James Anderson / Portfolio / 2017-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    47M $6.7B $141 61 / 100
    Amazon.com, Inc.
    US0231351067
    6.8M $6.6B $968 88 / 100
    Tesla, Inc.
    US88160R1014
    13M $4.9B $362 82 / 100
    Baidu, Inc.
    US0567521085
    24M $4.3B $179 56 / 100
    Meta Platforms, Inc.
    US30303M1027
    23M $3.5B $151 84 / 100
    Illumina, Inc.
    US4523271090
    19M $3.2B $174 60 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    51M $2.8B $54
    Alphabet Inc.
    US02079K1079
    2.9M $2.7B $909 91 / 100
    NVIDIA Corporation
    US67066G1040
    12M $1.8B $145 87 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    46M $1.6B $35 86 / 100
    MercadoLibre, Inc.
    US58733R1023
    6.2M $1.5B $251 84 / 100
    Royal Crbn.Cruises
    USV7780T1035
    13M $1.4B $109
    Ferrari NV
    USN3167Y1030
    16M $1.3B $86
    Netflix, Inc.
    US64110L1061
    7.5M $1.1B $149 88 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    1.2M $1.1B $935 74 / 100
    Elevance Health Inc.
    US0367521038
    5M $933M $188 69 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    19M $836M $43
    Moody's Corporation
    US6153691059
    6.8M $829M $122 78 / 100
    Seattle Genetics
    US8125781026
    16M $820M $52
    Workday, Inc.
    US98138H1014
    7.6M $735M $97 73 / 100
    Ryanair Holdings plc
    US7835132033
    6.7M $717M $108 52 / 100
    Fiat Chrysler Automobiles
    USN317381028
    68M $711M $11
    Mastercard Incorporated
    US57636Q1040
    5.7M $687M $121 84 / 100
    Apache Corp
    US0374111054
    12M $596M $48
    Visa Inc.
    US92826C8394
    6.3M $593M $94 83 / 100
    First Republic Bank
    US33616C1009
    5.9M $591M $100 50 / 100
    Salesforce, Inc.
    US79466L3024
    6.8M $587M $87 78 / 100
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    8.3M $583M $70
    Yandex
    USN972841084
    22M $578M $26
    Bluebird Bio Inc
    US09609G1004
    5.4M $567M $105
    Martin Marietta Materials, Inc.
    US5732841060
    2.5M $562M $223 63 / 100
    JD.com, Inc.
    US47215P1066
    14M $556M $39 52 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    2.8M $554M $201 53 / 100
    CarMax, Inc.
    US1431301027
    8.7M $551M $63 53 / 100
    Markel Corporation
    US5705351048
    560K $547M $976 56 / 100
    Waters Corporation
    US9418481035
    3M $544M $184 69 / 100
    Under Armour, Inc.
    US9043111072
    24M $533M $22 50 / 100
    EOG Resources, Inc.
    US26875P1012
    5.3M $476M $91 47 / 100
    TAL Education Group
    US8740801043
    3.8M $460M $122 52 / 100
    DexCom, Inc.
    US2521311074
    6.1M $446M $73 69 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.7M $427M $92 58 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    4.9M $412M $84 43 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    4.5M $412M $92 52 / 100
    Mettler-Toledo International Inc.
    US5926881054
    671K $395M $589 60 / 100
    ResMed Inc.
    US7611521078
    4.9M $379M $78 55 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    7.4M $379M $51 49 / 100
    Leucadia National
    US5272881047
    14M $372M $26
    Colgate-Palmolive Company
    US1941621039
    5M $369M $74 58 / 100
    Grubhub Inc
    US4001101025
    8.4M $366M $44
    Splunk Inc.
    US8486371045
    6.4M $364M $57 50 / 100
    Atlassian Corp Plc
    USG062421049
    10M $357M $35
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.1M $351M $69 49 / 100
    Teradyne, Inc.
    US8807701029
    11M $344M $30 61 / 100
    Juno Therapeutics Inc
    US48205A1097
    11M $334M $30
    Ritchie Bros Auctioneers (USA)
    US7677441054
    12M $333M $29
    Mobileye Nv
    USN514881176
    5.1M $322M $63
    CEMEX, S.A.B. de C.V.
    US1512908898
    31M $295M $9.4 51 / 100
    Abiomed, Inc.
    US0036541003
    2M $283M $143 52 / 100
    Copa Holdings S A
    USP310761056
    2.4M $279M $117
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    3.4M $274M $80 69 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    23M $256M $11 56 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.7M $250M $26 52 / 100
    Qiagen N.V
    USN724821236
    7.2M $240M $34
    Interactive Brokers Group, Inc.
    US45841N1072
    5.9M $222M $37 51 / 100
    Restaurant Brands International
    US76131D1037
    3.5M $219M $62
    Credicorp
    USG2519Y1085
    1.2M $216M $179
    Kirby Corporation
    US4972661064
    3.2M $215M $67 52 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    4.1M $211M $52 53 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $211M $123 67 / 100
    NOW Inc.
