James Anderson / Portfolio / 2017-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    46M $7.9B $173 60 / 100
    Amazon.com, Inc.
    US0231351067
    6.5M $6.2B $961 88 / 100
    Baidu, Inc.
    US0567521085
    24M $5.8B $248 56 / 100
    Tesla, Inc.
    US88160R1014
    13M $4.5B $341 81 / 100
    Meta Platforms, Inc.
    US30303M1027
    22M $3.8B $171 84 / 100
    Illumina, Inc.
    US4523271090
    18M $3.6B $199 59 / 100
    Alphabet Inc.
    US02079K1079
    2.8M $2.7B $959 91 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    52M $2.7B $53
    NVIDIA Corporation
    US67066G1040
    11M $2B $179 87 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    45M $1.7B $38 86 / 100
    Ferrari NV
    USN3167Y1030
    15M $1.7B $111
    MercadoLibre, Inc.
    US58733R1023
    5.8M $1.5B $259 84 / 100
    Fiat Chrysler Automobiles
    USN317381028
    80M $1.4B $18
    Royal Crbn.Cruises
    USV7780T1035
    12M $1.4B $119
    Netflix, Inc.
    US64110L1061
    7.2M $1.3B $181 88 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    1.1M $1.2B $1K 73 / 100
    Moody's Corporation
    US6153691059
    6.8M $940M $139 79 / 100
    Elevance Health Inc.
    US0367521038
    4.9M $937M $190 69 / 100
    Seattle Genetics
    US8125781026
    15M $839M $54
    Mastercard Incorporated
    US57636Q1040
    5.7M $801M $141 84 / 100
    TAL Education Group
    US8740801043
    24M $800M $34 52 / 100
    Workday, Inc.
    US98138H1014
    7.4M $779M $105 74 / 100
    Bluebird Bio Inc
    US09609G1004
    5.3M $731M $137
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    8M $707M $88
    TD Ameritrade Holding Corp
    US87236Y1082
    14M $696M $49
    Ryanair Holdings plc
    US7835132033
    6.6M $694M $105 52 / 100
    Visa Inc.
    US92826C8394
    6.3M $660M $105 83 / 100
    First Republic Bank
    US33616C1009
    5.8M $610M $104 50 / 100
    Salesforce, Inc.
    US79466L3024
    6.4M $600M $93 77 / 100
    Markel Corporation
    US5705351048
    549K $586M $1.1K 55 / 100
    Apache Corp
    US0374111054
    12M $563M $46
    CarMax, Inc.
    US1431301027
    7.1M $540M $76 53 / 100
    Waters Corporation
    US9418481035
    2.9M $529M $180 67 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    2.7M $501M $185 53 / 100
    EOG Resources, Inc.
    US26875P1012
    5.1M $489M $97 48 / 100
    Juno Therapeutics Inc
    US48205A1097
    11M $487M $45
    JD.com, Inc.
    US47215P1066
    12M $470M $38 52 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.2M $453M $206 62 / 100
    Grubhub Inc
    US4001101025
    8.4M $442M $53
    Verisk Analytics, Inc.
    US92345Y1064
    4.9M $406M $83 43 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    3.4M $400M $117 69 / 100
    Splunk Inc.
    US8486371045
    6M $399M $66 50 / 100
    Mettler-Toledo International Inc.
    US5926881054
    637K $399M $626 58 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.2M $395M $76 49 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    28M $385M $14 56 / 100
    Under Armour, Inc.
    US9043111072
    23M $385M $16 50 / 100
    ResMed Inc.
    US7611521078
    4.9M $378M $77 55 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $356M $32
    Leucadia National
    US5272881047
    14M $354M $25
    Ionis Pharmaceuticals, Inc.
    US4622221004
    7M $353M $51 50 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.7M $353M $76 58 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.6M $348M $36 52 / 100
    Colgate-Palmolive Company
    US1941621039
    4.8M $347M $73 58 / 100
    Teradyne, Inc.
    US8807701029
    9.1M $338M $37 60 / 100
    Abiomed, Inc.
    US0036541003
    2M $333M $169 52 / 100
    Atlassian Corp Plc
    USG062421049
    9.3M $328M $35
    58.Com Inc Adr
    US31680Q1040
    4.8M $305M $63
    CEMEX, S.A.B. de C.V.
    US1512908898
    32M $292M $9.1 51 / 100
    Copa Holdings S A
    USP310761056
    2.3M $287M $125
    DexCom, Inc.
    US2521311074
    5.8M $283M $49 68 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    5.9M $265M $45 51 / 100
    Yandex
    USN972841084
    8M $263M $33
    ICICI Bank Limited
    US45104G1040
    28M $243M $8.6 53 / 100
    Credicorp
    USG2519Y1085
    1.2M $238M $205
    SiteOne Landscape Supply, Inc.
    US82982L1035
    4M $233M $58 53 / 100
    Restaurant Brands International
    US76131D1037
    3.4M $218M $64
    Lincoln Electric Holdings, Inc.
