James Anderson / Portfolio / 2020-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Tesla, Inc.
    US88160R1014
    35M $15B $429 81 / 100
    Amazon.com, Inc.
    US0231351067
    3.6M $11B $3.1K 88 / 100
    Alibaba Group Holding Limited
    US01609W1027
    25M $7.4B $294 60 / 100
    Shopify 'A'
    US82509L1070
    5.6M $5.8B $1K
    Illumina, Inc.
    US4523271090
    18M $5.5B $309 58 / 100
    MercadoLibre, Inc.
    US58733R1023
    4.9M $5.3B $1.1K 84 / 100
    Spotify Technology SA
    USL8681T1027
    21M $5.2B $243
    Netflix, Inc.
    US64110L1061
    7.4M $3.7B $500 88 / 100
    Alphabet Inc.
    US02079K1079
    2.3M $3.4B $1.5K 91 / 100
    TAL Education Group
    US8740801043
    42M $3.2B $76 52 / 100
    Zoom Video Communications, Inc.
    US98980L1017
    6.3M $3B $470 54 / 100
    Meta Platforms, Inc.
    US30303M1027
    11M $2.9B $262 84 / 100
    NVIDIA Corporation
    US67066G1040
    4.6M $2.5B $541 86 / 100
    NIO Inc.
    US62914V1061
    109M $2.3B $21 48 / 100
    Ferrari NV
    USN3167Y1030
    12M $2.2B $184
    Wayfair Inc.
    US94419L1017
    7.5M $2.2B $291 53 / 100
    Mastercard Incorporated
    US57636Q1040
    5.9M $2B $338 84 / 100
    PDD Holdings Inc.
    US7223041028
    24M $1.8B $74 74 / 100
    Workday, Inc.
    US98138H1014
    8.2M $1.8B $215 74 / 100
    DexCom, Inc.
    US2521311074
    4.2M $1.7B $412 66 / 100
    Moody's Corporation
    US6153691059
    5.5M $1.6B $290 79 / 100
    Peloton Interactive, Inc.
    US70614W1009
    16M $1.6B $99 49 / 100
    The Trade Desk, Inc.
    US88339J1051
    2.9M $1.5B $519 69 / 100
    Microsoft Corporation
    US5949181045
    7M $1.5B $210 80 / 100
    Sea Limited
    US81141R1005
    9.3M $1.4B $154 80 / 100
    Salesforce, Inc.
    US79466L3024
    5.5M $1.4B $251 77 / 100
    Teladoc Health, Inc.
    US87918A1051
    6.2M $1.4B $219 46 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    1.9M $1.3B $710 71 / 100
    Alnylam Pharmaceuticals, Inc.
    US02043Q1076
    8.9M $1.3B $146 69 / 100
    Carvana Co.
    US1468691027
    5.7M $1.3B $223 71 / 100
    Atlassian Corp Plc
    USG062421049
    6.5M $1.2B $182
    Zillow Group, Inc. Class C
    US98954M2008
    11M $1.2B $102 58 / 100
    Cloudflare, Inc.
    US18915M1071
    28M $1.1B $41 62 / 100
    Chegg, Inc.
    US1630921096
    16M $1.1B $71 52 / 100
    Elevance Health Inc.
    US0367521038
    4M $1.1B $269 69 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.2M $988M $442 71 / 100
    Novocure Ltd
    USG6674U1081
    8.1M $904M $111
    KE Holdings Inc.
    US4824971042
    15M $903M $61 57 / 100
    Wix Com
    USM980681052
    3.5M $893M $255
    Ryanair Holdings plc
    US7835132033
    11M $873M $82 52 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    8.2M $863M $106 58 / 100
    Abiomed, Inc.
    US0036541003
    2.9M $816M $277 52 / 100
    NetEase, Inc.
    US64110W1027
    1.8M $809M $455 56 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    9.7M $785M $81 86 / 100
    MarketAxess Holdings Inc.
    US57060D1081
    1.6M $760M $482 53 / 100
    Twilio Inc.
    US90138F1021
    3M $740M $247 48 / 100
    The Estée Lauder Companies Inc.
    US5184391044
    3.1M $685M $218 56 / 100
    Seagen Inc.
    US81181C1045
    3.3M $645M $196
    Teradyne, Inc.
    US8807701029
    8.1M $641M $79 59 / 100
    Tencent Music Entertainment Group
    US88034P1093
    43M $636M $15 59 / 100
    Martin Marietta Materials, Inc.
