James Anderson / Portfolio / 2018-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    4.5M $9.1B $2K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    45M $7.5B $165 60 / 100
    Illumina, Inc.
    US4523271090
    16M $5.9B $367 59 / 100
    Baidu, Inc.
    US0567521085
    18M $4.2B $229 56 / 100
    Tesla, Inc.
    US88160R1014
    13M $3.5B $265 81 / 100
    Netflix, Inc.
    US64110L1061
    7.5M $2.8B $374 88 / 100
    Meta Platforms, Inc.
    US30303M1027
    17M $2.8B $164 84 / 100
    Alphabet Inc.
    US02079K1079
    2.3M $2.8B $1.2K 91 / 100
    Spotify Technology SA
    USL8681T1027
    15M $2.7B $181
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    53M $2B $37
    Ferrari NV
    USN3167Y1030
    14M $2B $138
    NVIDIA Corporation
    US67066G1040
    6.7M $1.9B $281 87 / 100
    MercadoLibre, Inc.
    US58733R1023
    5.1M $1.7B $340 84 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    38M $1.7B $44 86 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2.3M $1.3B $574 73 / 100
    Fiat Chrysler Automobiles
    USN317381028
    72M $1.3B $18
    Mastercard Incorporated
    US57636Q1040
    5.7M $1.3B $223 84 / 100
    TAL Education Group
    US8740801043
    48M $1.2B $26 52 / 100
    Elevance Health Inc.
    US0367521038
    4.5M $1.2B $274 69 / 100
    Grubhub Inc
    US4001101025
    8.5M $1.2B $139
    Apache Corp
    US0374111054
    24M $1.2B $48
    Seattle Genetics
    US8125781026
    13M $1B $77
    Moody's Corporation
    US6153691059
    6M $1B $167 79 / 100
    Workday, Inc.
    US98138H1014
    6.5M $944M $146 74 / 100
    Visa Inc.
    US92826C8394
    6.1M $908M $150 83 / 100
    Salesforce, Inc.
    US79466L3024
    5.6M $883M $159 77 / 100
    Atlassian Corp Plc
    USG062421049
    7.8M $754M $96
    DexCom, Inc.
    US2521311074
    5.1M $729M $143 68 / 100
    Bluebird Bio Inc
    US09609G1004
    4.6M $678M $146
    NetEase, Inc.
    US64110W1027
    2.9M $668M $228 56 / 100
    Markel Corporation
    US5705351048
    557K $662M $1.2K 55 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    3.7M $657M $178 53 / 100
    EOG Resources, Inc.
    US26875P1012
    5M $632M $128 48 / 100
    Royal Crbn.Cruises
    USV7780T1035
    4.7M $608M $130
    Martin Marietta Materials, Inc.
    US5732841060
    3.3M $599M $182 62 / 100
    First Republic Bank
    US33616C1009
    6.2M $597M $96 50 / 100
    NIO Inc.
    US62914V1061
    85M $595M $7 48 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $581M $244 70 / 100
    Ryanair Holdings plc
    US7835132033
    5.9M $564M $96 52 / 100
    ResMed Inc.
    US7611521078
    4.8M $558M $115 55 / 100
    ICICI Bank Limited
    US45104G1040
    63M $535M $8.5 53 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7.1M $530M $74 59 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    4.4M $526M $121 43 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.9M $514M $105 58 / 100
    Shopify 'A'
    US82509L1070
    3.1M $512M $164
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.1M $500M $98 49 / 100
    Waters Corporation
    US9418481035
    2.6M $499M $195 67 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    9M $477M $53
    Kirby Corporation
    US4972661064
    5.7M $469M $82 52 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    9M $462M $52 50 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    10M $459M $44 58 / 100
    Credicorp
    USG2519Y1085
    2M $446M $223
    Myriad Genetics, Inc.
    US62855J1043
    9.5M $439M $46 52 / 100
    Wayfair Inc.
    US94419L1017
    2.8M $420M $148 55 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $403M $36
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    4.5M $391M $88 69 / 100
    Under Armour, Inc.
    US9043111072
    18M $387M $21 50 / 100
    Mettler-Toledo International Inc.
    US5926881054
    596K $363M $609 58 / 100
    Abiomed, Inc.
