James Anderson / Portfolio / 2017-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    7.2M $6.4B $887 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    48M $5.2B $108 61 / 100
    Baidu, Inc.
    US0567521085
    24M $4.2B $173 56 / 100
    Tesla, Inc.
    US88160R1014
    14M $3.8B $278 82 / 100
    Meta Platforms, Inc.
    US30303M1027
    24M $3.4B $142 84 / 100
    Illumina, Inc.
    US4523271090
    19M $3.2B $171 60 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    52M $2.5B $49
    Alphabet Inc.
    US02079K1079
    3M $2.5B $830 91 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    47M $1.5B $33 86 / 100
    NVIDIA Corporation
    US67066G1040
    14M $1.5B $109 87 / 100
    MercadoLibre, Inc.
    US58733R1023
    6.2M $1.3B $211 84 / 100
    Royal Crbn.Cruises
    USV7780T1035
    13M $1.3B $98
    Ferrari NV
    USN3167Y1030
    18M $1.3B $75
    Intuitive Surgical, Inc.
    US46120E6023
    1.5M $1.2B $766 74 / 100
    Netflix, Inc.
    US64110L1061
    7.6M $1.1B $148 88 / 100
    Seattle Genetics
    US8125781026
    16M $1B $63
    Elevance Health Inc.
    US0367521038
    5M $827M $165 69 / 100
    Moody's Corporation
    US6153691059
    6.9M $774M $112 78 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    20M $764M $39
    Fiat Chrysler Automobiles
    USN317381028
    69M $753M $11
    First Republic Bank
    US33616C1009
    7.3M $685M $94 50 / 100
    Workday, Inc.
    US98138H1014
    7.9M $656M $83 73 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    3M $647M $218 63 / 100
    Mastercard Incorporated
    US57636Q1040
    5.7M $637M $112 84 / 100
    Ryanair Holdings plc
    US7835132033
    7M $580M $83 52 / 100
    Salesforce, Inc.
    US79466L3024
    7M $577M $82 78 / 100
    Visa Inc.
    US92826C8394
    6.4M $568M $89 83 / 100
    Markel Corporation
    US5705351048
    557K $544M $976 56 / 100
    CarMax, Inc.
    US1431301027
    9M $530M $59 53 / 100
    DexCom, Inc.
    US2521311074
    6.2M $526M $85 69 / 100
    EOG Resources, Inc.
    US26875P1012
    5.3M $519M $98 47 / 100
    Teradyne, Inc.
    US8807701029
    16M $503M $31 61 / 100
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    8.2M $496M $60
    MarketAxess Holdings Inc.
    US57060D1081
    2.6M $491M $187 53 / 100
    Yandex
    USN972841084
    22M $489M $22
    Bluebird Bio Inc
    US09609G1004
    5.2M $473M $91
    JD.com, Inc.
    US47215P1066
    15M $470M $31 52 / 100
    Waters Corporation
    US9418481035
    3M $468M $156 69 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    5.1M $440M $87 52 / 100
    Tripadvisor, Inc.
    US8969452015
    10M $436M $43 53 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.5M $426M $77 49 / 100
    Splunk Inc.
    US8486371045
    6.6M $412M $62 50 / 100
    Apache Corp
    US0374111054
    7.9M $404M $51
    Verisk Analytics, Inc.
    US92345Y1064
    4.9M $396M $81 43 / 100
    TAL Education Group
    US8740801043
    3.7M $396M $107 52 / 100
    Mobileye Nv
    USN514881176
    6.4M $392M $61
    Ritchie Bros Auctioneers (USA)
    US7677441054
    12M $385M $33
    Leucadia National
    US5272881047
    14M $375M $26
    Colgate-Palmolive Company
    US1941621039
    5M $368M $73 58 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.6M $362M $78 58 / 100
    ResMed Inc.
    US7611521078
    4.9M $355M $72 55 / 100
    Under Armour, Inc.
    US9043111072
    18M $352M $20 50 / 100
    Atlassian Corp Plc
    USG062421049
    11M $323M $30
    Monsanto Co
    US61166W1018
    2.8M $316M $113
    Ionis Pharmaceuticals, Inc.
    US4622221004
    7.8M $314M $40 49 / 100
    Mettler-Toledo International Inc.
    US5926881054
    640K $306M $479 60 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    24M $285M $12 56 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    30M $275M $9.1 51 / 100
    Copa Holdings S A
    USP310761056
    2.4M $275M $112
    Grubhub Inc
    US4001101025
    8.2M $271M $33
    Juno Therapeutics Inc
    US48205A1097
    11M $248M $22
    Financial Engines
    US3174851002
    5.6M $242M $44
    Stericycle, Inc.
    US8589121081
    2.7M $227M $83 48 / 100
    Kirby Corporation
    US4972661064
    3.2M $223M $71 52 / 100
    NOW Inc.
    US67011P1003
    13M $217M $17 52 / 100
    Qiagen N.V
    USN724821236
    7.2M $209M $29
    Abiomed, Inc.
