James Anderson / Portfolio / 2018-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    5.4M $9.2B $1.7K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    45M $8.3B $186 60 / 100
    Baidu, Inc.
    US0567521085
    20M $4.9B $243 56 / 100
    Illumina, Inc.
    US4523271090
    17M $4.6B $279 59 / 100
    Tesla, Inc.
    US88160R1014
    13M $4.5B $343 81 / 100
    Meta Platforms, Inc.
    US30303M1027
    19M $3.7B $194 84 / 100
    Netflix, Inc.
    US64110L1061
    7.6M $3B $391 88 / 100
    Alphabet Inc.
    US02079K1079
    2.3M $2.6B $1.1K 91 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    54M $2.6B $48
    Spotify Technology SA
    USL8681T1027
    13M $2.2B $168
    Ferrari NV
    USN3167Y1030
    14M $2B $136
    NVIDIA Corporation
    US67066G1040
    7.9M $1.9B $237 87 / 100
    TAL Education Group
    US8740801043
    49M $1.8B $37 52 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    44M $1.6B $37 86 / 100
    MercadoLibre, Inc.
    US58733R1023
    5.2M $1.5B $299 84 / 100
    Fiat Chrysler Automobiles
    USN317381028
    76M $1.4B $19
    Elevance Health Inc.
    US0367521038
    4.8M $1.1B $238 69 / 100
    Apache Corp
    US0374111054
    24M $1.1B $47
    Intuitive Surgical, Inc.
    US46120E6023
    2.4M $1.1B $478 73 / 100
    Moody's Corporation
    US6153691059
    6.5M $1.1B $171 79 / 100
    Mastercard Incorporated
    US57636Q1040
    5.6M $1.1B $197 84 / 100
    Grubhub Inc
    US4001101025
    9.3M $976M $105
    Seattle Genetics
    US8125781026
    14M $944M $66
    Abiomed, Inc.
    US0036541003
    2.1M $862M $409 52 / 100
    Workday, Inc.
    US98138H1014
    6.6M $804M $121 74 / 100
    Visa Inc.
    US92826C8394
    6M $801M $132 83 / 100
    Salesforce, Inc.
    US79466L3024
    5.7M $784M $136 77 / 100
    Bluebird Bio Inc
    US09609G1004
    4.8M $760M $157
    NetEase, Inc.
    US64110W1027
    3M $756M $253 56 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    3.7M $729M $198 53 / 100
    New Oriental Education & Technology Sponsored ADR
    US6475811070
    7.6M $721M $95
    Ryanair Holdings plc
    US7835132033
    5.9M $678M $114 52 / 100
    EOG Resources, Inc.
    US26875P1012
    5M $617M $124 48 / 100
    Markel Corporation
    US5705351048
    551K $597M $1.1K 55 / 100
    First Republic Bank
    US33616C1009
    6.1M $590M $97 50 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    9.9M $586M $59 58 / 100
    Royal Crbn.Cruises
    USV7780T1035
    5.5M $575M $104
    Atlassian Corp Plc
    USG062421049
    8.1M $508M $63
    ResMed Inc.
    US7611521078
    4.8M $500M $104 55 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.2M $495M $223 62 / 100
    Waters Corporation
    US9418481035
    2.6M $495M $194 67 / 100
    DexCom, Inc.
    US2521311074
    5.2M $494M $95 68 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $493M $207 70 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    9M $491M $55
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.8M $476M $99 58 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    4.3M $468M $108 43 / 100
    JD.com, Inc.
    US47215P1066
    12M $468M $39 52 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7.1M $465M $65 59 / 100
    Under Armour, Inc.
    US9043111072
    21M $464M $22 50 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.1M $425M $84 49 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    4.2M $417M $98 69 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    6.3M $405M $64 51 / 100
    Credicorp
    USG2519Y1085
    1.8M $397M $225
    Ionis Pharmaceuticals, Inc.
    US4622221004
    9.3M $387M $42 50 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $383M $34
    Myriad Genetics, Inc.
