James Anderson / Portfolio / 2016-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    8.2M $4.8B $594 88 / 100
    Baidu, Inc.
    US0567521085
    25M $4.8B $191 56 / 100
    Alibaba Group Holding Limited
    US01609W1027
    43M $3.4B $79 61 / 100
    Illumina, Inc.
    US4523271090
    18M $2.9B $162 60 / 100
    Meta Platforms, Inc.
    US30303M1027
    25M $2.8B $114 84 / 100
    Tesla, Inc.
    US88160R1014
    12M $2.7B $230 82 / 100
    Alphabet Inc.
    US02079K1079
    3.1M $2.3B $745 91 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    32M $1.4B $44
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    50M $1.3B $26 86 / 100
    Royal Crbn.Cruises
    USV7780T1035
    14M $1.2B $82
    Intuitive Surgical, Inc.
    US46120E6023
    1.6M $983M $601 74 / 100
    Fiat Chrysler Automobiles
    USN317381028
    117M $948M $8.1
    Markel Corporation
    US5705351048
    952K $849M $892 56 / 100
    First Republic Bank
    US33616C1009
    12M $832M $67 50 / 100
    Elevance Health Inc.
    US0367521038
    5.4M $752M $139 69 / 100
    MercadoLibre, Inc.
    US58733R1023
    6.4M $751M $118 84 / 100
    Moody's Corporation
    US6153691059
    7.7M $742M $97 78 / 100
    Netflix, Inc.
    US64110L1061
    7M $716M $102 88 / 100
    Ryanair Holdings plc
    US7835132033
    8.1M $695M $86 52 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    22M $693M $32
    Tripadvisor, Inc.
    US8969452015
    10M $666M $67 53 / 100
    Seattle Genetics
    US8125781026
    17M $606M $35
    Mastercard Incorporated
    US57636Q1040
    6.2M $586M $95 84 / 100
    Workday, Inc.
    US98138H1014
    7.6M $581M $77 73 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    3.6M $569M $160 63 / 100
    Visa Inc.
    US92826C8394
    6.9M $529M $76 83 / 100
    Waters Corporation
    US9418481035
    4M $524M $132 69 / 100
    JD.com, Inc.
    US47215P1066
    20M $523M $27 52 / 100
    Salesforce, Inc.
    US79466L3024
    6.9M $512M $74 78 / 100
    Ferrari NV
    USN3167Y1030
    12M $512M $42
    CarMax, Inc.
    US1431301027
    9.5M $487M $51 53 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.9M $435M $74 49 / 100
    Colgate-Palmolive Company
    US1941621039
    6.1M $429M $71 58 / 100
    Myriad Genetics, Inc.
    US62855J1043
    11M $425M $37 52 / 100
    EOG Resources, Inc.
    US26875P1012
    5.9M $425M $73 47 / 100
    Juno Therapeutics Inc
    US48205A1097
    11M $416M $38
    Whole Foods Market
    US9668371068
    13M $400M $31
    Apache Corp
    US0374111054
    8M $392M $49
    Under Armour, Inc.
    US9043111072
    4.5M $380M $85 50 / 100
    Splunk Inc.
    US8486371045
    7.7M $376M $49 50 / 100
    Teradyne, Inc.
    US8807701029
    17M $372M $22 61 / 100
    Yandex
    USN972841084
    23M $359M $15
    LinkedIn Corp A
    US53578A1088
    3.1M $356M $114
    Embraer S.A.
    US29082A1079
    13M $342M $26 51 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    12M $337M $27
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.3M $335M $41 49 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    5.3M $313M $59 52 / 100
    American Express Company
    US0258161092
    4.9M $302M $61 77 / 100
    LendingClub Corp
    US52603A1097
    35M $287M $8.3
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    7.7M $266M $35
    Monsanto Co
    US61166W1018
    3M $262M $88
    QUALCOMM Incorporated
    US7475251036
    5M $258M $51 46 / 100
    Praxair
    US74005P1049
    2.2M $252M $114
    NOW Inc.
    US67011P1003
    14M $248M $18 52 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    5.6M $245M $43 46 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    27M $231M $8.6 56 / 100
    Mettler-Toledo International Inc.
    US5926881054
    622K $214M $345 60 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    3.4M $212M $63 69 / 100
    Bluebird Bio Inc
    US09609G1004
    5M $212M $43
    Grubhub Inc
    US4001101025
    8.4M $211M $25
    eBay Inc.
    US2786421030
    8.8M $210M $24 55 / 100
    Stericycle, Inc.
    US8589121081
    1.7M $209M $126 48 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    1.6M $203M $125 53 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    2.5M $200M $79 58 / 100
    Kirby Corporation
    US4972661064
    3.2M $190M $60 52 / 100
    Financial Engines
    US3174851002
    5.9M $186M $31
    NVIDIA Corporation
    US67066G1040
    5.1M $183M $36 87 / 100
    Copa Holdings S A
    USP310761056
    2.7M $182M $68
    CEMEX, S.A.B. de C.V.