    US0036541003
    1.7M $209M $125 52 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $200M $117 67 / 100
    Credicorp
    USG2519Y1085
    1.2M $199M $163
    Interactive Brokers Group, Inc.
    US45841N1072
    5.7M $199M $35 51 / 100
    Restaurant Brands International
    US76131D1037
    3.6M $198M $56
    Myriad Genetics, Inc.
    US62855J1043
    9.9M $191M $19 52 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    3.3M $171M $51 69 / 100
    ICICI Bank Limited
    US45104G1040
    20M $169M $8.6 54 / 100
    Banco Bradesco S.A.
    US0594603039
    16M $160M $10 56 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    16M $156M $9.7 63 / 100
    Embraer S.A.
    US29082A1079
    6.5M $143M $22 51 / 100
    China Biologic Products Inc
    US16938C1062
    1.4M $140M $100
    Zillow Group, Inc. Class C
    US98954M2008
    3.8M $127M $34 58 / 100
    Alphabet Inc.
    US02079K3059
    146K $124M $848 91 / 100
    PriceSmart, Inc.
    US7415111092
    1.3M $122M $92 54 / 100
    Autohome Inc.
    US05278C1071
    3.7M $117M $32 54 / 100
    Watsco, Inc.
    US9426222009
    692K $99M $143 60 / 100
    Wix Com
    USM980681052
    1.4M $96M $68
    Celgene
    US1510201049
    667K $83M $124
    MakeMyTrip
    USV5633W1090
    2.3M $81M $35
    Infosys Limited
    US4567881085
    4.8M $76M $16 50 / 100
    HDFC Bank Limited
    US40415F1012
    980K $74M $75 57 / 100
    Wayfair Inc.
    US94419L1017
    1.8M $73M $40 57 / 100
    American Express Company
    US0258161092
    902K $71M $79 77 / 100
    Tableau Software Class A
    US87336U1051
    1.4M $69M $50
    Chipotle Mexican Grill, Inc.
    US1696561059
    151K $67M $446 61 / 100
    Harley-Davidson, Inc.
    US4128221086
    951K $58M $61 48 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.5M $52M $34 58 / 100
    Ellie Mae
    US28849P1003
    518K $52M $100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    454K $50M $109 54 / 100
    Under Armour, Inc.
    US9043112062
    2.7M $49M $18 50 / 100
    iRobot Corporation
    US4627261005
    662K $44M $66 50 / 100
    Fastenal Company
    US3119001044
    847K $44M $52 53 / 100
    Invesco Senior Income Trust
    US46131H1077
    9.4M $44M $4.6
    Voya Prime Rate Trust
    US92913A1007
    7.7M $41M $5.4
    SINA Corp
    USG814771048
    547K $39M $72
    CoStar Group, Inc.
    US22160N1090
    176K $36M $207
    M&T Bank
    US55261F1049
    222K $34M $155
    Sohu.com
    US83408W1036
    828K $33M $39
    The Coca-Cola Company
    US1912161007
    756K $32M $42 82 / 100
    LendingTree, Inc.
    US52603B1070
    241K $30M $125 51 / 100
    Johnson & Johnson
    US4781601046
    241K $30M $125 48 / 100
    The Procter & Gamble Company
    US7427181091
    316K $28M $90 69 / 100
    The TJX Companies, Inc.
    US8725401090
    342K $27M $79 61 / 100
    Line Corp Sponsored Adr
    US53567X1019
    703K $27M $38
    Reynolds American
    US7617131062
    385K $24M $63
    Himax Technologies, Inc.
    US43289P1066
    2.6M $24M $9.1
    United Parcel Service, Inc.
    US9113121068
    211K $23M $107 47 / 100
    PepsiCo, Inc.
    US7134481081
    202K $23M $112 53 / 100
    Fortive Corporation
    US34959J1088
    375K $23M $60 65 / 100
    Analog Devices, Inc.
    US0326541051
    275K $23M $82 62 / 100
    National Instruments Corp
    US6365181022
    679K $22M $33
    American States Water Company
    US0298991011
    488K $22M $44 51 / 100
    Tiffany & Co
    US8865471085
    219K $21M $95
    TerraForm Power
    US88104R1005
    1.6M $20M $12
    The Goldman Sachs Group, Inc.
    US38141G1040
    88K $20M $230 64 / 100
    Edison International
    US2810201077
    253K $20M $80 52 / 100
    PG&E Corporation
    US69331C1080
    298K $20M $66
    Brown-Forman Corporation
    US1156372096
    418K $19M $46 50 / 100
    IPG Photonics Corporation
    US44980X1090
    155K $19M $121 45 / 100
    Microsoft Corporation
    US5949181045
    280K $18M $66 80 / 100
    McDonald's Corporation
    US5801351017
    141K $18M $130 64 / 100
    BlackRock Floating Rate Income
    US0919411043
    1.2M $16M $14
    Veeco Instruments Inc.
    US9224171002
    523K $16M $30 50 / 100
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $15M $12
    Apple Inc.
    US0378331005
    105K $15M $144 60 / 100
    HEICO Corporation
    US4228061093
    166K $15M $87 63 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    266K $14M $52 46 / 100
    PACCAR Inc
    US6937181088
    204K $14M $67 53 / 100
    Avangrid, Inc.
