James Anderson / Portfolio / 2017-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    45M $7.7B $172 60 / 100
    Amazon.com, Inc.
    US0231351067
    6.3M $7.3B $1.2K 88 / 100
    Baidu, Inc.
    US0567521085
    23M $5.3B $234 56 / 100
    Tesla, Inc.
    US88160R1014
    13M $4B $311 81 / 100
    Illumina, Inc.
    US4523271090
    18M $3.9B $218 59 / 100
    Meta Platforms, Inc.
    US30303M1027
    21M $3.7B $176 84 / 100
    Alphabet Inc.
    US02079K1079
    2.7M $2.8B $1K 91 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    49M $2.2B $44
    NVIDIA Corporation
    US67066G1040
    11M $2.2B $194 87 / 100
    MercadoLibre, Inc.
    US58733R1023
    5.7M $1.8B $315 84 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    45M $1.8B $40 86 / 100
    Ferrari NV
    USN3167Y1030
    15M $1.6B $105
    Fiat Chrysler Automobiles
    USN317381028
    78M $1.4B $18
    Netflix, Inc.
    US64110L1061
    7M $1.3B $192 88 / 100
    Royal Crbn.Cruises
    USV7780T1035
    9.8M $1.2B $119
    Intuitive Surgical, Inc.
    US46120E6023
    3.2M $1.2B $365 73 / 100
    Elevance Health Inc.
    US0367521038
    4.9M $1.1B $225 69 / 100
    Moody's Corporation
    US6153691059
    6.7M $984M $148 79 / 100
    Bluebird Bio Inc
    US09609G1004
    5.2M $924M $178
    NetEase, Inc.
    US64110W1027
    2.7M $921M $345 56 / 100
    Mastercard Incorporated
    US57636Q1040
    5.6M $843M $151 84 / 100
    Seattle Genetics
    US8125781026
    15M $801M $54
    TAL Education Group
    US8740801043
    26M $767M $30 52 / 100
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    7.7M $726M $94
    Workday, Inc.
    US98138H1014
    7.1M $721M $102 74 / 100
    Visa Inc.
    US92826C8394
    6.2M $704M $114 83 / 100
    Ryanair Holdings plc
    US7835132033
    6.3M $659M $104 52 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    3.2M $653M $202 53 / 100
    Markel Corporation
    US5705351048
    540K $615M $1.1K 55 / 100
    Grubhub Inc
    US4001101025
    8.3M $599M $72
    Salesforce, Inc.
    US79466L3024
    5.8M $589M $102 77 / 100
    Waters Corporation
    US9418481035
    2.9M $565M $193 67 / 100
    EOG Resources, Inc.
    US26875P1012
    5M $543M $108 48 / 100
    Apache Corp
    US0374111054
    12M $514M $42
    First Republic Bank
    US33616C1009
    5.8M $505M $87 50 / 100
    JD.com, Inc.
    US47215P1066
    12M $498M $41 52 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.2M $487M $221 62 / 100
    Juno Therapeutics Inc
    US48205A1097
    11M $482M $46
    Verisk Analytics, Inc.
    US92345Y1064
    4.9M $469M $96 43 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $460M $190 70 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    9M $460M $51
    Arthur J. Gallagher & Co.
    US3635761097
    7.3M $459M $63 59 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    3.6M $459M $127 69 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.1M $458M $89 49 / 100
    ResMed Inc.
    US7611521078
    4.9M $416M $85 55 / 100
    Atlassian Corp Plc
    USG062421049
    8.9M $405M $46
    Mettler-Toledo International Inc.
    US5926881054
    617K $382M $620 58 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.6M $378M $81 58 / 100
    Teradyne, Inc.
    US8807701029
    8.8M $369M $42 60 / 100
    Leucadia National
    US5272881047
    14M $369M $26
    Abiomed, Inc.
    US0036541003
    1.9M $365M $187 52 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    6M $356M $59 51 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    27M $354M $13 56 / 100
    58.Com Inc Adr
    US31680Q1040
    4.8M $343M $72
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $335M $30
    Ionis Pharmaceuticals, Inc.
    US4622221004
    6.6M $333M $50 50 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.6M $331M $34 52 / 100
    Under Armour, Inc.
    US9043111072
    22M $324M $14 50 / 100
    DexCom, Inc.
    US2521311074
    5.6M $319M $57 68 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    4M $306M $77 53 / 100
    Copa Holdings S A
    USP310761056
    2.2M $301M $134
    ICICI Bank Limited
    US45104G1040
    28M $270M $9.7 53 / 100
    Yandex
    USN972841084
    7.9M $260M $33
    Credicorp
    USG2519Y1085
    1.2M $241M $207
    LendingTree, Inc.
    US52603B1070
    700K $238M $340 51 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    30M $226M $7.5 51 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $223M $131 69 / 100
    Autohome Inc.
    US05278C1071
    3.3M $216M $65 54 / 100
    Restaurant Brands International
    US76131D1037
    3.4M $210M $62
    Kirby Corporation
    US4972661064
    3.1M $209M $67 52 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    2.2M $205M $92 52 / 100
    Stericycle, Inc.