    US5732841060
    2.7M $633M $235 61 / 100
    Mettler-Toledo International Inc.
    US5926881054
    606K $585M $966 57 / 100
    Booking Holdings Inc.
    US09857L1089
    333K $569M $1.7K 67 / 100
    Datadog, Inc.
    US23804L1035
    5.6M $568M $102 70 / 100
    Broadridge Financial Solutions, Inc.
    US11133T1034
    4.2M $553M $132 49 / 100
    ResMed Inc.
    US7611521078
    3.1M $537M $171 56 / 100
    Moderna, Inc.
    US60770K1079
    7.2M $511M $71 52 / 100
    Beyond Meat, Inc.
    US08862E1091
    3M $506M $166 45 / 100
    Baidu, Inc.
    US0567521085
    3.9M $500M $127 56 / 100
    Roku, Inc.
    US77543R1023
    2.5M $469M $189 58 / 100
    Service Corporation International
    US8175651046
    11M $467M $42 60 / 100
    SiteOne Landscape Supply, Inc.
    US82982L1035
    3.7M $456M $122 53 / 100
    First Republic Bank
    US33616C1009
    4.1M $453M $109 50 / 100
    Ritchie Bros Auctioneers (USA)
    US7677441054
    7.5M $442M $59
    Markel Corporation
    US5705351048
    442K $431M $974 55 / 100
    Redfin Corporation
    US75737F1084
    8.4M $419M $50 51 / 100
    LendingTree, Inc.
    US52603B1070
    1.4M $419M $307 51 / 100
    BeiGene, Ltd.
    US07725L1026
    1.4M $411M $286
    Watsco, Inc.
    US9426222009
    1.7M $395M $233 58 / 100
    Axon Enterprise, Inc.
    US05464C1018
    4.3M $391M $91 66 / 100
    Denali Therapeutics Inc.
    US24823R1059
    11M $388M $36 51 / 100
    Albemarle Corporation
    US0126531013
    4.3M $387M $89 48 / 100
    CoStar Group, Inc.
    US22160N1090
    454K $385M $849
    Appian Corporation
    US03782L1017
    5.9M $382M $65 49 / 100
    Fiat Chrysler Automobiles
    USN317381028
    31M $376M $12
    Zillow Group, Inc. Class A
    US98954M1018
    3.6M $370M $102
    Farfetch
    US30744W1071
    15M $369M $25
    Petróleo Brasileiro S.A. - Petrobras
    US71654V4086
    52M $367M $7.1 61 / 100
    Trip.com Group Limited
    US89677Q1076
    12M $364M $31 57 / 100
    Chewy, Inc.
    US16679L1098
    6.5M $355M $55
    Vale S.A.
    US91912E1055
    32M $337M $11 53 / 100
    Stericycle, Inc.
    US8589121081
    4.9M $306M $63 48 / 100
    Lyft, Inc.
    US55087P1049
    11M $304M $28 52 / 100
    S&P Global Inc.
    US78409V1044
    831K $300M $361 61 / 100
    Zai Lab Limited
    US98887Q1040
    3.6M $300M $83 51 / 100
    Autohome Inc.
    US05278C1071
    3.1M $299M $96 54 / 100
    Alphabet Inc.
    US02079K3059
    191K $281M $1.5K 91 / 100
    CBRE Group, Inc.
    US12504L1098
    5.8M $272M $47 72 / 100
    ICICI Bank Limited
    US45104G1040
    27M $268M $9.8 53 / 100
    TD Ameritrade Holding Corp
    US87236Y1082
    6.7M $264M $39
    EOG Resources, Inc.
    US26875P1012
    7.3M $263M $36 48 / 100
    Interactive Brokers Group, Inc.
    US45841N1072
    5.3M $258M $48 51 / 100
    Snowflake Inc.
    US8334451098
    998K $250M $251 64 / 100
    Copa Holdings S A
    USP310761056
    4.9M $246M $50
    Credicorp
    USG2519Y1085
    1.9M $237M $124
    Ionis Pharmaceuticals, Inc.
    US4622221004
    4.9M $233M $47 50 / 100
    Slack Technologies Inc
    US83088V1026
    8.7M $233M $27
    Westinghouse Air Brake Technologies Corporation
    US9297401088
    3.7M $232M $62 58 / 100
    Jefferies Financial Group Inc.
