.
    US67011P1003
    14M $272M $20 52 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    25M $269M $11 56 / 100
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    10M $255M $25
    Praxair
    US74005P1049
    2M $234M $120
    Copa Holdings S A
    USP310761056
    2.7M $220M $83
    Financial Engines
    US3174851002
    5.1M $216M $42
    Ultra Petroleum Corp
    US9039141091
    17M $214M $13
    Mettler-Toledo International Inc.
    US5926881054
    583K $199M $341 60 / 100
    Stratasys
    USM855481018
    5.1M $177M $35
    Qiagen N.V
    USN724821079
    6.9M $172M $25
    Leucadia National
    US5272881047
    6.9M $168M $24
    Zillow Group, Inc. Class A
    US98954M1018
    1.8M $160M $87 58 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.1M $159M $144 67 / 100
    Restaurant Brands International
    US76131D1037
    4.1M $159M $38
    ICICI Bank Limited
    US45104G1040
    15M $154M $10 54 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    1.6M $152M $93 53 / 100
    Apple Inc.
    US0378331005
    1.2M $145M $125 63 / 100
    Watsco, Inc.
    US9426222009
    1.1M $137M $124 60 / 100
    Coca-Cola Enterprises
    US19122T1097
    3.1M $133M $43
    PriceSmart, Inc.
    US7415111092
    1.4M $130M $91 54 / 100
    Youku Inc ADR
    US98742U1007
    5.1M $126M $25
    PepsiCo, Inc.
    US7134481081
    1.3M $122M $93 53 / 100
    Berkshire Hathaway Inc.
    US0846707026
    884K $120M $136 69 / 100
    BitAuto Holdings Ltd - ADR
    US0917271076
    2.1M $108M $51
    CNH Industrial
    USN209441096
    11M $105M $9.1
    U.S. Bancorp
    US9029733048
    2.3M $101M $43 31 / 100
    Google
    US38259P5089
    183K $99M $540
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    792K $95M $120 69 / 100
    Oracle Corporation
    US68389X1054
    2.3M $95M $40 51 / 100
    Yandex
    USN972841084
    6.1M $92M $15
    Qunar
    US74906P1049
    2M $87M $43
    United Parcel Service, Inc.
    US9113121068
    840K $81M $97 47 / 100
    Danaher Corporation
    US2358511028
    879K $75M $86 78 / 100
    HDFC Bank Limited
    US40415F1012
    1.2M $75M $61 57 / 100
    Seadrill
    USG7945E1058
    6.6M $68M $10
    Autohome Inc.
    US05278C1071
    1.3M $67M $51 54 / 100
    Chipotle Mexican Grill, Inc.
    US1696561059
    83K $50M $605 61 / 100
    Infosys Limited
    US4567881085
    3M $47M $16 50 / 100
    Himax Technologies, Inc.
    US43289P1066
    5.8M $47M $8
    O'Reilly Automotive, Inc.
    US67103H1077
    203K $46M $226 57 / 100
    Arcos Dorados Holdings
    USG0457F1078
    8.5M $45M $5.3
    Vulcan Materials Company
    US9291601097
    529K $44M $84 46 / 100
    Genomic Health
    US37244C1018
    1.6M $44M $28
    Applied Materials, Inc.
    US0382221051
    2M $39M $19 57 / 100
    Apache Corp
    US0374111054
    627K $36M $58
    Invesco Senior Income Trust
    US46131H1077
    7.6M $34M $4.5
    IDEXX Laboratories, Inc.
    US45168D1046
    492K $32M $64 71 / 100
    Nuveen Floating Rate Income
    US67072T1088
    2.8M $30M $11
    Grupo Televisa, S.A.B.
    US40049J2069
    755K $29M $39
    Eaton Vance Floating Rate Income Trust
    US2782791048
    1.9M $26M $14
    Brown-Forman Corporation
    US1156372096
    251K $25M $100 50 / 100
    Grubhub Inc
    US4001101025
    718K $24M $34
    The Coca-Cola Company
    US1912161007
    613K $24M $39 82 / 100
    Analog Devices, Inc.
