James Anderson / Portfolio / 2019-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    50M $8.3B $167 60 / 100
    Amazon.com, Inc.
    US0231351067
    4.4M $7.7B $1.7K 88 / 100
    Illumina, Inc.
    US4523271090
    17M $5.3B $304 59 / 100
    Tesla, Inc.
    US88160R1014
    13M $3.2B $241 81 / 100
    Meta Platforms, Inc.
    US30303M1027
    16M $2.8B $178 84 / 100
    Alphabet Inc.
    US02079K1079
    2.3M $2.8B $1.2K 91 / 100
    MercadoLibre, Inc.
    US58733R1023
    4.6M $2.5B $551 84 / 100
    Spotify Technology SA
    USL8681T1027
    19M $2.2B $114
    Ferrari NV
    USN3167Y1030
    14M $2.1B $154
    Netflix, Inc.
    US64110L1061
    7.7M $2.1B $268 88 / 100
    Shopify 'A'
    US82509L1070
    6.1M $1.9B $312
    Mastercard Incorporated
    US57636Q1040
    6M $1.6B $272 84 / 100
    TAL Education Group
    US8740801043
    46M $1.6B $34 52 / 100
    Ctrip.com Intl Sponsored ADR
    US22943F1003
    47M $1.4B $29
    NVIDIA Corporation
    US67066G1040
    7.5M $1.3B $174 87 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    3.9M $1.3B $328 53 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    26M $1.2B $46 86 / 100
    Moody's Corporation
    US6153691059
    5.8M $1.2B $205 79 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2.1M $1.1B $540 73 / 100
    Elevance Health Inc.
    US0367521038
    4.3M $1B $240 69 / 100
    Visa Inc.
    US92826C8394
    5.9M $1B $172 83 / 100
    Baidu, Inc.
    US0567521085
    9.6M $984M $103 56 / 100
    Atlassian Corp Plc
    USG062421049
    7.3M $915M $125
    Workday, Inc.
    US98138H1014
    5M $853M $170 74 / 100
    Microsoft Corporation
    US5949181045
    5.7M $793M $139 80 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.8M $775M $274 62 / 100
    Salesforce, Inc.
    US79466L3024
    5.1M $763M $148 77 / 100
    DexCom, Inc.
    US2521311074
    4.8M $720M $149 68 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.3M $669M $291 70 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    8.2M $662M $80 69 / 100
    Markel Corporation
    US5705351048
    560K $661M $1.2K 55 / 100
    Novocure Ltd
    USG6674U1081
    8.7M $647M $75
    ResMed Inc.
    US7611521078
    4.7M $641M $135 55 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    7M $627M $90 59 / 100
    Kirby Corporation
    US4972661064
    7.6M $624M $82 52 / 100
    EOG Resources, Inc.
    US26875P1012
    8M $591M $74 48 / 100
    GrubHub Inc
    US4001101025
    10M $562M $56
    Seattle Genetics
    US8125781026
    6.6M $560M $85
    Service Corporation International
    US8175651046
    12M $556M $48 61 / 100
    NetEase, Inc.
    US64110W1027
    2.1M $550M $266 56 / 100
    Waters Corporation
    US9418481035
    2.5M $549M $223 67 / 100
    PDD Holdings Inc.
    US7223041028
    16M $528M $32 74 / 100
    The Trade Desk, Inc.
    US88339J1051
    2.7M $513M $188 71 / 100
    ICICI Bank Limited
    US45104G1040
    42M $508M $12 53 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.4M $504M $60 50 / 100
    Teradyne, Inc.
    US8807701029
    8.4M $487M $58 60 / 100
    Abiomed, Inc.
    US0036541003
    2.7M $479M $178 52 / 100
    Fiat Chrysler Automobiles
    USN317381028
    37M $479M $13
    Broadridge Financial Solutions, Inc.
    US11133T1034
    3.7M $463M $124 50 / 100
    Apache Corp
    US0374111054
    18M $462M $26
    Ryanair Holdings plc
    US7835132033
    6.9M $460M $66 52 / 100
    Wayfair Inc.
    US94419L1017
    4M $447M $112 55 / 100
    Mettler-Toledo International Inc.
    US5926881054
    630K $444M $704 58 / 100
    LendingTree, Inc.
    US52603B1070
    1.4M $423M $310 51 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    11M $423M $40
    Chipotle Mexican Grill, Inc.