    US47233W1099
    13M $226M $18 51 / 100
    Vroom Inc
    US92918V1098
    4.3M $221M $52
    Glaukos Corporation
    US3773221029
    4.4M $217M $50 51 / 100
    Penumbra, Inc.
    US70975L1070
    1.1M $213M $194 60 / 100
    JD.com, Inc.
    US47215P1066
    2.5M $198M $78 53 / 100
    The Howard Hughes Corporation
    US44267D1072
    3.4M $194M $58 70 / 100
    CureVac N.V. - Converted at IPO
    USN2451R1051
    3.9M $181M $47
    Yext, Inc.
    US98585N1063
    12M $176M $15 50 / 100
    Lemonade, Inc.
    US52567D1072
    3.2M $157M $50 46 / 100
    CEMEX, S.A.B. de C.V.
    US1512908898
    39M $149M $3.8 51 / 100
    Itaú Unibanco Holding S.A.
    US4655621062
    37M $148M $4 56 / 100
    Stitch Fix, Inc.
    US8608971078
    5M $136M $27 45 / 100
    STAAR Surgical Company
    US8523123052
    2.3M $131M $57 49 / 100
    Vir Biotechnology, Inc.
    US92764N1028
    3.7M $128M $34
    HEICO Corporation
    US4228062083
    1.4M $122M $89 65 / 100
    Anaplan, Inc.
    US03272L1089
    1.9M $117M $63
    Kirby Corporation
    US4972661064
    3.2M $115M $36 52 / 100
    Trupanion, Inc.
    US8982021060
    1.4M $113M $79 46 / 100
    BlackLine, Inc.
    US09239B1098
    1.3M $112M $90 48 / 100
    Banco Bradesco S.A.
    US0594603039
    32M $109M $3.4 56 / 100
    Pacira BioSciences, Inc.
    US6951271005
    1.8M $106M $60
    HDFC Bank Limited
    US40415F1012
    2.1M $105M $50 56 / 100
    Exact Sciences Corporation
    US30063P1057
    1M $103M $102 55 / 100
    Fastenal Company
    US3119001044
    2.2M $101M $45 54 / 100
    First Quantum Minerals
    US3359341050
    11M $94M $8.9
    United Parcel Service, Inc.
    US9113121068
    506K $84M $167 46 / 100
    The Procter & Gamble Company
    US7427181091
    547K $76M $139 65 / 100
    Snowflake, Inc. Class B Common
    US8334459091
    302K $76M $251
    Avangrid, Inc.
    US05351W1036
    1.5M $75M $50 54 / 100
    Jumia Technologies AG
    US48138M1053
    9M $72M $8 48 / 100
    Splunk Inc.
    US8486371045
    375K $71M $188 50 / 100
    Petróleo Brasileiro S.A. - Petrobras
    US71654V1017
    9.7M $68M $7 61 / 100
    CyberArk Software Ltd
    USM2682V1081
    643K $66M $103
    Upwork Inc.
    US91688F1049
    3.8M $66M $17 48 / 100
    iRobot Corporation
    US4627261005
    856K $65M $76 50 / 100
    Xylem Inc.
    US98419M1009
    770K $65M $84 51 / 100
    10x Genomics, Inc.
    US88025U1097
    511K $64M $125 50 / 100
    Codexis, Inc.
    US1920051067
    5.4M $63M $12 49 / 100
    Cloudera Inc
    US18914U1007
    5.7M $62M $11
    LiveRamp Holdings, Inc.
    US53815P1084
    1.2M $62M $52
    The Coca-Cola Company
    US1912161007
    1.2M $62M $49 83 / 100
    LivePerson, Inc.
    US5381461012
    1.2M $60M $52 45 / 100
    Consolidated Edison, Inc.
    US2091151041
    762K $59M $78 55 / 100
    Q2 Holdings, Inc.
    US74736L1098
    631K $58M $91 50 / 100
    C.H. Robinson Worldwide, Inc.
    US12541W2098
    561K $57M $102 49 / 100
    Grifols, S.A.
    US3984384087
    3.3M $57M $17 52 / 100
    IPG Photonics Corporation
    US44980X1090
    335K $57M $170 45 / 100
    PepsiCo, Inc.
    US7134481081
    409K $57M $139 52 / 100
    Adaptimmune Therapeutics plc
    US00653A1079
    7.1M $56M $8 49 / 100
    DTE Energy Company
    US2333311072
    478K $55M $115 54 / 100
    AeroVironment, Inc.
