James Anderson / Portfolio / 2019-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    52M $11B $212 60 / 100
    Amazon.com, Inc.
    US0231351067
    4.5M $8.3B $1.8K 88 / 100
    Illumina, Inc.
    US4523271090
    18M $5.9B $332 59 / 100
    Tesla, Inc.
    US88160R1014
    14M $5.8B $418 81 / 100
    Alphabet Inc.
    US02079K1079
    2.5M $3.4B $1.3K 91 / 100
    Spotify Technology SA
    USL8681T1027
    22M $3.2B $150
    Meta Platforms, Inc.
    US30303M1027
    15M $3.2B $205 84 / 100
    Netflix, Inc.
    US64110L1061
    8M $2.6B $324 88 / 100
    MercadoLibre, Inc.
    US58733R1023
    4.4M $2.5B $572 84 / 100
    Shopify 'A'
    US82509L1070
    6M $2.4B $398
    TAL Education Group
    US8740801043
    47M $2.3B $48 52 / 100
    Ferrari NV
    USN3167Y1030
    14M $2.2B $166
    NVIDIA Corporation
    US67066G1040
    7.7M $1.8B $235 87 / 100
    Mastercard Incorporated
    US57636Q1040
    5.9M $1.8B $299 84 / 100
    Trip.com Group Limited
    US89677Q1076
    46M $1.5B $34 56 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    26M $1.5B $58 86 / 100
    Moody's Corporation
    US6153691059
    5.6M $1.3B $237 79 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2.2M $1.3B $591 73 / 100
    Elevance Health Inc.
    US0367521038
    4.1M $1.2B $302 69 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    3M $1.1B $379 53 / 100
    Microsoft Corporation
    US5949181045
    7.2M $1.1B $158 80 / 100
    DexCom, Inc.
    US2521311074
    4.8M $1.1B $219 68 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    8.2M $943M $115 69 / 100
    Atlassian Corp Plc
    USG062421049
    7.6M $914M $120
    Salesforce, Inc.
    US79466L3024
    5.4M $877M $163 77 / 100
    Workday, Inc.
    US98138H1014
    5.2M $856M $164 74 / 100
    Visa Inc.
    US92826C8394
    4.3M $814M $188 83 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.7M $762M $280 62 / 100
    The Trade Desk, Inc.
    US88339J1051
    2.8M $724M $260 71 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.2M $722M $325 70 / 100
    ResMed Inc.
    US7611521078
    4.6M $706M $155 55 / 100
    Novocure Ltd
    USG6674U1081
    8M $675M $84
    NetEase, Inc.
    US64110W1027
    2.2M $664M $307 56 / 100
    Baidu, Inc.
    US0567521085
    5.2M $656M $126 56 / 100
    Kirby Corporation
    US4972661064
    7.3M $653M $90 52 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    6.8M $644M $95 59 / 100
    PDD Holdings Inc.
    US7223041028
    17M $641M $38 74 / 100
    EOG Resources, Inc.
    US26875P1012
    7.5M $629M $84 48 / 100
    Markel Corporation
    US5705351048
    543K $620M $1.1K 55 / 100
    ICICI Bank Limited
    US45104G1040
    40M $597M $15 53 / 100
    Ryanair Holdings plc
    US7835132033
    6.8M $596M $88 52 / 100
    Wayfair Inc.
    US94419L1017
    6.2M $559M $90 55 / 100
    Teradyne, Inc.
    US8807701029
    8.2M $558M $68 60 / 100
    Waters Corporation
    US9418481035
    2.4M $554M $234 67 / 100
    Chegg, Inc.
    US1630921096
    14M $549M $38 52 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.8M $531M $60 50 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    11M $519M $46 58 / 100
    Mettler-Toledo International Inc.
    US5926881054
    653K $518M $793 58 / 100
    Fiat Chrysler Automobiles
    USN317381028
    35M $516M $15
    Service Corporation International
    US8175651046
    11M $516M $46 61 / 100
    Seattle Genetics
    US8125781026
    4.3M $486M $114
    Wix Com
    USM980681052
    3.9M $482M $122
    Teladoc Health, Inc.
    US87918A1051
    5.7M $480M $84 47 / 100
    Grubhub Inc
    US4001101025
    9.8M $475M $49
    Abiomed, Inc.
    US0036541003
    2.7M $464M $171 52 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    10M $446M $43
    Broadridge Financial Solutions, Inc.
    US11133T1034
    3.6M $444M $124 50 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    28M $439M $16 62 / 100
    Apache Corp
    US0374111054
    17M $427M $26
    LendingTree, Inc.
