James Anderson / Portfolio / 2024-Q2

    Company Shares Market value Share price
    NVIDIA Corporation 82M $10B $124
    MercadoLibre, Inc. 4.8M $8B $1.6K
    Amazon.com, Inc. 38M $7.4B $193
    Moderna, Inc. 43M $5.2B $119
    Spotify Technology SA 16M $5.1B $314
    PDD Holdings Inc. 35M $4.7B $133
    Shopify 'A' 55M $3.6B $66
    The Trade Desk, Inc. 37M $3.6B $98
    Coupang, Inc. 171M $3.6B $21
    Netflix, Inc. 4.8M $3.2B $675
    Meta Platforms, Inc. 5.8M $2.9B $504
    Tesla, Inc. 14M $2.8B $198
    Cloudflare, Inc. 33M $2.7B $83
    Ferrari NV 6M $2.5B $408
    Sea Limited 34M $2.4B $71
    Nu Holdings Ltd. 186M $2.4B $13
    Microsoft Corporation 4.8M $2.2B $447
    DexCom, Inc. 15M $1.7B $113
    Intuitive Surgical, Inc. 3.8M $1.7B $445
    Elevance Health Inc. 2.9M $1.6B $542
    Atlassian Corporation 8.4M $1.5B $177
    Workday, Inc. 6.6M $1.5B $224
    Alnylam Pharmaceuticals, Inc. 6M $1.5B $243
    Advanced Micro Devices, Inc. 8.4M $1.4B $162
    DoorDash, Inc. 12M $1.4B $109
    Datadog, Inc. 9.5M $1.2B $130
    Martin Marietta Materials, Inc. 2.2M $1.2B $542
    Wix Com 7.2M $1.1B $159
    Elastic 9.8M $1.1B $114
    Roblox Corporation 29M $1.1B $37
    Moody's Corporation 2.4M $1B $421
    Alphabet Inc. 5.4M $999M $183
    Ryanair Holdings plc 8.5M $994M $116
    Mastercard Incorporated 2.1M $940M $441
    Service Corporation International 13M $925M $71
    Samsara Inc. 27M $924M $34
    Taiwan Semiconductor Manufacturing Company Limited 5.2M $912M $174
    Analog Devices, Inc. 3.5M $802M $228
    e.l.f. Beauty, Inc. 3.8M $802M $211
    HDFC Bank Limited 12M $742M $64
    Duolingo, Inc. 3.4M $713M $209
    CoStar Group, Inc. 9.1M $671M $74
    BioNTech SE 8.3M $665M $80
    Watsco, Inc. 1.4M $658M $463
    Block, Inc. 10M $650M $64
    Arthur J. Gallagher & Co. 2.5M $645M $259
    Enphase Energy, Inc. 6.3M $627M $100
    Petróleo Brasileiro S.A. - Petrobras 42M $604M $14
    Illumina, Inc. 5.6M $585M $104
    Texas Instruments Incorporated 3M $578M $195
    Chewy, Inc. 19M $527M $27
    BeiGene, Ltd. 3.7M $525M $143
    Advanced Drainage Systems, Inc. 3.1M $501M $160
    UnitedHealth Group Incorporated 894K $455M $509
    S&P Global Inc. 1M $450M $446
    Pinterest, Inc. 10M $446M $44
    Mobileye Global Inc. 16M $444M $28
    Rivian Automotive, Inc. 33M $443M $13
    Joint Stock Company Kaspi.kz 3.3M $431M $129
    Royalty Pharma 16M $431M $26
    Markel Corporation 269K $423M $1.6K
    Fomento Económico Mexicano, S.A.B. de C.V. 3.9M $418M $108
    CBRE Group, Inc. 4.6M $409M $89
    Eaton 1.3M $408M $314
    Affirm Holdings, Inc. 13M $405M $30
    Snowflake Inc. 2.9M $395M $135
    Insulet Corporation 1.9M $381M $202
    Symbotic Inc. 11M $375M $35
    Sweetgreen, Inc. 12M $372M $30
    Entegris, Inc. 2.7M $363M $135