    US0080731088
    913K $55M $60 62 / 100
    Deere & Company
    US2441991054
    245K $54M $222 80 / 100
    American Electric Power Company, Inc.
    US0255371017
    654K $53M $82
    HUYA Inc.
    US44852D1081
    2.2M $52M $24 50 / 100
    Ameren Corporation
    US0236081024
    603K $48M $79 50 / 100
    Apple Inc.
    US0378331005
    408K $47M $116 63 / 100
    Baozun Inc.
    US06684L1035
    1.4M $47M $32 50 / 100
    Eversource Energy
    US30040W1080
    562K $47M $84
    Berkeley Lights, Inc.
    US0843101017
    605K $46M $76 47 / 100
    Brookfield Renewable
    US11284V1052
    754K $44M $59
    Ecolab Inc.
    US2788651006
    215K $43M $200 71 / 100
    Relay Therapeutics, Inc.
    US75943R1023
    5.7M $43M $7.5
    EverQuote, Inc.
    US30041R1086
    1.1M $42M $39
    MakeMyTrip
    USV5633W1090
    2.7M $41M $15
    McDonald's Corporation
    US5801351017
    177K $39M $219 67 / 100
    Analog Devices, Inc.
    US0326541051
    332K $39M $117 61 / 100
    Bluebird Bio Inc
    US09609G1004
    707K $38M $54
    Eventbrite, Inc.
    US29975E1091
    3.4M $37M $11 50 / 100
    National Instruments Corp
    US6365181022
    952K $34M $36
    ShockWave Medical, Inc.
    US82489T1043
    444K $34M $76 52 / 100
    Tandem Diabetes Care, Inc.
    US8753722037
    295K $34M $114 49 / 100
    Infosys Limited
    US4567881085
    2.3M $32M $14 50 / 100
    Tabula Rasa HealthCare, Inc.
    US8733791011
    665K $27M $41 50 / 100
    FARO Technologies, Inc.
    US3116421021
    444K $27M $61 49 / 100
    Ares Capital Corporation
    US04010L1035
    1.9M $26M $14 49 / 100
    Ambarella
    USG037AX1016
    501K $26M $52
    iQIYI, Inc.
    US46267X1081
    1.1M $26M $23 55 / 100
    Burning Rock Biotech Limited
    US12233L1070
    1M $25M $25
    Cisco Systems Inc
    US17275R1023
    612K $24M $39 55 / 100
    T. Rowe Price Group, Inc.
    US74144T1088
    178K $23M $128
    Iclick Interactive Asia G
    US45113Y1047
    3.3M $22M $6.7
    Medtronic
    USG5960L9031
    209K $22M $104
    Rubius Therapeutics, Inc.
    US78116T1034
    4.3M $21M $5 52 / 100
    Tata Motors Limited
    US8765685024
    2.3M $21M $9.1 52 / 100
    Edwards Lifesciences Corporation
    US28176E1082
    253K $20M $80 61 / 100
    Waters Corporation
    US9418481035
    102K $20M $196 65 / 100
    Dada Nexus Limited
    US23344D1081
    730K $19M $26
    Dolby Laboratories, Inc.
    US25659T1079
    290K $19M $66 46 / 100
    CEVA, Inc.
    US1572101053
    485K $19M $39 50 / 100
    Zuora, Inc.
    US98983V1061
    1.7M $17M $10 50 / 100
    Agora, Inc.
    US00851L1035
    400K $17M $43
    HEICO Corporation
    US4228061093
    163K $17M $105 65 / 100
    Sutro Biopharma, Inc.
    US8693671021
    1.7M $17M $10 49 / 100
    Digimarc Corporation
    US25381B1017
    761K $17M $22
    Visa Inc.
    US92826C8394
    81K $16M $200 83 / 100
    Nucana Plc ADR
    US67022C1062
    3M $16M $5.2
    Veeco Instruments Inc.
    US9224171002
    1.3M $15M $12 50 / 100
    Cullen/Frost Bankers, Inc.
    US2298991090
    230K $15M $64 54 / 100
    American Express Company
    US0258161092
    142K $14M $100 80 / 100
    The Sherwin-Williams Company
    US8243481061
    19K $13M $697 73 / 100
    Unity Biotechnology Inc
    US91381U1016
    3.8M $13M $3.5
    Activision Blizzard, Inc.