    US62855J1043
    9.5M $353M $37 52 / 100
    ICICI Bank Limited
    US45104G1040
    43M $347M $8 53 / 100
    Mettler-Toledo International Inc.
    US5926881054
    588K $341M $579 58 / 100
    Autohome Inc.
    US05278C1071
    3.4M $339M $101 54 / 100
    Teradyne, Inc.
    US8807701029
    8.6M $329M $38 60 / 100
    58.Com Inc Adr
    US31680Q1040
    4.7M $329M $69
    SiteOne Landscape Supply, Inc.
    US82982L1035
    3.9M $329M $84 53 / 100
    Wayfair Inc.
    US94419L1017
    2.7M $320M $119 55 / 100
    Jefferies Financial Group Inc.
    US47233W1099
    14M $311M $23 51 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    28M $293M $10 56 / 100
    LendingTree, Inc.
    US52603B1070
    1.3M $284M $214 51 / 100
    Copa Holdings S A
    USP310761056
    2.9M $276M $95
    Wix Com
    USM980681052
    2.6M $260M $100
    Kirby Corporation
    US4972661064
    3M $255M $84 52 / 100
    Albemarle Corporation
    US0126531013
    2.6M $247M $94 48 / 100
    Shopify 'A'
    US82509L1070
    1.7M $245M $146
    The Howard Hughes Corporation
    US44267D1072
    1.7M $221M $133 69 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    14M $216M $15 82 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    32M $208M $6.6 51 / 100
    Restaurant Brands International
    US76131D1037
    3.4M $204M $60
    Lincoln Electric Holdings, Inc.
    US5339001068
    2.2M $195M $88 52 / 100
    NOW Inc.
    US67011P1003
    14M $191M $13 52 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    17M $168M $10 62 / 100
    Tableau Software Class A
    US87336U1051
    1.7M $168M $98
    Stericycle, Inc.
    US8589121081
    2.6M $167M $65 48 / 100
    Watsco, Inc.
    US9426222009
    877K $156M $178 59 / 100
    HDFC Bank Limited
    US40415F1012
    1.3M $139M $105 57 / 100
    China Biologic Products Holdings Inc
    USG215151048
    1.3M $134M $99
    Chegg, Inc.
    US1630921096
    4.7M $130M $28 52 / 100
    Alphabet Inc.
    US02079K3059
    115K $129M $1.1K 91 / 100
    Banco Bradesco S.A.
    US0594603039
    18M $120M $6.9 56 / 100
    PriceSmart, Inc.
    US7415111092
    1.2M $113M $91 54 / 100
    Ellie Mae
    US28849P1003
    1M $107M $104
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    578K $98M $170 53 / 100
    Novocure Ltd
    USG6674U1081
    3.1M $97M $31
    Fortive Corporation
    US34959J1088
    1.2M $96M $77 66 / 100
    MakeMyTrip
    USV5633W1090
    2.6M $93M $36
    CoStar Group, Inc.
    US22160N1090
    215K $89M $413
    Penumbra, Inc.
    US70975L1070
    621K $86M $138 61 / 100
    Activision Blizzard, Inc.
    US00507V1098
    1.1M $85M $76 50 / 100
    Denali Therapeutics Inc.
    US24823R1059
    5.3M $82M $15 52 / 100
    Embraer S.A.
    US29082A1079
    3.1M $77M $25 51 / 100
    Redfin Corporation
    US75737F1084
    3.3M $76M $23 51 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.3M $75M $60
    New Relic, Inc.
    US64829B1008
    735K $74M $101 50 / 100
    American Express Company
    US0258161092
    748K $73M $98 79 / 100
    Under Armour, Inc.
    US9043112062
    3.4M $72M $21 50 / 100
    Dropbox, Inc.
    US26210C1045
    2.2M $71M $32 55 / 100
    Celgene
    US1510201049
    860K $68M $79
    Microsoft Corporation
    US5949181045
    649K $64M $99 80 / 100
    Stitch Fix, Inc.
