James Anderson / Portfolio / 2024-Q1

    Company Shares Market value Share price
    NVIDIA Corporation 10M $9.3B $904
    MercadoLibre, Inc. 5M $7.6B $1.5K
    Amazon.com, Inc. 39M $7.1B $180
    Spotify Technology SA 21M $5.7B $264
    Moderna, Inc. 45M $4.8B $107
    Shopify 'A' 61M $4.7B $77
    PDD Holdings Inc. 35M $4B $116
    The Trade Desk, Inc. 39M $3.4B $87
    Tesla, Inc. 18M $3.1B $176
    Coupang, Inc. 169M $3B $18
    Meta Platforms, Inc. 6.1M $3B $486
    Cloudflare, Inc. 30M $2.9B $97
    Netflix, Inc. 4.7M $2.8B $607
    Ferrari NV 6.1M $2.7B $436
    DexCom, Inc. 16M $2.2B $139
    Microsoft Corporation 4.9M $2B $421
    Nu Holdings Ltd. 169M $2B $12
    Sea Limited 34M $1.8B $54
    Workday, Inc. 6.7M $1.8B $273
    DoorDash, Inc. 12M $1.7B $138
    Atlassian Corporation 8.5M $1.7B $195
    Advanced Micro Devices, Inc. 8.9M $1.6B $180
    Intuitive Surgical, Inc. 3.9M $1.5B $399
    Elevance Health Inc. 2.9M $1.5B $519
    Martin Marietta Materials, Inc. 2.3M $1.4B $614
    Ryanair Holdings plc 8.8M $1.3B $146
    Moody's Corporation 3.2M $1.3B $393
    Datadog, Inc. 9.6M $1.2B $124
    Roblox Corporation 29M $1.1B $38
    Mastercard Incorporated 2.2M $1.1B $482
    Wix Com 7.5M $1B $137
    Elastic 10M $1B $100
    Alnylam Pharmaceuticals, Inc. 6.6M $990M $149
    Service Corporation International 13M $984M $74
    CoStar Group, Inc. 9.3M $894M $97
    Samsara Inc. 23M $878M $38
    Taiwan Semiconductor Manufacturing Company Limited 6.4M $866M $136
    Alphabet Inc. 5.6M $849M $152
    Illumina, Inc. 5.7M $788M $137
    Duolingo, Inc. 3.5M $780M $221
    BioNTech SE 8.4M $771M $92
    Analog Devices, Inc. 3.6M $709M $198
    Affirm Holdings, Inc. 19M $698M $37
    Petróleo Brasileiro S.A. - Petrobras 42M $640M $15
    Arthur J. Gallagher & Co. 2.6M $639M $250
    HDFC Bank Limited 11M $631M $56
    Watsco, Inc. 1.5M $630M $432
    Block, Inc. 6.9M $585M $85
    BeiGene, Ltd. 3.7M $583M $156
    Advanced Drainage Systems, Inc. 3.2M $548M $172
    Fomento Económico Mexicano, S.A.B. de C.V. 4.2M $545M $130
    Texas Instruments Incorporated 3M $519M $174
    Mobileye Global Inc. 16M $514M $32
    Royalty Pharma 17M $506M $30
    Snowflake Inc. 3.1M $494M $162
    Enphase Energy, Inc. 4M $482M $121
    Teradyne, Inc. 4.2M $479M $113
    CBRE Group, Inc. 4.7M $454M $97
    S&P Global Inc. 1M $436M $425
    Symbotic Inc. 9.5M $427M $45
    Eaton 1.3M $416M $313
    Markel Corporation 273K $415M $1.5K
    CEMEX, S.A.B. de C.V. 45M $404M $9
    Wayfair Inc. 5.7M $388M $68
    Entegris, Inc. 2.7M $383M $141
    Copa Holdings S A 3.7M $381M $104
    Deere & Company 921K $378M $411
    Xylem Inc. 2.9M $377M $129
    Thermo Fisher Scientific Inc. 631K $367M $581
    SiteOne Landscape Supply, Inc. 2M $348M $175
    YETI Holdings, Inc. 9M $347M $39
    Comfort Systems USA, Inc. 1.1M $337M $318
