James Anderson / Portfolio / 2024-Q3

    Company Shares Market value Share price
    MercadoLibre, Inc. 4.7M $9.6B $2.1K
    NVIDIA Corporation 63M $7.7B $121
    Amazon.com, Inc. 38M $7.2B $186
    Spotify Technology SA 16M $5.7B $369
    Shopify 'A' 63M $5.1B $80
    PDD Holdings Inc. 36M $4.9B $135
    The Trade Desk, Inc. 39M $4.2B $110
    Coupang, Inc. 171M $4.2B $25
    Sea Limited 40M $3.7B $94
    Meta Platforms, Inc. 6.2M $3.5B $572
    Netflix, Inc. 4.7M $3.3B $709
    Tesla, Inc. 13M $3.3B $262
    Microsoft Corporation 7M $3B $430
    Nu Holdings Ltd. 210M $2.9B $14
    Moderna, Inc. 42M $2.8B $67
    Ferrari NV 5.9M $2.8B $468
    Cloudflare, Inc. 33M $2.6B $81
    DoorDash, Inc. 14M $2B $143
    Intuitive Surgical, Inc. 3.8M $1.9B $491
    Samsara Inc. 34M $1.6B $48
    Workday, Inc. 6.6M $1.6B $244
    Elevance Health Inc. 2.8M $1.4B $520
    Atlassian Corporation 8.5M $1.4B $159
    Alnylam Pharmaceuticals, Inc. 4.9M $1.3B $275
    Roblox Corporation 29M $1.3B $44
    Advanced Micro Devices, Inc. 7M $1.1B $164
    Martin Marietta Materials, Inc. 2.1M $1.1B $538
    Datadog, Inc. 9.4M $1.1B $115
    Wix Com 6.5M $1.1B $167
    Ryanair Holdings plc 24M $1.1B $45
    Mastercard Incorporated 2.1M $1B $494
    DexCom, Inc. 15M $1B $67
    Service Corporation International 13M $989M $79
    BioNTech SE 8.3M $987M $119
    Moody's Corporation 2.1M $974M $475
    Duolingo, Inc. 3.2M $903M $282
    Petróleo Brasileiro S.A. - Petrobras 62M $895M $14
    BeiGene, Ltd. 3.7M $832M $225
    Analog Devices, Inc. 3.4M $778M $230
    Elastic 9.4M $722M $77
    Enphase Energy, Inc. 6.3M $717M $113
    Block, Inc. 10M $687M $67
    Arthur J. Gallagher & Co. 2.4M $670M $281
    CoStar Group, Inc. 8.8M $664M $75
    Alphabet Inc. 3.8M $638M $167
    Watsco, Inc. 1.2M $607M $492
    Texas Instruments Incorporated 2.9M $596M $207
    e.l.f. Beauty, Inc. 5.3M $578M $109
    Rivian Automotive, Inc. 50M $565M $11
    CBRE Group, Inc. 4.4M $553M $124
    Chewy, Inc. 19M $544M $29
    Insulet Corporation 2.3M $530M $233
    HDFC Bank Limited 8.4M $522M $63
    UnitedHealth Group Incorporated 867K $507M $585
    S&P Global Inc. 973K $503M $517
    Aurora Innovation, Inc. 85M $503M $5.9
    Joint Stock Company Kaspi.kz 4.6M $493M $106
    Advanced Drainage Systems, Inc. 3M $478M $157
    Illumina, Inc. 3.6M $472M $130
    Royalty Pharma 16M $456M $28
    Fomento Económico Mexicano, S.A.B. de C.V. 4.3M $425M $99
    Sweetgreen, Inc. 12M $424M $35
    Eaton 1.3M $417M $331
    Markel Corporation 259K $406M $1.6K
    Affirm Holdings, Inc. 9.9M $406M $41
    Comfort Systems USA, Inc. 1M $393M $390
    AeroVironment, Inc. 2M $391M $201
    Denali Therapeutics Inc. 13M $389M $29
    AutoZone, Inc. 120K $379M $3.2K