    US0036541003
    805K $362M $450 52 / 100
    Service Corporation International
    US8175651046
    8.1M $359M $44 61 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    6.4M $352M $55 51 / 100
    58.Com Inc Adr
    US31680Q1040
    4.8M $351M $74
    LendingTree, Inc.
    US52603B1070
    1.4M $320M $230 51 / 100
    Teradyne, Inc.
    US8807701029
    8.6M $319M $37 60 / 100
    Stericycle, Inc.
    US8589121081
    5.4M $317M $59 48 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    28M $309M $11 56 / 100
    Jefferies Financial Group Inc.
    US47233W1099
    14M $303M $22 51 / 100
    Wix Com
    USM980681052
    2.5M $302M $120
    JD.com, Inc.
    US47215P1066
    10M $272M $26 52 / 100
    Albemarle Corporation
    US0126531013
    2.6M $262M $100 48 / 100
    Autohome Inc.
    US05278C1071
    3.4M $261M $77 54 / 100
    Copa Holdings S A
    USP310761056
    3.2M $253M $80
    NOW Inc.
    US67011P1003
    15M $243M $17 52 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    7.5M $231M $31 82 / 100
    Chipotle Mexican Grill, Inc.
    US1696561059
    506K $230M $455 63 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    33M $229M $7 51 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    18M $222M $12 62 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $209M $124 69 / 100
    Tableau Software Class A
    US87336U1051
    1.8M $199M $112
    SiteOne Landscape Supply, Inc.
    US82982L1035
    2.6M $198M $75 53 / 100
    Novocure Ltd
    USG6674U1081
    3.5M $185M $52
    Watsco, Inc.
    US9426222009
    924K $165M $178 59 / 100
    Chegg, Inc.
    US1630921096
    5.6M $158M $28 52 / 100
    Alphabet Inc.
    US02079K3059
    125K $151M $1.2K 91 / 100
    Banco Bradesco S.A.
    US0594603039
    20M $141M $7.1 56 / 100
    PDD Holdings Inc.
    US7223041028
    5M $130M $26 74 / 100
    HDFC Bank Limited
    US40415F1012
    1.3M $126M $94 57 / 100
    Denali Therapeutics Inc.
    US24823R1059
    5.5M $119M $22 52 / 100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    595K $115M $193 53 / 100
    Fortive Corporation
    US34959J1088
    1.3M $110M $84 66 / 100
    Stitch Fix, Inc.
    US8608971078
    2.4M $106M $44 45 / 100
    Ellie Mae
    US28849P1003
    1.1M $105M $95
    Penumbra, Inc.
    US70975L1070
    667K $100M $150 61 / 100
    PriceSmart, Inc.
    US7415111092
    1.2M $97M $81 54 / 100
    CoStar Group, Inc.
    US22160N1090
    229K $96M $421
    Rubius Therapeutics, Inc.
    US78116T1034
    3.9M $94M $24 52 / 100
    Activision Blizzard, Inc.
    US00507V1098
    1.1M $93M $83 50 / 100
    AeroVironment, Inc.
    US0080731088
    807K $91M $112 64 / 100
    The Trade Desk, Inc.
    US88339J1051
    596K $90M $151 71 / 100
    Glaukos Corporation
    US3773221029
    1.4M $88M $65 51 / 100
    Celgene
    US1510201049
    910K $81M $89
    Brf S.a.
    US10552T1079
    14M $77M $5.5 51 / 100
    iRobot Corporation
    US4627261005
    697K $77M $110 50 / 100
    Microsoft Corporation
    US5949181045
    655K $75M $114 80 / 100
    STAAR Surgical Company
    US8523123052
    1.6M $74M $48 49 / 100
    New Relic, Inc.
    US64829B1008
    778K $73M $94 50 / 100
    MakeMyTrip
    USV5633W1090
    2.6M $71M $27
    China Biologic Products Holdings Inc
    USG215151048
    882K $71M $80
    Redfin Corporation
    US75737F1084
    3.8M $70M $19 51 / 100
    Under Armour, Inc.
    US9043112062
    3.6M $70M $19 50 / 100
    Exact Sciences Corporation
    US30063P1057
    864K $68M $79 56 / 100
    HEICO Corporation
    US4228062083
    855K $65M $76 64 / 100
    Unity Biotechnology Inc
    US91381U1016
    3.8M $62M $16
    Teladoc Health, Inc.
