James Anderson / Portfolio / 2018-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    5.8M $8.5B $1.4K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    45M $8.3B $184 60 / 100
    Baidu, Inc.
    US0567521085
    21M $4.8B $223 56 / 100
    Illumina, Inc.
    US4523271090
    18M $4.2B $236 59 / 100
    Tesla, Inc.
    US88160R1014
    13M $3.4B $266 81 / 100
    Meta Platforms, Inc.
    US30303M1027
    20M $3.2B $160 84 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    55M $2.5B $47
    Alphabet Inc.
    US02079K1079
    2.4M $2.5B $1K 91 / 100
    NVIDIA Corporation
    US67066G1040
    10M $2.3B $232 87 / 100
    Netflix, Inc.
    US64110L1061
    7.8M $2.3B $295 88 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    44M $1.9B $44 86 / 100
    MercadoLibre, Inc.
    US58733R1023
    5.3M $1.9B $356 84 / 100
    TAL Education Group
    US8740801043
    50M $1.8B $37 52 / 100
    Ferrari NV
    USN3167Y1030
    15M $1.8B $120
    Fiat Chrysler Automobiles
    USN317381028
    77M $1.6B $20
    Intuitive Surgical, Inc.
    US46120E6023
    3.1M $1.3B $413 73 / 100
    Moody's Corporation
    US6153691059
    6.6M $1.1B $161 79 / 100
    Elevance Health Inc.
    US0367521038
    4.9M $1.1B $220 69 / 100
    Mastercard Incorporated
    US57636Q1040
    5.6M $989M $175 84 / 100
    Grubhub Inc
    US4001101025
    8.7M $879M $101
    Workday, Inc.
    US98138H1014
    6.9M $877M $127 74 / 100
    NetEase, Inc.
    US64110W1027
    3.1M $865M $280 56 / 100
    Bluebird Bio Inc
    US09609G1004
    5M $861M $171
    Royal Crbn.Cruises
    USV7780T1035
    7M $820M $118
    MarketAxess Holdings Inc.
    US57060D1081
    3.7M $796M $217 53 / 100
    Seattle Genetics
    US8125781026
    15M $768M $52
    Visa Inc.
    US92826C8394
    6.1M $733M $120 83 / 100
    Ryanair Holdings plc
    US7835132033
    5.8M $713M $123 52 / 100
    Salesforce, Inc.
    US79466L3024
    6M $703M $116 77 / 100
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    7.6M $666M $88
    Markel Corporation
    US5705351048
    544K $637M $1.2K 55 / 100
    Abiomed, Inc.
    US0036541003
    2M $595M $291 52 / 100
    First Republic Bank
    US33616C1009
    6M $554M $93 50 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    9.1M $541M $59
    Apache Corp
    US0374111054
    14M $535M $38
    EOG Resources, Inc.
    US26875P1012
    5M $527M $105 48 / 100
    Waters Corporation
    US9418481035
    2.6M $511M $199 67 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $496M $206 70 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7.2M $492M $69 59 / 100
    JD.com, Inc.
    US47215P1066
    12M $486M $40 52 / 100
    ResMed Inc.
    US7611521078
    4.9M $479M $98 55 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.1M $479M $94 49 / 100
    Atlassian Corp Plc
    USG062421049
    8.6M $461M $54
    Martin Marietta Materials, Inc.
    US5732841060
    2.2M $459M $207 62 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    4.4M $458M $104 43 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    3.8M $457M $119 69 / 100
    LendingTree, Inc.
    US52603B1070
    1.3M $416M $328 51 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    6.2M $415M $67 51 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    26M $408M $16 56 / 100
    DexCom, Inc.
    US2521311074
    5.4M $402M $74 68 / 100
    Teradyne, Inc.
    US8807701029
    8.8M $401M $46 60 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.7M $382M $81 58 / 100
    58.Com Inc Adr
    US31680Q1040
    4.8M $380M $80
    Under Armour, Inc.
