James Anderson / Portfolio / 2019-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    49M $8.9B $182 60 / 100
    Amazon.com, Inc.
    US0231351067
    4.4M $7.8B $1.8K 88 / 100
    Illumina, Inc.
    US4523271090
    16M $5B $311 59 / 100
    Tesla, Inc.
    US88160R1014
    13M $3.7B $280 81 / 100
    Baidu, Inc.
    US0567521085
    18M $2.9B $165 56 / 100
    Netflix, Inc.
    US64110L1061
    7.6M $2.7B $357 88 / 100
    Alphabet Inc.
    US02079K1079
    2.3M $2.7B $1.2K 91 / 100
    Meta Platforms, Inc.
    US30303M1027
    16M $2.6B $167 84 / 100
    Spotify Technology SA
    USL8681T1027
    19M $2.6B $139
    MercadoLibre, Inc.
    US58733R1023
    4.9M $2.5B $508 84 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    48M $2.1B $44
    Ferrari NV
    USN3167Y1030
    14M $1.9B $134
    TAL Education Group
    US8740801043
    47M $1.7B $36 52 / 100
    Mastercard Incorporated
    US57636Q1040
    5.9M $1.4B $235 84 / 100
    NVIDIA Corporation
    US67066G1040
    7.6M $1.4B $180 87 / 100
    Elevance Health Inc.
    US0367521038
    4.4M $1.3B $287 69 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2.2M $1.2B $571 73 / 100
    Shopify 'A'
    US82509L1070
    5.9M $1.2B $207
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    27M $1.1B $41 86 / 100
    Moody's Corporation
    US6153691059
    6M $1.1B $181 79 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    4M $993M $246 53 / 100
    Workday, Inc.
    US98138H1014
    5.1M $989M $193 74 / 100
    Visa Inc.
    US92826C8394
    6M $937M $156 83 / 100
    Atlassian Corp Plc
    USG062421049
    7.5M $844M $112
    Salesforce, Inc.
    US79466L3024
    5.3M $843M $158 77 / 100
    Apache Corp
    US0374111054
    24M $828M $35
    Fiat Chrysler Automobiles
    USN317381028
    51M $762M $15
    ICICI Bank Limited
    US45104G1040
    62M $710M $11 53 / 100
    Bluebird Bio Inc
    US09609G1004
    4.5M $705M $157
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.6M $702M $81 50 / 100
    Microsoft Corporation
    US5949181045
    5.8M $687M $118 80 / 100
    First Republic Bank
    US33616C1009
    6.7M $671M $100 50 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $646M $274 70 / 100
    GrubHub Inc
    US4001101025
    9.2M $637M $69
    Waters Corporation
    US9418481035
    2.5M $630M $252 67 / 100
    DexCom, Inc.
    US2521311074
    4.9M $586M $119 68 / 100
    Kirby Corporation
    US4972661064
    7.7M $579M $75 52 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.9M $578M $201 62 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7.2M $562M $78 59 / 100
    Markel Corporation
    US5705351048
    552K $550M $996 55 / 100
    Royal Crbn.Cruises
    USV7780T1035
    4.7M $534M $115
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    5.7M $531M $93 69 / 100
    NIO Inc.
    US62914V1061
    102M $519M $5.1 48 / 100
    Wayfair Inc.
    US94419L1017
    3.5M $519M $148 55 / 100
    NetEase, Inc.
    US64110W1027
    2.1M $509M $241 56 / 100
    ResMed Inc.
    US7611521078
    4.8M $499M $104 55 / 100
    Ryanair Holdings plc
    US7835132033
    6.6M $495M $75 52 / 100
    Seattle Genetics
    US8125781026
    6.7M $489M $73
    Credicorp
    USG2519Y1085
    2M $487M $240
    LendingTree, Inc.
    US52603B1070
    1.4M $486M $352 51 / 100
    Service Corporation International
    US8175651046
    12M $476M $40 61 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    3.6M $476M $133 43 / 100
    EOG Resources, Inc.
    US26875P1012
    4.8M $459M $95 48 / 100
    Mettler-Toledo International Inc.
    US5926881054
    633K $458M $723 58 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    28M $447M $16 62 / 100
    Chegg, Inc.
    US1630921096
    12M $444M $38 52 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    11M $397M $35 58 / 100
    Novocure Ltd
    USG6674U1081
    8M $387M $48
    TD Ameritrade Holding Corp
    US87236Y1082
    7.7M $384M $50
    Itaú Unibanco Holding S.A.