    US67011P1003
    13M $210M $16 52 / 100
    Financial Engines
    US3174851002
    5.6M $205M $37
    Stericycle, Inc.
    US8589121081
    2.6M $202M $76 48 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    3.9M $193M $49 58 / 100
    ICICI Bank Limited
    US45104G1040
    21M $190M $9 54 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    15M $185M $12 82 / 100
    Autohome Inc.
    US05278C1071
    3.6M $164M $45 54 / 100
    Tripadvisor, Inc.
    US8969452015
    4.2M $160M $38 53 / 100
    China Biologic Products Holdings Inc
    US16938C1062
    1.4M $156M $113
    Wayfair Inc.
    US94419L1017
    1.9M $147M $77 57 / 100
    Banco Bradesco S.A.
    US0594603039
    17M $145M $8.5 56 / 100
    Alphabet Inc.
    US02079K3059
    146K $135M $930 91 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    16M $127M $8 63 / 100
    PriceSmart, Inc.
    US7415111092
    1.3M $115M $88 54 / 100
    Embraer S.A.
    US29082A1079
    6.3M $114M $18 51 / 100
    Watsco, Inc.
    US9426222009
    696K $107M $154 60 / 100
    Celgene
    US1510201049
    665K $86M $130
    Tableau Software Class A
    US87336U1051
    1.4M $85M $61
    Wix Com
    USM980681052
    1.2M $84M $70
    MakeMyTrip
    USV5633W1090
    2.4M $80M $34
    HDFC Bank Limited
    US40415F1012
    888K $77M $87 57 / 100
    American Express Company
    US0258161092
    898K $76M $84 77 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.5M $73M $49 58 / 100
    iRobot Corporation
    US4627261005
    747K $63M $84 50 / 100
    Chipotle Mexican Grill, Inc.
    US1696561059
    151K $63M $416 61 / 100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    486K $63M $129 54 / 100
    58.Com Inc Adr
    US31680Q1040
    1.3M $59M $44
    Ellie Mae
    US28849P1003
    540K $59M $110
    LendingTree, Inc.
    US52603B1070
    336K $58M $172 51 / 100
    Fortive Corporation
    US34959J1088
    887K $56M $63 65 / 100
    Under Armour, Inc.
    US9043112062
    2.8M $56M $20 50 / 100
    Infosys Limited
    US4567881085
    3.5M $52M $15 50 / 100
    Harley-Davidson, Inc.
    US4128221086
    952K $51M $54 48 / 100
    Activision Blizzard, Inc.
    US00507V1098
    855K $49M $58 50 / 100
    Invesco Senior Income Trust
    US46131H1077
    10M $46M $4.6
    CoStar Group, Inc.
    US22160N1090
    173K $46M $264
    SINA Corp
    USG814771048
    537K $46M $85
    Voya Prime Rate Trust
    US92913A1007
    8.2M $44M $5.4
    Fastenal Company
    US3119001044
    888K $39M $44 53 / 100
    Sohu.com
    US83408W1036
    817K $37M $45
    The Coca-Cola Company
    US1912161007
    805K $36M $45 82 / 100
    Johnson & Johnson
    US4781601046
    259K $34M $132 48 / 100
    National Instruments Corp
    US6365181022
    765K $31M $40
    The Procter & Gamble Company
    US7427181091
    338K $29M $87 69 / 100
    IPG Photonics Corporation
    US44980X1090
    194K $28M $145 45 / 100
    Reynolds American
    US7617131062
    421K $27M $65
    The TJX Companies, Inc.
    US8725401090
    354K $26M $72 61 / 100
    United Parcel Service, Inc.
    US9113121068
    224K $25M $111 47 / 100
    PepsiCo, Inc.
    US7134481081
    213K $25M $115 53 / 100
    Analog Devices, Inc.
    US0326541051
    291K $23M $78 62 / 100
    M&T Bank
    US55261F1049
    136K $22M $162
    McDonald's Corporation
    US5801351017
    144K $22M $153 64 / 100
    Trupanion, Inc.
    US8982021060
    982K $22M $22 46 / 100
    TerraForm Power
    US88104R1005
    1.8M $21M $12
    Tiffany & Co
    US8865471085
    225K $21M $94
    Line Corp Sponsored Adr
    US53567X1019
    605K $21M $35
    PG&E Corporation
    US69331C1080
    309K $21M $66
    Microsoft Corporation
    US5949181045
    297K $20M $69 80 / 100
    Brown-Forman Corporation
    US1156372096
    421K $20M $49 50 / 100
    Edison International
    US2810201077
    262K $20M $78 52 / 100
    The Goldman Sachs Group, Inc.
    US38141G1040
    89K $20M $222 64 / 100
    Albemarle Corporation
    US0126531013
    185K $19M $106 48 / 100
    HEICO Corporation
    US4228062083
    291K $18M $62 63 / 100
    Veeco Instruments Inc.
    US9224171002
    584K $16M $28 50 / 100
    Apple Inc.
    US0378331005
    112K $16M $144 60 / 100
    BlackRock Floating Rate Income
    US0919411043
    1.2M $16M $14
    Avangrid, Inc.
