James Anderson / Portfolio / 2015-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    8.1M $5.5B $676 88 / 100
    Baidu, Inc.
    US0567521085
    25M $4.7B $189 56 / 100
    Illumina, Inc.
    US4523271090
    17M $3.4B $192 60 / 100
    Alibaba Group Holding Limited
    US01609W1027
    40M $3.2B $81 61 / 100
    Meta Platforms, Inc.
    US30303M1027
    25M $2.6B $105 84 / 100
    Tesla, Inc.
    US88160R1014
    11M $2.6B $240 82 / 100
    Alphabet Inc.
    US02079K1079
    3.1M $2.4B $759 91 / 100
    Fiat Chrysler Automobiles
    USN317381028
    123M $1.7B $14
    Royal Crbn.Cruises
    USV7780T1035
    14M $1.5B $101
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    27M $1.3B $46
    Intuitive Surgical, Inc.
    US46120E6023
    2.3M $1.2B $546 74 / 100
    Markel Corporation
    US5705351048
    1M $889M $883 56 / 100
    Tripadvisor, Inc.
    US8969452015
    9.9M $840M $85 53 / 100
    First Republic Bank
    US33616C1009
    13M $828M $66 50 / 100
    Seattle Genetics
    US8125781026
    17M $770M $45
    TD Ameritrade Holding Corp
    US87236Y1082
    22M $764M $35
    Elevance Health Inc.
    US0367521038
    5.4M $756M $139 69 / 100
    MercadoLibre, Inc.
    US58733R1023
    6.4M $730M $114 84 / 100
    LinkedIn Corp A
    US53578A1088
    3.1M $693M $225
    Ryanair Holdings plc
    US7835132033
    8M $691M $86 52 / 100
    M&T Bank
    US55261F1049
    5.4M $657M $121
    Salesforce, Inc.
    US79466L3024
    8.3M $651M $78 78 / 100
    Mastercard Incorporated
    US57636Q1040
    6.4M $624M $97 84 / 100
    JD.com, Inc.
    US47215P1066
    19M $618M $32 52 / 100
    Workday, Inc.
    US98138H1014
    7.5M $596M $80 73 / 100
    Moody's Corporation
    US6153691059
    5.7M $575M $100 78 / 100
    Netflix, Inc.
    US64110L1061
    4.9M $565M $114 88 / 100
    Waters Corporation
    US9418481035
    4.1M $549M $135 69 / 100
    Visa Inc.
    US92826C8394
    6.9M $533M $78 83 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.1M $500M $62 49 / 100
    CarMax, Inc.
    US1431301027
    9.1M $492M $54 53 / 100
    Myriad Genetics, Inc.
    US62855J1043
    11M $488M $43 52 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    3.5M $485M $137 63 / 100
    Harley-Davidson, Inc.
    US4128221086
    11M $479M $45 48 / 100
    Whole Foods Market
    US9668371068
    13M $445M $34
    Splunk Inc.
    US8486371045
    7.5M $440M $59 50 / 100
    EOG Resources, Inc.
    US26875P1012
    5.8M $410M $71 47 / 100
    Colgate-Palmolive Company
    US1941621039
    6.1M $405M $67 58 / 100
    LendingClub Corp
    US52603A1097
    34M $380M $11
    Embraer S.A.
    US29082A1079
    13M $376M $30 51 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    6M $372M $62 49 / 100
    Teradyne, Inc.
    US8807701029
    17M $353M $21 61 / 100
    PayPal Holdings, Inc.
    US70450Y1038
    9.7M $351M $36 51 / 100
    Yandex
    USN972841084
    22M $351M $16
    Xilinx, Inc.
    US9839191015
    7.4M $346M $47 50 / 100
    American Express Company
    US0258161092
    4.8M $330M $70 77 / 100
    Monsanto Co
    US61166W1018
    3.3M $325M $99
    Bluebird Bio Inc
    US09609G1004
    4.9M $314M $64
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    9.8M $306M $31
    Ritchie Bros Auctioneers (USA)
    US7677441054
    12M $298M $24
    Lincoln Electric Holdings, Inc.
    US5339001068
    5.2M $272M $52 52 / 100
    eBay Inc.
    US2786421030
    9.7M $267M $27 55 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    2.7M $257M $94 69 / 100
    QUALCOMM Incorporated
    US7475251036
    5M $252M $50 46 / 100
    NOW Inc.
    US67011P1003
    14M $224M $16 52 / 100
    Praxair
    US74005P1049
    2.2M $221M $102
    Qiagen N.V
    USN724821079
    7.8M $215M $28
    Twitter, Inc. (delisted)
    US90184L1026
    9M $209M $23 50 / 100
    Mettler-Toledo International Inc.