    AutoZone, Inc. 120K $356M $3K
    Thermo Fisher Scientific Inc. 622K $344M $553
    Copa Holdings S A 3.6M $343M $95
    MakeMyTrip 4.1M $342M $84
    YETI Holdings, Inc. 8.8M $337M $38
    Deere & Company 881K $329M $374
    Denali Therapeutics Inc. 14M $320M $23
    Comfort Systems USA, Inc. 1M $316M $304
    Tencent Music Entertainment Group 22M $311M $14
    Autodesk, Inc. 1.2M $299M $247
    Xylem Inc. 2.2M $296M $136
    Wayfair Inc. 5.6M $295M $53
    AeroVironment, Inc. 1.5M $275M $182
    Joby Aviation Inc 53M $270M $5.1
    Ecolab Inc. 1.1M $265M $238
    Credicorp 1.6M $263M $161
    Mettler-Toledo International Inc. 181K $253M $1.4K
    Oddity 6.3M $246M $39
    SiteOne Landscape Supply, Inc. 2M $238M $121
    Albemarle Corporation 2.5M $237M $96
    Adobe Inc. 410K $228M $556
    Floor & Decor Holdings, Inc. 2.2M $215M $99
    CEMEX, S.A.B. de C.V. 32M $204M $6.4
    Aurora Innovation, Inc. 72M $201M $2.8
    Recursion Pharmaceuticals, Inc. 27M $199M $7.5
    Inspire Medical Systems, Inc. 1.4M $191M $134
    Neogen Corporation 12M $181M $16
    Roku, Inc. 3M $180M $60
    Alphabet Inc. 988K $180M $182
    ICICI Bank Limited 6.2M $178M $29
    Brunswick Corporation 2.4M $177M $73
    Guardant Health, Inc. 6.1M $176M $29
    STAAR Surgical Company 3.7M $175M $48
    Fastenal Company 2.7M $170M $63
    Pool Corporation 549K $169M $307
    Grab Holdings 47M $167M $3.6
    Doximity, Inc. 5.9M $165M $28
    Coursera, Inc. 22M $160M $7.2
    Apple Inc. 732K $154M $211
    The Procter & Gamble Company 898K $148M $165
    Sprout Social, Inc. 3.8M $136M $36
    Full Truck Alliance Co. Ltd. 15M $124M $8
    Fabrinet 505K $124M $245
    Remitly Global, Inc. 10M $123M $12
    Canadian Pacific Kansas City Ltd 1.5M $120M $79
    Certara, Inc. 8.4M $116M $14
    PepsiCo, Inc. 671K $111M $165
    Penumbra, Inc. 615K $111M $180
    Petróleo Brasileiro S.A. - Petrobras 7.3M $100M $14
    United Parcel Service, Inc. 657K $90M $137
    Intuit Inc. 131K $86M $657
    monday.com 329K $79M $241
    Vertex Pharmaceuticals Incorporated 168K $79M $469
    Banco Bradesco S.A. 33M $73M $2.2
    Starbucks Corporation 929K $72M $78
    Axon Enterprise, Inc. 235K $69M $294
    MarketAxess Holdings Inc. 344K $69M $201
    Lemonade, Inc. 4.1M $67M $17
    Abcellera Biologics Inc 22M $65M $3
    Jumia Technologies AG 9.1M $64M $7
    Zillow Group, Inc. Class C 1.3M $61M $46
    Cognex Corporation 1.3M $61M $47
    Banco de Chile 2.7M $60M $23
    Exact Sciences Corporation 1.4M $60M $42
    Sana Biotechnology, Inc. 11M $58M $5.5
    Infosys Limited 3M $55M $19
    The Coca-Cola Company 857K $55M $64
    10x Genomics, Inc. 2.7M $53M $19
    Itaú Unibanco Holding S.A. 9.1M $53M $5.8
    Cisco Systems Inc 1.1M $52M $48
    American Superconductor Corporation 2.2M $52M $23