    US1696561059
    480K $404M $840 63 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    7.4M $398M $54 51 / 100
    Credicorp
    USG2519Y1085
    1.9M $395M $208
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    27M $390M $14 62 / 100
    Chegg, Inc.
    US1630921096
    12M $360M $30 52 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    7.6M $353M $47
    Zillow Group, Inc. Class C
    US98954M2008
    11M $342M $30 58 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    40M $332M $8.4 56 / 100
    First Republic Bank
    US33616C1009
    3.4M $326M $97 50 / 100
    Bluebird Bio Inc
    US09609G1004
    3.5M $317M $92
    Copa Holdings S A
    USP310761056
    3.1M $310M $99
    Albemarle Corporation
    US0126531013
    4.3M $298M $70 48 / 100
    Vale S.A.
    US91912E1055
    25M $292M $12 54 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    3.9M $291M $74 53 / 100
    Wix Com
    USM980681052
    2.4M $286M $117
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    4M $285M $72 58 / 100
    Autohome Inc.
    US05278C1071
    3.3M $274M $83 54 / 100
    Stericycle, Inc.
    US8589121081
    5.3M $268M $51 48 / 100
    Myriad Genetics, Inc.
    US62855J1043
    9.2M $265M $29 52 / 100
    Watsco, Inc.
    US9426222009
    1.5M $255M $169 59 / 100
    Teladoc Health, Inc.
    US87918A1051
    3.8M $254M $68 47 / 100
    Jefferies Financial Group Inc.
    US47233W1099
    13M $247M $18 51 / 100
    Axon Enterprise, Inc.
    US05464C1018
    4.3M $243M $57 66 / 100
    CoStar Group, Inc.
    US22160N1090
    394K $234M $593
    Banco Bradesco S.A.
    US0594603039
    28M $231M $8.1 56 / 100
    58.Com Inc Adr
    US31680Q1040
    4.6M $229M $49
    Roku, Inc.
    US77543R1023
    2.2M $227M $102 60 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.7M $214M $130 69 / 100
    Tencent Music Entertainment Group
    US88034P1093
    16M $206M $13 60 / 100
    NOW Inc.
    US67011P1003
    16M $187M $11 52 / 100
    Glaukos Corporation
    US3773221029
    2.8M $177M $63 51 / 100
    Peloton Interactive, Inc.
    US70614W1009
    6.8M $172M $25 49 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    41M $159M $3.9 51 / 100
    NIO Inc.
    US62914V1061
    100M $156M $1.6 48 / 100
    Alphabet Inc.
    US02079K3059
    127K $155M $1.2K 91 / 100
    Yext, Inc.
    US98585N1063
    9.7M $153M $16 50 / 100
    Appian Corporation
    US03782L1017
    3.1M $149M $48 49 / 100
    Penumbra, Inc.
    US70975L1070
    1.1M $147M $134 61 / 100
    HDFC Bank Limited
    US40415F1012
    2.6M $146M $57 57 / 100
    Lyft, Inc.
    US55087P1049
    3.5M $143M $41 52 / 100
    JD.com, Inc.
    US47215P1066
    4.6M $130M $28 52 / 100
    Fortive Corporation
    US34959J1088
    1.9M $129M $69 66 / 100
    HEICO Corporation
    US4228062083
    1.2M $118M $97 64 / 100
    Denali Therapeutics Inc.
    US24823R1059
    7.4M $113M $15 52 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    3.5M $103M $30
    Zai Lab Limited
    US98887Q1040
    3.1M $101M $32 51 / 100
    Activision Blizzard, Inc.
    US00507V1098
    1.9M $101M $53 50 / 100
    Redfin Corporation
    US75737F1084
    5.9M $99M $17 51 / 100
    Chewy, Inc.
    US16679L1098
    4M $97M $25
    Anaplan, Inc.
    US03272L1089
    1.9M $88M $47
    Stitch Fix, Inc.
    US8608971078
    4.5M $86M $19 45 / 100
    New Relic, Inc.
    US64829B1008
    1.2M $76M $61 50 / 100
    MakeMyTrip
    USV5633W1090
    3.2M $73M $23
    Jumia Technologies AG
    US48138M1053
    9M $71M $7.9 48 / 100
    Fastenal Company
    US3119001044
    2.2M $70M $33 54 / 100
    The Coca-Cola Company
    US1912161007
    1.2M $63M $54 82 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    729K $62M $85 49 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    4.6M $60M $13 62 / 100
    Sea Limited
    US81141R1005
    1.9M $60M $31 80 / 100
    The Procter & Gamble Company
    US7427181091
    484K $60M $124 67 / 100
    BeiGene, Ltd.
