James Anderson / Portfolio / 2023-Q4

    Company Shares Market value Share price
    MercadoLibre, Inc. 5.4M $8.5B $1.6K
    NVIDIA Corporation 14M $6.8B $495
    Amazon.com, Inc. 41M $6.2B $152
    PDD Holdings Inc. 38M $5.6B $146
    Shopify 'A' 64M $5B $78
    Tesla, Inc. 19M $4.6B $248
    Moderna, Inc. 46M $4.5B $99
    Spotify Technology SA 24M $4.4B $188
    The Trade Desk, Inc. 41M $2.9B $72
    Cloudflare, Inc. 31M $2.6B $83
    Netflix, Inc. 4.8M $2.4B $487
    Coupang, Inc. 146M $2.4B $16
    Ferrari NV 6.8M $2.3B $337
    Atlassian Corporation 8.8M $2.1B $238
    DexCom, Inc. 17M $2.1B $124
    Microsoft Corporation 5.1M $1.9B $376
    Workday, Inc. 7M $1.9B $276
    Meta Platforms, Inc. 5.4M $1.9B $354
    Advanced Micro Devices, Inc. 10M $1.5B $147
    Elevance Health Inc. 3.1M $1.5B $472
    Moody's Corporation 3.6M $1.4B $391
    Sea Limited 34M $1.4B $41
    Intuitive Surgical, Inc. 4.1M $1.4B $337
    Alnylam Pharmaceuticals, Inc. 7M $1.3B $191
    Martin Marietta Materials, Inc. 2.6M $1.3B $499
    Roblox Corporation 28M $1.3B $46
    DoorDash, Inc. 13M $1.3B $99
    Ryanair Holdings plc 9.4M $1.3B $133
    Datadog, Inc. 9.9M $1.2B $121
    NIO Inc. 115M $1B $9.1
    Alphabet Inc. 7.1M $1B $141
    Mastercard Incorporated 2.3M $988M $427
    Service Corporation International 14M $962M $68
    Wix Com 7.8M $958M $123
    Nu Holdings Ltd. 115M $956M $8.3
    BioNTech SE 8.7M $917M $106
    Affirm Holdings, Inc. 18M $884M $49
    Elastic 7.8M $875M $113
    Snowflake Inc. 4.2M $843M $199
    CoStar Group, Inc. 9.5M $832M $87
    Duolingo, Inc. 3.6M $815M $227
    Analog Devices, Inc. 3.8M $753M $199
    Samsara Inc. 22M $748M $33
    Petróleo Brasileiro S.A. - Petrobras 47M $746M $16
    Illumina, Inc. 5.3M $735M $139
    Taiwan Semiconductor Manufacturing Company Limited 6.8M $707M $104
    BeiGene, Ltd. 3.9M $697M $180
    HDFC Bank Limited 9.6M $647M $67
    Watsco, Inc. 1.5M $633M $428
    Arthur J. Gallagher & Co. 2.7M $610M $225
    Broadridge Financial Solutions, Inc. 2.8M $577M $206
    S&P Global Inc. 1.3M $576M $441
    Enphase Energy, Inc. 4.1M $539M $132
    Fomento Económico Mexicano, S.A.B. de C.V. 3.8M $500M $130
    Royalty Pharma 18M $494M $28
    Teradyne, Inc. 4.5M $490M $109
    YETI Holdings, Inc. 9.4M $488M $52
    The Charles Schwab Corporation 6.9M $477M $69
    Advanced Drainage Systems, Inc. 3.4M $475M $141
    Coursera, Inc. 24M $468M $19
    CBRE Group, Inc. 5M $461M $93
    Block, Inc. 5.9M $459M $77
    Wayfair Inc. 7.4M $458M $62
    Entegris, Inc. 3.8M $449M $120
    10x Genomics, Inc. 7.9M $443M $56
    Eaton 1.8M $437M $241
    Chewy, Inc. 18M $437M $24
    Markel Corporation 290K $412M $1.4K
    Copa Holdings S A 3.8M $404M $106
    Ginkgo Bioworks Holdings Inc 236M $399M $1.7
    Deere & Company 966K $386M $400
