James Anderson / Portfolio / 2020-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Tesla, Inc.
    US88160R1014
    12M $13B $1.1K 81 / 100
    Amazon.com, Inc.
    US0231351067
    4.1M $11B $2.8K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    41M $8.8B $216 60 / 100
    Illumina, Inc.
    US4523271090
    17M $6.3B $370 58 / 100
    Spotify Technology SA
    USL8681T1027
    22M $5.7B $258
    Shopify 'A'
    US82509L1070
    5.8M $5.5B $949
    MercadoLibre, Inc.
    US58733R1023
    4.8M $4.7B $986 84 / 100
    Alphabet Inc.
    US02079K1079
    2.5M $3.6B $1.4K 91 / 100
    Netflix, Inc.
    US64110L1061
    7.7M $3.5B $455 88 / 100
    Meta Platforms, Inc.
    US30303M1027
    15M $3.3B $227 84 / 100
    TAL Education Group
    US8740801043
    46M $3.1B $68 52 / 100
    PDD Holdings Inc.
    US7223041028
    26M $2.2B $86 74 / 100
    Ferrari NV
    USN3167Y1030
    12M $2.1B $171
    NVIDIA Corporation
    US67066G1040
    5.5M $2.1B $380 86 / 100
    DexCom, Inc.
    US2521311074
    4.5M $1.8B $405 66 / 100
    Mastercard Incorporated
    US57636Q1040
    5.9M $1.7B $296 84 / 100
    Zoom Video Communications, Inc.
    US98980L1017
    6.7M $1.7B $254 54 / 100
    Workday, Inc.
    US98138H1014
    8.6M $1.6B $187 74 / 100
    Moody's Corporation
    US6153691059
    5.6M $1.6B $275 79 / 100
    Microsoft Corporation
    US5949181045
    7.2M $1.5B $204 80 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    24M $1.4B $57 86 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    8.6M $1.3B $148 69 / 100
    Atlassian Corp Plc
    USG062421049
    7.1M $1.3B $180
    Wayfair Inc.
    US94419L1017
    6.1M $1.2B $198 53 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    2M $1.2B $570 71 / 100
    The Trade Desk, Inc.
    US88339J1051
    2.8M $1.1B $407 69 / 100
    Teladoc Health, Inc.
    US87918A1051
    6M $1.1B $191 46 / 100
    Elevance Health Inc.
    US0367521038
    4.1M $1.1B $263 69 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    2M $1B $501 53 / 100
    Chegg, Inc.
    US1630921096
    15M $987M $67 52 / 100
    Peloton Interactive, Inc.
    US70614W1009
    17M $983M $58 49 / 100
    Salesforce, Inc.
    US79466L3024
    5.1M $963M $187 77 / 100
    Wix Com
    USM980681052
    3.6M $934M $256
    Sea Limited
    US81141R1005
    8.7M $931M $107 80 / 100
    ResMed Inc.
    US7611521078
    4.5M $873M $192 56 / 100
    NetEase, Inc.
    US64110W1027
    2M $870M $429 56 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.3M $821M $362 71 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    8.3M $811M $97 58 / 100
    NIO Inc.
    US62914V1061
    98M $755M $7.7 48 / 100
    Teradyne, Inc.
    US8807701029
    8.1M $688M $85 59 / 100
    Abiomed, Inc.
    US0036541003
    2.8M $687M $242 52 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    11M $659M $58 58 / 100
    Trip.com Group Limited
    US89677Q1076
    25M $648M $26 57 / 100
    Visa Inc.
    US92826C8394
    3.2M $612M $193 83 / 100
    Seattle Genetics
    US8125781026
    3.4M $575M $170
    Martin Marietta Materials, Inc.
    US5732841060
    2.7M $567M $207 61 / 100
    Broadridge Financial Solutions, Inc.
    US11133T1034
    4.3M $540M $126 49 / 100
    Baidu, Inc.
    US0567521085
    4.4M $531M $120 56 / 100
    Cloudflare, Inc.