    US52603B1070
    1.4M $410M $303 51 / 100
    First Republic Bank
    US33616C1009
    3.5M $408M $117 50 / 100
    NIO Inc.
    US62914V1061
    101M $408M $4 48 / 100
    Credicorp
    USG2519Y1085
    1.9M $400M $213
    Vale S.A.
    US91912E1055
    30M $392M $13 54 / 100
    Chipotle Mexican Grill, Inc.
    US1696561059
    467K $391M $837 63 / 100
    Peloton Interactive, Inc.
    US70614W1009
    14M $390M $28 49 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    42M $384M $9.2 56 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    7.2M $358M $50
    SiteOne Landscape Supply, Inc.
    US82982L1035
    3.8M $346M $91 53 / 100
    Copa Holdings S A
    USP310761056
    3.1M $340M $108
    Interactive Brokers Group, Inc.
    US45841N1072
    7.2M $338M $47 51 / 100
    Albemarle Corporation
    US0126531013
    4.4M $324M $73 48 / 100
    Stericycle, Inc.
    US8589121081
    5M $320M $64 48 / 100
    Roku, Inc.
    US77543R1023
    2.4M $317M $134 60 / 100
    Axon Enterprise, Inc.
    US05464C1018
    4.2M $307M $73 66 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    3.8M $295M $78 58 / 100
    Watsco, Inc.
    US9426222009
    1.6M $289M $180 59 / 100
    58.Com Inc Adr
    US31680Q1040
    4.4M $288M $65
    Jefferies Financial Group Inc.
    US47233W1099
    13M $278M $21 51 / 100
    Banco Bradesco S.A.
    US0594603039
    29M $259M $9 56 / 100
    Autohome Inc.
    US05278C1071
    3.2M $256M $80 54 / 100
    CoStar Group, Inc.
    US22160N1090
    411K $246M $598
    Myriad Genetics, Inc.
    US62855J1043
    9M $244M $27 52 / 100
    The Howard Hughes Corporation
    US44267D1072
    1.6M $204M $127 69 / 100
    Glaukos Corporation
    US3773221029
    3.6M $195M $54 51 / 100
    Alphabet Inc.
    US02079K3059
    143K $191M $1.3K 91 / 100
    Tencent Music Entertainment Group
    US88034P1093
    16M $190M $12 60 / 100
    JD.com, Inc.
    US47215P1066
    5M $176M $35 52 / 100
    Redfin Corporation
    US75737F1084
    8M $169M $21 51 / 100
    Zoom Video Communications, Inc.
    US98980L1017
    2.5M $168M $68 55 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    3.6M $165M $46
    Penumbra, Inc.
    US70975L1070
    973K $160M $164 61 / 100
    Lyft, Inc.
    US55087P1049
    3.7M $159M $43 52 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    41M $156M $3.8 51 / 100
    Yext, Inc.
    US98585N1063
    11M $153M $14 50 / 100
    Chewy, Inc.
    US16679L1098
    5.2M $152M $29
    HDFC Bank Limited
    US40415F1012
    2.4M $151M $63 57 / 100
    Fortive Corporation
    US34959J1088
    1.9M $149M $76 66 / 100
    Appian Corporation
    US03782L1017
    3.6M $137M $38 49 / 100
    Denali Therapeutics Inc.
    US24823R1059
    7.6M $132M $17 52 / 100
    Zai Lab Limited
    US98887Q1040
    3M $126M $42 51 / 100
    Stitch Fix, Inc.
    US8608971078
    4.7M $121M $26 45 / 100
    NOW Inc.
    US67011P1003
    11M $118M $11 52 / 100
    HEICO Corporation
    US4228062083
    1.2M $111M $90 64 / 100
    Activision Blizzard, Inc.
    US00507V1098
    1.8M $110M $59 50 / 100
    Anaplan, Inc.
    US03272L1089
    1.9M $98M $52
    New Relic, Inc.
    US64829B1008
    1.3M $86M $66 50 / 100
    Sea Limited
    US81141R1005
    2M $82M $40 80 / 100
    Fastenal Company
    US3119001044
    2.1M $79M $37 54 / 100
    MakeMyTrip
    USV5633W1090
    3.3M $76M $23
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    4.7M $71M $15 62 / 100
    STAAR Surgical Company
    US8523123052
    1.9M $68M $35 49 / 100
    Moderna, Inc.
    US60770K1079
    3.4M $67M $20 53 / 100
    Exact Sciences Corporation
    US30063P1057
    720K $67M $92 56 / 100
    The Coca-Cola Company
    US1912161007
    1.2M $65M $55 82 / 100
    Eventbrite, Inc.