    US4655621062
    43M $380M $8.8 56 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    5.1M $375M $74 58 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $371M $34
    Interactive Brokers Group, Inc.
    US45841N1072
    6.9M $357M $52 51 / 100
    Chipotle Mexican Grill, Inc.
    US1696561059
    501K $356M $710 63 / 100
    Autohome Inc.
    US05278C1071
    3.3M $352M $105 54 / 100
    Teradyne, Inc.
    US8807701029
    8.6M $342M $40 60 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.5M $317M $33 52 / 100
    58.Com Inc Adr
    US31680Q1040
    4.8M $314M $66
    Abiomed, Inc.
    US0036541003
    1.1M $309M $286 52 / 100
    Wix Com
    USM980681052
    2.5M $299M $121
    Stericycle, Inc.
    US8589121081
    5.4M $292M $54 48 / 100
    JD.com, Inc.
    US47215P1066
    9.2M $279M $30 52 / 100
    Tableau Software Class A
    US87336U1051
    2.1M $264M $127
    Jefferies Financial Group Inc.
    US47233W1099
    14M $259M $19 51 / 100
    The Trade Desk, Inc.
    US88339J1051
    1.3M $255M $198 71 / 100
    Copa Holdings S A
    USP310761056
    3.2M $255M $81
    Banco Bradesco S.A.
    US0594603039
    21M $233M $11 56 / 100
    Albemarle Corporation
    US0126531013
    2.6M $216M $82 48 / 100
    NOW Inc.
    US67011P1003
    15M $216M $14 52 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $189M $110 69 / 100
    Tencent Music Entertainment Group
    US88034P1093
    9.5M $172M $18 60 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    35M $162M $4.6 51 / 100
    Watsco, Inc.
    US9426222009
    1.1M $161M $143 59 / 100
    Alphabet Inc.
    US02079K3059
    134K $158M $1.2K 91 / 100
    CoStar Group, Inc.
    US22160N1090
    325K $152M $466
    HDFC Bank Limited
    US40415F1012
    1.3M $151M $116 57 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    2.6M $148M $57 53 / 100
    Yext, Inc.
    US98585N1063
    6.7M $148M $22 50 / 100
    Denali Therapeutics Inc.
    US24823R1059
    6.3M $145M $23 52 / 100
    Glaukos Corporation
    US3773221029
    1.8M $138M $78 51 / 100
    Vale S.A.
    US91912E1055
    11M $138M $13 54 / 100
    Penumbra, Inc.
    US70975L1070
    925K $136M $147 61 / 100
    Fortive Corporation
    US34959J1088
    1.6M $132M $84 66 / 100
    Roku, Inc.
    US77543R1023
    1.8M $118M $65 60 / 100
    Brf S.a.
    US10552T1079
    20M $118M $5.8 51 / 100
    Stitch Fix, Inc.
    US8608971078
    3.6M $103M $28 45 / 100
    2U
    US90214J1016
    1.4M $101M $71
    New Relic, Inc.
    US64829B1008
    1M $100M $99 50 / 100
    Redfin Corporation
    US75737F1084
    4.7M $96M $20 51 / 100
    MakeMyTrip
    USV5633W1090
    3.3M $90M $28
    iRobot Corporation
    US4627261005
    742K $87M $118 50 / 100
    HEICO Corporation
    US4228062083
    1M $86M $84 64 / 100
    Activision Blizzard, Inc.
    US00507V1098
    1.8M $81M $46 50 / 100
    Sea Limited
    US81141R1005
    3.4M $81M $24 80 / 100
    Exact Sciences Corporation
    US30063P1057
    915K $79M $87 56 / 100
    Lyft, Inc.
    US55087P1049
    1M $78M $78 52 / 100
    Vertex Pharmaceuticals Incorporated
    US92532F1003
    425K $78M $184 53 / 100
    Rubius Therapeutics, Inc.
    US78116T1034
    4.1M $75M $18 52 / 100
    Anaplan, Inc.
    US03272L1089
    1.9M $74M $39
    PriceSmart, Inc.
    US7415111092
    1.2M $71M $59 54 / 100
    Fastenal Company
    US3119001044
    1.1M $70M $64 54 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    4.6M $66M $14 62 / 100
    Codexis, Inc.
    US1920051067
    3.1M $63M $21 49 / 100
    TerraForm Power
    US88104R2094
    4.4M $61M $14
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    698K $61M $87 49 / 100
    STAAR Surgical Company
    US8523123052
    1.8M $61M $34 49 / 100
    Agios Pharmaceuticals, Inc.