    US5926881054
    610K $207M $339 60 / 100
    Grubhub Inc
    US4001101025
    8.3M $200M $24
    Financial Engines
    US3174851002
    5.8M $197M $34
    Dolby Laboratories, Inc.
    US25659T1079
    5.6M $187M $34 46 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    1.6M $184M $112 53 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    26M $171M $6.5 56 / 100
    Restaurant Brands International
    US76131D1037
    3.8M $141M $37
    Credicorp
    USG2519Y1085
    1.4M $140M $97
    The Howard Hughes Corporation
    US44267D1072
    1.2M $140M $113 67 / 100
    Autohome Inc.
    US05278C1071
    3.9M $136M $35 54 / 100
    Mindray Medical International ADR
    US6026751007
    5M $136M $27
    Alphabet Inc.
    US02079K3059
    174K $136M $778 91 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    24M $135M $5.6 51 / 100
    Leucadia National
    US5272881047
    7.6M $133M $17
    Copa Holdings S A
    USP310761056
    2.7M $128M $48
    ICICI Bank Limited
    US45104G1040
    16M $123M $7.8 54 / 100
    Apple Inc.
    US0378331005
    1.1M $121M $105 60 / 100
    Watsco, Inc.
    US9426222009
    1M $117M $117 60 / 100
    Stratasys
    USM855481018
    4.9M $114M $23
    PriceSmart, Inc.
    US7415111092
    1.4M $114M $83 54 / 100
    Berkshire Hathaway Inc.
    US0846707026
    802K $106M $132 69 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    3.9M $92M $23 58 / 100
    HDFC Bank Limited
    US40415F1012
    1.2M $76M $62 57 / 100
    U.S. Bancorp
    US9029733048
    1.8M $75M $43 31 / 100
    United Parcel Service, Inc.
    US9113121068
    764K $74M $96 47 / 100
    Himax Technologies, Inc.
    US43289P1066
    7.7M $63M $8.2
    Grupo Televisa, S.A.B.
    US40049J2069
    2.2M $61M $27
    Zillow Group, Inc. Class A
    US98954M1018
    2M $52M $26 58 / 100
    PepsiCo, Inc.
    US7134481081
    514K $51M $100 53 / 100
    Genomic Health
    US37244C1018
    1.4M $50M $35
    Chipotle Mexican Grill, Inc.
    US1696561059
    103K $49M $480 61 / 100
    Infosys Limited
    US4567881085
    2.9M $48M $17 50 / 100
    Ultra Petroleum Corp
    US9039141091
    15M $37M $2.5
    Voya Prime Rate Trust
    US92913A1007
    7.3M $37M $5.1
    Invesco Senior Income Trust
    US46131H1077
    8.9M $36M $4
    IDEXX Laboratories, Inc.
    US45168D1046
    459K $33M $73 71 / 100
    Fastenal Company
    US3119001044
    739K $30M $41 53 / 100
    Nuveen Floating Rate Income
    US67072T1088
    2.8M $28M $10
    Aqua America
    US03836W1036
    923K $28M $30
    Apache Corp
    US0374111054
    609K $27M $44
    American Water Works Company, Inc.
    US0304201033
    451K $27M $60 51 / 100
    The Coca-Cola Company
    US1912161007
    621K $27M $43 82 / 100
    Abiomed, Inc.
    US0036541003
    287K $26M $90 52 / 100
    Wix Com
    USM980681052
    1.1M $25M $23
    Eaton Vance Floating Rate Income Trust
    US2782791048
    2M $25M $13
    Linear Technology
    US5356781063
    582K $25M $42
    Microsoft Corporation
    US5949181045
    429K $24M $55 80 / 100
    Brown-Forman Corporation
    US1156372096
    238K $24M $99 50 / 100
    Danaher Corporation
    US2358511028
    254K $24M $93 78 / 100
    Seadrill
    USG7945E1058
    6.6M $23M $3.5
    The Procter & Gamble Company
    US7427181091
    265K $21M $79 69 / 100
    McDonald's Corporation
    US5801351017
    176K $21M $118 64 / 100
    O'Reilly Automotive, Inc.
    US67103H1077
    82K $21M $253 57 / 100
    Analog Devices, Inc.
    US0326541051
    374K $21M $55 62 / 100
    Stamps.Com
    US8528572006
    179K $20M $110
    Reynolds American
    US7617131062
    425K $20M $46
    The TJX Companies, Inc.
    US8725401090
    274K $19M $71 61 / 100
    New York Community Bancorp, Inc.
