James Anderson / Portfolio / 2019-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    4.4M $8.4B $1.9K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    48M $8.1B $169 60 / 100
    Illumina, Inc.
    US4523271090
    17M $6.2B $368 59 / 100
    Meta Platforms, Inc.
    US30303M1027
    16M $3.1B $193 84 / 100
    Tesla, Inc.
    US88160R1014
    13M $3B $223 81 / 100
    MercadoLibre, Inc.
    US58733R1023
    4.7M $2.9B $612 84 / 100
    Netflix, Inc.
    US64110L1061
    7.7M $2.8B $367 88 / 100
    Spotify Technology SA
    USL8681T1027
    19M $2.8B $146
    Alphabet Inc.
    US02079K1079
    2.3M $2.5B $1.1K 91 / 100
    Ferrari NV
    USN3167Y1030
    14M $2.2B $163
    Shopify 'A'
    US82509L1070
    6.4M $1.9B $300
    TAL Education Group
    US8740801043
    46M $1.8B $38 52 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    47M $1.8B $37
    Baidu, Inc.
    US0567521085
    15M $1.7B $117 56 / 100
    Mastercard Incorporated
    US57636Q1040
    6.1M $1.6B $265 84 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    4.4M $1.4B $321 53 / 100
    Elevance Health Inc.
    US0367521038
    4.4M $1.2B $282 69 / 100
    NVIDIA Corporation
    US67066G1040
    7.6M $1.2B $164 87 / 100
    Moody's Corporation
    US6153691059
    6M $1.2B $195 79 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2.1M $1.1B $525 73 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    27M $1.1B $39 86 / 100
    Visa Inc.
    US92826C8394
    6M $1B $174 83 / 100
    Workday, Inc.
    US98138H1014
    5M $1B $206 74 / 100
    Atlassian Corp Plc
    USG062421049
    7.3M $960M $131
    Salesforce, Inc.
    US79466L3024
    5.2M $787M $152 77 / 100
    GrubHub Inc
    US4001101025
    10M $783M $78
    Microsoft Corporation
    US5949181045
    5.8M $776M $134 80 / 100
    DexCom, Inc.
    US2521311074
    4.8M $725M $150 68 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.4M $692M $294 70 / 100
    Apache Corp
    US0374111054
    24M $686M $29
    Martin Marietta Materials, Inc.
    US5732841060
    2.9M $662M $230 62 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7.2M $629M $88 59 / 100
    Markel Corporation
    US5705351048
    570K $621M $1.1K 55 / 100
    Kirby Corporation
    US4972661064
    7.7M $607M $79 52 / 100
    ResMed Inc.
    US7611521078
    4.8M $589M $122 55 / 100
    Wayfair Inc.
    US94419L1017
    4M $583M $146 55 / 100
    Abiomed, Inc.
    US0036541003
    2.2M $578M $260 52 / 100
    LendingTree, Inc.
    US52603B1070
    1.4M $576M $420 51 / 100
    The Trade Desk, Inc.
    US88339J1051
    2.5M $574M $228 71 / 100
    Royal Crbn.Cruises
    USV7780T1035
    4.6M $562M $121
    Novocure Ltd
    USG6674U1081
    8.8M $558M $63
    Service Corporation International
    US8175651046
    12M $554M $47 61 / 100
    ICICI Bank Limited
    US45104G1040
    43M $547M $13 53 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.4M $543M $64 50 / 100
    Waters Corporation
    US9418481035
    2.5M $539M $215 67 / 100
    Bluebird Bio Inc
    US09609G1004
    4.2M $537M $127
    Zillow Group, Inc. Class C
    US98954M2008
    12M $536M $46 58 / 100
    NetEase, Inc.
    US64110W1027
    2.1M $530M $256 56 / 100
    Mettler-Toledo International Inc.
    US5926881054
    631K $530M $840 58 / 100
    Fiat Chrysler Automobiles
    USN317381028
    37M $515M $14
    Chegg, Inc.
    US1630921096
    12M $481M $39 52 / 100
    Credicorp
    USG2519Y1085
    2.1M $471M $229
    Seattle Genetics
    US8125781026
    6.7M $462M $69
    Ryanair Holdings plc
    US7835132033
    7.2M $462M $64 52 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    29M $453M $16 62 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    6.2M $451M $73 69 / 100
    EOG Resources, Inc.
    US26875P1012
    4.8M $448M $93 48 / 100
    Teradyne, Inc.