    Twist Bioscience Corporation 984K $49M $49
    JFrog Ltd 1.3M $48M $38
    T. Rowe Price Group, Inc. 393K $45M $115
    Ginkgo Bioworks Holdings Inc 134M $45M $0.33
    Appian Corporation 1.4M $45M $31
    SolarEdge Technologies, Inc. 1.7M $44M $25
    LiveRamp Holdings, Inc. 1.4M $43M $31
    Schrödinger, Inc. 2.1M $41M $19
    The New York Times Company 787K $40M $51
    The Home Depot, Inc. 116K $40M $344
    Upwork Inc. 3.6M $39M $11
    TransMedics Group, Inc. 257K $39M $151
    Warby Parker Inc. 2.2M $36M $16
    MP Materials Corp. 2.8M $36M $13
    Vir Biotechnology, Inc. 3.9M $35M $8.9
    Medtronic 433K $34M $79
    Lufax Holding Ltd 14M $33M $2.4
    Edwards Lifesciences Corporation 352K $33M $92
    American Tower Corporation 158K $31M $194
    McDonald's Corporation 117K $30M $255
    Prologis, Inc. 263K $30M $112
    Novocure Ltd 1.7M $29M $17
    Eversource Energy 504K $29M $57
    CyberArk Software Ltd 101K $28M $273
    Westinghouse Air Brake Technologies Corporation 169K $27M $158
    The Hershey Company 144K $26M $184
    Zuora, Inc. 2.6M $26M $9.9
    Progyny, Inc. 871K $25M $29
    NextEra Energy, Inc. 337K $24M $71
    IPG Photonics Corporation 279K $24M $84
    Pacira BioSciences, Inc. 806K $23M $29
    MSA Safety Incorporated 122K $23M $188
    Exscientia plc 4.4M $22M $5.1
    Veeco Instruments Inc. 477K $22M $47
    CRISPR Therapeutics AG 405K $22M $54
    Booking Holdings Inc. 5.5K $22M $4K
    RxSight, Inc. 358K $22M $60
    KE Holdings Inc. 1.4M $20M $14
    Rexford Industrial Realty, Inc. 455K $20M $45
    BlackLine, Inc. 412K $20M $48
    Burford Capital 1.5M $20M $13
    Ares Capital Corporation 914K $19M $21
    Clear Secure, Inc. 1M $19M $19
    Aehr Test Systems 1.7M $19M $11
    Digimarc Corporation 598K $19M $31
    Ambarella 326K $18M $54
    Brookfield Corporation 405K $17M $42
    Carlisle Companies Incorporated 41K $17M $405
    Trupanion, Inc. 566K $17M $29
    The Progressive Corporation 77K $16M $208
    Brookfield Renewable 530K $15M $28
    Adaptimmune Therapeutics plc 15M $15M $0.97
    Beam Therapeutics Inc. 624K $15M $23
    Nanobiotix S.A. 2.9M $14M $5
    Waters Corporation 48K $14M $290
    Charles River Laboratories International, Inc. 68K $14M $207
    The TJX Companies, Inc. 127K $14M $110
    Confluent, Inc. 448K $13M $30
    Oscar Health, Inc. 822K $13M $16
    CarMax, Inc. 173K $13M $73
    NIKE, Inc. 165K $12M $75
    Ionis Pharmaceuticals, Inc. 260K $12M $48
    Blackstone Secured Lending Fund 398K $12M $31
    The Estée Lauder Companies Inc. 109K $12M $106
    QuantumScape Corporation 2.3M $11M $4.9
    Graco Inc. 136K $11M $79
    WEC Energy Group, Inc. 136K $11M $78
    Paycom Software, Inc. 74K $11M $143
    Sun Communities, Inc. 87K $10M $120
    Docebo 264K $10M $39
    Installed Building Products, Inc. 49K $10M $206