    US18915M1071
    14M $512M $36 62 / 100
    Ryanair Holdings plc
    US7835132033
    7.4M $493M $66 52 / 100
    Ionis Pharmaceuticals, Inc.
    US4622221004
    8.2M $485M $59 50 / 100
    Mettler-Toledo International Inc.
    US5926881054
    585K $471M $806 57 / 100
    Novocure Ltd
    USG6674U1081
    7.9M $469M $59
    Twilio Inc.
    US90138F1021
    2.1M $454M $219 48 / 100
    JD.com, Inc.
    US47215P1066
    7.3M $440M $60 53 / 100
    Service Corporation International
    US8175651046
    11M $436M $39 60 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    3.8M $434M $114 53 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    10M $424M $41
    Axon Enterprise, Inc.
    US05464C1018
    4.2M $416M $98 66 / 100
    Markel Corporation
    US5705351048
    449K $414M $923 55 / 100
    LendingTree, Inc.
    US52603B1070
    1.4M $397M $290 51 / 100
    Kirby Corporation
    US4972661064
    7.3M $390M $54 52 / 100
    EOG Resources, Inc.
    US26875P1012
    7.5M $378M $51 48 / 100
    First Republic Bank
    US33616C1009
    3.5M $374M $106 50 / 100
    Lyft, Inc.
    US55087P1049
    11M $363M $33 52 / 100
    Grubhub Inc
    US4001101025
    5.1M $360M $70
    Albemarle Corporation
    US0126531013
    4.4M $341M $77 48 / 100
    Redfin Corporation
    US75737F1084
    8.1M $341M $42 51 / 100
    Vale S.A.
    US91912E1055
    33M $336M $10 53 / 100
    Fiat Chrysler Automobiles
    USN317381028
    32M $319M $10
    CoStar Group, Inc.
    US22160N1090
    442K $314M $711
    Interactive Brokers Group, Inc.
    US45841N1072
    7.2M $299M $42 51 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    36M $297M $8.3 61 / 100
    Watsco, Inc.
    US9426222009
    1.7M $295M $178 58 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    1.5M $285M $189 56 / 100
    Roku, Inc.
    US77543R1023
    2.4M $283M $117 58 / 100
    S&P Global Inc.
    US78409V1044
    842K $277M $329 61 / 100
    Tencent Music Entertainment Group
    US88034P1093
    21M $276M $13 59 / 100
    Stericycle, Inc.
    US8589121081
    4.9M $275M $56 48 / 100
    Zai Lab Limited
    US98887Q1040
    3.3M $272M $82 51 / 100
    Waters Corporation
    US9418481035
    1.5M $269M $180 65 / 100
    CBRE Group, Inc.
    US12504L1098
    5.9M $268M $45 72 / 100
    Moderna, Inc.
    US60770K1079
    4.1M $261M $64 52 / 100
    Credicorp
    USG2519Y1085
    1.9M $259M $134
    Booking Holdings Inc.
    US09857L1089
    162K $258M $1.6K 67 / 100
    ICICI Bank Limited
    US45104G1040
    28M $257M $9.3 53 / 100
    Slack Technologies Inc
    US83088V1026
    8.1M $252M $31
    TD Ameritrade Holding Corp
    US87236Y1082
    6.8M $246M $36
    Alphabet Inc.
    US02079K3059
    172K $244M $1.4K 91 / 100
    Chewy, Inc.
    US16679L1098
    5.3M $239M $45
    Autohome Inc.
    US05278C1071
    3.2M $239M $76 54 / 100
    Copa Holdings S A
    USP310761056
    4.5M $227M $51
    Denali Therapeutics Inc.
    US24823R1059
    9.3M $224M $24 51 / 100
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    3.8M $218M $58 58 / 100
    Zillow Group, Inc. Class A
    US98954M1018
    3.5M $203M $57
    Jefferies Financial Group Inc.
    US47233W1099
    13M $200M $16 51 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    41M $194M $4.7 56 / 100
    Appian Corporation
    US03782L1017
    3.8M $192M $51 49 / 100
    Penumbra, Inc.