    Thermo Fisher Scientific Inc. 603K $373M $619
    Taiwan Semiconductor Manufacturing Company Limited 2.1M $370M $174
    MakeMyTrip 3.9M $367M $93
    YETI Holdings, Inc. 8.5M $351M $41
    Symbotic Inc. 14M $343M $24
    Copa Holdings S A 3.6M $336M $94
    Snowflake Inc. 2.9M $329M $115
    Pinterest, Inc. 9.7M $314M $32
    Wayfair Inc. 5.4M $306M $56
    Autodesk, Inc. 1.1M $303M $275
    Credicorp 1.7M $303M $181
    Entegris, Inc. 2.6M $293M $113
    Inspire Medical Systems, Inc. 1.4M $288M $211
    SiteOne Landscape Supply, Inc. 1.9M $284M $151
    Xylem Inc. 2M $269M $135
    Builders FirstSource, Inc. 1.4M $267M $194
    Joby Aviation Inc 53M $265M $5
    Floor & Decor Holdings, Inc. 2.1M $261M $124
    Ecolab Inc. 1M $260M $255
    Tencent Music Entertainment Group 22M $259M $12
    Oddity 6.2M $249M $40
    Doximity, Inc. 5.4M $234M $44
    Albemarle Corporation 2.4M $228M $95
    Deere & Company 542K $226M $417
    Dutch Bros Inc. 7M $224M $32
    Roku, Inc. 2.9M $216M $75
    Mobileye Global Inc. 16M $214M $14
    CEMEX, S.A.B. de C.V. 33M $201M $6.1
    SharkNinja 1.8M $198M $109
    Brunswick Corporation 2.4M $198M $84
    Fastenal Company 2.7M $193M $71
    ICICI Bank Limited 6.4M $190M $30
    Neogen Corporation 11M $189M $17
    Norwegian Cruise Line Holdings 8.7M $179M $21
    Apple Inc. 746K $174M $233
    Coursera, Inc. 21M $167M $7.9
    Recursion Pharmaceuticals, Inc. 25M $166M $6.6
    Grab Holdings 43M $162M $3.8
    The Procter & Gamble Company 904K $157M $173
    The Ensign Group, Inc. 1.1M $152M $144
    Mettler-Toledo International Inc. 97K $145M $1.5K
    Full Truck Alliance Co. Ltd. 15M $139M $9
    Alphabet Inc. 819K $136M $166
    Guardant Health, Inc. 5.9M $135M $23
    Lineage, Inc. 1.7M $134M $78
    Remitly Global, Inc. 9.2M $124M $13
    PepsiCo, Inc. 708K $120M $170
    Fabrinet 500K $118M $236
    Penumbra, Inc. 592K $115M $194
    Canadian Pacific Kansas City Ltd 1.3M $109M $86
    Sprout Social, Inc. 3.7M $108M $29
    Petróleo Brasileiro S.A. - Petrobras 7.1M $94M $13
    United Parcel Service, Inc. 656K $89M $136
    monday.com 322K $89M $278
    Axon Enterprise, Inc. 216K $86M $400
    Banco Bradesco S.A. 32M $85M $2.7
    Exact Sciences Corporation 1.2M $82M $68
    MarketAxess Holdings Inc. 319K $82M $256
    Zillow Group, Inc. Class C 1.2M $80M $64
    CME Group Inc. 361K $80M $221
    Starbucks Corporation 744K $73M $97
    Infosys Limited 3.1M $69M $22
    Banco de Chile 2.6M $66M $25
    Vertex Pharmaceuticals Incorporated 141K $65M $465
    Itaú Unibanco Holding S.A. 9.6M $64M $6.7
    Lemonade, Inc. 3.7M $61M $16
    The Coca-Cola Company 849K $61M $72
    Intuit Inc. 98K $61M $621
    Cisco Systems Inc 1.1M $58M $53
