James Anderson / Portfolio / 2015-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    9.2M $4.7B $511 88 / 100
    Baidu, Inc.
    US0567521085
    25M $3.4B $137 56 / 100
    Illumina, Inc.
    US4523271090
    15M $2.6B $176 60 / 100
    Tesla, Inc.
    US88160R1014
    9.5M $2.4B $248 82 / 100
    Alibaba Group Holding Limited
    US01609W1027
    38M $2.3B $59 61 / 100
    Meta Platforms, Inc.
    US30303M1027
    25M $2.3B $90 84 / 100
    Alphabet Inc.
    US02079K1079
    3.1M $1.9B $608 91 / 100
    Fiat Chrysler Automobiles
    USN317381028
    123M $1.6B $13
    Royal Crbn.Cruises
    USV7780T1035
    15M $1.4B $89
    Intuitive Surgical, Inc.
    US46120E6023
    2.3M $1.1B $459 74 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    46M $963M $21 86 / 100
    Markel Corporation
    US5705351048
    992K $796M $802 56 / 100
    Elevance Health Inc.
    US0367521038
    5.4M $760M $140 69 / 100
    First Republic Bank
    US33616C1009
    12M $731M $63 50 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    11M $710M $63
    Ryanair ADR
    US7835131043
    9M $707M $78
    TD Ameritrade Holding Corp
    US87236Y1082
    21M $671M $32
    Seattle Genetics
    US8125781026
    17M $659M $39
    M&T Bank
    US55261F1049
    5.2M $635M $122
    Tripadvisor, Inc.
    US8969452015
    9.6M $606M $63 53 / 100
    LinkedIn Corp A
    US53578A1088
    3.2M $606M $190
    MercadoLibre, Inc.
    US58733R1023
    6.5M $593M $91 84 / 100
    Salesforce, Inc.
    US79466L3024
    8.5M $589M $69 78 / 100
    Mastercard Incorporated
    US57636Q1040
    6.1M $552M $90 84 / 100
    Harley-Davidson, Inc.
    US4128221086
    9.9M $544M $55 48 / 100
    Moody's Corporation
    US6153691059
    5.3M $522M $98 78 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    3.4M $518M $152 63 / 100
    CarMax, Inc.
    US1431301027
    8.4M $500M $59 53 / 100
    Netflix, Inc.
    US64110L1061
    4.8M $491M $103 88 / 100
    Workday, Inc.
    US98138H1014
    6.7M $458M $69 73 / 100
    Waters Corporation
    US9418481035
    3.9M $458M $118 69 / 100
    JD.com, Inc.
    US47215P1066
    17M $451M $26 52 / 100
    Visa Inc.
    US92826C8394
    6.4M $448M $70 83 / 100
    Whole Foods Market
    US9668371068
    14M $437M $32
    Splunk Inc.
    US8486371045
    7.7M $427M $55 50 / 100
    LendingClub Corp
    US52603A1097
    32M $426M $13
    Bluebird Bio Inc
    US09609G1004
    4.8M $409M $85
    Myriad Genetics, Inc.
    US62855J1043
    11M $401M $37 52 / 100
    EOG Resources, Inc.
    US26875P1012
    5.5M $400M $73 47 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.7M $385M $68 49 / 100
    Colgate-Palmolive Company
    US1941621039
    5.8M $367M $63 58 / 100
    Embraer S.A.
    US29082A1079
    14M $358M $26 51 / 100
    American Express Company
    US0258161092
    4.5M $334M $74 77 / 100
    Xilinx, Inc.
    US9839191015
    7.5M $320M $42 50 / 100
    Isis Pharmaceuticals
    US4643301090
    7.9M $319M $40
    Ritchie Bros Auctioneers (USA)
    US7677441054
    12M $307M $26
    PayPal Holdings, Inc.
    US70450Y1038
    9.3M $289M $31 51 / 100
    Teradyne, Inc.
    US8807701029
    16M $286M $18 61 / 100
    Monsanto Co
    US61166W1018
    3.2M $271M $85
    Credicorp
    USG2519Y1085
    2.5M $263M $106
    QUALCOMM Incorporated
    US7475251036
    4.7M $255M $54 46 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    4.9M $255M $52 52 / 100
    Twitter, Inc. (delisted)
    US90184L1026
    9M $242M $27 50 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    33M $233M $7 51 / 100
    eBay Inc.