    US87918A1051
    700K $60M $86 47 / 100
    Dropbox, Inc.
    US26210C1045
    2.2M $59M $27 55 / 100
    Fastenal Company
    US3119001044
    994K $58M $58 54 / 100
    Sea Limited
    US81141R1005
    4M $55M $14 80 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.2M $55M $44
    Agios Pharmaceuticals, Inc.
    US00847X1046
    670K $52M $77 49 / 100
    Codexis, Inc.
    US1920051067
    2.8M $48M $17 49 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    3.4M $46M $14 49 / 100
    Baozun Inc.
    US06684L1035
    933K $45M $49 50 / 100
    Trupanion, Inc.
    US8982021060
    1.3M $45M $36 46 / 100
    The TJX Companies, Inc.
    US8725401090
    402K $45M $112 62 / 100
    IPG Photonics Corporation
    US44980X1090
    274K $43M $156 45 / 100
    The Coca-Cola Company
    US1912161007
    873K $40M $46 82 / 100
    Pacira BioSciences, Inc.
    US6951271005
    802K $39M $49
    National Instruments Corp
    US6365181022
    796K $38M $48
    Splunk Inc.
    US8486371045
    308K $37M $121 50 / 100
    CarMax, Inc.
    US1431301027
    468K $35M $75 53 / 100
    BlackLine, Inc.
    US09239B1098
    592K $33M $56 48 / 100
    Benefitfocus, Inc.
    US08180D1063
    807K $33M $40 50 / 100
    The Procter & Gamble Company
    US7427181091
    375K $31M $83 67 / 100
    Johnson & Johnson
    US4781601046
    222K $31M $138 48 / 100
    Analog Devices, Inc.
    US0326541051
    320K $30M $92 61 / 100
    Evolent Health, Inc.
    US30050B1017
    1M $28M $28 50 / 100
    SVMK INC
    US78489X1037
    1.8M $28M $16
    Apple Inc.
    US0378331005
    125K $28M $226 61 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    192K $28M $145 55 / 100
    American Express Company
    US0258161092
    252K $27M $106 79 / 100
    PepsiCo, Inc.
    US7134481081
    228K $26M $112 52 / 100
    Grupo Financiero Galicia S.A.
    US3999091008
    999K $25M $25
    McDonald's Corporation
    US5801351017
    152K $25M $167 66 / 100
    United Parcel Service, Inc.
    US9113121068
    216K $25M $117 47 / 100
    CyberArk Software Ltd
    USM2862V1083
    307K $25M $80
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    2.3M $24M $10 62 / 100
    TerraForm Power
    US88104R2094
    2M $23M $12
    HEICO Corporation
    US4228061093
    249K $23M $93 64 / 100
    Yext, Inc.
    US98585N1063
    969K $23M $24 50 / 100
    Mindbody Cl A
    US60255W1053
    560K $23M $41
    Chinook Therapeutics, Inc.
    US00739L1017
    3.1M $23M $7.4
    FARO Technologies, Inc.
    US3116421021
    343K $22M $64 49 / 100
    The Sherwin-Williams Company
    US8243481061
    46K $21M $455 71 / 100
    Nucana Plc ADR
    US67022C1062
    827K $21M $25
    RPM International Inc.
    US7496851038
    306K $20M $65
    Banco Macro S.A.
    US05961W1053
    457K $19M $41
    Exelon Corporation
    US30161N1019
    432K $19M $44 55 / 100
    Embraer S.A.
    US29082A1079
    961K $19M $20 51 / 100
    Tandem Diabetes Care, Inc.
    US8753722037
    435K $19M $43 49 / 100
    Eversource Energy
    US30040W1080
    286K $18M $61
    Ameren Corporation
    US0236081024
    272K $17M $63 50 / 100
    M&T Bank
    US55261F1049
    104K $17M $165
    Avangrid, Inc.
    US05351W1036
    357K $17M $48 54 / 100
    Stratasys
    USM855481018
    731K $17M $23
    Consolidated Edison, Inc.
    US2091151041
    217K $17M $76 55 / 100
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $16M $15 50 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    223K $16M $70 46 / 100
    Veeco Instruments Inc.
    US9224171002
    1.5M $15M $10 50 / 100
    ResTORbio Inc
    US76133L1035
    984K $15M $15
    WEC Energy Group, Inc.