    US9043111072
    22M $356M $16 50 / 100
    Mettler-Toledo International Inc.
    US5926881054
    617K $355M $575 58 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $346M $31
    Leucadia National
    US5272881047
    14M $312M $23
    SiteOne Landscape Supply, Inc.
    US82982L1035
    4M $304M $77 53 / 100
    Autohome Inc.
    US05278C1071
    3.4M $293M $86 54 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.6M $283M $30 52 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    6.3M $276M $44 50 / 100
    Copa Holdings S A
    USP310761056
    2.1M $275M $129
    Credicorp
    USG2519Y1085
    1.2M $274M $227
    Zillow Group, Inc. Class C
    US98954M2008
    4.9M $265M $54 58 / 100
    ICICI Bank Limited
    US45104G1040
    28M $250M $8.9 53 / 100
    Kirby Corporation
    US4972661064
    3.1M $239M $77 52 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $235M $139 69 / 100
    Yandex
    USN972841084
    5.6M $222M $39
    Wix Com
    USM980681052
    2.8M $220M $80
    CEMEX, S.A.B. de C.V.
    US1512908898
    32M $210M $6.6 51 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    2.2M $200M $90 52 / 100
    Banco Bradesco S.A.
    US0594603039
    16M $186M $12 56 / 100
    Restaurant Brands International
    US76131D1037
    3.2M $182M $57
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    13M $182M $14 62 / 100
    Shopify 'A'
    US82509L1070
    1.4M $173M $125
    Wayfair Inc.
    US94419L1017
    2.4M $160M $68 55 / 100
    Stericycle, Inc.
    US8589121081
    2.6M $150M $59 48 / 100
    Watsco, Inc.
    US9426222009
    821K $149M $181 59 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    15M $146M $10 82 / 100
    NOW Inc.
    US67011P1003
    13M $138M $10 52 / 100
    HDFC Bank Limited
    US40415F1012
    1.3M $132M $99 57 / 100
    Tableau Software Class A
    US87336U1051
    1.5M $124M $81
    Alphabet Inc.
    US02079K3059
    115K $119M $1K 91 / 100
    China Biologic Products Holdings Inc
    USG215151048
    1.3M $108M $81
    Denali Therapeutics Inc.
    US24823R1059
    5.2M $102M $20 52 / 100
    PriceSmart, Inc.
    US7415111092
    1.2M $98M $84 54 / 100
    Fortive Corporation
    US34959J1088
    1.2M $91M $78 66 / 100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    547K $89M $163 53 / 100
    Ellie Mae
    US28849P1003
    968K $89M $92
    MakeMyTrip
    USV5633W1090
    2.5M $88M $35
    Chegg, Inc.
    US1630921096
    4.2M $87M $21 52 / 100
    Embraer S.A.
    US29082A1079
    3.2M $82M $26 51 / 100
    American Express Company
    US0258161092
    863K $81M $93 79 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.4M $74M $54
    Celgene
    US1510201049
    822K $73M $89
    CoStar Group, Inc.
    US22160N1090
    200K $72M $363
    Activision Blizzard, Inc.
    US00507V1098
    1.1M $72M $67 50 / 100
    Dropbox, Inc.
    US26210C1045
    2.2M $68M $31 55 / 100
    Penumbra, Inc.
    US70975L1070
    582K $67M $116 61 / 100
    Novocure Ltd
    USG6674U1081
    2.7M $60M $22
    Microsoft Corporation
    US5949181045
    644K $59M $91 80 / 100
    Redfin Corporation
    US75737F1084
    2.4M $55M $23 51 / 100
    Mulesoft Inc-A
    US6252071054
    1.2M $52M $44
    Fastenal Company
    US3119001044
    953K $52M $55 54 / 100
    IPG Photonics Corporation
    US44980X1090
    221K $52M $233 45 / 100
    New Relic, Inc.