    US29975E1091
    3.1M $63M $20 50 / 100
    Pacira BioSciences, Inc.
    US6951271005
    1.4M $63M $45
    Jumia Technologies AG
    US48138M1053
    9.2M $62M $6.7 48 / 100
    Bluebird Bio Inc
    US09609G1004
    696K $61M $88
    The Procter & Gamble Company
    US7427181091
    486K $61M $125 67 / 100
    Codexis, Inc.
    US1920051067
    3.8M $61M $16 49 / 100
    Splunk Inc.
    US8486371045
    353K $53M $150 50 / 100
    Trupanion, Inc.
    US8982021060
    1.4M $52M $37 46 / 100
    AeroVironment, Inc.
    US0080731088
    818K $50M $62 64 / 100
    PepsiCo, Inc.
    US7134481081
    369K $50M $137 52 / 100
    BeiGene, Ltd.
    US07725L1026
    289K $48M $166
    2U
    US90214J1016
    2M $47M $24
    Baozun Inc.
    US06684L1035
    1.4M $46M $33 50 / 100
    The TJX Companies, Inc.
    US8725401090
    713K $44M $61 62 / 100
    IPG Photonics Corporation
    US44980X1090
    290K $42M $145 45 / 100
    iRobot Corporation
    US4627261005
    816K $41M $51 50 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    523K $41M $78 49 / 100
    CyberArk Software Ltd
    USM2862V1083
    349K $41M $117
    Rubius Therapeutics, Inc.
    US78116T1034
    4.3M $40M $9.5 52 / 100
    United Parcel Service, Inc.
    US9113121068
    343K $40M $117 47 / 100
    LiveRamp Holdings, Inc.
    US53815P1084
    803K $39M $48
    Orchard Therapeutics PLC ADR
    US68570P1012
    2.7M $38M $14
    National Instruments Corp
    US6365181022
    889K $38M $42
    Analog Devices, Inc.
    US0326541051
    309K $37M $119 61 / 100
    TerraForm Power
    US88104R2094
    2.4M $37M $15
    CarMax, Inc.
    US1431301027
    408K $36M $88 53 / 100
    BlackLine, Inc.
    US09239B1098
    686K $35M $52 48 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    164K $34M $207 55 / 100
    McDonald's Corporation
    US5801351017
    167K $33M $198 66 / 100
    Apple Inc.
    US0378331005
    95K $28M $294 61 / 100
    Banco Macro S.A.
    US05961W1053
    756K $27M $36
    Unity Biotechnology Inc
    US91381U1016
    3.8M $27M $7.2
    Tandem Diabetes Care, Inc.
    US8753722037
    435K $26M $60 49 / 100
    HEICO Corporation
    US4228061093
    226K $26M $114 64 / 100
    Ambarella
    USG037AX1016
    413K $25M $61
    Digimarc Corporation
    US25381B1017
    722K $24M $34
    Cullen/Frost Bankers, Inc.
    US2298991090
    230K $22M $98 54 / 100
    LIBERTY MEDIA CORP
    US530715AG61
    34M $22M $0.65
    EverQuote, Inc.
    US30041R1086
    627K $22M $34
    Farfetch
    US30744W1071
    2M $21M $10
    FARO Technologies, Inc.
    US3116421021
    420K $21M $50 49 / 100
    Benefitfocus, Inc.
    US08180D1063
    902K $20M $22 50 / 100
    Dolby Laboratories, Inc.
    US25659T1079
    270K $19M $69 46 / 100
    American Express Company
    US0258161092
    148K $18M $124 79 / 100
    AxoGen, Inc.
    US05463X1063
    1M $18M $18
    Xylem Inc.
    US98419M1009
    234K $18M $79 51 / 100
    Veeco Instruments Inc.
    US9224171002
    1.2M $18M $15 50 / 100
    Stratasys
    USM855481018
    855K $17M $20
    Zuora, Inc.
    US98983V1061
    1.2M $17M $14 50 / 100
    Grupo Financiero Galicia S.A.
    US3999091008
    1M $17M $16
    Infosys Limited
    US4567881085
    1.6M $17M $10 50 / 100
    Line Corp Sponsored Adr
    US53567X1019
    316K $15M $49
    M&T Bank
    US55261F1049
    87K $15M $170
    Upwork Inc.
    US91688F1049
    1.3M $14M $11 50 / 100
    Bancolombia S.A.
    US05968L1026
    257K $14M $55
    Align Technology, Inc.
    US0162551016
    45K $13M $279 53 / 100
    Ecolab Inc.