    US2786421030
    9.3M $227M $24 55 / 100
    Yandex
    USN972841084
    20M $211M $11
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    10M $210M $20
    Praxair
    US74005P1049
    2M $204M $102
    NOW Inc.
    US67011P1003
    14M $203M $15 52 / 100
    Mindray Medical International ADR
    US6026751007
    9.3M $203M $22
    FLIR Sys.
    US3024451011
    7.2M $202M $28
    Qiagen N.V
    USN724821079
    7.2M $186M $26
    Itaú Unibanco Holding S.A.
    US4655621062
    27M $177M $6.6 56 / 100
    Mettler-Toledo International Inc.
    US5926881054
    606K $173M $285 60 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    5.1M $167M $33 46 / 100
    Financial Engines
    US3174851002
    5.3M $157M $29
    Coca-Cola Enterprises
    US19122T1097
    3.2M $154M $48
    Leucadia National
    US5272881047
    7.1M $145M $20
    MarketAxess Holdings Inc.
    US57060D1081
    1.6M $144M $93 53 / 100
    Restaurant Brands International
    US76131D1037
    3.9M $140M $36
    The Howard Hughes Corporation
    US44267D1072
    1.2M $134M $115 67 / 100
    Stratasys
    USM855481018
    5.1M $134M $26
    Apple Inc.
    US0378331005
    1.2M $128M $110 60 / 100
    ICICI Bank Limited
    US45104G1040
    15M $126M $8.4 54 / 100
    Watsco, Inc.
    US9426222009
    1M $123M $118 60 / 100
    Autohome Inc.
    US05278C1071
    3.6M $116M $33 54 / 100
    Alphabet Inc.
    US02079K3059
    177K $113M $638 91 / 100
    Ultra Petroleum Corp
    US9039141091
    17M $111M $6.4
    Copa Holdings S A
    USP310761056
    2.6M $111M $42
    PriceSmart, Inc.
    US7415111092
    1.4M $110M $77 54 / 100
    Berkshire Hathaway Inc.
    US0846707026
    823K $107M $130 69 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    3.7M $101M $27 58 / 100
    U.S. Bancorp
    US9029733048
    2.3M $94M $41 31 / 100
    Youku Inc ADR
    US98742U1007
    5M $88M $18
    United Parcel Service, Inc.
    US9113121068
    819K $81M $99 47 / 100
    PepsiCo, Inc.
    US7134481081
    840K $79M $94 53 / 100
    HDFC Bank Limited
    US40415F1012
    1.2M $76M $61 57 / 100
    CNH Industrial
    USN209441096
    12M $76M $6.5
    Oracle Corporation
    US68389X1054
    2.1M $75M $36 51 / 100
    Qunar ADR
    US74906P1049
    2.3M $68M $30
    BitAuto Holdings Ltd - ADR
    US0917271076
    2.1M $64M $30
    Chipotle Mexican Grill, Inc.
    US1696561059
    83K $60M $720 61 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    709K $57M $80 69 / 100
    Himax Technologies, Inc.
    US43289P1066
    7.1M $57M $8
    Infosys Limited
    US4567881085
    2.8M $54M $19 50 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.9M $54M $29 58 / 100
    Grupo Televisa, S.A.B.
    US40049J2069
    2M $53M $26
    O'Reilly Automotive, Inc.
    US67103H1077
    177K $44M $250 57 / 100
    Seadrill
    USG7945E1058
    6.9M $40M $5.8
    Vulcan Materials Company
    US9291601097
    445K $40M $89 46 / 100
    Grubhub Inc
    US4001101025
    1.6M $39M $24
    Invesco Senior Income Trust
    US46131H1077
    8.9M $37M $4.2
    Voya Prime Rate Trust
    US92913A1007
    7.3M $37M $5.1
    IDEXX Laboratories, Inc.