    US05351W1036
    320K $14M $43 54 / 100
    Consolidated Edison, Inc.
    US2091151041
    175K $14M $78 55 / 100
    Exelon Corporation
    US30161N1019
    375K $13M $36 55 / 100
    Eversource Energy
    US30040W1080
    227K $13M $59
    Ameren Corporation
    US0236081024
    243K $13M $55 50 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $13M $6.8
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $13M $6.8
    Aqua America
    US03836W1036
    392K $13M $32
    Trupanion, Inc.
    US8982021060
    875K $12M $14 46 / 100
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $12M $19
    The Sherwin-Williams Company
    US8243481061
    38K $12M $310 69 / 100
    Donaldson Company, Inc.
    US2576511099
    254K $12M $46 50 / 100
    WEC Energy Group, Inc.
    US92939U1060
    187K $11M $61 51 / 100
    Philip Morris International Inc.
    US7181721090
    97K $11M $113 77 / 100
    Apollo Senior Floating Rate
    US0376361079
    618K $11M $18
    California Water Service Group
    US1307881029
    284K $10M $36 51 / 100
    American Water Works Company, Inc.
    US0304201033
    127K $9.8M $78 51 / 100
    Pacira BioSciences, Inc.
    US6951271005
    214K $9.7M $46
    Albemarle Corporation
    US0126531013
    92K $9.7M $106 48 / 100
    Bristol-Myers Squibb Company
    US1101221083
    178K $9.7M $54 50 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    112K $9.5M $85 55 / 100
    Schlumberger
    US8068571087
    119K $9.3M $78
    Varian Medical Systems Inc
    US92220P1057
    101K $9.2M $91
    Praxair
    US74005P1049
    70K $8.3M $119
    AeroVironment, Inc.
    US0080731088
    288K $8.1M $28 65 / 100
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    543K $7.7M $14 50 / 100
    Stamps.Com
    US8528572006
    61K $7.2M $118
    Castlight Health, Inc.
    US14862Q1004
    1.8M $6.6M $3.7
    FARO Technologies, Inc.
    US3116421021
    174K $6.2M $36 49 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $6.1M $74
    Luxoft Holding
    USG572791048
    97K $6.1M $63
    Codexis, Inc.
    US1920051067
    1.2M $5.7M $4.8 49 / 100
    Foundation Medicine
    US3504651007
    175K $5.6M $32
    Novadaq Technologies Inc
    US66987G1022
    704K $5.5M $7.8
    Exa Corp
    US3006145003
    420K $5.3M $13
    Teladoc Health, Inc.
    US87918A1051
    203K $5.1M $25 47 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    921K $5.1M $5.5 49 / 100
    Ambarella
    USG037AX1016
    89K $4.9M $55
    STAAR Surgical Company
    US8523123052
    490K $4.8M $9.8 49 / 100
    Digimarc Corporation
    US25381B1017
    175K $4.7M $27
    Stratasys
    USM855481018
    229K $4.7M $20
    Mindbody Cl A
    US60255W1053
    165K $4.5M $27
    Wipro Limited
    US97651M1099
    349K $3.6M $10 57 / 100
    Barclays Plc
    US06738EAA38
    3.3M $3.5M $1.1
    HUTCHMED (China) Limited
    US44842L1035
    158K $3.2M $20 51 / 100
    Chinook Therapeutics, Inc.
    US00739L1017
    290K $3.1M $11
    Weibo Corporation
    US9485961018
    60K $3.1M $52 51 / 100
    Rio Tinto Group
    US7672041008
    71K $2.9M $41 54 / 100
    BeiGene, Ltd.
    US07725L1026
    71K $2.6M $37
    First Trust Senior Floating Rate
    US33733U1088
    184K $2.5M $14
    Activision Blizzard, Inc.
    US00507V1098
    44K $2.2M $50 50 / 100
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    5.5K $2.1M $387 60 / 100
    Acacia Research Corporation
    US0038813079
    366K $2.1M $5.8 50 / 100
    Blackstone/GSO Strategic Credit Fund
    US09257R1014
    129K $2M $16
    Nuveen Credit Strategies Income Fund
    US67073D1028
    231K $2M $8.7
    Baozun Inc.
    US06684L1035
    106K $1.6M $15 50 / 100
    CEVA, Inc.
    US1572101053
    43K $1.5M $36 50 / 100
    SK Telecom ADR (US)
    US78440P1084
    58K $1.5M $25
    Bioamber
    US09072Q1067
    580K $1.3M $2.3
    Foamix Pharmaceuticals
    USM461351050
    219K $1.1M $5
    NetEase, Inc.
    US64110W1027
    1.9K $527K $284 56 / 100
    Xylem Inc.
    US98419M1009
    5.5K $274K $50 51 / 100
    Korea Electric Power Corporation
    US5006311063
    13K $269K $21 49 / 100
    Ecolab Inc.
    US2788651006
    2K $254K $125 69 / 100
    Kite Pharma
    US49803L1098
    2.6K $201K $78

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