    US0326541051
    370K $24M $64 62 / 100
    The TJX Companies, Inc.
    US8725401090
    339K $22M $66 61 / 100
    Philip Morris International Inc.
    US7181721090
    273K $22M $80 77 / 100
    Fastenal Company
    US3119001044
    503K $21M $42 53 / 100
    iRobot Corporation
    US4627261005
    665K $21M $32 50 / 100
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    648K $21M $32 50 / 100
    Linear Technology
    US5356781063
    458K $20M $44
    New York Community Bancorp, Inc.
    US6494451031
    1.1M $20M $18 48 / 100
    Voya Prime Rate Trust
    US92913A1007
    3.6M $19M $5.3
    Etsy, Inc.
    US29786A1060
    1.3M $18M $14 54 / 100
    Bristol-Myers Squibb Company
    US1101221083
    264K $18M $67 50 / 100
    Microsoft Corporation
    US5949181045
    395K $17M $44 80 / 100
    SolarCity Corp
    US83416T1007
    313K $17M $54
    Johnson & Johnson
    US4781601046
    170K $17M $97 48 / 100
    McDonald's Corporation
    US5801351017
    169K $16M $95 64 / 100
    The Goldman Sachs Group, Inc.
    US38141G1040
    75K $16M $209 64 / 100
    The Boston Beer Company, Inc.
    US1005571070
    66K $15M $232 52 / 100
    BlackRock Floating Rate Income
    US0919411043
    1.2M $15M $13
    Castlight Health, Inc.
    US14862Q1004
    1.8M $15M $8.1
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $14M $11
    IPG Photonics Corporation
    US44980X1090
    160K $14M $85 45 / 100
    Vale Pref ADR
    US91912E2046
    2.7M $13M $5.1
    Reynolds American
    US7617131062
    177K $13M $75
    Stamps.Com
    US8528572006
    179K $13M $74
    The Progressive Corporation
    US7433151039
    471K $13M $28 58 / 100
    EPAM Systems, Inc.
    US29414B1044
    183K $13M $71
    Protalix Biotherapeutics
    US74365A1016
    6.5M $13M $2
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $12M $6.4
    Apollo Senior Floating Rate
    US0376361079
    681K $12M $18
    Exxon Mobil Corporation
    US30231G1022
    142K $12M $83 61 / 100
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $12M $6.2
    HEICO Corporation
    US4228061093
    200K $12M $58 63 / 100
    DexCom, Inc.
    US2521311074
    142K $11M $80 69 / 100
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $11M $18
    The Procter & Gamble Company
    US7427181091
    137K $11M $78 68 / 100
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    21K $11M $510 60 / 100
    Schlumberger
    US8068571087
    119K $10M $86
    PACCAR Inc
    US6937181088
    159K $10M $64 53 / 100
    Automatic Data Processing, Inc.
    US0530151036
    125K $10M $80 73 / 100
    Tiffany & Co
    US8865471085
    107K $9.8M $92
    Donaldson Company, Inc.
    US2576511099
    254K $9.1M $36 50 / 100
    Novadaq Technologies Inc
    US66987G1022
    704K $8.5M $12
    Varian Medical Systems Inc
    US92220P1057
    101K $8.5M $84
    First Trust Senior Floating Rate
    US33733U1088
    610K $8M $13
    The Walt Disney Company
    US2546871060
    69K $7.9M $114 82 / 100
    Zulily Inc
    US9897741040
    572K $7.5M $13
    The Priceline Group Inc
    US7415034039
    6.2K $7.2M $1.2K
    AeroVironment, Inc.
    US0080731088
    264K $6.9M $26 65 / 100
    Soufun Holdings Ltd ADR
    US8360341080
    789K $6.6M $8.4
    Walmart Inc.