    US05351W1036
    358K $16M $44 54 / 100
    Consolidated Edison, Inc.
    US2091151041
    186K $15M $81 55 / 100
    Eversource Energy
    US30040W1080
    243K $15M $61
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $15M $12
    HEICO Corporation
    US4228061093
    204K $15M $72 63 / 100
    Exelon Corporation
    US30161N1019
    405K $15M $36 55 / 100
    Pacira BioSciences, Inc.
    US6951271005
    301K $14M $48
    Ameren Corporation
    US0236081024
    262K $14M $55 50 / 100
    The Sherwin-Williams Company
    US8243481061
    39K $14M $351 69 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    273K $13M $49 46 / 100
    Aqua America
    US03836W1036
    398K $13M $33
    AeroVironment, Inc.
    US0080731088
    345K $13M $38 65 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $13M $6.8
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $13M $6.7
    WEC Energy Group, Inc.
    US92939U1060
    203K $12M $61 51 / 100
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $12M $18
    Solarcity Corp
    US83416TAC45
    12M $11M $0.95
    The Estée Lauder Companies Inc.
    US5184391044
    112K $11M $96 55 / 100
    California Water Service Group
    US1307881029
    289K $11M $37 51 / 100
    Apollo Senior Floating Rate
    US0376361079
    618K $10M $17
    Varian Medical Systems Inc
    US92220P1057
    101K $10M $103
    Baozun Inc.
    US06684L1035
    460K $10M $22 50 / 100
    Digimarc Corporation
    US25381B1017
    253K $10M $40
    Stamps.Com
    US8528572006
    65K $10M $155
    American Water Works Company, Inc.
    US0304201033
    129K $10M $78 51 / 100
    Bristol-Myers Squibb Company
    US1101221083
    178K $9.9M $56 50 / 100
    Teladoc Health, Inc.
    US87918A1051
    285K $9.9M $35 47 / 100
    Foundation Medicine
    US3504651007
    248K $9.9M $40
    Stratasys
    USM855481018
    378K $8.8M $23
    CEVA, Inc.
    US1572101053
    183K $8.3M $45 50 / 100
    Novadaq Technologies Inc
    US66987G1022
    704K $8.3M $12
    FARO Technologies, Inc.
    US3116421021
    218K $8.2M $38 49 / 100
    Codexis, Inc.
    US1920051067
    1.5M $8M $5.5 49 / 100
    Schlumberger
    US8068571087
    119K $7.8M $66
    Weibo Corporation
    US9485961018
    113K $7.5M $66 51 / 100
    American States Water Company
    US0298991011
    156K $7.4M $47 51 / 100
    STAAR Surgical Company
    US8523123052
    667K $7.2M $11 49 / 100
    Exa Corp
    US3006145003
    521K $7.2M $14
    Sunpower Corp
    US867652AL32
    7.6M $6.8M $0.9
    Mindbody Cl A
    US60255W1053
    251K $6.8M $27
    Microchip Technology Incorporated
    US5950171042
    83K $6.4M $77
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    543K $6.3M $12 50 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    1.3M $5.9M $4.5 49 / 100
    Luxoft Holding
    USG572791048
    97K $5.9M $61
    Ambarella
    USG037AX1016
    120K $5.8M $49
    Himax Technologies, Inc.
    US43289P1066
    676K $5.5M $8.2
    Blackstone/GSO Strategic Credit Fund
    US09257R1014
    328K $5.2M $16
    Nuveen Credit Strategies Income Fund
    US67073D1028
    584K $5M $8.6
    Liberty Media Corp
    US530715AG61
    7.5M $5M $0.66
    Chinook Therapeutics, Inc.
    US00739L1017
    423K $4.8M $11
    HUTCHMED (China) Limited
    US44842L1035
    168K $3.9M $23 51 / 100
    BeiGene, Ltd.
    US07725L1026
    74K $3.3M $45
    Wipro Limited
    US97651M1099
    590K $3.1M $5.2 57 / 100
    Rio Tinto Group
    US7672041008
    71K $3M $42 54 / 100
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    5.5K $2.7M $491 60 / 100
    First Trust Senior Floating Rate
    US33733U1088
    184K $2.4M $13
    China Rapid Finance ADR
    US16953Q1058
    300K $1.7M $5.7
    SK Telecom ADR (US)
    US78440P1084
    61K $1.6M $26
    Acacia Research Corporation
    US0038813079
    366K $1.5M $4.1 50 / 100
    Bioamber
    US09072Q1067
    580K $1.5M $2.6
    Foamix Pharmaceuticals
    USM461351050
    219K $1M $4.6
    NetEase, Inc.
    US64110W1027
    3.3K $994K $301 56 / 100
    Korea Electric Power Corporation
    US5006311063
    45K $816K $18 49 / 100
    Xylem Inc.
    US98419M1009
    5.5K $302K $55 51 / 100
    Ecolab Inc.
    US2788651006
    2K $269K $133 69 / 100
    Kite Pharma
    US49803L1098
    2.6K $266K $104

    Notifications