    dLocal 1.2M $10M $8.1
    ResMed Inc. 53K $10M $191
    PayPal Holdings, Inc. 168K $9.8M $58
    Ascendis Pharma A/S 71K $9.7M $136
    Veeva Systems Inc. 50K $9.2M $183
    Fortis 234K $9.1M $39
    Tandem Diabetes Care, Inc. 222K $9M $40
    EverQuote, Inc. 424K $8.8M $21
    Sixth Street Specialty Lending, Inc. 410K $8.8M $21
    Codexis, Inc. 2.7M $8.4M $3.1
    Quanterix Corporation 633K $8.4M $13
    Compañía Cervecerías Unidas S.A. 703K $8M $11
    Golub Capital BDC, Inc. 506K $7.9M $16
    SkyWater Technology, Inc. 1M $7.7M $7.7
    FTI Consulting, Inc. 32K $6.8M $216
    Cardlytics, Inc. 829K $6.8M $8.2
    MongoDB, Inc. 26K $6.6M $250
    Freshpet, Inc. 50K $6.5M $129
    Globus Medical, Inc. 91K $6.2M $68
    EOG Resources, Inc. 44K $5.6M $126
    Albemarle 7.25 Conv Pref 2027 120K $5.5M $46
    Sutro Biopharma, Inc. 1.8M $5.4M $2.9
    Savers Value Village, Inc. 409K $5M $12
    GitLab Inc. 93K $4.6M $50
    Zillow Group Inc Class A 91K $4.1M $45
    Exelon Corporation 96K $3.3M $35
    Health Catalyst, Inc. 431K $2.8M $6.4
    CenterPoint Energy, Inc. 79K $2.4M $31
    Coinbase Global, Inc. 10K $2.3M $222
    Medpace Holdings, Inc. 5.4K $2.2M $412
    SharkNinja 28K $2.1M $75
    Akili Inc 4.7M $2M $0.43
    Relay Therapeutics, Inc. 284K $1.9M $6.5
    The Southern Company 22K $1.7M $78
    Expensify, Inc. 1.1M $1.6M $1.5
    Canada Goose Hdgs 119K $1.5M $13
    Equity Residential 20K $1.4M $69
    Cellectis S.A. 708K $1.3M $1.9
    Alector, Inc. 260K $1.2M $4.5
    Spire Global, Inc. 108K $1.2M $11
    Nayax Ltd 50K $1.1M $21
    Digital Realty Trust, Inc. 6.9K $1M $152
    Consolidated Edison, Inc. 12K $1M $89
    BCE Inc 31K $1M $32
    Varonis Systems, Inc. 20K $950K $48
    Novanta Inc 5.6K $920K $163
    Healthpeak Properties, Inc. 41K $802K $20
    Lyell Immunopharma, Inc. 520K $754K $1.5
    Sage Therapeutics, Inc. 63K $688K $11
    Healthcare Realty Trust Incorporated 38K $634K $16
    CarGurus, Inc. 24K $630K $26
    Calix, Inc. 15K $530K $35
    Bandwidth Inc. 30K $513K $17
    Xencor, Inc. 24K $445K $19
    Materialise NV 83K $416K $5
    NuCana plc 146K $378K $2.6
    Redfin Corporation 16K $96K $6
    Arcadium Lithium Plc 26K $87K $3.4
    Hubbell Incorporated 205 $75K $365
    Teradyne, Inc. 290 $43K $148
    Fluence Energy, Inc. 2.4K $41K $17
    American Well Corp Class A 74K $24K $0.32
    Intel Corporation 700 $22K $31
    CRH Plc 229 $17K $75
    Unilever PLC 203 $11K $55
    GRAIL, Inc. 606 $9.3K $15
    Rio Tinto Group 121 $8K $66
    Novo Nordisk A/S 44 $6.3K $143
    Anheuser-Busch InBev SA/NV 99 $5.8K $58
    Genmab A/S 54 $1.4K $25
    Scilex Holding Company 523 $1K $1.9
    Li Auto Inc. 40 $715 $18
    Woodside Energy Group Ltd 33 $621 $19

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