    US92939U1060
    223K $15M $67 51 / 100
    Cullen/Frost Bankers, Inc.
    US2298991090
    141K $15M $104 54 / 100
    Edison International
    US2810201077
    216K $15M $68 52 / 100
    Digimarc Corporation
    US25381B1017
    456K $14M $31
    Invesco Senior Income Trust
    US46131H1077
    3.3M $14M $4.3
    Line Corp Sponsored Adr
    US53567X1019
    338K $14M $42
    Ambarella
    USG037AX1016
    367K $14M $39
    BeiGene, Ltd.
    US07725L1026
    82K $14M $172
    Sohu.com Limited
    US83410S1087
    707K $14M $20
    Varian Medical Systems Inc
    US92220P1057
    117K $13M $112
    PG&E Corporation
    US69331C1080
    267K $12M $46
    MRC Global Inc.
    US55345K1034
    650K $12M $19 52 / 100
    Infosys Limited
    US4567881085
    1.1M $12M $10 50 / 100
    Solarcity Corp
    US83416TAC45
    13M $12M $0.88
    CEVA, Inc.
    US1572101053
    382K $11M $29 50 / 100
    Sunpower Corp
    US867652AL32
    12M $11M $0.85
    BlackRock Floating Rate Income
    US0919411043
    803K $11M $13
    Xylem Inc.
    US98419M1009
    128K $10M $80 51 / 100
    Liberty Media Corp
    US530715AG61
    15M $9.6M $0.66
    Jianpu Technology Inc- ADR
    US47738D1019
    1.9M $9.3M $4.9
    SINA Corp
    USG814771048
    132K $9.1M $69
    Schlumberger
    US8068571087
    119K $7.3M $61
    Ecolab Inc.
    US2788651006
    43K $6.8M $157 70 / 100
    Lincoln Electric Holdings, Inc.
    US5339001068
    72K $6.7M $93 52 / 100
    Microchip Technology Incorporated
    US5950171042
    83K $6.5M $79
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $6.4M $10
    British American Tobacco p.l.c.
    US1104481072
    137K $6.4M $47 62 / 100
    HUTCHMED (China) Limited
    US44842L1035
    198K $6.4M $32 51 / 100
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    551K $6.1M $11
    Align Technology, Inc.
    US0162551016
    14K $5.4M $391 53 / 100
    Luxoft Holding
    USG572791048
    97K $4.6M $47
    Himax Technologies, Inc.
    US43289P1066
    676K $4M $5.9
    Voya Prime Rate Trust
    US92913A1007
    764K $3.8M $5
    Nuveen Senior Income Fund
    US67067Y1047
    587K $3.6M $6.2
    Rio Tinto Group
    US7672041008
    71K $3.6M $51 54 / 100
    Aslan Pharmaceuticals ADR
    US04522R1014
    450K $3.5M $7.7
    Blue Apron Holdings Inc
    US09523Q1013
    1.3M $2.3M $1.7
    Snap Inc.
    US83304A1060
    246K $2.1M $8.5 43 / 100
    Weibo Corporation
    US9485961018
    26K $1.9M $73 51 / 100
    Uxin ADR
    US91818X1081
    248K $1.7M $6.8
    BitAuto Holdings Ltd - ADR
    US0917271076
    58K $1.3M $23
    Foamix Pharmaceuticals
    USM461351050
    219K $1.3M $5.7
    Acacia Research Corporation
    US0038813079
    366K $1.2M $3.2 50 / 100
    Korea Electric Power Corporation
    US5006311063
    65K $860K $13 49 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $858K $2.9
    Wipro Limited
    US97651M1099
    99K $514K $5.2 57 / 100
    AxoGen, Inc.
    US05463X1063
    13K $471K $37
    Federal Realty Investment Trust REIT
    US3137472060
    2.1K $266K $127
    Apollo Commercial Real Estate Finance, Inc.
    US03762U1051
    7.3K $138K $19
    Annaly Capital Man.
    US0357104092
    11K $117K $10
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    14K $116K $8.5
    Ship Finance Intl
    USG810751069
    8.3K $115K $14
    Public Joint Stock Company Severstal
    US8181503025
    6.6K $109K $17
    Targa Resources Corp.
    US87612G1013
    1.5K $82K $56 54 / 100
    Vector Group Ltd.
    US92240M1080
    4.2K $58K $14 49 / 100

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