James Anderson / Portfolio / 2018-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    4.5M $6.8B $1.5K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    47M $6.5B $137 60 / 100
    Illumina, Inc.
    US4523271090
    16M $4.8B $300 59 / 100
    Tesla, Inc.
    US88160R1014
    13M $4.4B $333 81 / 100
    Baidu, Inc.
    US0567521085
    18M $2.9B $159 56 / 100
    Alphabet Inc.
    US02079K1079
    2.3M $2.4B $1K 91 / 100
    Meta Platforms, Inc.
    US30303M1027
    17M $2.2B $131 84 / 100
    Netflix, Inc.
    US64110L1061
    7.6M $2B $268 88 / 100
    Spotify Technology SA
    USL8681T1027
    18M $2B $114
    MercadoLibre, Inc.
    US58733R1023
    5.2M $1.5B $293 84 / 100
    Ferrari NV
    USN3167Y1030
    14M $1.4B $99
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    48M $1.3B $27
    TAL Education Group
    US8740801043
    47M $1.3B $27 52 / 100
    Elevance Health Inc.
    US0367521038
    4.5M $1.2B $263 69 / 100
    Mastercard Incorporated
    US57636Q1040
    5.9M $1.1B $189 84 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2.2M $1B $479 73 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    27M $981M $37 86 / 100
    Workday, Inc.
    US98138H1014
    6.1M $978M $160 74 / 100
    Fiat Chrysler Automobiles
    USN317381028
    64M $933M $15
    NVIDIA Corporation
    US67066G1040
    6.6M $880M $134 87 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    4M $849M $211 53 / 100
    Moody's Corporation
    US6153691059
    6M $840M $140 79 / 100
    Visa Inc.
    US92826C8394
    6M $797M $132 83 / 100
    Salesforce, Inc.
    US79466L3024
    5.4M $738M $137 77 / 100
    GrubHub Inc
    US4001101025
    9.4M $718M $77
    Atlassian Corp Plc
    USG062421049
    7.6M $677M $89
    NetEase, Inc.
    US64110W1027
    2.9M $675M $235 56 / 100
    Apache Corp
    US0374111054
    24M $640M $26
    ICICI Bank Limited
    US45104G1040
    62M $636M $10 53 / 100
    DexCom, Inc.
    US2521311074
    4.9M $591M $120 68 / 100
    First Republic Bank
    US33616C1009
    6.7M $583M $87 50 / 100
    Markel Corporation
    US5705351048
    552K $573M $1K 55 / 100
    ResMed Inc.
    US7611521078
    4.8M $552M $114 55 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $530M $224 70 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7.1M $526M $74 59 / 100
    Shopify 'A'
    US82509L1070
    3.8M $524M $138
    Kirby Corporation
    US4972661064
    7.7M $518M $67 52 / 100
    NIO Inc.
    US62914V1061
    80M $511M $6.4 48 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.9M $504M $172 62 / 100
    Ryanair Holdings plc
    US7835132033
    6.8M $485M $71 52 / 100
    Service Corporation International
    US8175651046
    12M $481M $40 61 / 100
    Waters Corporation
    US9418481035
    2.5M $474M $189 67 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.8M $473M $54 50 / 100
    Royal Crbn.Cruises
    USV7780T1035
    4.6M $454M $98
    Credicorp
    USG2519Y1085
    2M $450M $222
    Bluebird Bio Inc
    US09609G1004
    4.5M $449M $99
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    5.2M $435M $84 49 / 100
    EOG Resources, Inc.
    US26875P1012
    5M $433M $87 48 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    44M $406M $9.1 56 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    3.6M $392M $109 43 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    7.9M $385M $49
    Seattle Genetics
    US8125781026
    6.7M $381M $57
    Interactive Brokers Group, Inc.
    US45841N1072
    6.8M $371M $54 51 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    28M $366M $13 62 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $363M $33
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    5.1M $359M $70 58 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    11M $356M $32 58 / 100
    Mettler-Toledo International Inc.
    US5926881054
    627K $355M $566 58 / 100
    Abiomed, Inc.
    US0036541003
    1.1M $347M $325 52 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    4.7M $346M $73 69 / 100
    Wayfair Inc.
    US94419L1017
    3.8M $340M $90 55 / 100
    Under Armour, Inc.
    US9043111072
    18M $311M $18 50 / 100
    LendingTree, Inc.