    STAAR Surgical Company 1.5M $54M $37
    Cognex Corporation 1.3M $52M $41
    Lufax Holding Ltd 15M $51M $3.5
    American Superconductor Corporation 2.1M $50M $24
    MP Materials Corp. 2.8M $49M $18
    Jumia Technologies AG 9.1M $48M $5.3
    Medtronic 532K $48M $90
    Appian Corporation 1.4M $47M $34
    The Home Depot, Inc. 116K $47M $405
    The New York Times Company 773K $43M $56
    Sana Biotechnology, Inc. 10M $43M $4.2
    T. Rowe Price Group, Inc. 388K $42M $109
    McDonald's Corporation 138K $42M $305
    SolarEdge Technologies, Inc. 1.7M $39M $23
    Twist Bioscience Corporation 834K $38M $45
    TransMedics Group, Inc. 235K $37M $157
    Schrödinger, Inc. 2M $37M $19
    Eversource Energy 536K $36M $68
    JFrog Ltd 1.2M $36M $29
    Warby Parker Inc. 2.2M $36M $16
    Upwork Inc. 3.3M $34M $10
    LiveRamp Holdings, Inc. 1.4M $34M $25
    Abcellera Biologics Inc 13M $34M $2.6
    CyberArk Software Ltd 101K $30M $292
    Westinghouse Air Brake Technologies Corporation 162K $30M $182
    KE Holdings Inc. 1.4M $29M $20
    The Hershey Company 144K $28M $192
    American Tower Corporation 118K $28M $233
    Ginkgo Bioworks Holdings, Inc. 3.4M $27M $8.2
    NextEra Energy, Inc. 319K $27M $85
    Novocure Ltd 1.7M $26M $16
    Prologis, Inc. 196K $25M $126
    Trupanion, Inc. 554K $23M $42
    Aehr Test Systems 1.8M $23M $13
    Booking Holdings Inc. 5.4K $23M $4.2K
    BlackLine, Inc. 399K $22M $55
    Brookfield Corporation 404K $21M $53
    Zuora, Inc. 2.5M $21M $8.6
    Veeco Instruments Inc. 631K $21M $33
    IPG Photonics Corporation 280K $21M $74
    RxSight, Inc. 419K $21M $49
    MSA Safety Incorporated 116K $21M $177
    Burford Capital 1.5M $20M $13
    The Progressive Corporation 78K $20M $254
    Marsh & McLennan Companies, Inc. 86K $19M $223
    Exscientia plc 3.8M $19M $4.9
    Ambarella 328K $19M $56
    Vir Biotechnology, Inc. 2.4M $18M $7.5
    Carlisle Companies Incorporated 39K $18M $450
    Oscar Health, Inc. 822K $17M $21
    CRISPR Therapeutics AG 365K $17M $47
    NIKE, Inc. 183K $16M $88
    Adaptimmune Therapeutics plc 17M $16M $0.95
    Digimarc Corporation 580K $16M $27
    Energy Recovery, Inc. 876K $15M $17
    Monster Beverage Corporation 284K $15M $52
    Progyny, Inc. 876K $15M $17
    The TJX Companies, Inc. 124K $15M $118
    Edwards Lifesciences Corporation 209K $14M $66
    Brookfield Renewable 418K $14M $33
    WEC Energy Group, Inc. 141K $14M $96
    Charles River Laboratories International, Inc. 69K $14M $197
    QuantumScape Corporation 2.3M $13M $5.8
    Paycom Software, Inc. 79K $13M $167
    PayPal Holdings, Inc. 169K $13M $78
    CarMax, Inc. 169K $13M $77
    Fortis 279K $13M $45
    Rexford Industrial Realty, Inc. 246K $12M $50