    Joby Aviation Inc 56M $375M $6.7
    CEMEX, S.A.B. de C.V. 48M $373M $7.8
    Mettler-Toledo International Inc. 307K $373M $1.2K
    Mobileye Global Inc. 8.4M $365M $43
    Thermo Fisher Scientific Inc. 671K $356M $531
    Xylem Inc. 3.1M $351M $114
    SiteOne Landscape Supply, Inc. 2.1M $345M $163
    Pinterest, Inc. 9.3M $345M $37
    Albemarle Corporation 2.4M $340M $144
    Autodesk, Inc. 1.3M $322M $243
    Baidu, Inc. 2.6M $312M $119
    Denali Therapeutics Inc. 14M $306M $21
    Texas Instruments Incorporated 1.8M $306M $170
    Twilio Inc. 3.9M $293M $76
    Roku, Inc. 3.1M $282M $92
    Exact Sciences Corporation 3.8M $279M $74
    Adobe Inc. 444K $265M $597
    Insulet Corporation 1.2M $263M $217
    Floor & Decor Holdings, Inc. 2.3M $262M $112
    Oddity 5.5M $255M $47
    Sprout Social, Inc. 4.1M $253M $61
    Inspire Medical Systems, Inc. 1.2M $250M $203
    The Estée Lauder Companies Inc. 1.7M $248M $146
    Ecolab Inc. 1.2M $243M $198
    Tencent Music Entertainment Group 27M $241M $9
    Pool Corporation 603K $240M $399
    Recursion Pharmaceuticals, Inc. 24M $238M $9.9
    Comfort Systems USA, Inc. 1.1M $236M $206
    Remitly Global, Inc. 11M $216M $19
    Howard Hughes Holdings Inc. 2.5M $211M $86
    Credicorp 1.4M $211M $150
    Banco Bradesco S.A. 51M $179M $3.5
    Doximity, Inc. 6.3M $177M $28
    Fastenal Company 2.7M $175M $65
    Guardant Health, Inc. 6.2M $167M $27
    Neogen Corporation 8.3M $167M $20
    Penumbra, Inc. 648K $163M $252
    SolarEdge Technologies, Inc. 1.7M $162M $94
    Hashicorp Inc 6.7M $159M $24
    Alphabet Inc. 1.1M $157M $140
    Certara, Inc. 8.9M $157M $18
    MarketAxess Holdings Inc. 511K $150M $293
    ICICI Bank Limited 6.2M $148M $24
    Canadian Pacific Kansas City Ltd 1.9M $148M $80
    Aurora Innovation, Inc. 34M $147M $4.4
    STAAR Surgical Company 4.4M $139M $31
    Abcellera Biologics Inc 24M $137M $5.7
    Sweetgreen, Inc. 12M $131M $11
    Petróleo Brasileiro S.A. - Petrobras 8.5M $130M $15
    The Procter & Gamble Company 879K $129M $147
    Apple Inc. 654K $126M $193
    United Parcel Service, Inc. 721K $113M $157
    PepsiCo, Inc. 663K $113M $170
    Full Truck Alliance Co. Ltd. 16M $110M $7
    MakeMyTrip 2.3M $107M $47
    Fabrinet 564K $107M $190
    Zillow Group, Inc. Class C 1.9M $107M $58
    Itaú Unibanco Holding S.A. 15M $104M $7
    Schrödinger, Inc. 2.6M $93M $36
    Warby Parker Inc. 6.4M $91M $14
    Starbucks Corporation 907K $87M $96
    Axon Enterprise, Inc. 327K $84M $258
    Intuit Inc. 134K $84M $625
    AeroVironment, Inc. 662K $83M $126
    Zoom Video Communications, Inc. 1M $74M $72
    Lemonade, Inc. 4.5M $73M $16
    Rivian Automotive, Inc. 3.1M $73M $23
    Novocure Ltd 4.8M $72M $15
    Upwork Inc. 4.6M $69M $15
    Appian Corporation 1.7M $63M $38
    LiveRamp Holdings, Inc. 1.6M $62M $38