    Coursera, Inc. 24M $330M $14
    Autodesk, Inc. 1.3M $327M $260
    Albemarle Corporation 2.5M $326M $132
    Pinterest, Inc. 9.2M $320M $35
    Chewy, Inc. 20M $315M $16
    Inspire Medical Systems, Inc. 1.5M $315M $215
    Tencent Music Entertainment Group 26M $295M $11
    Sweetgreen, Inc. 12M $293M $25
    Mettler-Toledo International Inc. 218K $290M $1.3K
    Joby Aviation Inc 54M $289M $5.4
    Denali Therapeutics Inc. 14M $288M $21
    Floor & Decor Holdings, Inc. 2.2M $286M $130
    10x Genomics, Inc. 7.4M $279M $38
    Rivian Automotive, Inc. 25M $277M $11
    Oddity 6.3M $274M $43
    Baidu, Inc. 2.6M $271M $105
    Ginkgo Bioworks Holdings Inc 233M $270M $1.2
    Ecolab Inc. 1.2M $269M $231
    Insulet Corporation 1.4M $247M $171
    Sprout Social, Inc. 4.1M $243M $60
    Recursion Pharmaceuticals, Inc. 24M $240M $10
    Credicorp 1.3M $227M $169
    Pool Corporation 558K $225M $404
    Remitly Global, Inc. 11M $220M $21
    Adobe Inc. 416K $210M $505
    Fastenal Company 2.7M $205M $77
    Roku, Inc. 3.1M $200M $65
    Neogen Corporation 12M $186M $16
    Hashicorp Inc 6.6M $178M $27
    Doximity, Inc. 6.2M $167M $27
    Canadian Pacific Kansas City Ltd 1.8M $162M $88
    STAAR Surgical Company 4.1M $158M $38
    ICICI Bank Limited 6M $157M $26
    MakeMyTrip 2.2M $156M $71
    Certara, Inc. 8.5M $153M $18
    Joint Stock Company Kaspi.kz 1.1M $148M $129
    Alphabet Inc. 970K $146M $151
    Penumbra, Inc. 634K $142M $223
    The Procter & Gamble Company 865K $140M $162
    Guardant Health, Inc. 6.2M $129M $21
    Brunswick Corporation 1.3M $125M $97
    SolarEdge Technologies, Inc. 1.7M $123M $71
    Exact Sciences Corporation 1.7M $118M $69
    PepsiCo, Inc. 657K $115M $175
    Aurora Innovation, Inc. 41M $114M $2.8
    Full Truck Alliance Co. Ltd. 15M $112M $7.3
    Apple Inc. 644K $110M $171
    Petróleo Brasileiro S.A. - Petrobras 7.4M $110M $15
    Sana Biotechnology, Inc. 11M $107M $10
    Abcellera Biologics Inc 23M $105M $4.5
    AeroVironment, Inc. 650K $100M $153
    Fabrinet 523K $99M $189
    Axon Enterprise, Inc. 315K $98M $313
    Banco Bradesco S.A. 34M $98M $2.9
    United Parcel Service, Inc. 648K $96M $149
    MarketAxess Holdings Inc. 417K $91M $219
    Intuit Inc. 132K $86M $650
    NIO Inc. 19M $85M $4.5
    Warby Parker Inc. 6.1M $83M $14
    Starbucks Corporation 888K $81M $91
    Zillow Group, Inc. Class C 1.6M $79M $49
    monday.com 339K $77M $226
    ShockWave Medical, Inc. 228K $74M $326
    Lemonade, Inc. 4.5M $73M $16
    Schrödinger, Inc. 2.6M $71M $27
    Appian Corporation 1.8M $70M $40
    JFrog Ltd 1.5M $64M $44
    Itaú Unibanco Holding S.A. 9.2M $64M $6.9
    LiveRamp Holdings, Inc. 1.6M $56M $35
    Upwork Inc. 4.4M $55M $12
    Cisco Systems Inc 1.1M $53M $50
    Lufax Holding Ltd 12M $51M $4.2
    Infosys Limited 2.8M $51M $18