    US5339001068
    2.3M $212M $92 52 / 100
    Kirby Corporation
    US4972661064
    3.2M $210M $66 52 / 100
    Autohome Inc.
    US05278C1071
    3.4M $202M $60 54 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $202M $118 69 / 100
    Financial Engines
    US3174851002
    5.6M $194M $35
    Stericycle, Inc.
    US8589121081
    2.6M $189M $72 48 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    15M $188M $13 82 / 100
    NOW Inc.
    US67011P1003
    13M $180M $14 52 / 100
    Banco Bradesco S.A.
    US0594603039
    16M $175M $11 56 / 100
    Tripadvisor, Inc.
    US8969452015
    4.2M $170M $41 53 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    4M $160M $40 58 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    15M $146M $10 62 / 100
    HDFC Bank Limited
    US40415F1012
    1.5M $141M $96 57 / 100
    Alphabet Inc.
    US02079K3059
    143K $140M $974 91 / 100
    Embraer S.A.
    US29082A1079
    6M $135M $23 51 / 100
    Wayfair Inc.
    US94419L1017
    1.9M $131M $67 55 / 100
    China Biologic Products Holdings Inc
    USG215151048
    1.3M $123M $92
    Watsco, Inc.
    US9426222009
    701K $113M $161 59 / 100
    PriceSmart, Inc.
    US7415111092
    1.3M $113M $89 54 / 100
    Shopify 'A'
    US82509L1070
    939K $109M $116
    Tableau Software Class A
    US87336U1051
    1.4M $105M $75
    Celgene
    US1510201049
    673K $98M $146
    LendingTree, Inc.
    US52603B1070
    347K $85M $244 51 / 100
    Wix Com
    USM980681052
    1.2M $84M $72
    American Express Company
    US0258161092
    906K $82M $90 79 / 100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    492K $75M $152 53 / 100
    MakeMyTrip
    USV5633W1090
    2.5M $73M $29
    Ellie Mae
    US28849P1003
    818K $67M $82
    Fortive Corporation
    US34959J1088
    928K $66M $71 66 / 100
    Activision Blizzard, Inc.
    US00507V1098
    919K $59M $65 50 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.4M $57M $40
    SINA Corp
    USG814771048
    483K $55M $115
    iRobot Corporation
    US4627261005
    653K $50M $77 50 / 100
    CoStar Group, Inc.
    US22160N1090
    175K $47M $268
    Invesco Senior Income Trust
    US46131H1077
    10M $46M $4.5
    Chipotle Mexican Grill, Inc.
    US1696561059
    148K $46M $308 63 / 100
    Voya Prime Rate Trust
    US92913A1007
    8.5M $44M $5.2
    Under Armour, Inc.
    US9043112062
    2.8M $42M $15 50 / 100
    Fastenal Company
    US3119001044
    912K $42M $46 54 / 100
    Sohu.com
    US83408W1036
    748K $41M $54
    IPG Photonics Corporation
    US44980X1090
    203K $37M $185 45 / 100
    The Coca-Cola Company
    US1912161007
    832K $37M $45 82 / 100
    Johnson & Johnson
    US4781601046
    270K $35M $130 48 / 100
    Microsoft Corporation
    US5949181045
    466K $35M $74 80 / 100
    National Instruments Corp
    US6365181022
    800K $34M $42
    The Procter & Gamble Company
    US7427181091
    360K $33M $91 67 / 100
    TerraForm Power
    US88104R1005
    2.4M $32M $13
    United Parcel Service, Inc.
    US9113121068
    235K $28M $120 47 / 100
    Trupanion, Inc.
    US8982021060
    1M $27M $26 46 / 100
    Analog Devices, Inc.
    US0326541051
    306K $26M $86 61 / 100
    The TJX Companies, Inc.
    US8725401090
    357K $26M $74 62 / 100
    Albemarle Corporation
    US0126531013
    191K $26M $136 48 / 100
    HEICO Corporation
    US4228062083
    330K $25M $76 64 / 100
    PepsiCo, Inc.
    US7134481081
    221K $25M $111 52 / 100
    Brown-Forman Corporation
    US1156372096
    438K $24M $54 50 / 100
    McDonald's Corporation
    US5801351017
    149K $23M $157 66 / 100
    Avangrid, Inc.
    US05351W1036
    482K $23M $47 54 / 100
    PG&E Corporation
    US69331C1080
    311K $21M $68
    The Estée Lauder Companies Inc.
    US5184391044
    192K $21M $108 55 / 100
    Edison International
    US2810201077
    264K $20M $77 52 / 100
    Tiffany & Co
    US8865471085
    221K $20M $92
    Veeco Instruments Inc.
    US9224171002
    928K $20M $21 50 / 100
    M&T Bank
    US55261F1049
    123K $20M $161
    AeroVironment, Inc.
    US0080731088
    359K $19M $54 64 / 100
    Line Corp Sponsored Adr
    US53567X1019
    525K $19M $36
    Apple Inc.
    US0378331005
    118K $18M $154 61 / 100
    HEICO Corporation
    US4228061093
    202K $18M $90 64 / 100
    The Goldman Sachs Group, Inc.