    US8589121081
    2.6M $176M $68 48 / 100
    Financial Engines
    US3174851002
    5.7M $172M $30
    Zillow Group, Inc. Class C
    US98954M2008
    4.1M $169M $41 58 / 100
    Wayfair Inc.
    US94419L1017
    2M $164M $80 55 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    15M $151M $10 82 / 100
    Banco Bradesco S.A.
    US0594603039
    14M $146M $10 56 / 100
    NOW Inc.
    US67011P1003
    13M $140M $11 52 / 100
    Wix Com
    USM980681052
    2.4M $139M $58
    HDFC Bank Limited
    US40415F1012
    1.4M $139M $102 57 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    13M $135M $10 62 / 100
    CarMax, Inc.
    US1431301027
    2.1M $133M $64 53 / 100
    Alphabet Inc.
    US02079K3059
    121K $128M $1.1K 91 / 100
    Watsco, Inc.
    US9426222009
    734K $125M $170 59 / 100
    PriceSmart, Inc.
    US7415111092
    1.3M $108M $86 54 / 100
    China Biologic Products Holdings Inc
    USG215151048
    1.3M $106M $79
    Shopify 'A'
    US82509L1070
    1M $102M $101
    Tableau Software Class A
    US87336U1051
    1.4M $98M $69
    Embraer S.A.
    US29082A1079
    3.3M $78M $24 51 / 100
    Denali Therapeutics Inc.
    US24823R1059
    4.9M $77M $16 52 / 100
    American Express Company
    US0258161092
    770K $77M $99 79 / 100
    MakeMyTrip
    USV5633W1090
    2.5M $76M $30
    Ellie Mae
    US28849P1003
    839K $75M $89
    Celgene
    US1510201049
    717K $75M $104
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    498K $75M $150 53 / 100
    Fortive Corporation
    US34959J1088
    1M $74M $72 66 / 100
    Activision Blizzard, Inc.
    US00507V1098
    971K $62M $63 50 / 100
    Microsoft Corporation
    US5949181045
    645K $55M $86 80 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.3M $55M $41
    CoStar Group, Inc.
    US22160N1090
    176K $52M $297
    iRobot Corporation
    US4627261005
    681K $52M $77 50 / 100
    Sea Limited
    US81141R1005
    3.8M $51M $13 80 / 100
    Fastenal Company
    US3119001044
    912K $50M $55 54 / 100
    Invesco Senior Income Trust
    US46131H1077
    10M $46M $4.4
    Voya Prime Rate Trust
    US92913A1007
    8.8M $45M $5.1
    SINA Corp
    USG814771048
    434K $43M $100
    IPG Photonics Corporation
    US44980X1090
    199K $43M $214 45 / 100
    Under Armour, Inc.
    US9043112062
    2.9M $39M $13 50 / 100
    The Coca-Cola Company
    US1912161007
    832K $38M $46 82 / 100
    Johnson & Johnson
    US4781601046
    270K $38M $140 48 / 100
    National Instruments Corp
    US6365181022
    815K $34M $42
    The Procter & Gamble Company
    US7427181091
    361K $33M $92 67 / 100
    HEICO Corporation
    US4228062083
    414K $33M $79 64 / 100
    Stitch Fix, Inc.
    US8608971078
    1.2M $32M $26 45 / 100
    Redfin Corporation
    US75737F1084
    999K $31M $31 51 / 100
    Trupanion, Inc.
    US8982021060
    1.1M $31M $29 46 / 100
    Sohu.com
    US83408W1036
    682K $30M $43
    New Relic, Inc.
    US64829B1008
    502K $29M $58 50 / 100
    Analog Devices, Inc.
    US0326541051
    314K $28M $89 61 / 100
    The TJX Companies, Inc.
    US8725401090
    359K $27M $76 62 / 100
    PepsiCo, Inc.
    US7134481081
    224K $27M $120 52 / 100
    McDonald's Corporation
    US5801351017
    151K $26M $172 66 / 100
    Glaukos Corporation
    US3773221029
    970K $25M $26 51 / 100
    United Parcel Service, Inc.
    US9113121068
    207K $25M $119 47 / 100
    Albemarle Corporation
    US0126531013
    192K $25M $128 48 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    192K $24M $127 55 / 100
    Tiffany & Co
    US8865471085
    222K $23M $104
    AeroVironment, Inc.
    US0080731088
    390K $22M $56 64 / 100
    Line Corp Sponsored Adr
    US53567X1019
    528K $22M $41
    Foundation Medicine
    US3504651007
    307K $21M $68
    Apple Inc.
    US0378331005
    123K $21M $169 61 / 100
    TerraForm Power
    US88104R1005
    1.6M $19M $12
    The Goldman Sachs Group, Inc.
    US38141G1040
    75K $19M $255 66 / 100
    HEICO Corporation
    US4228061093
    201K $19M $94 64 / 100
    Mulesoft Inc-A
    US6252071054
    788K $18M $23
    Chegg, Inc.