    US8807701029
    8.6M $413M $48 60 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    43M $408M $9.4 56 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    7.4M $404M $55 51 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    7.7M $383M $50
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $365M $33
    Chipotle Mexican Grill, Inc.
    US1696561059
    491K $360M $733 63 / 100
    Wix Com
    USM980681052
    2.4M $347M $142
    First Republic Bank
    US33616C1009
    3.4M $329M $98 50 / 100
    Copa Holdings S A
    USP310761056
    3.2M $308M $98
    Tableau Software Class A
    US87336U1051
    1.8M $296M $166
    58.Com Inc Adr
    US31680Q1040
    4.7M $295M $62
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4.1M $291M $72 58 / 100
    Autohome Inc.
    US05278C1071
    3.4M $288M $86 54 / 100
    Axon Enterprise, Inc.
    US05464C1018
    4.3M $279M $64 66 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    4M $278M $69 53 / 100
    Jefferies Financial Group Inc.
    US47233W1099
    14M $266M $19 51 / 100
    Banco Bradesco S.A.
    US0594603039
    27M $266M $9.8 56 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.5M $265M $28 52 / 100
    Stericycle, Inc.
    US8589121081
    5.4M $257M $48 48 / 100
    NIO Inc.
    US62914V1061
    100M $256M $2.6 48 / 100
    JD.com, Inc.
    US47215P1066
    8.4M $255M $30 52 / 100
    Vale S.A.
    US91912E1055
    18M $244M $13 54 / 100
    NOW Inc.
    US67011P1003
    17M $244M $15 52 / 100
    Broadridge Financial Solutions, Inc.
    US11133T1034
    1.9M $244M $128 50 / 100
    Watsco, Inc.
    US9426222009
    1.5M $238M $164 59 / 100
    Jumia Technologies AG
    US48138M1053
    9M $238M $26 48 / 100
    CoStar Group, Inc.
    US22160N1090
    395K $219M $554
    Glaukos Corporation
    US3773221029
    2.8M $213M $75 51 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $212M $124 69 / 100
    Roku, Inc.
    US77543R1023
    2.3M $206M $91 60 / 100
    Albemarle Corporation
    US0126531013
    2.7M $189M $70 48 / 100
    Penumbra, Inc.
    US70975L1070
    1.1M $175M $160 61 / 100
    Yext, Inc.
    US98585N1063
    8.5M $171M $20 50 / 100
    HDFC Bank Limited
    US40415F1012
    1.3M $166M $130 57 / 100
    Tencent Music Entertainment Group
    US88034P1093
    11M $164M $15 60 / 100
    Denali Therapeutics Inc.
    US24823R1059
    7.4M $154M $21 52 / 100
    Fortive Corporation
    US34959J1088
    1.9M $153M $82 66 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    35M $151M $4.2 51 / 100
    Stitch Fix, Inc.
    US8608971078
    4.5M $144M $32 45 / 100
    Alphabet Inc.
    US02079K3059
    123K $134M $1.1K 91 / 100
    HEICO Corporation
    US4228062083
    1.2M $126M $103 64 / 100
    Chewy, Inc.
    US16679L1098
    3.3M $117M $35
    Lyft, Inc.
    US55087P1049
    1.7M $114M $66 52 / 100
    Sea Limited
    US81141R1005
    3.4M $114M $33 80 / 100
    New Relic, Inc.
    US64829B1008
    1.3M $109M $87 50 / 100
    Redfin Corporation
    US75737F1084
    5.8M $104M $18 51 / 100
    Anaplan, Inc.
    US03272L1089
    1.9M $94M $50
    Activision Blizzard, Inc.
    US00507V1098
    1.9M $90M $47 50 / 100
    Exact Sciences Corporation
    US30063P1057
    711K $84M $118 56 / 100
    MakeMyTrip
    USV5633W1090
    3.2M $80M $25
    Zai Lab Limited
    US98887Q1040
    2.1M $73M $35 51 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    4.9M $70M $14 62 / 100
    iRobot Corporation
    US4627261005
    746K $68M $92 50 / 100
    2U
    US90214J1016
    1.8M $68M $38
    Rubius Therapeutics, Inc.
    US78116T1034
    4.2M $67M $16 52 / 100
    Fastenal Company
    US3119001044
    2M $66M $33 54 / 100
    Baozun Inc.
    US06684L1035
    1.3M $66M $50 50 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    1.4M $64M $46
    TerraForm Power
    US88104R2094
    4.4M $63M $14
    Codexis, Inc.
    US1920051067
    3.2M $59M $18 49 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    699K $59M $84 49 / 100
    Teladoc Health, Inc.