    US64829B1008
    677K $50M $74 50 / 100
    Invesco Senior Income Trust
    US46131H1077
    11M $49M $4.4
    Agios Pharmaceuticals, Inc.
    US00847X1046
    582K $48M $82 49 / 100
    Voya Prime Rate Trust
    US92913A1007
    8.8M $46M $5.2
    Under Armour, Inc.
    US9043112062
    3.2M $46M $14 50 / 100
    SINA Corp
    USG814771048
    423K $44M $104
    HEICO Corporation
    US4228062083
    609K $43M $71 64 / 100
    Sea Limited
    US81141R1005
    3.8M $43M $11 80 / 100
    iRobot Corporation
    US4627261005
    656K $42M $64 50 / 100
    Stitch Fix, Inc.
    US8608971078
    1.9M $39M $20 45 / 100
    National Instruments Corp
    US6365181022
    732K $37M $51
    The Coca-Cola Company
    US1912161007
    830K $36M $43 82 / 100
    Trupanion, Inc.
    US8982021060
    1.2M $35M $30 46 / 100
    Glaukos Corporation
    US3773221029
    1.1M $35M $31 51 / 100
    Johnson & Johnson
    US4781601046
    266K $34M $128 48 / 100
    The TJX Companies, Inc.
    US8725401090
    416K $34M $82 62 / 100
    Baozun Inc.
    US06684L1035
    680K $31M $46 50 / 100
    Foundation Medicine
    US3504651007
    390K $31M $79
    The Estée Lauder Companies Inc.
    US5184391044
    192K $29M $150 55 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    2.6M $29M $11 49 / 100
    The Procter & Gamble Company
    US7427181091
    360K $29M $79 67 / 100
    Analog Devices, Inc.
    US0326541051
    313K $29M $91 61 / 100
    CarMax, Inc.
    US1431301027
    452K $28M $62 53 / 100
    Codexis, Inc.
    US1920051067
    2.3M $25M $11 49 / 100
    PepsiCo, Inc.
    US7134481081
    223K $24M $109 52 / 100
    AeroVironment, Inc.
    US0080731088
    520K $24M $46 64 / 100
    McDonald's Corporation
    US5801351017
    148K $23M $156 66 / 100
    United Parcel Service, Inc.
    US9113121068
    207K $22M $105 47 / 100
    Teladoc Health, Inc.
    US87918A1051
    531K $21M $40 47 / 100
    Sohu.com
    US83408W1036
    674K $21M $31
    Apple Inc.
    US0378331005
    123K $21M $168 61 / 100
    Veeco Instruments Inc.
    US9224171002
    1.2M $21M $17 50 / 100
    Splunk Inc.
    US8486371045
    207K $20M $98 50 / 100
    Financial Engines
    US3174851002
    574K $20M $35
    HEICO Corporation
    US4228061093
    227K $20M $87 64 / 100
    Line Corp Sponsored Adr
    US53567X1019
    494K $19M $39
    M&T Bank
    US55261F1049
    104K $19M $184
    TerraForm Power
    US88104R1005
    1.8M $19M $11
    Albemarle Corporation
    US0126531013
    198K $18M $93 48 / 100
    Avangrid, Inc.
    US05351W1036
    352K $18M $51 54 / 100
    FARO Technologies, Inc.
    US3116421021
    302K $18M $58 49 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    275K $17M $64 46 / 100
    The Sherwin-Williams Company
    US8243481061
    44K $17M $392 71 / 100
    Mindbody Cl A
    US60255W1053
    416K $16M $39
    BlackRock Floating Rate Income
    US0919411043
    1.2M $16M $14
    Pacira BioSciences, Inc.
    US6951271005
    510K $16M $31
    STAAR Surgical Company
    US8523123052
    1.1M $16M $15 49 / 100
    Exelon Corporation
    US30161N1019
    404K $16M $39 55 / 100
    BlackLine, Inc.