    Cognex Corporation 1.2M $49M $42
    The Coca-Cola Company 806K $49M $61
    Jumia Technologies AG 9.1M $47M $5.1
    Prologis, Inc. 343K $45M $130
    T. Rowe Price Group, Inc. 362K $44M $122
    Progyny, Inc. 1.1M $42M $38
    Twist Bioscience Corporation 1.2M $42M $34
    Medtronic 473K $41M $87
    American Tower Corporation 205K $41M $198
    The Home Depot, Inc. 105K $40M $384
    Vir Biotechnology, Inc. 3.9M $40M $10
    Eversource Energy 659K $39M $60
    BlackLine, Inc. 608K $39M $65
    MP Materials Corp. 2.7M $39M $14
    Dolby Laboratories, Inc. 462K $39M $84
    Zuora, Inc. 4.2M $38M $9.1
    Edwards Lifesciences Corporation 397K $38M $96
    CyberArk Software Ltd 139K $37M $266
    UnitedHealth Group Incorporated 73K $36M $495
    The New York Times Company 823K $36M $43
    NextEra Energy, Inc. 543K $35M $64
    American Superconductor Corporation 2.5M $34M $14
    Zoom Video Communications, Inc. 506K $33M $65
    McDonald's Corporation 116K $33M $282
    Novocure Ltd 2M $31M $16
    Rexford Industrial Realty, Inc. 597K $30M $50
    IPG Photonics Corporation 326K $30M $91
    Pacira BioSciences, Inc. 1M $29M $29
    The Hershey Company 144K $28M $195
    CRISPR Therapeutics AG 396K $27M $68
    Westinghouse Air Brake Technologies Corporation 182K $27M $146
    Exscientia plc 4.6M $26M $5.7
    Ambarella 503K $26M $51
    MSA Safety Incorporated 130K $25M $194
    Adaptimmune Therapeutics plc 16M $25M $1.6
    Beam Therapeutics Inc. 752K $25M $33
    Ares Capital Corporation 1.2M $25M $21
    Veeco Instruments Inc. 695K $24M $35
    dLocal 1.5M $23M $15
    TransMedics Group, Inc. 303K $22M $74
    Clear Secure, Inc. 1M $21M $21
    Burford Capital 1.3M $21M $16
    KE Holdings Inc. 1.5M $20M $14
    Digimarc Corporation 721K $20M $27
    Chegg, Inc. 2.6M $20M $7.6
    Trupanion, Inc. 696K $19M $28
    Brookfield Renewable 779K $19M $25
    Charles River Laboratories International, Inc. 68K $18M $271
    Nanobiotix S.A. 2.9M $18M $6.2
    Waters Corporation 51K $17M $344
    Carlisle Companies Incorporated 44K $17M $392
    The Estée Lauder Companies Inc. 111K $17M $154
    Brookfield Corporation 405K $17M $42
    QuantumScape Corporation 2.7M $17M $6.3
    The Progressive Corporation 77K $16M $207
    NIKE, Inc. 165K $15M $94
    Quanterix Corporation 623K $15M $24
    EverQuote, Inc. 776K $14M $19
    Sun Communities, Inc. 112K $14M $129
    Fiverr Intl 667K $14M $21
    Booking Holdings Inc. 3.8K $14M $3.6K
    Cardlytics, Inc. 939K $14M $14
    WEC Energy Group, Inc. 166K $14M $82
    Confluent, Inc. 444K $14M $31
    AutoZone, Inc. 4.3K $13M $3.2K
    Veeva Systems Inc. 57K $13M $232
    The TJX Companies, Inc. 127K $13M $101
    Ionis Pharmaceuticals, Inc. 296K $13M $43
    Graco Inc. 136K $13M $93
    Installed Building Products, Inc. 49K $13M $259
    Fortis 318K $13M $40