    US00847X1046
    872K $59M $67 49 / 100
    AeroVironment, Inc.
    US0080731088
    786K $54M $68 64 / 100
    PDD Holdings Inc.
    US7223041028
    2.1M $53M $25 74 / 100
    Moderna, Inc.
    US60770K1079
    2.6M $52M $20 53 / 100
    Teladoc Health, Inc.
    US87918A1051
    887K $49M $56 47 / 100
    The Procter & Gamble Company
    US7427181091
    465K $48M $104 67 / 100
    Baozun Inc.
    US06684L1035
    1.1M $47M $42 50 / 100
    The Coca-Cola Company
    US1912161007
    1M $47M $47 82 / 100
    Trupanion, Inc.
    US8982021060
    1.3M $44M $33 46 / 100
    Bancolombia S.A.
    US05968L1026
    845K $43M $51
    Benefitfocus, Inc.
    US08180D1063
    863K $43M $50 50 / 100
    IPG Photonics Corporation
    US44980X1090
    276K $42M $152 45 / 100
    Splunk Inc.
    US8486371045
    334K $42M $125 50 / 100
    CyberArk Software Ltd
    USM2862V1083
    332K $39M $119
    Analog Devices, Inc.
    US0326541051
    374K $39M $105 61 / 100
    The TJX Companies, Inc.
    US8725401090
    734K $39M $53 62 / 100
    Pacira BioSciences, Inc.
    US6951271005
    991K $38M $38
    Zillow Group, Inc. Class A
    US98954M1018
    1.1M $37M $34
    National Instruments Corp
    US6365181022
    833K $37M $44
    McDonald's Corporation
    US5801351017
    191K $36M $190 66 / 100
    PepsiCo, Inc.
    US7134481081
    281K $34M $123 52 / 100
    SVMK INC
    US78489X1037
    1.8M $32M $18
    SOLARCITY CORP
    US83416TAC45
    33M $32M $0.98
    CarMax, Inc.
    US1431301027
    457K $32M $70 53 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    188K $31M $166 55 / 100
    Unity Biotechnology Inc
    US91381U1016
    3.8M $31M $8.1
    BlackLine, Inc.
    US09239B1098
    656K $30M $46 48 / 100
    Eversource Energy
    US30040W1080
    417K $30M $71
    Consolidated Edison, Inc.
    US2091151041
    348K $30M $85 55 / 100
    United Parcel Service, Inc.
    US9113121068
    262K $29M $112 47 / 100
    Eventbrite, Inc.
    US29975E1091
    1.5M $29M $19 50 / 100
    Tandem Diabetes Care, Inc.
    US8753722037
    435K $28M $64 49 / 100
    Exelon Corporation
    US30161N1019
    548K $27M $50 55 / 100
    Appian Corporation
    US03782L1017
    791K $27M $34 49 / 100
    WEC Energy Group, Inc.
    US92939U1060
    343K $27M $79 51 / 100
    Axon Enterprise, Inc.
    US05464C1018
    490K $27M $54 66 / 100
    Apple Inc.
    US0378331005
    139K $26M $190 61 / 100
    American Express Company
    US0258161092
    237K $26M $109 79 / 100
    Ameren Corporation
    US0236081024
    349K $26M $74 50 / 100
    Grupo Financiero Galicia S.A.
    US3999091008
    992K $25M $26
    Avangrid, Inc.
    US05351W1036
    483K $24M $50 54 / 100
    Banco Macro S.A.
    US05961W1053
    528K $24M $46
    HEICO Corporation
    US4228061093
    244K $23M $95 64 / 100
    Zuora, Inc.
    US98983V1061
    1.1M $22M $20 50 / 100
    AxoGen, Inc.
    US05463X1063
    981K $21M $21
    Jianpu Technology Inc- ADR
    US47738D1019
    3.9M $19M $5
    Stratasys
    USM855481018
    805K $19M $24
    Veeco Instruments Inc.
    US9224171002
    1.6M $18M $11 50 / 100
    Cullen/Frost Bankers, Inc.
    US2298991090
    177K $17M $97 54 / 100
    FARO Technologies, Inc.
    US3116421021
    389K $17M $44 49 / 100
    Ambarella
    USG037AX1016
    394K $17M $43
    Orchard Therapeutics PLC ADR
    US68570P1012
    925K $17M $18
    Adaptimmune Therapeutics plc
    US00653A1079
    3.8M $17M $4.3 49 / 100
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $16M $15 50 / 100
    Digimarc Corporation
    US25381B1017
    518K $16M $31
    Dolby Laboratories, Inc.