    US70975L1070
    1M $184M $179 60 / 100
    Yext, Inc.
    US98585N1063
    11M $183M $17 50 / 100
    The Howard Hughes Corporation
    US44267D1072
    3.4M $179M $52 70 / 100
    Glaukos Corporation
    US3773221029
    4M $155M $38 51 / 100
    Vir Biotechnology, Inc.
    US92764N1028
    3.5M $142M $41
    Activision Blizzard, Inc.
    US00507V1098
    1.8M $137M $76 50 / 100
    STAAR Surgical Company
    US8523123052
    2.2M $133M $62 49 / 100
    Stitch Fix, Inc.
    US8608971078
    4.9M $122M $25 45 / 100
    Banco Bradesco S.A.
    US0594603039
    32M $121M $3.8 56 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    40M $114M $2.9 51 / 100
    HDFC Bank Limited
    US40415F1012
    2.3M $106M $45 56 / 100
    HEICO Corporation
    US4228062083
    1.3M $104M $81 65 / 100
    Fastenal Company
    US3119001044
    2.2M $94M $43 54 / 100
    NOW Inc.
    US67011P1003
    10M $90M $8.6 52 / 100
    Anaplan, Inc.
    US03272L1089
    1.9M $85M $45
    58.Com Inc Adr
    US31680Q1040
    1.5M $78M $54
    Exact Sciences Corporation
    US30063P1057
    898K $78M $87 55 / 100
    Pacira BioSciences, Inc.
    US6951271005
    1.5M $77M $52
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    9.4M $75M $8 61 / 100
    Splunk Inc.
    US8486371045
    376K $75M $199 50 / 100
    iRobot Corporation
    US4627261005
    844K $71M $84 50 / 100
    AeroVironment, Inc.
    US0080731088
    883K $70M $80 62 / 100
    BlackLine, Inc.
    US09239B1098
    792K $66M $83 48 / 100
    The Procter & Gamble Company
    US7427181091
    528K $63M $120 65 / 100
    Vroom Inc
    US92918V1098
    1.2M $63M $52
    BeiGene, Ltd.
    US07725L1026
    326K $61M $188
    Trupanion, Inc.
    US8982021060
    1.4M $61M $43 46 / 100
    Codexis, Inc.
    US1920051067
    5.4M $61M $11 49 / 100
    Grifols, S.A.
    US3984384087
    3.3M $60M $18 52 / 100
    First Quantum Minerals
    US3359341050
    7.3M $58M $7.9
    Baozun Inc.
    US06684L1035
    1.4M $56M $38 50 / 100
    The Coca-Cola Company
    US1912161007
    1.2M $54M $45 83 / 100
    United Parcel Service, Inc.
    US9113121068
    483K $54M $111 46 / 100
    PepsiCo, Inc.
    US7134481081
    401K $53M $132 52 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    5.3M $53M $10 49 / 100
    IPG Photonics Corporation
    US44980X1090
    324K $52M $160 45 / 100
    Jumia Technologies AG
    US48138M1053
    9.2M $51M $5.5 48 / 100
    CyberArk Software Ltd
    USM2682V1081
    509K $51M $99
    MakeMyTrip
    USV5633W1090
    3.2M $50M $15
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    549K $43M $79 49 / 100
    EverQuote, Inc.
    US30041R1086
    740K $43M $58
    Bluebird Bio Inc
    US09609G1004
    696K $42M $61
    LiveRamp Holdings, Inc.
    US53815P1084
    942K $40M $42
    Farfetch
    US30744W1071
    2.3M $40M $17
    Analog Devices, Inc.
    US0326541051
    323K $40M $123 61 / 100
    National Instruments Corp
    US6365181022
    952K $37M $39
    Apple Inc.
    US0378331005
    100K $36M $365 63 / 100
    DTE Energy Company
    US2333311072
    329K $35M $108 54 / 100
    Xylem Inc.