    Installed Building Products, Inc. 48K $12M $246
    Graco Inc. 136K $12M $88
    Docebo 255K $11M $44
    CrowdStrike Holdings, Inc. 37K $10M $280
    dLocal 1.3M $10M $8
    Sun Communities, Inc. 73K $9.9M $135
    AppLovin Corporation 74K $9.7M $131
    Tandem Diabetes Care, Inc. 222K $9.4M $42
    Confluent, Inc. 452K $9.2M $20
    SkyWater Technology, Inc. 1M $9.1M $9.1
    Beam Therapeutics Inc. 358K $8.8M $25
    Quanterix Corporation 633K $8.2M $13
    MongoDB, Inc. 30K $8.1M $270
    Ares Capital Corporation 342K $7.2M $21
    FTI Consulting, Inc. 31K $7.2M $228
    Freshpet, Inc. 51K $7M $137
    Blackstone Secured Lending Fund 235K $6.9M $29
    Savers Value Village, Inc. 551K $5.8M $11
    Zillow Group Inc Class A 92K $5.7M $62
    EOG Resources, Inc. 46K $5.7M $123
    Codexis, Inc. 1.8M $5.6M $3.1
    EverQuote, Inc. 264K $5.6M $21
    Albemarle 7.25 Conv Pref 2027 120K $5.4M $45
    Sutro Biopharma, Inc. 1.5M $5.3M $3.5
    Medpace Holdings, Inc. 15K $5M $334
    Golub Capital BDC, Inc. 252K $3.8M $15
    ResMed Inc. 16K $3.8M $244
    Exelon Corporation 93K $3.8M $41
    Sixth Street Specialty Lending, Inc. 178K $3.6M $21
    Veeva Systems Inc. 15K $3.2M $210
    Ascendis Pharma A/S 21K $3.2M $149
    CenterPoint Energy, Inc. 79K $2.3M $29
    The Southern Company 22K $2M $90
    Bolt Projects Holdings Inc. 2.5M $2M $0.8
    Expensify, Inc. 930K $1.8M $2
    Cardlytics, Inc. 567K $1.8M $3.2
    Philip Morris International Inc. 14K $1.7M $121
    Ionis Pharmaceuticals, Inc. 40K $1.6M $40
    Cellectis S.A. 694K $1.5M $2.1
    Equity Residential 20K $1.5M $74
    Canada Goose Hdgs 115K $1.4M $13
    Nayax Ltd 50K $1.3M $26
    Consolidated Edison, Inc. 12K $1.2M $104
    Digital Realty Trust, Inc. 6.9K $1.1M $162
    BCE Inc 31K $1.1M $35
    Varonis Systems, Inc. 19K $1.1M $57
    Novanta Inc 5.6K $995K $179
    Health Catalyst, Inc. 122K $992K $8.1
    Healthpeak Properties, Inc. 41K $936K $23
    10x Genomics, Inc. 40K $912K $23
    CarGurus, Inc. 24K $712K $30
    Healthcare Realty Trust Incorporated 38K $698K $18
    Calix, Inc. 15K $573K $39
    Bandwidth Inc. 30K $525K $18
    Xencor, Inc. 23K $467K $20
    Materialise NV 83K $455K $5.5
    Alector, Inc. 79K $367K $4.7
    Lyell Immunopharma, Inc. 142K $196K $1.4
    Spire Global, Inc. 13K $132K $10
    NuCana plc 37K $84K $2.3
    Teradyne, Inc. 290 $39K $134
    CRH Plc 391 $36K $93
    Stantec Inc 300 $24K $81
    Unilever PLC 311 $20K $65
    Rio Tinto Group 282 $20K $71
    Intel Corporation 700 $16K $23
    Anheuser-Busch InBev SA/NV 100 $6.6K $66
    Novo Nordisk A/S 53 $6.3K $119
    Genmab A/S 54 $1.3K $24
    Li Auto Inc. 40 $1K $26
    Scilex Holding Company 523 $484 $0.93

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