    US25659T1079
    246K $15M $63 46 / 100
    Varian Medical Systems Inc
    US92220P1057
    109K $15M $142
    Chinook Therapeutics, Inc.
    US00739L1017
    3.8M $15M $4
    M&T Bank
    US55261F1049
    97K $15M $157
    LIBERTY MEDIA CORP
    US530715AG61
    23M $15M $0.65
    Johnson & Johnson
    US4781601046
    103K $14M $140 48 / 100
    Nucana Plc ADR
    US67022C1062
    827K $14M $17
    Invesco Senior Income Trust
    US46131H1077
    3.3M $14M $4.2
    Infosys Limited
    US4567881085
    1.2M $14M $11 50 / 100
    Evolent Health, Inc.
    US30050B1017
    1.1M $14M $13 50 / 100
    BeiGene, Ltd.
    US07725L1026
    96K $13M $132
    Xylem Inc.
    US98419M1009
    157K $12M $79 51 / 100
    MRC Global Inc.
    US55345K1034
    650K $11M $17 52 / 100
    CEVA, Inc.
    US1572101053
    418K $11M $27 50 / 100
    Line Corp Sponsored Adr
    US53567X1019
    308K $11M $35
    BlackRock Floating Rate Income
    US0919411043
    802K $9.8M $12
    Ecolab Inc.
    US2788651006
    53K $9.3M $177 70 / 100
    ResTORbio Inc
    US76133L1035
    1.3M $8.7M $6.8
    British American Tobacco p.l.c.
    US1104481072
    207K $8.6M $42 62 / 100
    The Sherwin-Williams Company
    US8243481061
    20K $8.4M $431 71 / 100
    SINA Corp
    USG814771048
    132K $7.8M $59
    Celgene
    US1510201049
    78K $7.4M $94
    HUTCHMED (China) Limited
    US44842L1035
    221K $6.8M $31 51 / 100
    Uxin ADR
    US91818X1081
    1.8M $6.7M $3.8
    Kaleido Biosciences, Inc.
    US4833471000
    440K $6.4M $15
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    551K $5.7M $10
    Luxoft Holding
    USG572791048
    97K $5.7M $59
    Schlumberger
    US8068571087
    111K $4.8M $44
    Lincoln Electric Holdings, Inc.
    US5339001068
    51K $4.3M $84 52 / 100
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $4.2M $6.7
    Rio Tinto Group
    US7672041008
    71K $4.2M $59 54 / 100
    SUNPOWER CORP
    US867652AL32
    4.7M $4M $0.84
    Voya Prime Rate Trust
    US92913A1007
    764K $3.7M $4.8
    Sohu.com Limited
    US83410S1087
    200K $3.3M $17
    Align Technology, Inc.
    US0162551016
    8.7K $2.5M $284 53 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    384K $2.2M $5.8
    Blue Apron Holdings Inc
    US09523Q1013
    2.2M $2.2M $0.98
    Himax Technologies, Inc.
    US43289P1066
    676K $2.2M $3.2
    Aslan Pharmaceuticals ADR
    US04522R1014
    442K $1.8M $4.2
    Snap Inc.
    US83304A1060
    159K $1.8M $11 43 / 100
    Weibo Corporation
    US9485961018
    26K $1.6M $62 51 / 100
    Zai Lab Limited
    US98887Q1040
    43K $1.3M $30 51 / 100
    Acacia Research Corporation
    US0038813079
    366K $1.2M $3.3 50 / 100
    Korea Electric Power Corporation
    US5006311063
    75K $976K $13 49 / 100
    BitAuto Holdings Ltd - ADR
    US0917271076
    54K $868K $16
    Foamix Pharmaceuticals
    USM461351050
    219K $823K $3.8
    Wipro Limited
    US97651M1099
    135K $538K $4 57 / 100
    China Rapid Finance ADR
    US16953Q1058
    300K $333K $1.1
    Edwards Lifesciences Corporation
    US28176E1082
    1.3K $254K $191 60 / 100
    Apollo Commercial Real Estate Finance, Inc.
    US03762U1051
    12K $220K $18
    Annaly Capital Man.
    US0357104092
    18K $177K $10
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    21K $160K $7.6
    Public Joint Stock Company Severstal
    US8181503025
    10K $160K $16
    Ship Finance Intl
    USG810751069
    13K $158K $12
    Targa Resources Corp.
    US87612G1013
    2.6K $108K $42 54 / 100
    Alector, Inc.
    US0144421072
    2.2K $41K $19 50 / 100

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