| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNIVERSAL HLTH SVCS INC | 849,934 | 106,004,000 | 6.87% | ||
| 2 | ACTIVISION BLIZZARD INC | 2,935,969 | 99,353,000 | 6.44% | ||
| 3 | ALPHABET INC | 128,944 | 98,371,000 | 6.38% | ||
| 4 | CONSTELLATION BRANDS INC | 615,431 | 92,985,000 | 6.03% | ||
| 5 | DOLLAR TREE INC | 1,074,190 | 88,578,000 | 5.74% | ||
| 6 | PAYPAL HLDGS INC | 2,201,722 | 84,986,000 | 5.51% | ||
| 7 | ALLERGAN PLC | 304,219 | 81,540,000 | 5.29% | ||
| 8 | AXALTA COATING SYS LTD | 2,792,102 | 81,529,000 | 5.29% | ||
| 9 | RESTAURANT BRANDS INTL INC | 1,996,131 | 77,510,000 | 5.03% | ||
| 10 | ST JUDE | 1,307,613 | 71,919,000 | 4.66% | ||
| 11 | SIGNATURE BANK | 509,180 | 69,310,000 | 4.49% | ||
| 12 | ADOBE INC | 734,613 | 68,907,000 | 4.47% | ||
| 13 | AETNA INC NEW | 570,382 | 64,082,000 | 4.15% | ||
| 14 | CTRIP COM INTL LTD | 1,412,795 | 62,530,000 | 4.05% | ||
| 15 | EPAM SYS INC | 800,622 | 59,782,000 | 3.88% | ||
| 16 | STARBUCKS CORP | 941,482 | 56,206,000 | 3.64% | ||
| 17 | AIR PRODS & CHEMS INC | 283,379 | 40,821,000 | 2.65% | ||
| 18 | AMAZON COM INC | 67,154 | 39,865,000 | 2.58% | ||
| 19 | MASTERCARD INCORPORATED | 420,437 | 39,731,000 | 2.58% | ||
| 20 | MICROSOFT CORP | 702,808 | 38,816,000 | 2.52% | ||
| 21 | FAIR ISAAC CORP | 318,962 | 33,839,000 | 2.19% | ||
| 22 | CHEMOURS CO | 4,684,132 | 32,789,000 | 2.13% | ||
| 23 | VISA INC | 402,672 | 30,796,000 | 2.00% | ||
| 24 | ADVANCE AUTO PARTS INC | 138,645 | 22,230,000 | 1.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003393, filed 2016.05.16).
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.