    US2788651006
    63K $12M $193 70 / 100
    CEVA, Inc.
    US1572101053
    441K $12M $27 50 / 100
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    700K $11M $16 50 / 100
    The Sherwin-Williams Company
    US8243481061
    20K $11M $584 71 / 100
    Slack Technologies Inc
    US83088V1026
    467K $10M $22
    Invesco Senior Income Trust
    US46131H1077
    2.4M $10M $4.3
    Verisk Analytics, Inc.
    US92345Y1064
    69K $10M $149 43 / 100
    BlackRock Floating Rate Income
    US0919411043
    788K $10M $13
    Varian Medical Systems Inc
    US92220P1057
    67K $9.5M $142
    British American Tobacco p.l.c.
    US1104481072
    220K $9.3M $42 62 / 100
    MRC Global Inc.
    US55345K1034
    650K $8.9M $14 52 / 100
    Vir Biotechnology, Inc.
    US92764N1028
    500K $6.3M $13
    Pioneer Floating Rate Fund, Inc.
    US72369J1025
    541K $5.9M $11
    HUTCHMED (China) Limited
    US44842L1035
    218K $5.5M $25 51 / 100
    SINA Corp
    USG814771048
    132K $5.3M $40
    SUNPOWER CORP
    US867652AL32
    6.2M $5.2M $0.84
    Adaptimmune Therapeutics plc
    US00653A1079
    4.3M $5.1M $1.2 49 / 100
    Nucana Plc ADR
    US67022C1062
    827K $5M $6.1
    Chinook Therapeutics, Inc.
    US00739L1017
    4.2M $5M $1.2
    StoneCo
    USG851581060
    110K $4.4M $40
    Blue Capital Reinsurance Holdings Fund (USD)
    USG1190F1078
    618K $4.2M $6.9
    Uxin ADR
    US91818X1081
    1.8M $4M $2.3
    Schlumberger
    US8068571087
    99K $4M $40
    Voya Prime Rate Trust
    US92913A1007
    764K $3.8M $5
    Jianpu Technology Inc- ADR
    US47738D1019
    2.1M $3.1M $1.5
    Snap Inc.
    US83304A1060
    185K $3M $16 43 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    377K $2.2M $6
    Sohu.com Limited
    US83410S1087
    200K $2.2M $11
    Kaleido Biosciences, Inc.
    US4833471000
    440K $2.2M $5
    ResTORbio Inc
    US76133L1035
    1.3M $1.9M $1.5
    Korea Electric Power Corporation
    US5006311063
    97K $1.2M $12 49 / 100
    Blue Apron Holdings Inc
    US09523Q1013
    149K $977K $6.6
    Acacia Research Corporation
    US0038813079
    366K $973K $2.7 50 / 100
    WEC Energy Group, Inc.
    US92939U1060
    9.7K $896K $92 51 / 100
    Eversource Energy
    US30040W1080
    10K $889K $85
    Consolidated Edison, Inc.
    US2091151041
    8.8K $798K $90 55 / 100
    Wipro Limited
    US97651M1099
    198K $744K $3.8 57 / 100
    Foamix Pharmaceuticals
    USM461351050
    219K $730K $3.3
    Exelon Corporation
    US30161N1019
    16K $709K $46 55 / 100
    Ameren Corporation
    US0236081024
    7.1K $545K $77 50 / 100
    Edwards Lifesciences Corporation
    US28176E1082
    1.3K $293K $233 60 / 100
    BitAuto Holdings Ltd - ADR
    US0917271076
    17K $249K $15
    Apollo Commercial Real Estate Finance, Inc.
    US03762U1051
    12K $221K $18
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    21K $214K $10
    Annaly Capital Man.
    US0357104092
    18K $167K $9.4
    Wheaton Precious Metals
    US9628791025
    5.3K $158K $30
    Public Joint Stock Company Severstal
    US8181503025
    10K $156K $15
    Targa Resources Corp.
    US87612G1013
    2.6K $106K $41 54 / 100
    Health Catalyst, Inc.
    US42225T1079
    2.5K $86K $35 51 / 100
    Agios Pharmaceuticals, Inc.
    US00847X1046
    1.7K $82K $48 49 / 100
    Masimo Corporation
    US5747951003
    438 $69K $158 49 / 100
    ShockWave Medical, Inc.
    US82489T1043
    891 $39K $44 52 / 100
    Alector, Inc.
    US0144421072
    2.1K $36K $17 50 / 100
    Sage Therapeutics, Inc.
    US78667J1088
    490 $35K $71 51 / 100
    Ambev S.A.
    US02319V1035
    2.5K $11K $4.5 52 / 100

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