    US98419M1009
    544K $35M $65 51 / 100
    Unity Biotechnology Inc
    US91381U1016
    3.8M $33M $8.7
    Eversource Energy
    US30040W1080
    394K $33M $83
    American Electric Power Company, Inc.
    US0255371017
    409K $33M $80
    Ameren Corporation
    US0236081024
    461K $32M $70 50 / 100
    Avangrid, Inc.
    US05351W1036
    770K $32M $42 54 / 100
    Upwork Inc.
    US91688F1049
    2.2M $32M $14 48 / 100
    McDonald's Corporation
    US5801351017
    174K $32M $184 67 / 100
    Q2 Holdings, Inc.
    US74736L1098
    355K $30M $86 50 / 100
    Ecolab Inc.
    US2788651006
    150K $30M $199 71 / 100
    TerraForm Power
    US88104R2094
    1.6M $29M $18
    Tandem Diabetes Care, Inc.
    US8753722037
    295K $29M $99 49 / 100
    Consolidated Edison, Inc.
    US2091151041
    405K $29M $72 55 / 100
    HUYA Inc.
    US44852D1081
    1.5M $29M $19 50 / 100
    Cisco Systems Inc
    US17275R1023
    592K $28M $47 55 / 100
    Eventbrite, Inc.
    US29975E1091
    3.2M $28M $8.6 50 / 100
    Deere & Company
    US2441991054
    172K $27M $157 80 / 100
    Ares Capital Corporation
    US04010L1035
    1.8M $26M $14 49 / 100
    Rubius Therapeutics, Inc.
    US78116T1034
    4.3M $25M $6 52 / 100
    Tabula Rasa HealthCare, Inc.
    US8733791011
    457K $25M $55 50 / 100
    FARO Technologies, Inc.
    US3116421021
    444K $24M $54 49 / 100
    T. Rowe Price Group, Inc.
    US74144T1088
    176K $22M $124
    Ambarella
    USG037AX1016
    468K $21M $46
    Burning Rock Biotech Limited
    US12233L1070
    719K $19M $27
    iQIYI, Inc.
    US46267X1081
    823K $19M $23 55 / 100
    Medtronic
    USG5960L9031
    206K $19M $92
    Dolby Laboratories, Inc.
    US25659T1079
    281K $18M $66 46 / 100
    Zuora, Inc.
    US98983V1061
    1.4M $18M $13 50 / 100
    Veeco Instruments Inc.
    US9224171002
    1.3M $18M $13 50 / 100
    ShockWave Medical, Inc.
    US82489T1043
    376K $18M $47 52 / 100
    Agora, Inc.
    US00851L1035
    400K $18M $44
    CEVA, Inc.
    US1572101053
    465K $17M $37 50 / 100
    HEICO Corporation
    US4228061093
    174K $17M $100 65 / 100
    Cullen/Frost Bankers, Inc.
    US2298991090
    229K $17M $75 54 / 100
    Infosys Limited
    US4567881085
    1.7M $17M $9.7 50 / 100
    Orchard Therapeutics PLC ADR
    US68570P1012
    2.7M $16M $6
    Beyond Meat, Inc.
    US08862E1091
    107K $14M $134 45 / 100
    Stratasys
    USM855481018
    902K $14M $16
    American Express Company
    US0258161092
    142K $13M $95 80 / 100
    Edwards Lifesciences Corporation
    US28176E1082
    195K $13M $69 61 / 100
    Iclick Interactive Asia G
    US45113Y1047
    2.3M $12M $5.3
    Digimarc Corporation
    US25381B1017
    763K $12M $16
    Sutro Biopharma, Inc.
    US8693671021
    1.5M $12M $7.8 49 / 100
    The TJX Companies, Inc.
    US8725401090
    230K $12M $51 63 / 100
    Verisk Analytics, Inc.
    US92345Y1064
    66K $11M $170 43 / 100
    The Sherwin-Williams Company
    US8243481061
    19K $11M $578 73 / 100
    Benefitfocus, Inc.
    US08180D1063
    964K $10M $11 50 / 100
    Align Technology, Inc.