    US87918A1051
    884K $59M $66 47 / 100
    The Coca-Cola Company
    US1912161007
    1.1M $56M $51 82 / 100
    Agios Pharmaceuticals, Inc.
    US00847X1046
    1.1M $54M $50 49 / 100
    STAAR Surgical Company
    US8523123052
    1.8M $52M $29 49 / 100
    The Procter & Gamble Company
    US7427181091
    467K $51M $110 67 / 100
    Trupanion, Inc.
    US8982021060
    1.3M $48M $36 46 / 100
    Eventbrite, Inc.
    US29975E1091
    2.9M $48M $16 50 / 100
    Moderna, Inc.
    US60770K1079
    3.2M $47M $15 53 / 100
    PepsiCo, Inc.
    US7134481081
    348K $46M $131 52 / 100
    AeroVironment, Inc.
    US0080731088
    784K $45M $57 64 / 100
    Pacira BioSciences, Inc.
    US6951271005
    995K $43M $43
    Bancolombia S.A.
    US05968L1026
    845K $43M $51
    PDD Holdings Inc.
    US7223041028
    2.1M $43M $21 74 / 100
    IPG Photonics Corporation
    US44980X1090
    275K $42M $154 45 / 100
    Banco Macro S.A.
    US05961W1053
    580K $42M $73
    CyberArk Software Ltd
    USM2862V1083
    330K $42M $128
    Splunk Inc.
    US8486371045
    333K $42M $126 50 / 100
    McDonald's Corporation
    US5801351017
    191K $40M $208 66 / 100
    CarMax, Inc.
    US1431301027
    443K $38M $87 53 / 100
    The TJX Companies, Inc.
    US8725401090
    723K $38M $53 62 / 100
    Solarcity Corp
    US83416TAC45
    39M $37M $0.97
    Unity Biotechnology Inc
    US91381U1016
    3.8M $36M $9.5
    Grupo Financiero Galicia S.A.
    US3999091008
    1M $36M $36
    National Instruments Corp
    US6365181022
    838K $35M $42
    BlackLine, Inc.
    US09239B1098
    654K $35M $54 48 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    188K $34M $183 55 / 100
    Appian Corporation
    US03782L1017
    928K $33M $36 49 / 100
    United Parcel Service, Inc.
    US9113121068
    322K $33M $103 47 / 100
    Analog Devices, Inc.
    US0326541051
    288K $32M $113 61 / 100
    HEICO Corporation
    US4228061093
    243K $32M $134 64 / 100
    Tandem Diabetes Care, Inc.
    US8753722037
    435K $28M $65 49 / 100
    Ameren Corporation
    US0236081024
    356K $27M $75 50 / 100
    Zoom Video Communications, Inc.
    US98980L1017
    300K $27M $89 55 / 100
    American Express Company
    US0258161092
    215K $27M $123 79 / 100
    Avangrid, Inc.
    US05351W1036
    490K $25M $51 54 / 100
    Stratasys
    USM855481018
    800K $23M $29
    Benefitfocus, Inc.
    US08180D1063
    860K $23M $27 50 / 100
    Digimarc Corporation
    US25381B1017
    513K $23M $44
    FARO Technologies, Inc.
    US3116421021
    395K $21M $53 49 / 100
    Upwork Inc.
    US91688F1049
    1.3M $21M $16 50 / 100
    Apple Inc.
    US0378331005
    104K $21M $198 61 / 100
    Cullen/Frost Bankers, Inc.
    US2298991090
    213K $20M $94 54 / 100
    AxoGen, Inc.
    US05463X1063
    975K $19M $20
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    1.1M $19M $18 50 / 100
    PriceSmart, Inc.
    US7415111092
    374K $19M $51 54 / 100
    Zuora, Inc.
    US98983V1061
    1.1M $18M $15 50 / 100
    Ambarella
    USG037AX1016
    394K $17M $44
    Adaptimmune Therapeutics plc
    US00653A1079
    4.1M $17M $4 49 / 100
    M&T Bank
    US55261F1049
    97K $16M $170
    Eversource Energy
    US30040W1080
    215K $16M $76
    Liberty Media Corp
    US530715AG61
    23M $16M $0.71
    Dolby Laboratories, Inc.
    US25659T1079
    247K $16M $65 46 / 100
    Xylem Inc.
    US98419M1009
    190K $16M $84 51 / 100
    Consolidated Edison, Inc.
    US2091151041
    179K $16M $88 55 / 100
    Brf S.a.