    US45168D1046
    478K $35M $74 71 / 100
    Genomic Health
    US37244C1018
    1.4M $30M $21
    Nuveen Floating Rate Income
    US67072T1088
    2.8M $28M $10
    Fastenal Company
    US3119001044
    717K $26M $37 53 / 100
    Eaton Vance Floating Rate Income Trust
    US2782791048
    2M $26M $13
    American Water Works Company, Inc.
    US0304201033
    450K $25M $55 51 / 100
    The Coca-Cola Company
    US1912161007
    613K $25M $40 82 / 100
    Danaher Corporation
    US2358511028
    288K $24M $85 78 / 100
    Apache Corp
    US0374111054
    624K $24M $39
    Aqua America
    US03836W1036
    920K $24M $26
    Brown-Forman Corporation
    US1156372096
    245K $24M $97 50 / 100
    Philip Morris International Inc.
    US7181721090
    288K $23M $79 77 / 100
    Linear Technology
    US5356781063
    562K $23M $40
    Analog Devices, Inc.
    US0326541051
    370K $21M $56 62 / 100
    New York Community Bancorp, Inc.
    US6494451031
    1.1M $20M $18 48 / 100
    Eaton Vance Senior Floating Rate Trust
    US27828Q1058
    1.5M $19M $13
    Reynolds American
    US7617131062
    421K $19M $44
    The TJX Companies, Inc.
    US8725401090
    260K $19M $71 61 / 100
    On Deck Capital
    US6821631008
    1.9M $18M $9.9
    Microsoft Corporation
    US5949181045
    395K $17M $44 80 / 100
    Etsy, Inc.
    US29786A1060
    1.3M $17M $14 54 / 100
    California Water Service Group
    US1307881029
    762K $17M $22 51 / 100
    First Trust Senior Floating Rate
    US33733U1088
    1.3M $17M $13
    McDonald's Corporation
    US5801351017
    169K $17M $99 64 / 100
    The Procter & Gamble Company
    US7427181091
    228K $16M $72 69 / 100
    Johnson & Johnson
    US4781601046
    170K $16M $93 48 / 100
    Bristol-Myers Squibb Company
    US1101221083
    254K $15M $59 50 / 100
    iRobot Corporation
    US4627261005
    506K $15M $29 50 / 100
    The Progressive Corporation
    US7433151039
    471K $14M $31 59 / 100
    BlackRock Floating Rate Income
    US0919411043
    1.2M $14M $12
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $14M $11
    EPAM Systems, Inc.
    US29414B1044
    183K $14M $75
    The Boston Beer Company, Inc.
    US1005571070
    64K $14M $211 52 / 100
    SolarCity Corp
    US83416T1007
    313K $13M $43
    Stamps.Com
    US8528572006
    179K $13M $74
    The Goldman Sachs Group, Inc.
    US38141G1040
    75K $13M $174 64 / 100
    IPG Photonics Corporation
    US44980X1090
    164K $12M $76 45 / 100
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    517K $11M $22 50 / 100
    DexCom, Inc.
    US2521311074
    133K $11M $86 69 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $11M $5.9
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $11M $5.9
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $11M $17
    Exxon Mobil Corporation
    US30231G1022
    142K $11M $74 61 / 100
    Automatic Data Processing, Inc.
    US0530151036
    125K $10M $80 73 / 100
    HEICO Corporation
    US4228061093
    200K $9.8M $49 63 / 100
    Apollo Senior Floating Rate
    US0376361079
    618K $9.7M $16
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    21K $9.6M $465 60 / 100
    American States Water Company
    US0298991011
    213K $8.8M $41 51 / 100
    PACCAR Inc
    US6937181088
    159K $8.3M $52 53 / 100
    Tiffany & Co
    US8865471085
    107K $8.2M $77
    Schlumberger
    US8068571087
    119K $8.2M $69
    Under Armour, Inc.
    US9043111072
    83K $8M $97 50 / 100
    Protalix Biotherapeutics
    US74365A1016
    6.4M $7.6M $1.2
    Castlight Health, Inc.
    US14862Q1004
    1.8M $7.5M $4.2
    Wayfair Inc.