    US1512908898
    25M $181M $7.3 51 / 100
    Qiagen N.V
    USN724821079
    7.8M $175M $22
    Xilinx, Inc.
    US9839191015
    3.4M $162M $47 50 / 100
    ICICI Bank Limited
    US45104G1040
    22M $158M $7.2 54 / 100
    Restaurant Brands International
    US76131D1037
    3.8M $149M $39
    Alphabet Inc.
    US02079K3059
    175K $134M $763 91 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.3M $133M $106 67 / 100
    Credicorp
    USG2519Y1085
    1M $132M $131
    Leucadia National
    US5272881047
    7.5M $122M $16
    Apple Inc.
    US0378331005
    1.1M $121M $109 60 / 100
    PriceSmart, Inc.
    US7415111092
    1.4M $118M $85 54 / 100
    Watsco, Inc.
    US9426222009
    850K $115M $135 60 / 100
    Twitter, Inc. (delisted)
    US90184L1026
    6.7M $111M $17 50 / 100
    Autohome Inc.
    US05278C1071
    3.9M $108M $28 54 / 100
    M&T Bank
    US55261F1049
    941K $104M $111
    Zillow Group, Inc. Class C
    US98954M2008
    4.1M $97M $24 58 / 100
    Harley-Davidson, Inc.
    US4128221086
    1.9M $95M $51 48 / 100
    Himax Technologies, Inc.
    US43289P1066
    7.6M $85M $11
    Chipotle Mexican Grill, Inc.
    US1696561059
    171K $80M $471 61 / 100
    HDFC Bank Limited
    US40415F1012
    1.1M $70M $62 57 / 100
    Abiomed, Inc.
    US0036541003
    688K $65M $95 52 / 100
    Grupo Televisa, S.A.B.
    US40049J2069
    2.3M $64M $27
    Infosys Limited
    US4567881085
    3.2M $60M $19 50 / 100
    TAL Education Group
    US8740801043
    1M $50M $50 52 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    2M $50M $26 58 / 100
    Tableau Software Class A
    US87336U1051
    950K $44M $46
    Interactive Brokers Group, Inc.
    US45841N1072
    1.1M $43M $39 51 / 100
    Fastenal Company
    US3119001044
    802K $39M $49 53 / 100
    Voya Prime Rate Trust
    US92913A1007
    7.3M $37M $5
    Invesco Senior Income Trust
    US46131H1077
    8.9M $36M $4
    IDEXX Laboratories, Inc.
    US45168D1046
    424K $33M $78 71 / 100
    Genomic Health
    US37244C1018
    1.3M $33M $25
    The Coca-Cola Company
    US1912161007
    642K $30M $46 82 / 100
    California Water Service Group
    US1307881029
    1.1M $30M $27 51 / 100
    Wayfair Inc.
    US94419L1017
    643K $28M $43 57 / 100
    Nuveen Floating Rate Income
    US67072T1088
    2.8M $28M $10
    Eaton Vance Floating Rate Income Trust
    US2782791048
    2M $26M $13
    Microsoft Corporation
    US5949181045
    451K $25M $55 80 / 100
    PepsiCo, Inc.
    US7134481081
    239K $25M $102 53 / 100
    The TJX Companies, Inc.
    US8725401090
    309K $24M $78 61 / 100
    Brown-Forman Corporation
    US1156372096
    244K $24M $98 50 / 100
    Danaher Corporation
    US2358511028
    248K $24M $95 78 / 100
    Analog Devices, Inc.
    US0326541051
    388K $23M $59 62 / 100
    Wix Com
    USM980681052
    1.1M $23M $20
    The Procter & Gamble Company
    US7427181091
    276K $23M $82 69 / 100
    Linear Technology
    US5356781063
    501K $22M $45
    Reynolds American
    US7617131062
    440K $22M $50
    O'Reilly Automotive, Inc.
    US67103H1077
    80K $22M $274 57 / 100
    SINA Corp
    USG814771048
    461K $22M $47
    United Parcel Service, Inc.
    US9113121068
    202K $21M $105 47 / 100
    Sohu.com
    US83408W1036
    415K $21M $50
    Johnson & Johnson
    US4781601046
    185K $20M $108 48 / 100
    Stamps.Com
    US8528572006
    179K $19M $106
    Eaton Vance Senior Floating Rate Trust
    US27828Q1058
    1.5M $19M $13
    American Water Works Company, Inc.
    US0304201033
    274K $19M $69 51 / 100
    New York Community Bancorp, Inc.