    US0162551016
    38K $10M $274 53 / 100
    AxoGen, Inc.
    US05463X1063
    1.1M $10M $9.2
    Chinook Therapeutics, Inc.
    US00739L1017
    4.3M $9.9M $2.3
    Fortive Corporation
    US34959J1088
    146K $9.9M $68 68 / 100
    Invesco Senior Income Trust
    US46131H1077
    2.8M $9.8M $3.5
    M&T Bank
    US55261F1049
    85K $8.8M $104
    BlackRock Floating Rate Income
    US0919411043
    784K $8.6M $11
    Dada Nexus Limited
    US23344D1081
    383K $8.6M $22
    British American Tobacco p.l.c.
    US1104481072
    219K $8.5M $39 62 / 100
    Varian Medical Systems Inc
    US92220P1057
    65K $8M $123
    Bancolombia S.A.
    US05968L1026
    257K $6.8M $26
    HUTCHMED (China) Limited
    US44842L1035
    227K $6.3M $28 51 / 100
    Sunpower Corp
    US867652AL32
    7.2M $6M $0.83
    StoneCo
    USG851581060
    151K $5.9M $39
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    700K $5.4M $7.7 50 / 100
    SINA Corp
    USG814771048
    132K $4.7M $36
    Voya Prime Rate Trust
    US92913A1007
    1.1M $4.5M $4.1
    Nucana Plc ADR
    US67022C1062
    827K $4.5M $5.4
    Snap Inc.
    US83304A1060
    185K $4.3M $23 43 / 100
    MRC Global Inc.
    US55345K1034
    650K $3.8M $5.9 52 / 100
    Kaleido Biosciences, Inc.
    US4833471000
    440K $3.3M $7.4
    ResTORbio Inc
    US76133L1035
    1.3M $2.7M $2.2
    Uxin ADR
    US91818X1081
    1.8M $2.5M $1.4
    Bilibili Inc.
    US0900401060
    50K $2.3M $46 51 / 100
    Sohu.com Limited
    US83410S1087
    200K $1.8M $9.2
    Schlumberger
    US8068571087
    99K $1.8M $18
    Nuveen Senior Income Fund
    US67067Y1047
    375K $1.8M $4.7
    Blue Apron Holdings Inc
    US09523Q1013
    149K $1.6M $11
    Korea Electric Power Corporation
    US5006311063
    154K $1.2M $8 49 / 100
    WEC Energy Group, Inc.
    US92939U1060
    13K $1.2M $88 51 / 100
    NextEra Energy, Inc.
    US65339F1012
    3K $724K $240 48 / 100
    Fortis
    US3495531077
    19K $714K $38
    Exelon Corporation
    US30161N1019
    19K $704K $36 54 / 100
    Menlo Therapeutics Inc
    US5868581027
    395K $683K $1.7
    Jianpu Technology Inc- ADR
    US47738D1019
    873K $568K $0.65
    10x Genomics, Inc.
    US88025U1097
    4.3K $384K $89 50 / 100
    Wheaton Precious Metals
    US9628791025
    8.2K $360K $44
    Masimo Corporation
    US5747951003
    1.3K $299K $228 50 / 100
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    30K $273K $9.2
    BitAuto Holdings Ltd - ADR
    US0917271076
    17K $265K $16
    Wipro Limited
    US97651M1099
    65K $215K $3.3 57 / 100
    Barrick Gold Corp
    US0679011082
    7.9K $212K $27
    Newmont Corporation
    US6516391066
    3.2K $198K $62 51 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    5.8K $189K $33 62 / 100
    Health Catalyst, Inc.
    US42225T1079
    6K $175K $29 51 / 100
    Livongo Health Inc
    US5391831030
    1.5K $116K $75
    Alector, Inc.
    US0144421072
    3.7K $90K $25 50 / 100
    Sage Therapeutics, Inc.
    US78667J1088
    1.6K $66K $42 51 / 100
    Annaly Capital Man.
    US0357104092
    7.4K $49K $6.6

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