| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MONSANTO CO NEW | 1,343,517 | 167,590,000 | 7.73% | ||
| 2 | HUMANA | 1,168,755 | 149,273,000 | 6.89% | ||
| 3 | ADOBE INC | 1,979,043 | 143,204,000 | 6.61% | ||
| 4 | THERMO FISHER SCIENTIFIC INC | 1,187,201 | 140,090,000 | 6.46% | ||
| 5 | CONSTELLATION BRANDS INC | 1,485,120 | 130,884,000 | 6.04% | ||
| 6 | COOPER COS INC | 929,903 | 126,030,000 | 5.81% | ||
| 7 | ALLERGAN PLC | 538,385 | 120,087,000 | 5.54% | ||
| 8 | CTRIP COM INTL LTD | 1,837,953 | 117,703,000 | 5.43% | ||
| 9 | PRICELINE GRP INC | 94,047 | 113,139,000 | 5.22% | ||
| 10 | MCKESSON CORP | 506,377 | 94,292,000 | 4.35% | ||
| 11 | GASLOG LTD | 2,909,811 | 92,794,000 | 4.28% | ||
| 12 | MOODYS CORP | 1,057,058 | 92,662,000 | 4.27% | ||
| 13 | S&P GLOBAL INC | 1,089,040 | 90,423,000 | 4.17% | ||
| 14 | TIFFANY | 893,897 | 89,613,000 | 4.13% | ||
| 15 | AMAZON COM INC | 275,720 | 89,548,000 | 4.13% | ||
| 16 | DEVON ENERGY CORP NEW | 1,125,676 | 89,379,000 | 4.12% | ||
| 17 | PVH CORPORATION | 751,466 | 87,621,000 | 4.04% | ||
| 18 | SALESFORCE COM INC | 1,381,193 | 80,220,000 | 3.70% | ||
| 19 | SBA COMMUNICATIONS CORPORATION | 664,136 | 67,941,000 | 3.13% | ||
| 20 | SIGNATURE BANK | 411,726 | 51,952,000 | 2.40% | ||
| 21 | CBOE GLOBAL MARKETS INC COM | 674,517 | 33,193,000 | 1.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001388, filed 2014.08.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