    WNS (Holdings) Limited 979K $62M $63
    MP Materials Corp. 3M $59M $20
    Infosys Limited 3.2M $59M $18
    Cisco Systems Inc 1.1M $54M $51
    JFrog Ltd 1.6M $54M $35
    Chegg, Inc. 4.7M $53M $11
    Cognex Corporation 1.2M $50M $42
    Prologis, Inc. 351K $47M $133
    ShockWave Medical, Inc. 244K $47M $191
    The Coca-Cola Company 759K $45M $59
    The New York Times Company 868K $43M $49
    American Tower Corporation 197K $42M $216
    Progyny, Inc. 1.1M $42M $37
    Zuora, Inc. 4.4M $42M $9.4
    Sana Biotechnology, Inc. 10M $41M $4.1
    BlackLine, Inc. 660K $41M $62
    Eversource Energy 668K $41M $62
    Dolby Laboratories, Inc. 476K $41M $86
    UnitedHealth Group Incorporated 77K $40M $526
    Twist Bioscience Corporation 1.1M $40M $37
    Vir Biotechnology, Inc. 4M $40M $10
    T. Rowe Price Group, Inc. 368K $40M $108
    Medtronic 479K $39M $82
    NextEra Energy, Inc. 630K $38M $61
    Pacira BioSciences, Inc. 1.1M $36M $34
    Rexford Industrial Realty, Inc. 634K $36M $56
    IPG Photonics Corporation 326K $35M $109
    McDonald's Corporation 118K $35M $297
    Teladoc Health, Inc. 1.6M $34M $22
    Jumia Technologies AG 9.3M $33M $3.5
    Ambarella 518K $32M $61
    CyberArk Software Ltd 144K $31M $219
    Edwards Lifesciences Corporation 404K $31M $76
    Exscientia plc 4.7M $30M $6.4
    CRISPR Therapeutics AG 423K $26M $63
    Digimarc Corporation 722K $26M $36
    KE Holdings Inc. 1.6M $25M $16
    Dada Nexus Limited 7.5M $25M $3.3
    Westinghouse Air Brake Technologies Corporation 194K $25M $127
    TransMedics Group, Inc. 309K $24M $79
    American Superconductor Corporation 2.1M $23M $11
    Veeco Instruments Inc. 737K $23M $31
    Fiverr Intl 821K $22M $27
    The Home Depot, Inc. 63K $22M $347
    Trupanion, Inc. 697K $21M $31
    Nanobiotix S.A. 2.9M $21M $7.3
    Beam Therapeutics Inc. 764K $21M $27
    Clear Secure, Inc. 1M $21M $21
    Ares Capital Corporation 1M $20M $20
    Lufax Holding Ltd 6.1M $19M $3.1
    Brookfield Renewable 643K $19M $29
    Waters Corporation 55K $18M $329
    dLocal 994K $18M $18
    Aehr Test Systems 662K $18M $27
    WEC Energy Group, Inc. 206K $17M $84
    Quanterix Corporation 632K $17M $27
    The Hershey Company 92K $17M $186
    QuantumScape Corporation 2.4M $17M $7
    Fortis 407K $17M $41
    Charles River Laboratories International, Inc. 70K $17M $236
    Ionis Pharmaceuticals, Inc. 298K $15M $51
    Booking Holdings Inc. 4K $14M $3.5K
    MSA Safety Incorporated 78K $13M $169
    Sun Communities, Inc. 97K $13M $134
    The Progressive Corporation 81K $13M $159
    Adaptimmune Therapeutics plc 16M $13M $0.79
    The TJX Companies, Inc. 133K $12M $94
    Graco Inc. 143K $12M $87
    Zillow Group Inc Class A 204K $12M $57
    AutoZone, Inc. 4.4K $11M $2.6K
    MongoDB, Inc. 28K $11M $409
    Docebo 231K $11M $49