    US09239B1098
    395K $16M $39 48 / 100
    Chinook Therapeutics, Inc.
    US00739L1017
    1.7M $15M $9.3
    Eversource Energy
    US30040W1080
    258K $15M $59
    Ameren Corporation
    US0236081024
    262K $15M $57 50 / 100
    BeiGene, Ltd.
    US07725L1026
    87K $15M $168
    Exact Sciences Corporation
    US30063P1057
    362K $15M $40 56 / 100
    Consolidated Edison, Inc.
    US2091151041
    186K $14M $78 55 / 100
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    1.2M $14M $12
    Varian Medical Systems Inc
    US92220P1057
    117K $14M $123
    RPM International Inc.
    US7496851038
    301K $14M $48
    Stratasys
    USM855481018
    666K $13M $20
    Ambarella
    USG037AX1016
    265K $13M $49
    Eaton Vance Senior Income Trust
    US27826S1033
    1.9M $13M $6.8
    WEC Energy Group, Inc.
    US92939U1060
    204K $13M $63 51 / 100
    Edison International
    US2810201077
    197K $13M $64 52 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    1.9M $13M $6.6
    Nucana Plc ADR
    US67022C1062
    641K $12M $19
    CEVA, Inc.
    US1572101053
    321K $12M $36 50 / 100
    Weibo Corporation
    US9485961018
    97K $12M $120 51 / 100
    Solarcity Corp
    US83416TAC45
    12M $11M $0.92
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $11M $10 50 / 100
    Sunpower Corp
    US867652AL32
    13M $11M $0.81
    PG&E Corporation
    US69331C1080
    245K $11M $44
    Apollo Senior Floating Rate
    US0376361079
    618K $10M $17
    Infosys Limited
    US4567881085
    562K $10M $18 50 / 100
    Digimarc Corporation
    US25381B1017
    411K $9.9M $24
    Liberty Media Cop
    US530715AG61
    14M $9.5M $0.67
    Benefitfocus, Inc.
    US08180D1063
    370K $9M $24 50 / 100
    Blackstone/GSO Strategic Credit Fund
    US09257R1014
    522K $8.3M $16
    Nuveen Credit Strategies Income Fund
    US67073D1028
    1M $8M $7.9
    Schlumberger
    US8068571087
    119K $7.7M $65
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $7.7M $12
    Microchip Technology Incorporated
    US5950171042
    83K $7.6M $91
    British American Tobacco p.l.c.
    US1104481072
    124K $7.1M $58 62 / 100
    HUTCHMED (China) Limited
    US44842L1035
    206K $6.1M $30 51 / 100
    Jianpu Technology Inc- ADR
    US47738D1019
    1M $5.6M $5.5
    Restorbio Inc
    US76133L1035
    550K $5.3M $9.6
    Himax Technologies, Inc.
    US43289P1066
    676K $4.2M $6.2
    Luxoft Holding
    USG572791048
    97K $4M $41
    Rio Tinto Group
    US7672041008
    71K $3.6M $52 54 / 100
    Align Technology, Inc.
    US0162551016
    14K $3.4M $251 53 / 100
    Xylem Inc.
    US98419M1009
    41K $3.1M $77 51 / 100
    Vale S.A.
    US91912E1055
    241K $3.1M $13 54 / 100
    First Trust Senior Floating Rate
    US33733U1088
    184K $2.4M $13
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    5.5K $1.9M $344 58 / 100
    Ecolab Inc.
    US2788651006
    14K $1.9M $137 70 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $1.5M $5
    Acacia Research Corporation
    US0038813079
    366K $1.3M $3.5 50 / 100
    Foamix Pharmaceuticals
    USM461351050
    219K $1.1M $5.1
    Korea Electric Power Corporation
    US5006311063
    65K $1M $15 49 / 100
    Wipro Limited
    US97651M1099
    27K $139K $5.1 57 / 100

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