    US6494451031
    1.2M $19M $16 48 / 100
    On Deck Capital
    US6821631008
    1.8M $19M $10
    California Water Service Group
    US1307881029
    802K $19M $23 51 / 100
    Johnson & Johnson
    US4781601046
    179K $18M $103 48 / 100
    Eaton Vance Senior Floating Rate Trust
    US27828Q1058
    1.5M $18M $12
    iRobot Corporation
    US4627261005
    506K $18M $35 50 / 100
    Bristol-Myers Squibb Company
    US1101221083
    254K $17M $69 50 / 100
    First Trust Senior Floating Rate
    US33733U1088
    1.3M $16M $12
    SolarCity Corp
    US83416T1007
    313K $16M $51
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    517K $16M $30 50 / 100
    IPG Photonics Corporation
    US44980X1090
    164K $15M $89 45 / 100
    EPAM Systems, Inc.
    US29414B1044
    183K $14M $79
    BlackRock Floating Rate Income
    US0919411043
    1.2M $14M $13
    The Goldman Sachs Group, Inc.
    US38141G1040
    77K $14M $180 64 / 100
    Tiffany & Co
    US8865471085
    177K $13M $76
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $13M $11
    Philip Morris International Inc.
    US7181721090
    146K $13M $88 77 / 100
    American States Water Company
    US0298991011
    294K $12M $42 51 / 100
    Juno Therapeutics Inc
    US48205A1097
    280K $12M $44
    Qunar ADR
    US74906P1049
    233K $12M $53
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $11M $5.8
    DexCom, Inc.
    US2521311074
    133K $11M $82 69 / 100
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $11M $5.8
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $11M $17
    HEICO Corporation
    US4228061093
    191K $10M $54 63 / 100
    Wayfair Inc.
    US94419L1017
    214K $10M $48 57 / 100
    Etsy, Inc.
    US29786A1060
    1.2M $10M $8.3 54 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    112K $9.8M $88 55 / 100
    Apollo Senior Floating Rate
    US0376361079
    618K $9.4M $15
    Novadaq Technologies Inc
    US66987G1022
    704K $9M $13
    Veeco Instruments Inc.
    US9224171002
    415K $8.5M $21 50 / 100
    Schlumberger
    US8068571087
    119K $8.3M $70
    Varian Medical Systems Inc
    US92220P1057
    101K $8.1M $81
    PACCAR Inc
    US6937181088
    165K $7.8M $47 53 / 100
    AeroVironment, Inc.
    US0080731088
    264K $7.8M $29 65 / 100
    Castlight Health, Inc.
    US14862Q1004
    1.8M $7.7M $4.3
    Donaldson Company, Inc.
    US2576511099
    264K $7.6M $29 50 / 100
    Wipro Limited
    US97651M1099
    618K $7.1M $12 57 / 100
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    13K $6.9M $543 60 / 100
    Protalix Biotherapeutics
    US74365A1016
    6.4M $6.5M $1
    The Sherwin-Williams Company
    US8243481061
    25K $6.4M $260 69 / 100
    Under Armour, Inc.
    US9043111072
    69K $5.5M $81 50 / 100
    National Instruments Corp
    US6365181022
    191K $5.5M $29
    Exa Corp
    US3006145003
    420K $4.9M $12
    Noah Holdings Limited
    US65487X1028
    153K $4.3M $28
    Digimarc Corporation
    US25381B1017
    115K $4.2M $37
    FARO Technologies, Inc.
    US3116421021
    139K $4.1M $30 49 / 100
    Power Integrations, Inc.
    US7392761034
    81K $3.9M $49 52 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $3.8M $47
    Foundation Medicine
    US3504651007
    175K $3.7M $21
    Codexis, Inc.
    US1920051067
    865K $3.7M $4.2 49 / 100
    Bioamber
    US09072Q1067
    580K $3.6M $6.2
    Arm Hdg.Spn.Adr
    US0420681068
    71K $3.2M $45
    SK Telecom ADR (US)
    US78440P1084
    156K $3.2M $20
    BitAuto Holdings Ltd - ADR
    US0917271076
    110K $3.1M $28
    Senomyx
    US81724Q1076
    578K $2.2M $3.8
    Medgenics
    US58436Q2030
    361K $2.2M $6
    Jumei International Hold
    US48138L1070
    238K $2.2M $9.1
    Rio Tinto Group
    US7672041008
    71K $2.1M $29 54 / 100
    Pacira BioSciences, Inc.
    US6951271005
    26K $2M $77
    Foamix Pharmaceuticals
    USM461351050
    219K $1.8M $8.1
    Acacia Research Corporation
    US0038813079
    366K $1.6M $4.3 50 / 100
    Youku Inc ADR
    US98742U1007
    52K $1.4M $27
    Ellie Mae
    US28849P1003
    21K $1.3M $60
    Vale Pref ADR
    US91912E2046
    356K $908K $2.6
    Mesoblast ADR
    US5907171046
    136K $863K $6.4
    TerraForm Power
    US88104R1005
    3.3K $42K $13

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