    US07725L1026
    489K $60M $122
    Baozun Inc.
    US06684L1035
    1.3M $57M $43 50 / 100
    Exact Sciences Corporation
    US30063P1057
    617K $56M $90 56 / 100
    Eventbrite, Inc.
    US29975E1091
    2.9M $52M $18 50 / 100
    Moderna, Inc.
    US60770K1079
    3.2M $51M $16 53 / 100
    PepsiCo, Inc.
    US7134481081
    363K $50M $137 52 / 100
    STAAR Surgical Company
    US8523123052
    1.9M $49M $26 49 / 100
    iRobot Corporation
    US4627261005
    764K $47M $62 50 / 100
    Codexis, Inc.
    US1920051067
    3.3M $45M $14 49 / 100
    Pacira BioSciences, Inc.
    US6951271005
    1.2M $44M $38
    AeroVironment, Inc.
    US0080731088
    796K $43M $54 64 / 100
    The TJX Companies, Inc.
    US8725401090
    754K $42M $56 62 / 100
    TerraForm Power
    US88104R2094
    2.2M $41M $18
    United Parcel Service, Inc.
    US9113121068
    339K $41M $120 47 / 100
    CarMax, Inc.
    US1431301027
    455K $40M $88 53 / 100
    Splunk Inc.
    US8486371045
    339K $40M $118 50 / 100
    SOLARCITY CORP
    US83416TAC45
    38M $38M $1
    IPG Photonics Corporation
    US44980X1090
    280K $38M $136 45 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    188K $37M $199 55 / 100
    National Instruments Corp
    US6365181022
    871K $37M $42
    McDonald's Corporation
    US5801351017
    165K $35M $215 66 / 100
    Agios Pharmaceuticals, Inc.
    US00847X1046
    1.1M $35M $32 49 / 100
    Analog Devices, Inc.
    US0326541051
    308K $34M $112 61 / 100
    Trupanion, Inc.
    US8982021060
    1.3M $34M $25 46 / 100
    CyberArk Software Ltd
    USM2862V1083
    336K $34M $100
    Rubius Therapeutics, Inc.
    US78116T1034
    4.2M $33M $7.9 52 / 100
    BlackLine, Inc.
    US09239B1098
    665K $32M $48 48 / 100
    HEICO Corporation
    US4228061093
    241K $30M $125 64 / 100
    2U
    US90214J1016
    1.8M $30M $16
    American Express Company
    US0258161092
    221K $26M $118 79 / 100
    Tandem Diabetes Care, Inc.
    US8753722037
    435K $26M $59 49 / 100
    Ambarella
    USG037AX1016
    400K $25M $63
    Unity Biotechnology Inc
    US91381U1016
    3.8M $23M $6.1
    Zoom Video Communications, Inc.
    US98980L1017
    300K $23M $76 55 / 100
    Apple Inc.
    US0378331005
    93K $21M $224 61 / 100
    Benefitfocus, Inc.
    US08180D1063
    873K $21M $24 50 / 100
    Digimarc Corporation
    US25381B1017
    528K $21M $39
    LIBERTY MEDIA CORP
    US530715AG61
    28M $21M $0.74
    Cullen/Frost Bankers, Inc.
    US2298991090
    225K $20M $89 54 / 100
    Banco Macro S.A.
    US05961W1053
    756K $20M $26
    FARO Technologies, Inc.
    US3116421021
    404K $20M $48 49 / 100
    Spectrum Brands Holdings, Inc.
    US84790A1051
    336K $18M $53 49 / 100
    Zuora, Inc.
    US98983V1061
    1.2M $17M $15 50 / 100
    Stratasys
    USM855481018
    818K $17M $21
    Upwork Inc.
    US91688F1049
    1.3M $17M $13 50 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    262K $17M $65 46 / 100
    Xylem Inc.
    US98419M1009
    206K $16M $80 51 / 100
    Infosys Limited
    US4567881085
    1.4M $16M $11 50 / 100
    M&T Bank
    US55261F1049
    97K $15M $158
    Ecolab Inc.
    US2788651006
    70K $14M $198 70 / 100
    Invesco Senior Income Trust
    US46131H1077
    3.3M $14M $4.2
    Grupo Financiero Galicia S.A.
    US3999091008
    1M $13M $13
    Bancolombia S.A.
    US05968L1026
    257K $13M $49
    CEVA, Inc.
    US1572101053
    422K $13M $30 50 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    79K $13M $158 43 / 100
    AxoGen, Inc.