    US6494451031
    1.2M $19M $16 48 / 100
    Aqua America
    US03836W1036
    588K $19M $32
    TerraForm Power
    US88104R1005
    2.1M $18M $8.7
    iRobot Corporation
    US4627261005
    509K $18M $35 50 / 100
    First Trust Senior Floating Rate
    US33733U1088
    1.3M $17M $13
    On Deck Capital
    US6821631008
    2.2M $17M $7.8
    McDonald's Corporation
    US5801351017
    133K $17M $126 64 / 100
    Ameren Corporation
    US0236081024
    315K $16M $50 50 / 100
    IPG Photonics Corporation
    US44980X1090
    164K $16M $96 45 / 100
    Bristol-Myers Squibb Company
    US1101221083
    245K $16M $64 50 / 100
    Westar Energy
    US95709T1007
    315K $16M $50
    Eversource Energy
    US30040W1080
    264K $15M $58
    American States Water Company
    US0298991011
    387K $15M $39 51 / 100
    PG&E Corporation
    US69331C1080
    254K $15M $60
    Vanguard S&P 500 ETF
    US9229083632
    78K $15M $189
    iShares Russell 1000 Growth ETF
    US4642876142
    148K $15M $100
    BlackRock Floating Rate Income
    US0919411043
    1.2M $15M $13
    Tiffany & Co
    US8865471085
    199K $15M $73
    EPAM Systems, Inc.
    US29414B1044
    195K $15M $75
    DexCom, Inc.
    US2521311074
    205K $14M $68 69 / 100
    Avangrid, Inc.
    US05351W1036
    346K $14M $40 54 / 100
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $14M $11
    Stratasys
    USM855481018
    516K $13M $26
    The Goldman Sachs Group, Inc.
    US38141G1040
    83K $13M $157 64 / 100
    Philip Morris International Inc.
    US7181721090
    130K $13M $98 77 / 100
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    543K $12M $22 50 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $11M $5.9
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $11M $18
    HEICO Corporation
    US4228061093
    184K $11M $60 63 / 100
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $11M $5.8
    Veeco Instruments Inc.
    US9224171002
    553K $11M $19 50 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    112K $11M $94 55 / 100
    PACCAR Inc
    US6937181088
    184K $10M $55 53 / 100
    Apollo Senior Floating Rate
    US0376361079
    618K $9.4M $15
    Donaldson Company, Inc.
    US2576511099
    290K $9.3M $32 50 / 100
    The Sherwin-Williams Company
    US8243481061
    31K $8.9M $285 69 / 100
    Schlumberger
    US8068571087
    119K $8.8M $74
    LendingTree, Inc.
    US52603B1070
    83K $8.1M $98 51 / 100
    Varian Medical Systems Inc
    US92220P1057
    101K $8.1M $80
    Novadaq Technologies Inc
    US66987G1022
    704K $7.8M $11
    SolarCity Corp
    US83416T1007
    313K $7.7M $25
    AeroVironment, Inc.
    US0080731088
    229K $6.5M $28 65 / 100
    Ellie Mae
    US28849P1003
    71K $6.4M $91
    Wipro Limited
    US97651M1099
    502K $6.3M $13 57 / 100
    National Instruments Corp
    US6365181022
    201K $6.1M $30
    Castlight Health, Inc.
    US14862Q1004
    1.8M $6M $3.3
    PayPal Holdings, Inc.
    US70450Y1038
    152K $5.9M $39 51 / 100
    Berkshire Hathaway Inc.
    US0846707026
    41K $5.9M $142 69 / 100
    Exa Corp
    US3006145003
    420K $5.4M $13
    Protalix Biotherapeutics
    US74365A1016
    6.4M $5.4M $0.84
    Digimarc Corporation
    US25381B1017
    155K $4.7M $30
    U.S. Bancorp
    US9029733048
    104K $4.2M $41 31 / 100
    Etsy, Inc.
    US29786A1060
    485K $4.2M $8.7 54 / 100
    Power Integrations, Inc.
    US7392761034
    81K $4M $50 52 / 100
    FARO Technologies, Inc.
    US3116421021
    124K $4M $32 49 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $4M $48
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    10K $3.6M $360 60 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    430K $3.5M $8.1 49 / 100
    Foundation Medicine
    US3504651007
    175K $3.2M $18
    SK Telecom ADR (US)
    US78440P1084
    156K $3.2M $20
    Arm Hdg.Spn.Adr
    US0420681068
    71K $3.1M $44
    Codexis, Inc.
    US1920051067
    985K $3.1M $3.1 49 / 100
    Chinook Therapeutics, Inc.
    US00739L1017
    230K $2.9M $13
    Bioamber
    US09072Q1067
    580K $2.4M $4.2
    Rio Tinto Group
    US7672041008
    71K $2M $28 54 / 100
    Senomyx
    US81724Q1076
    578K $1.5M $2.6
    Pacira BioSciences, Inc.
    US6951271005
    28K $1.5M $53
    Foamix Pharmaceuticals
    USM461351050
    219K $1.4M $6.5
    Acacia Research Corporation
    US0038813079
    366K $1.4M $3.8 50 / 100
    Vale Pref ADR
    US91912E2046
    323K $1M $3.1
    ISHARES MSCI EAFE ETF
    US4642874659
    11K $621K $57
    Youku Inc ADR
    US98742U1007
    14K $394K $27
    BeiGene, Ltd.
    US07725L1026
    1.9K $54K $29
    Healthsouth Corp
    US4219243098
    7.3K $15K $2.1

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