    EverQuote, Inc. 897K $11M $12
    NIKE, Inc. 101K $11M $109
    CarMax, Inc. 142K $11M $77
    PayPal Holdings, Inc. 176K $11M $61
    Codexis, Inc. 3.4M $10M $3.1
    Veeva Systems Inc. 54K $10M $193
    ResMed Inc. 60K $10M $172
    Ascendis Pharma A/S 82K $10M $126
    Stratasys 709K $10M $14
    Masimo Corporation 86K $10M $117
    Visa Inc. 39K $10M $260
    Brookfield Corporation 242K $9.7M $40
    Burford Capital 624K $9.6M $15
    SkyWater Technology, Inc. 965K $9.3M $9.6
    Cardlytics, Inc. 946K $8.7M $9.2
    Sutro Biopharma, Inc. 1.9M $8M $4.3
    Tandem Diabetes Care, Inc. 263K $7.8M $30
    Oscar Health, Inc. 822K $7.5M $9.2
    iRobot Corporation 189K $7.3M $39
    HUYA Inc. 1.8M $6.5M $3.7
    FTI Consulting, Inc. 32K $6.4M $199
    GitLab Inc. 94K $5.9M $63
    Fortive Corporation 80K $5.9M $74
    EOG Resources, Inc. 45K $5.4M $121
    Health Catalyst, Inc. 538K $5M $9.3
    Globus Medical, Inc. 92K $4.9M $53
    Freshpet, Inc. 54K $4.7M $87
    Compañía Cervecerías Unidas S.A. 339K $4.3M $13
    Relay Therapeutics, Inc. 374K $4.1M $11
    Sixth Street Specialty Lending, Inc. 159K $3.4M $22
    Exelon Corporation 96K $3.4M $36
    Golub Capital BDC, Inc. 224K $3.4M $15
    Installed Building Products, Inc. 16K $3M $183
    Alector, Inc. 346K $2.8M $8
    Expensify, Inc. 1.1M $2.7M $2.5
    HUTCHMED (China) Limited 145K $2.6M $18
    Cellectis S.A. 817K $2.5M $3.1
    Akili Inc 4.7M $2.2M $0.47
    Coinbase Global, Inc. 11K $1.9M $174
    Sage Therapeutics, Inc. 85K $1.8M $22
    Canada Goose Hdgs 119K $1.4M $12
    Lyell Immunopharma, Inc. 691K $1.3M $1.9
    Novanta Inc 7.8K $1.3M $168
    BCE Inc 31K $1.2M $40
    Varonis Systems, Inc. 27K $1.2M $45
    Nucana Plc ADR 3.7M $1.1M $0.3
    Consolidated Edison, Inc. 12K $1.1M $91
    Ameren Corporation 14K $1M $72
    Spire Global, Inc. 108K $847K $7.8
    Equity Residential 13K $807K $61
    CarGurus, Inc. 31K $755K $24
    Xencor, Inc. 31K $658K $21
    Allbirds, Inc. 533K $652K $1.2
    Digital Realty Trust, Inc. 4.8K $645K $135
    Physicians Realty Trust 44K $588K $13
    Calix, Inc. 13K $563K $44
    Materialise NV 83K $546K $6.6
    Healthcare Realty Trust Incorporated 31K $529K $17
    Bandwidth Inc. 30K $430K $14
    CS Disco, Inc. 36K $277K $7.6
    Redfin Corporation 22K $225K $10
    American Well Corp Class A 102K $153K $1.5
    Hubbell Incorporated 101 $33K $329
    CRH Plc 452 $31K $69
    ChargePoint Holdings, Inc. 9.5K $22K $2.3
    Lilium N.V. 16K $19K $1.2
    Rio Tinto Group 232 $17K $74
    Alibaba Group Holding Limited 94 $7.3K $78
    Anheuser-Busch InBev SA/NV 101 $6.5K $65
    Li Auto Inc. 67 $2.5K $37
    Prudential plc 98 $2.2K $22
    Genmab A/S 50 $1.6K $32
    Scilex Holding Company 523 $1.1K $2
    Woodside Energy Group Ltd 33 $696 $21

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