    US05463X1063
    989K $12M $12
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    700K $12M $17 50 / 100
    Line Corp Sponsored Adr
    US53567X1019
    318K $11M $36
    Farfetch
    US30744W1071
    1.3M $11M $8.6
    ResTORbio Inc
    US76133L1035
    1.3M $11M $8.8
    Orchard Therapeutics PLC ADR
    US68570P1012
    925K $11M $12
    The Sherwin-Williams Company
    US8243481061
    20K $11M $550 71 / 100
    Veeco Instruments Inc.
    US9224171002
    868K $10M $12 50 / 100
    BlackRock Floating Rate Income
    US0919411043
    788K $9.7M $12
    Align Technology, Inc.
    US0162551016
    51K $9.2M $181 53 / 100
    Varian Medical Systems Inc
    US92220P1057
    72K $8.6M $119
    British American Tobacco p.l.c.
    US1104481072
    220K $8.1M $37 62 / 100
    Slack Technologies Inc
    US83088V1026
    341K $8.1M $24
    MRC Global Inc.
    US55345K1034
    650K $7.9M $12 52 / 100
    Evolent Health, Inc.
    US30050B1017
    1.1M $7.8M $7.2 50 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    4.2M $6.3M $1.5 49 / 100
    Nucana Plc ADR
    US67022C1062
    827K $6M $7.2
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    541K $5.7M $11
    SUNPOWER CORP
    US867652AL32
    5.9M $5.4M $0.92
    Jianpu Technology Inc- ADR
    US47738D1019
    2.1M $5.2M $2.5
    SINA Corp
    USG814771048
    132K $5.2M $39
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    618K $4.6M $7.4
    Chinook Therapeutics, Inc.
    US00739L1017
    4.1M $4.4M $1.1
    Uxin ADR
    US91818X1081
    1.8M $4.4M $2.5
    HUTCHMED (China) Limited
    US44842L1035
    218K $3.9M $18 51 / 100
    Schlumberger
    US8068571087
    111K $3.8M $34
    Voya Prime Rate Trust
    US92913A1007
    764K $3.6M $4.7
    Kaleido Biosciences, Inc.
    US4833471000
    440K $3.3M $7.5
    Snap Inc.
    US83304A1060
    185K $2.9M $16 43 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    377K $2.2M $5.8
    Sohu.com Limited
    US83410S1087
    200K $2M $10
    Blue Apron Holdings Inc
    US09523Q1013
    149K $1.3M $8.4
    Korea Electric Power Corporation
    US5006311063
    96K $1M $11 49 / 100
    Acacia Research Corporation
    US0038813079
    366K $980K $2.7 50 / 100
    WEC Energy Group, Inc.
    US92939U1060
    9.3K $884K $95 51 / 100
    Eversource Energy
    US30040W1080
    10K $855K $86
    BitAuto Holdings Ltd - ADR
    US0917271076
    54K $816K $15
    Consolidated Edison, Inc.
    US2091151041
    8.4K $794K $95 55 / 100
    Aslan Pharmaceuticals ADR
    US04522R1014
    419K $724K $1.7
    Exelon Corporation
    US30161N1019
    15K $710K $48 55 / 100
    Foamix Pharmaceuticals
    USM461351050
    219K $667K $3
    Wipro Limited
    US97651M1099
    158K $575K $3.7 57 / 100
    Edwards Lifesciences Corporation
    US28176E1082
    1.3K $276K $220 60 / 100
    Apollo Commercial Real Estate Finance, Inc.
    US03762U1051
    12K $232K $19
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    21K $171K $8.1
    Annaly Capital Man.
    US0357104092
    18K $156K $8.8
    Public Joint Stock Company Severstal
    US8181503025
    10K $148K $14
    Wheaton Precious Metals
    US9628791025
    5.3K $139K $26
    Targa Resources Corp.
    US87612G1013
    2.6K $104K $40 54 / 100
    Health Catalyst, Inc.
    US42225T1079
    2.5K $79K $32 51 / 100
    Sage Therapeutics, Inc.
    US78667J1088
    490 $69K $141 51 / 100
    Masimo Corporation
    US5747951003
    438 $65K $148 49 / 100
    Alector, Inc.
    US0144421072
    2.1K $30K $14 50 / 100
    ShockWave Medical, Inc.
    US82489T1043
    891 $27K $30 52 / 100
    Ambev S.A.
    US02319V1035
    2.5K $12K $4.8 52 / 100

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