    US1630921096
    1.1M $18M $16 52 / 100
    Avangrid, Inc.
    US05351W1036
    349K $18M $51 54 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    283K $18M $62 46 / 100
    Baozun Inc.
    US06684L1035
    537K $17M $32 50 / 100
    Pacira BioSciences, Inc.
    US6951271005
    370K $17M $46
    M&T Bank
    US55261F1049
    94K $16M $171
    Eversource Energy
    US30040W1080
    254K $16M $63
    BlackRock Floating Rate Income
    US0919411043
    1.2M $16M $14
    Exelon Corporation
    US30161N1019
    404K $16M $39 55 / 100
    Consolidated Edison, Inc.
    US2091151041
    186K $16M $85 55 / 100
    The Sherwin-Williams Company
    US8243481061
    38K $16M $410 71 / 100
    Ameren Corporation
    US0236081024
    262K $15M $59 50 / 100
    Codexis, Inc.
    US1920051067
    1.8M $15M $8.4 49 / 100
    Veeco Instruments Inc.
    US9224171002
    1M $15M $15 50 / 100
    Exact Sciences Corporation
    US30063P1057
    286K $15M $53 56 / 100
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $14M $11
    WEC Energy Group, Inc.
    US92939U1060
    204K $14M $66 51 / 100
    Splunk Inc.
    US8486371045
    159K $13M $83 50 / 100
    Varian Medical Systems Inc
    US92220P1057
    117K $13M $111
    Adaptimmune Therapeutics plc
    US00653A1079
    1.9M $13M $6.7 49 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $12M $6.5
    Edison International
    US2810201077
    196K $12M $63 52 / 100
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $12M $6.5
    STAAR Surgical Company
    US8523123052
    792K $12M $16 49 / 100
    Novocure Ltd
    USG6674U1081
    604K $12M $20
    Teladoc Health, Inc.
    US87918A1051
    348K $12M $35 47 / 100
    FARO Technologies, Inc.
    US3116421021
    253K $12M $47 49 / 100
    Digimarc Corporation
    US25381B1017
    320K $12M $36
    Ambarella
    USG037AX1016
    197K $12M $59
    Solarcity Corp
    US83416TAC45
    12M $11M $0.93
    PG&E Corporation
    US69331C1080
    242K $11M $45
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $11M $9.8 50 / 100
    Weibo Corporation
    US9485961018
    98K $10M $103 51 / 100
    Apollo Senior Floating Rate
    US0376361079
    618K $10M $16
    CEVA, Inc.
    US1572101053
    215K $9.9M $46 50 / 100
    Liberty Media Corp
    US530715AG61
    15M $9.9M $0.65
    Stratasys
    USM855481018
    461K $9.2M $20
    Mindbody Cl A
    US60255W1053
    300K $9.1M $30
    BeiGene, Ltd.
    US07725L1026
    87K $8.5M $98
    British American Tobacco p.l.c.
    US1104481072
    124K $8.3M $67 62 / 100
    HUTCHMED (China) Limited
    US44842L1035
    206K $8.1M $39 51 / 100
    Schlumberger
    US8068571087
    119K $8M $67
    Chinook Therapeutics, Inc.
    US00739L1017
    1M $7.8M $7.5
    Nuveen Credit Strategies Income Fund
    US67073D1028
    928K $7.6M $8.2
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $7.6M $12
    Penumbra, Inc.
    US70975L1070
    80K $7.6M $94 61 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $7.3M $88
    Benefitfocus, Inc.
    US08180D1063
    266K $7.2M $27 50 / 100
    Himax Technologies, Inc.
    US43289P1066
    676K $7M $10
    Sunpower Corp
    US867652AL32
    7.2M $6.2M $0.86
    Blackstone/GSO Strategic Credit Fund
    US09257R1014
    388K $6.1M $16
    Nucana Plc ADR
    US67022C1062
    550K $5.6M $10
    Luxoft Holding
    USG572791048
    97K $5.4M $56
    Rio Tinto Group
    US7672041008
    71K $3.7M $53 54 / 100
    Align Technology, Inc.
    US0162551016
    12K $2.7M $222 53 / 100
    First Trust Senior Floating Rate
    US33733U1088
    184K $2.4M $13
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    5.5K $2.1M $376 58 / 100
    Vale S.A.
    US91912E1055
    168K $2.1M $12 54 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $1.7M $5.7
    Acacia Research Corporation
    US0038813079
    366K $1.5M $4.1 50 / 100
    Foamix Pharmaceuticals
    USM461351050
    219K $1.3M $6
    Korea Electric Power Corporation
    US5006311063
    49K $866K $18 49 / 100
    Xylem Inc.
    US98419M1009
    12K $814K $68 51 / 100
    Ecolab Inc.
    US2788651006
    4K $540K $134 70 / 100
    Infosys Limited
    US4567881085
    9.1K $148K $16 50 / 100
    Wipro Limited
    US97651M1099
    24K $131K $5.5 57 / 100

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