    US8608971078
    2.3M $63M $27 45 / 100
    Unity Biotechnology Inc
    US91381U1016
    3.8M $57M $15
    Sea Limited
    US81141R1005
    3.8M $57M $15 80 / 100
    Foundation Medicine
    US3504651007
    404K $55M $137
    AeroVironment, Inc.
    US0080731088
    765K $55M $71 64 / 100
    Agios Pharmaceuticals, Inc.
    US00847X1046
    627K $53M $84 49 / 100
    IPG Photonics Corporation
    US44980X1090
    238K $53M $221 45 / 100
    iRobot Corporation
    US4627261005
    674K $51M $76 50 / 100
    Glaukos Corporation
    US3773221029
    1.2M $49M $41 51 / 100
    HEICO Corporation
    US4228062083
    792K $48M $61 64 / 100
    Trupanion, Inc.
    US8982021060
    1.2M $47M $39 46 / 100
    Fastenal Company
    US3119001044
    979K $47M $48 54 / 100
    Invesco Senior Income Trust
    US46131H1077
    9.8M $42M $4.3
    Baozun Inc.
    US06684L1035
    731K $40M $55 50 / 100
    Codexis, Inc.
    US1920051067
    2.6M $38M $14 49 / 100
    The TJX Companies, Inc.
    US8725401090
    397K $38M $95 62 / 100
    The Coca-Cola Company
    US1912161007
    850K $37M $44 82 / 100
    SINA Corp
    USG814771048
    430K $36M $85
    Adaptimmune Therapeutics plc
    US00653A1079
    3M $36M $12 49 / 100
    STAAR Surgical Company
    US8523123052
    1.2M $36M $31 49 / 100
    Teladoc Health, Inc.
    US87918A1051
    614K $36M $58 47 / 100
    CarMax, Inc.
    US1431301027
    465K $34M $73 53 / 100
    Johnson & Johnson
    US4781601046
    276K $33M $121 48 / 100
    National Instruments Corp
    US6365181022
    765K $32M $42
    Exact Sciences Corporation
    US30063P1057
    534K $32M $60 56 / 100
    Analog Devices, Inc.
    US0326541051
    314K $30M $96 61 / 100
    The Procter & Gamble Company
    US7427181091
    369K $29M $78 67 / 100
    Voya Prime Rate Trust
    US92913A1007
    5.5M $28M $5
    The Estée Lauder Companies Inc.
    US5184391044
    192K $27M $143 55 / 100
    Sohu.com Limited
    US83410S1087
    702K $25M $36
    Splunk Inc.
    US8486371045
    249K $25M $99 50 / 100
    PepsiCo, Inc.
    US7134481081
    225K $24M $109 52 / 100
    BlackLine, Inc.
    US09239B1098
    547K $24M $43 48 / 100
    Benefitfocus, Inc.
    US08180D1063
    696K $23M $34 50 / 100
    McDonald's Corporation
    US5801351017
    149K $23M $157 66 / 100
    Apple Inc.
    US0378331005
    123K $23M $185 61 / 100
    United Parcel Service, Inc.
    US9113121068
    213K $23M $106 47 / 100
    TerraForm Power
    US88104R2094
    1.9M $22M $12
    Line Corp Sponsored Adr
    US53567X1019
    494K $20M $41
    Chinook Therapeutics, Inc.
    US00739L1017
    2.8M $20M $7
    Avangrid, Inc.
    US05351W1036
    353K $19M $53 54 / 100
    Pacira BioSciences, Inc.
    US6951271005
    582K $19M $32
    The Sherwin-Williams Company
    US8243481061
    45K $19M $408 71 / 100
    HEICO Corporation
    US4228061093
    254K $19M $73 64 / 100
    Veeco Instruments Inc.
    US9224171002
    1.3M $18M $14 50 / 100
    Evolent Health, Inc.
    US30050B1017
    868K $18M $21 50 / 100
    Exelon Corporation
    US30161N1019
    428K $18M $43 55 / 100
    Mindbody Cl A
    US60255W1053
    462K $18M $39
    M&T Bank
    US55261F1049
    104K $18M $170
    RPM International Inc.