    US94419L1017
    214K $7.5M $35 57 / 100
    Varian Medical Systems Inc
    US92220P1057
    101K $7.4M $74
    Novadaq Technologies Inc
    US66987G1022
    704K $7.3M $10
    Donaldson Company, Inc.
    US2576511099
    254K $7.1M $28 50 / 100
    Wipro Limited
    US97651M1099
    544K $6.7M $12 57 / 100
    Walmart Inc.
    US9311421039
    93K $6M $65 70 / 100
    National Instruments Corp
    US6365181022
    191K $5.3M $28
    AeroVironment, Inc.
    US0080731088
    264K $5.3M $20 65 / 100
    Soufun Holdings Ltd ADR
    US8360341080
    789K $5.2M $6.6
    The Sherwin-Williams Company
    US8243481061
    22K $5M $223 69 / 100
    FARO Technologies, Inc.
    US3116421021
    139K $4.9M $35 49 / 100
    Exa Corp
    US3006145003
    420K $4.3M $10
    Noah Holdings Limited
    US65487X1028
    153K $3.6M $23
    Microchip Technology Incorporated
    US5950171042
    83K $3.6M $43
    Digimarc Corporation
    US25381B1017
    115K $3.5M $31
    Power Integrations, Inc.
    US7392761034
    81K $3.4M $42 52 / 100
    Acacia Research Corporation
    US0038813079
    366K $3.3M $9.1 50 / 100
    Foundation Medicine
    US3504651007
    175K $3.2M $18
    Bioamber
    US09072Q1067
    580K $3.1M $5.4
    Arm Hdg.Spn.Adr
    US0420681068
    71K $3.1M $43
    Codexis, Inc.
    US1920051067
    865K $2.9M $3.4 49 / 100
    Medgenics
    US58436Q2030
    361K $2.8M $7.8
    Make My Trip
    USV5633W1090
    203K $2.8M $14
    Senomyx
    US81724Q1076
    578K $2.6M $4.5
    Rio Tinto Group
    US7672041008
    71K $2.4M $34 54 / 100
    Jumei International Hold
    US48138L1070
    238K $2.3M $9.9
    Vale Pref ADR
    US91912E2046
    489K $1.6M $3.4
    Foamix Pharmaceuticals
    USM461351050
    219K $1.6M $7.3
    Ellie Mae
    US28849P1003
    21K $1.4M $67
    Pacira BioSciences, Inc.
    US6951271005
    26K $1.1M $41
    SK Telecom ADR (US)
    US78440P1084
    38K $925K $24
    Career Education Corp
    US1416651099
    98K $369K $3.8
    Wuxi Pharmatech Adr
    US9293521020
    7.4K $321K $43
    Shanda Games Adr 1:2 'A'
    US81941U1051
    46K $310K $6.7
    Amedisys, Inc.
    US0234361089
    7.8K $297K $38 51 / 100
    Blackberry Ltd
    US09228F1030
    26K $158K $6.1
    ITT Educational Services, Inc.
    US45068B1098
    40K $138K $3.4
    Cloud Peak Energy
    US18911Q1022
    46K $120K $2.6
    Apollo Education Group Inc
    US0376041051
    9.6K $106K $11
    Nam Tai Property Inc
    USG639071020
    17K $102K $6.1
    Alliance Resource Partners, L.P.
    US01877R1086
    4.5K $100K $22 50 / 100
    Alliance Holdings GP LP
    US01861G1004
    3.2K $99K $31
    American International Group, Inc.
    US0268747849
    1.7K $97K $57 45 / 100
    FreightCar America, Inc.
    US3570231007
    4.2K $71K $17
    Ocwen Financial Corp
    US6757463095
    8.7K $58K $6.7
    QuinStreet, Inc.
    US74874Q1004
    7.5K $42K $5.6 58 / 100
    Universal Technical Institute, Inc.
    US9139151040
    11K $38K $3.5 51 / 100
    Transglobe Energy Corp
    US8936621064
    13K $35K $2.6
    Ambac Financial Group, Inc.
    US0231398845
    2K $29K $15 48 / 100
    Sears Hometown and Outlet Stores Inc
    US8123621018
    2.2K $18K $8.2
    Novacopper Inc
    US66988K1025
    47K $17K $0.36

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