    US9311421039
    93K $6.6M $71 70 / 100
    FARO Technologies, Inc.
    US3116421021
    139K $6.5M $47 49 / 100
    Jumei International Hold
    US48138L1070
    273K $6.2M $23
    The Sherwin-Williams Company
    US8243481061
    22K $6.2M $275 69 / 100
    Wipro Limited
    US97651M1099
    475K $5.7M $12 57 / 100
    Foundation Medicine
    US3504651007
    165K $5.6M $34
    National Instruments Corp
    US6365181022
    184K $5.4M $29
    Exa Corp
    US3006145003
    420K $4.7M $11
    IMAX Corp
    US45245E1091
    106K $4.3M $40
    Noah Holdings Limited
    US65487X1028
    140K $4.2M $30
    Bioamber
    US09072Q1067
    488K $4.2M $8.6
    Ingredion Incorporated
    US4571871023
    50K $4M $80 53 / 100
    Make My Trip
    USV5633W1090
    203K $4M $20
    Microchip Technology Incorporated
    US5950171042
    83K $3.9M $47
    Power Integrations, Inc.
    US7392761034
    81K $3.6M $45 52 / 100
    FEI Company
    US30241L1098
    44K $3.6M $83
    Arm Hdg.Spn.Adr
    US0420681068
    71K $3.5M $49
    Golar LNG Ltd
    USG9456A1000
    72K $3.4M $47
    Acacia Research Corporation
    US0038813079
    366K $3.2M $8.8 50 / 100
    Senomyx
    US81724Q1076
    578K $3.1M $5.4
    Rio Tinto Group
    US7672041008
    71K $2.9M $41 54 / 100
    Ubs Group
    USH420971071
    129K $2.7M $21
    Codexis, Inc.
    US1920051067
    595K $2.3M $3.9 49 / 100
    Medgenics
    US58436Q2030
    361K $2.2M $6.1
    Foamix Pharmaceuticals
    USM461351050
    189K $1.9M $10
    Tortoise Energy Infrastructure
    US89147L1008
    51K $1.9M $37
    USG Corp
    US9032934054
    66K $1.8M $28
    Silver Wheaton (Nys)
    US8283361074
    91K $1.6M $17
    Ellie Mae
    US28849P1003
    21K $1.5M $70
    SK Telecom ADR (US)
    US78440P1084
    38K $939K $25
    Amedisys, Inc.
    US0234361089
    9.9K $394K $40 51 / 100
    Career Education Corp
    US1416651099
    98K $324K $3.3
    Shanda Games Adr 1:2 'A'
    US81941U1051
    46K $319K $6.9
    Wuxi Pharmatech Adr
    US9293521020
    6.8K $287K $42
    Blackberry Ltd
    US09228F1030
    26K $212K $8.2
    ITT Educational Services, Inc.
    US45068B1098
    40K $160K $4
    Cloud Peak Energy
    US18911Q1022
    28K $131K $4.7
    Alliance Resource Partners, L.P.
    US01877R1086
    4.5K $112K $25 50 / 100
    American International Group, Inc.
    US0268747849
    1.7K $105K $62 45 / 100
    FreightCar America, Inc.
    US3570231007
    4.2K $87K $21
    Apollo Group Inc Class A
    US0376041051
    6.2K $80K $13
    Nam Tai Property Inc
    USG639071020
    17K $80K $4.8
    Ocwen Financial Corp
    US6757463095
    6.5K $66K $10
    Blyth Inc
    US09643P2074
    9K $57K $6.3
    Transglobe Energy Corp
    US8936621064
    13K $53K $4
    QuinStreet, Inc.
    US74874Q1004
    7.5K $48K $6.4 58 / 100
    Vipshop Holdings Limited
    US92763W1036
    2K $45K $23 50 / 100
    Novacopper Inc
    US66988K1025
    47K $24K $0.51

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