    US7496851038
    298K $17M $58
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    2M $17M $8.8 62 / 100
    FARO Technologies, Inc.
    US3116421021
    310K $17M $54 49 / 100
    CyberArk Software Ltd
    USM2862V1083
    265K $17M $63
    Ameren Corporation
    US0236081024
    263K $16M $61 50 / 100
    Consolidated Edison, Inc.
    US2091151041
    198K $15M $78 55 / 100
    Eversource Energy
    US30040W1080
    258K $15M $59
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $14M $13 50 / 100
    WEC Energy Group, Inc.
    US92939U1060
    219K $14M $65 51 / 100
    Edison International
    US2810201077
    213K $13M $63 52 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    218K $13M $62 46 / 100
    Varian Medical Systems Inc
    US92220P1057
    117K $13M $114
    Stratasys
    USM855481018
    684K $13M $19
    BeiGene, Ltd.
    US07725L1026
    83K $13M $154
    Ambarella
    USG037AX1016
    327K $13M $39
    Jianpu Technology Inc- ADR
    US47738D1019
    1.9M $13M $6.6
    BlackRock Floating Rate Income
    US0919411043
    958K $13M $13
    Nucana Plc ADR
    US67022C1062
    655K $12M $19
    Solarcity Corp
    US83416TAC45
    13M $12M $0.94
    Digimarc Corporation
    US25381B1017
    426K $11M $27
    PG&E Corporation
    US69331C1080
    267K $11M $43
    CEVA, Inc.
    US1572101053
    367K $11M $30 50 / 100
    Sunpower Corp
    US867652AL32
    13M $11M $0.83
    Infosys Limited
    US4567881085
    553K $11M $19 50 / 100
    Liberty Media Corp
    US530715AG61
    14M $9.5M $0.66
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    805K $9M $11
    Nuveen Senior Income Fund
    US67067Y1047
    1.4M $8.7M $6.2
    Restorbio Inc
    US76133L1035
    890K $8.1M $9.2
    Schlumberger
    US8068571087
    119K $8M $67
    Brf S.a.
    US10552T1079
    1.7M $7.7M $4.7 51 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $7.5M $91
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $7M $11
    Eaton Vance Senior Income Trust
    US27826S1033
    1.1M $6.7M $6.4
    British American Tobacco p.l.c.
    US1104481072
    127K $6.4M $50 62 / 100
    HUTCHMED (China) Limited
    US44842L1035
    205K $6.2M $30 51 / 100
    Himax Technologies, Inc.
    US43289P1066
    676K $5M $7.5
    Align Technology, Inc.
    US0162551016
    14K $4.7M $342 53 / 100
    Blackstone/GSO Strategic Credit Fund
    US09257R1014
    271K $4.3M $16
    Aslan Pharmaceuticals ADR
    US04522R1014
    450K $4M $8.8
    Rio Tinto Group
    US7672041008
    71K $3.9M $55 54 / 100
    Nuveen Credit Strategies Income Fund
    US67073D1028
    482K $3.8M $8
    Luxoft Holding
    USG572791048
    97K $3.6M $37
    Xylem Inc.
    US98419M1009
    49K $3.3M $67 51 / 100
    Snap Inc.
    US83304A1060
    246K $3.2M $13 43 / 100
    Apollo Senior Floating Rate
    US0376361079
    174K $2.8M $16
    Weibo Corporation
    US9485961018
    26K $2.3M $89 51 / 100
    Ecolab Inc.
    US2788651006
    16K $2.3M $140 70 / 100
    Acacia Research Corporation
    US0038813079
    366K $1.5M $4.2 50 / 100
    BitAuto Holdings Ltd - ADR
    US0917271076
    58K $1.4M $24
    Foamix Pharmaceuticals
    USM461351050
    219K $1.1M $5
    Korea Electric Power Corporation
    US5006311063
    65K $936K $14 49 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $651K $2.2
    Wipro Limited
    US97651M1099
    31K $149K $4.8 57 / 100

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