    US38141G1040
    75K $18M $237 66 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    284K $16M $58 46 / 100
    BlackRock Floating Rate Income
    US0919411043
    1.2M $16M $14
    Baozun Inc.
    US06684L1035
    485K $16M $33 50 / 100
    Redfin Corporation
    US75737F1084
    615K $15M $25 51 / 100
    Exelon Corporation
    US30161N1019
    408K $15M $38 55 / 100
    Ameren Corporation
    US0236081024
    265K $15M $58 50 / 100
    Consolidated Edison, Inc.
    US2091151041
    188K $15M $81 55 / 100
    Eversource Energy
    US30040W1080
    247K $15M $60
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $15M $12
    The Sherwin-Williams Company
    US8243481061
    38K $14M $358 71 / 100
    WEC Energy Group, Inc.
    US92939U1060
    207K $13M $63 51 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $13M $6.7
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $12M $6.6
    Exa Corp
    US3006145003
    515K $12M $24
    Exact Sciences Corporation
    US30063P1057
    260K $12M $47 56 / 100
    Mulesoft Inc-A
    US6252071054
    604K $12M $20
    Pacira BioSciences, Inc.
    US6951271005
    321K $12M $38
    Stamps.Com
    US8528572006
    58K $12M $203
    Varian Medical Systems Inc
    US92220P1057
    117K $12M $100
    British American Tobacco p.l.c.
    US1104481072
    188K $12M $62 62 / 100
    Solarcity Corp
    US83416TAC45
    12M $12M $0.96
    Adaptimmune Therapeutics plc
    US00653A1079
    1.4M $11M $8.2 49 / 100
    Liberty Media Corp
    US530715AG61
    15M $11M $0.73
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $10M $16
    Apollo Senior Floating Rate
    US0376361079
    618K $10M $17
    Foundation Medicine
    US3504651007
    256K $10M $40
    Teladoc Health, Inc.
    US87918A1051
    306K $10M $33 47 / 100
    Weibo Corporation
    US9485961018
    102K $10M $99 51 / 100
    Codexis, Inc.
    US1920051067
    1.5M $9.8M $6.7 49 / 100
    Digimarc Corporation
    US25381B1017
    261K $9.6M $37
    Stratasys
    USM855481018
    404K $9.3M $23
    FARO Technologies, Inc.
    US3116421021
    228K $8.7M $38 49 / 100
    STAAR Surgical Company
    US8523123052
    699K $8.7M $12 49 / 100
    Ambarella
    USG037AX1016
    177K $8.7M $49
    Schlumberger
    US8068571087
    119K $8.3M $70
    BeiGene, Ltd.
    US07725L1026
    80K $8.3M $103
    CEVA, Inc.
    US1572101053
    193K $8.3M $43 50 / 100
    Nucana Plc ADR
    US67022C1062
    450K $8.3M $18
    Benefitfocus, Inc.
    US08180D1063
    239K $8M $34 50 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $7.4M $90
    Himax Technologies, Inc.
    US43289P1066
    676K $7.4M $11
    Mindbody Cl A
    US60255W1053
    266K $6.9M $26
    Liberty TripAdvisor Holdings, Inc.
    US5314651028
    543K $6.7M $12 50 / 100
    Penumbra, Inc.
    US70975L1070
    69K $6.2M $90 61 / 100
    Blackstone/GSO Strategic Credit Fund
    US09257R1014
    373K $6M $16
    Chinook Therapeutics, Inc.
    US00739L1017
    553K $5.9M $11
    Sunpower Corp
    US867652AL32
    7.2M $5.9M $0.82
    Nuveen Credit Strategies Income Fund
    US67073D1028
    646K $5.5M $8.5
    HUTCHMED (China) Limited
    US44842L1035
    186K $5.1M $27 51 / 100
    Luxoft Holding
    USG572791048
    97K $4.6M $48
    Wipro Limited
    US97651M1099
    593K $3.4M $5.7 57 / 100
    Rio Tinto Group
    US7672041008
    71K $3.3M $47 54 / 100
    Infosys Limited
    US4567881085
    223K $3.3M $15 50 / 100
    Mobileye Nv
    USN514881176
    40K $2.5M $63
    First Trust Senior Floating Rate
    US33733U1088
    184K $2.5M $13
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    5.5K $2.5M $447 58 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $2M $6.6
    Acacia Research Corporation
    US0038813079
    366K $1.7M $4.6 50 / 100
    NetEase, Inc.
    US64110W1027
    6.2K $1.6M $264 56 / 100
    Foamix Pharmaceuticals
    USM461351050
    219K $1.2M $5.6
    Korea Electric Power Corporation
    US5006311063
    44K $742K $17 49 / 100
    Kite Pharma
    US49803L1098
    2.8K $495K $180
    Xylem Inc.
    US98419M1009
    7.2K $452K $63 51 / 100
    Ecolab Inc.
    US2788651006
    2.5K $316K $129 70 / 100

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