    US10552T1079
    2M $15M $7.6 51 / 100
    Johnson & Johnson
    US4781601046
    106K $15M $139 48 / 100
    WEC Energy Group, Inc.
    US92939U1060
    175K $15M $83 51 / 100
    Invesco Senior Income Trust
    US46131H1077
    3.3M $14M $4.3
    Jianpu Technology Inc- ADR
    US47738D1019
    3.8M $14M $3.7
    Align Technology, Inc.
    US0162551016
    51K $14M $274 53 / 100
    Infosys Limited
    US4567881085
    1.3M $14M $11 50 / 100
    Exelon Corporation
    US30161N1019
    283K $14M $48 55 / 100
    ResTORbio Inc
    US76133L1035
    1.3M $13M $10
    Orchard Therapeutics PLC ADR
    US68570P1012
    925K $13M $14
    Ecolab Inc.
    US2788651006
    64K $13M $197 70 / 100
    BeiGene, Ltd.
    US07725L1026
    99K $12M $124
    Verisk Analytics, Inc.
    US92345Y1064
    79K $12M $146 43 / 100
    MRC Global Inc.
    US55345K1034
    650K $11M $17 52 / 100
    Veeco Instruments Inc.
    US9224171002
    859K $11M $12 50 / 100
    CEVA, Inc.
    US1572101053
    416K $10M $24 50 / 100
    BlackRock Floating Rate Income
    US0919411043
    802K $10M $12
    Varian Medical Systems Inc
    US92220P1057
    72K $9.9M $136
    Farfetch
    US30744W1071
    462K $9.6M $21
    The Sherwin-Williams Company
    US8243481061
    20K $9M $458 71 / 100
    Line Corp Sponsored Adr
    US53567X1019
    309K $8.7M $28
    Nucana Plc ADR
    US67022C1062
    827K $8.6M $10
    Evolent Health, Inc.
    US30050B1017
    1.1M $8.5M $8 50 / 100
    British American Tobacco p.l.c.
    US1104481072
    210K $7.3M $35 62 / 100
    Chinook Therapeutics, Inc.
    US00739L1017
    4.1M $6.3M $1.5
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    551K $5.9M $11
    SINA Corp
    USG814771048
    132K $5.7M $43
    Kaleido Biosciences, Inc.
    US4833471000
    440K $5.1M $12
    HUTCHMED (China) Limited
    US44842L1035
    218K $4.8M $22 51 / 100
    Rio Tinto Group
    US7672041008
    71K $4.4M $62 54 / 100
    Schlumberger
    US8068571087
    111K $4.4M $40
    Sunpower Corp
    US867652AL32
    4.8M $4.3M $0.89
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    629K $4.1M $6.6
    Uxin ADR
    US91818X1081
    1.8M $3.9M $2.2
    Voya Prime Rate Trust
    US92913A1007
    764K $3.6M $4.8
    Sohu.com Limited
    US83410S1087
    200K $2.8M $14
    Snap Inc.
    US83304A1060
    185K $2.6M $14 43 / 100
    Himax Technologies, Inc.
    US43289P1066
    676K $2.4M $3.5
    Nuveen Senior Income Fund
    US67067Y1047
    384K $2.3M $5.9
    Aslan Pharmaceuticals ADR
    US04522R1014
    429K $1.3M $3.1
    Weibo Corporation
    US9485961018
    26K $1.1M $44 51 / 100
    Acacia Research Corporation
    US0038813079
    366K $1.1M $3 50 / 100
    Korea Electric Power Corporation
    US5006311063
    96K $1.1M $11 49 / 100
    Blue Apron Holdings Inc
    US09523Q1013
    149K $1M $6.8
    Wipro Limited
    US97651M1099
    152K $657K $4.3 57 / 100
    BitAuto Holdings Ltd - ADR
    US0917271076
    54K $571K $10
    Foamix Pharmaceuticals
    USM461351050
    219K $523K $2.4
    Edwards Lifesciences Corporation
    US28176E1082
    1.3K $245K $185 60 / 100
    Apollo Commercial Real Estate Finance, Inc.
    US03762U1051
    12K $223K $18
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    21K $196K $9.3
    Public Joint Stock Company Severstal
    US8181503025
    10K $173K $17
    Annaly Capital Man.
    US0357104092
    18K $162K $9.1
    Targa Resources Corp.
    US87612G1013
    2.6K $102K $39 54 / 100
    Alector, Inc.
    US0144421072
    2.2K $42K $19 50 / 100

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