    Ascendis Pharma A/S 81K $12M $151
    Oscar Health, Inc. 822K $12M $15
    Codexis, Inc. 3.4M $12M $3.5
    CarMax, Inc. 138K $12M $87
    ResMed Inc. 60K $12M $198
    PayPal Holdings, Inc. 168K $11M $67
    Docebo 222K $11M $49
    Sutro Biopharma, Inc. 1.8M $10M $5.7
    Aehr Test Systems 829K $10M $12
    Visa Inc. 37K $10M $279
    SkyWater Technology, Inc. 965K $9.8M $10
    MongoDB, Inc. 26K $9.5M $359
    Tandem Diabetes Care, Inc. 260K $9.2M $35
    Compañía Cervecerías Unidas S.A. 760K $9.1M $12
    Stratasys 706K $8.2M $12
    Albemarle 7.25 Conv Pref 2027 120K $7.1M $59
    FTI Consulting, Inc. 32K $6.7M $210
    Fortive Corporation 76K $6.5M $86
    Zillow Group Inc Class A 125K $6M $48
    Freshpet, Inc. 50K $5.8M $116
    EOG Resources, Inc. 44K $5.7M $128
    GitLab Inc. 93K $5.4M $58
    Golub Capital BDC, Inc. 307K $5.1M $17
    Globus Medical, Inc. 91K $4.9M $54
    Sixth Street Specialty Lending, Inc. 225K $4.8M $21
    Health Catalyst, Inc. 537K $4M $7.5
    Exelon Corporation 96K $3.6M $38
    RxSight, Inc. 66K $3.4M $52
    Relay Therapeutics, Inc. 353K $2.9M $8.3
    Coinbase Global, Inc. 10K $2.8M $265
    Cellectis S.A. 827K $2.2M $2.7
    Expensify, Inc. 1.1M $2M $1.8
    Alector, Inc. 323K $1.9M $6
    CenterPoint Energy, Inc. 66K $1.9M $28
    Sage Therapeutics, Inc. 81K $1.5M $19
    Lyell Immunopharma, Inc. 656K $1.5M $2.2
    Canada Goose Hdgs 119K $1.4M $12
    Akili Inc 4.7M $1.4M $0.29
    Nayax Ltd 49K $1.3M $26
    Spire Global, Inc. 108K $1.3M $12
    The Southern Company 18K $1.3M $72
    Equity Residential 17K $1.1M $63
    BCE Inc 31K $1.1M $34
    Consolidated Edison, Inc. 12K $1.1M $91
    Novanta Inc 5.4K $952K $175
    Varonis Systems, Inc. 19K $905K $47
    Digital Realty Trust, Inc. 6.1K $880K $144
    Healthpeak Properties, Inc. 35K $658K $19
    The Charles Schwab Corporation 9.1K $656K $72
    CarGurus, Inc. 23K $536K $23
    Xencor, Inc. 23K $504K $22
    Healthcare Realty Trust Incorporated 35K $490K $14
    Materialise NV 83K $439K $5.3
    Bandwidth Inc. 22K $395K $18
    Allbirds, Inc. 533K $370K $0.69
    Calix, Inc. 9.5K $315K $33
    Howard Hughes Holdings Inc. 3.2K $233K $73
    Redfin Corporation 16K $106K $6.7
    Hubbell Incorporated 188 $78K $415
    CS Disco, Inc. 8.1K $66K $8.1
    American Well Corp Class A 74K $60K $0.81
    Fluence Energy, Inc. 2.2K $38K $17
    CRH Plc 387 $33K $86
    Rio Tinto Group 278 $18K $64
    Lilium N.V. 16K $16K $0.96
    Unilever PLC 306 $15K $50
    Alibaba Group Holding Limited 97 $7K $72
    Anheuser-Busch InBev SA/NV 99 $6K $61
    Novo Nordisk A/S 26 $3.3K $128
    Genmab A/S 48 $1.4K $30
    Li Auto Inc. 40 $1.2K $30
    Prudential plc 49 $944 $19
    Scilex Holding Company 523 $832 $1.6
    Woodside Energy Group Ltd 33 $659 $20

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