    US52603B1070
    1.4M $305M $220 51 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.5M $276M $29 52 / 100
    Teradyne, Inc.
    US8807701029
    8.6M $269M $31 60 / 100
    Autohome Inc.
    US05278C1071
    3.4M $264M $78 54 / 100
    58.Com Inc Adr
    US31680Q1040
    4.8M $260M $54
    Copa Holdings S A
    USP310761056
    3.2M $252M $79
    Tableau Software Class A
    US87336U1051
    2.1M $247M $120
    Jefferies Financial Group Inc.
    US47233W1099
    14M $241M $17 51 / 100
    Wix Com
    USM980681052
    2.6M $237M $90
    Chegg, Inc.
    US1630921096
    8.2M $234M $28 52 / 100
    Chipotle Mexican Grill, Inc.
    US1696561059
    505K $218M $432 63 / 100
    Banco Bradesco S.A.
    US0594603039
    21M $208M $9.9 56 / 100
    JD.com, Inc.
    US47215P1066
    9.9M $207M $21 52 / 100
    Albemarle Corporation
    US0126531013
    2.6M $203M $77 48 / 100
    Stericycle, Inc.
    US8589121081
    5.4M $198M $37 48 / 100
    NOW Inc.
    US67011P1003
    16M $183M $12 52 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $169M $98 69 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    34M $164M $4.8 51 / 100
    Watsco, Inc.
    US9426222009
    1.1M $155M $139 59 / 100
    Novocure Ltd
    USG6674U1081
    4.5M $151M $33
    The Trade Desk, Inc.
    US88339J1051
    1.2M $144M $116 71 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    2.6M $144M $55 53 / 100
    HDFC Bank Limited
    US40415F1012
    1.3M $138M $104 57 / 100
    Alphabet Inc.
    US02079K3059
    126K $131M $1K 91 / 100
    Denali Therapeutics Inc.
    US24823R1059
    6.2M $129M $21 52 / 100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    727K $120M $166 53 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    6.2M $114M $18 82 / 100
    Penumbra, Inc.
    US70975L1070
    906K $111M $122 61 / 100
    Tencent Music Entertainment Group
    US88034P1093
    8.2M $108M $13 60 / 100
    CoStar Group, Inc.
    US22160N1090
    320K $108M $337
    Fortive Corporation
    US34959J1088
    1.6M $105M $68 66 / 100
    Brf S.a.
    US10552T1079
    17M $98M $5.7 51 / 100
    Glaukos Corporation
    US3773221029
    1.7M $97M $56 51 / 100
    Ellie Mae
    US28849P1003
    1.4M $85M $63
    New Relic, Inc.
    US64829B1008
    1M $81M $81 50 / 100
    Activision Blizzard, Inc.
    US00507V1098
    1.7M $81M $47 50 / 100
    MakeMyTrip
    USV5633W1090
    3.2M $78M $24
    PDD Holdings Inc.
    US7223041028
    3.4M $76M $22 74 / 100
    Under Armour, Inc.
    US9043112062
    4.4M $72M $16 50 / 100
    PriceSmart, Inc.
    US7415111092
    1.2M $72M $59 54 / 100
    Celgene
    US1510201049
    1.1M $68M $64
    Redfin Corporation
    US75737F1084
    4.7M $67M $14 51 / 100
    Microsoft Corporation
    US5949181045
    649K $66M $102 80 / 100
    Rubius Therapeutics, Inc.
    US78116T1034
    4.1M $65M $16 52 / 100
    HEICO Corporation
    US4228062083
    1M $63M $63 64 / 100
    Unity Biotechnology Inc
    US91381U1016
    3.8M $62M $16
    Stitch Fix, Inc.
    US8608971078
    3.6M $62M $17 45 / 100
    iRobot Corporation
    US4627261005
    710K $59M $84 50 / 100
    Exact Sciences Corporation
    US30063P1057
    884K $56M $63 56 / 100
    Fastenal Company
    US3119001044
    1M $55M $52 54 / 100
    STAAR Surgical Company
    US8523123052
    1.7M $54M $32 49 / 100
    AeroVironment, Inc.
    US0080731088
    759K $52M $68 64 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    4.4M $51M $12 62 / 100
    Anaplan, Inc.
    US03272L1089
    1.9M $50M $27
    Codexis, Inc.
    US1920051067
    2.9M $48M $17 49 / 100
    TerraForm Power
    US88104R2094
    4.3M $48M $11
    Sea Limited
    US81141R1005
    4M $45M $11 80 / 100
    Dropbox, Inc.