    US00507V1098
    161K $13M $81 50 / 100
    The TJX Companies, Inc.
    US8725401090
    234K $13M $56 63 / 100
    AxoGen, Inc.
    US05463X1063
    1.1M $13M $12
    Verisk Analytics, Inc.
    US92345Y1064
    66K $12M $185 43 / 100
    Invesco Senior Income Trust
    US46131H1077
    3.2M $12M $3.7
    Orchard Therapeutics PLC ADR
    US68570P1012
    2.7M $11M $4.1
    Stratasys
    USM855481018
    898K $11M $12
    Varian Medical Systems Inc
    US92220P1057
    65K $11M $172
    Fortive Corporation
    US34959J1088
    146K $11M $76 68 / 100
    Align Technology, Inc.
    US0162551016
    34K $11M $327 53 / 100
    Benefitfocus, Inc.
    US08180D1063
    958K $11M $11 50 / 100
    Chinook Therapeutics
    US16961L1061
    4.3M $10M $2.4
    BlackRock Floating Rate Income
    US0919411043
    784K $8.8M $11
    HUTCHMED (China) Limited
    US44842L1035
    272K $8.8M $32 51 / 100
    British American Tobacco p.l.c.
    US1104481072
    218K $7.9M $36 62 / 100
    M&T Bank
    US55261F1049
    85K $7.8M $92
    American Superconductor Corporation
    US0301112076
    517K $7.5M $14 57 / 100
    Sunpower Corp
    US867652AL32
    7.2M $6.9M $0.96
    StoneCo
    USG851581060
    127K $6.7M $53
    Bancolombia S.A.
    US05968L1026
    257K $6.6M $26
    Lindblad Expeditions Holdings, Inc.
    US5352191093
    700K $6M $8.5 50 / 100
    Bilibili Inc.
    US0900401060
    141K $5.9M $42 51 / 100
    SINA Corp
    USG814771048
    132K $5.6M $43
    Kaleido Biosciences, Inc.
    US4833471000
    440K $4.9M $11
    Sohu.com Limited
    US83410S1087
    200K $4M $20
    Masimo Corporation
    US5747951003
    14K $3.2M $236 50 / 100
    Myokardia Inc
    US62857M1053
    21K $2.9M $136
    American Well Corp Class A
    US03044L1052
    96K $2.8M $30
    MRC Global Inc.
    US55345K1034
    650K $2.8M $4.3 52 / 100
    Livongo Health Inc
    US5391831030
    17K $2.3M $140
    Health Catalyst, Inc.
    US42225T1079
    62K $2.3M $37 51 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    60K $2.3M $38 62 / 100
    Adicet Bio, Inc.
    US0070021086
    182K $2.2M $12 50 / 100
    Nuveen Senior Income Fund
    US67067Y1047
    375K $1.8M $4.8
    XPeng Inc.
    US98422D1054
    80K $1.6M $20
    Uxin ADR
    US91818X1081
    1.8M $1.5M $0.87
    Korea Electric Power Corporation
    US5006311063
    154K $1.3M $8.7 49 / 100
    WEC Energy Group, Inc.
    US92939U1060
    13K $1.3M $97 51 / 100
    Summit Therapeutics Inc.
    US86627T1088
    372K $1.3M $3.4
    Blue Apron Holdings Inc
    US09523Q1013
    149K $1.1M $7.2
    Sage Therapeutics, Inc.
    US78667J1088
    17K $1M $61 51 / 100
    NextEra Energy, Inc.
    US65339F1012
    3K $837K $278 48 / 100
    Fortis
    US3495531077
    19K $768K $41
    Exelon Corporation
    US30161N1019
    19K $693K $36 54 / 100
    Alector, Inc.
    US0144421072
    64K $673K $11 50 / 100
    Vyne Therapeutics Inc
    US92941V1008
    395K $655K $1.7
    NOW Inc.
    US67011P1003
    100K $454K $4.5 52 / 100
    Wheaton Precious Metals
    US9628791025
    8.2K $401K $49
    BitAuto Holdings Ltd - ADR
    US0917271076
    17K $264K $16
    Mobile TeleSystems Public Joint Stock Company
    US6074091090
    30K $259K $8.7
    Newmont Corporation
    US6516391066
    3.2K $203K $63 51 / 100
    Barrick Gold Corp
    US0679011082
    6K $168K $28
    Annaly Capital Man.
    US0357104092
    7.4K $53K $7.1

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