    US26210C1045
    2.2M $45M $20 55 / 100
    The Coca-Cola Company
    US1912161007
    928K $44M $47 82 / 100
    Pacira BioSciences, Inc.
    US6951271005
    934K $40M $43
    Agios Pharmaceuticals, Inc.
    US00847X1046
    863K $40M $46 49 / 100
    The Procter & Gamble Company
    US7427181091
    413K $38M $92 67 / 100
    Benefitfocus, Inc.
    US08180D1063
    830K $38M $46 50 / 100
    Teladoc Health, Inc.
    US87918A1051
    740K $37M $50 47 / 100
    National Instruments Corp
    US6365181022
    794K $36M $45
    Zillow Group, Inc. Class A
    US98954M1018
    1.1M $35M $31
    Splunk Inc.
    US8486371045
    318K $33M $105 50 / 100
    Trupanion, Inc.
    US8982021060
    1.3M $33M $25 46 / 100
    The TJX Companies, Inc.
    US8725401090
    718K $32M $45 62 / 100
    McDonald's Corporation
    US5801351017
    171K $30M $178 66 / 100
    Analog Devices, Inc.
    US0326541051
    353K $30M $86 61 / 100
    IPG Photonics Corporation
    US44980X1090
    264K $30M $113 45 / 100
    CarMax, Inc.
    US1431301027
    462K $29M $63 53 / 100
    Baozun Inc.
    US06684L1035
    989K $29M $29 50 / 100
    PepsiCo, Inc.
    US7134481081
    258K $29M $110 52 / 100
    Grupo Financiero Galicia S.A.
    US3999091008
    994K $27M $28
    Moderna, Inc.
    US60770K1079
    1.7M $26M $15 53 / 100
    Eversource Energy
    US30040W1080
    390K $25M $65
    BlackLine, Inc.
    US09239B1098
    608K $25M $41 48 / 100
    Consolidated Edison, Inc.
    US2091151041
    322K $25M $76 55 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    188K $24M $130 55 / 100
    Exelon Corporation
    US30161N1019
    524K $24M $45 55 / 100
    CyberArk Software Ltd
    USM2862V1083
    316K $23M $74
    Avangrid, Inc.
    US05351W1036
    456K $23M $50 54 / 100
    American Express Company
    US0258161092
    239K $23M $95 79 / 100
    WEC Energy Group, Inc.
    US92939U1060
    324K $22M $69 51 / 100
    Banco Macro S.A.
    US05961W1053
    499K $22M $44
    Ameren Corporation
    US0236081024
    338K $22M $65 50 / 100
    SVMK INC
    US78489X1037
    1.8M $22M $12
    United Parcel Service, Inc.
    US9113121068
    222K $22M $98 47 / 100
    Bancolombia S.A.
    US05968L1026
    563K $21M $38
    Adaptimmune Therapeutics plc
    US00653A1079
    3.7M $21M $5.8 49 / 100
    RPM International Inc.
    US7496851038
    359K $21M $59
    Mindbody Cl A
    US60255W1053
    578K $21M $36
    Evolent Health, Inc.
    US30050B1017
    1M $21M $20 50 / 100
    Apple Inc.
    US0378331005
    130K $21M $158 61 / 100
    HEICO Corporation
    US4228061093
    248K $19M $77 64 / 100
    Yext, Inc.
    US98585N1063
    1.3M $19M $15 50 / 100
    Edison International
    US2810201077
    329K $19M $57 52 / 100
    Axon Enterprise, Inc.
    US05464C1018
    381K $17M $44 66 / 100
    Tandem Diabetes Care, Inc.
    US8753722037
    435K $17M $38 49 / 100
    Solarcity Corp
    US83416TAC45
    17M $16M $0.94
    Jianpu Technology Inc- ADR
    US47738D1019
    3.7M $16M $4.2
    Orchard Therapeutics PLC ADR
    US68570P1012
    925K $15M $16
    Dolby Laboratories, Inc.
    US25659T1079
    234K $14M $62 46 / 100
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $14M $13 50 / 100
    FARO Technologies, Inc.
    US3116421021
    355K $14M $41 49 / 100
    Cullen/Frost Bankers, Inc.
    US2298991090
    159K $14M $88 54 / 100
    M&T Bank
    US55261F1049
    97K $14M $143
    Stratasys
    USM855481018
    760K $14M $18
    BeiGene, Ltd.
    US07725L1026
    95K $13M $140
    Ambarella
    USG037AX1016
    377K $13M $35
    AxoGen, Inc.
    US05463X1063
    637K $13M $20
    Invesco Senior Income Trust
    US46131H1077
    3.3M $13M $3.9
    Varian Medical Systems Inc
    US92220P1057
    109K $12M $113
    Johnson & Johnson
    US4781601046
    95K $12M $129 48 / 100
    Nucana Plc ADR
    US67022C1062
    827K $12M $15
    Infosys Limited
    US4567881085
    1.2M $12M $9.5 50 / 100
    Liberty Media Corp
    US530715AG61
    18M $11M $0.63
    Veeco Instruments Inc.
    US9224171002
    1.5M $11M $7.4 50 / 100
    Line Corp Sponsored Adr
    US53567X1019
    329K $11M $34
    Chinook Therapeutics, Inc.
    US00739L1017
    3.7M $9.7M $2.6
    Xylem Inc.
    US98419M1009
    140K $9.4M $67 51 / 100
    BlackRock Floating Rate Income
    US0919411043
    802K $9.3M $12
    CEVA, Inc.
    US1572101053
    393K $8.7M $22 50 / 100
    ResTORbio Inc
    US76133L1035
    984K $8.5M $8.6
    MRC Global Inc.
    US55345K1034
    650K $7.9M $12 52 / 100
    The Sherwin-Williams Company
    US8243481061
    20K $7.7M $393 71 / 100
    SINA Corp
    USG814771048
    132K $7.1M $54
    Ecolab Inc.
    US2788651006
    48K $7M $147 70 / 100
    Digimarc Corporation
    US25381B1017
    478K $6.9M $15
    Sunpower Corp
    US867652AL32
    7.8M $6.5M $0.83
    Uxin ADR
    US91818X1081
    1.2M $6.1M $4.9
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    551K $5.4M $9.8
    HUTCHMED (China) Limited
    US44842L1035
    199K $4.6M $23 51 / 100
    British American Tobacco p.l.c.
    US1104481072
    138K $4.4M $32 62 / 100
    Sohu.com Limited
    US83410S1087
    239K $4.2M $17
    Lincoln Electric Holdings, Inc.
    US5339001068
    51K $4M $79 52 / 100
    Schlumberger
    US8068571087
    111K $4M $36
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $3.5M $5.5
    Voya Prime Rate Trust
    US92913A1007
    764K $3.4M $4.5
    Rio Tinto Group
    US7672041008
    71K $3.4M $48 54 / 100
    Luxoft Holding
    USG572791048
    97K $2.9M $30
    Himax Technologies, Inc.
    US43289P1066
    676K $2.3M $3.4
    Nuveen Senior Income Fund
    US67067Y1047
    384K $2.1M $5.5
    Align Technology, Inc.
    US0162551016
    8.7K $1.8M $209 53 / 100
    Aslan Pharmaceuticals ADR
    US04522R1014
    450K $1.8M $4
    Weibo Corporation
    US9485961018
    26K $1.5M $58 51 / 100
    BitAuto Holdings Ltd - ADR
    US0917271076
    54K $1.4M $25
    Blue Apron Holdings Inc
    US09523Q1013
    1.3M $1.3M $1
    Korea Electric Power Corporation
    US5006311063
    75K $1.1M $15 49 / 100
    Acacia Research Corporation
    US0038813079
    366K $1.1M $3 50 / 100
    Snap Inc.
    US83304A1060
    159K $878K $5.5 43 / 100
    Foamix Pharmaceuticals
    USM461351050
    219K $787K $3.6
    Wipro Limited
    US97651M1099
    99K $506K $5.1 57 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $306K $1
    Edwards Lifesciences Corporation
    US28176E1082
    1.3K $203K $153 60 / 100
    Apollo Commercial Real Estate Finance, Inc.
    US03762U1051
    9.5K $158K $17
    Annaly Capital Man.
    US0357104092
    14K $137K $9.8
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    17K $116K $7
    Public Joint Stock Company Severstal
    US8181503025
    8.1K $110K $14
    Ship Finance Intl
    USG810751069
    10K $106K $11
    Targa Resources Corp.
    US87612G1013
    1.8K $64K $36 54 / 100
    Vector Group Ltd.
    US92240M1080
    5.1K $50K $9.8 49 / 100

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