| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONSTELLATION BRANDS INC | 742,314 | 122,779,000 | 7.76% | ||
| 2 | ACTIVISION BLIZZARD INC | 3,049,657 | 120,858,000 | 7.64% | ||
| 3 | DOLLAR TREE INC | 1,263,993 | 119,119,000 | 7.53% | ||
| 4 | PAYPAL HLDGS INC | 3,057,597 | 111,633,000 | 7.05% | ||
| 5 | SIGNATURE BANK | 840,825 | 105,036,000 | 6.64% | ||
| 6 | NEWFIELD EXPLOR | 2,028,441 | 89,617,000 | 5.66% | ||
| 7 | AXALTA COATING SYS LTD | 3,201,896 | 84,946,000 | 5.37% | ||
| 8 | ADOBE INC | 876,524 | 83,962,000 | 5.31% | ||
| 9 | PANERA BREAD CO | 362,942 | 76,922,000 | 4.86% | ||
| 10 | RESTAURANT BRANDS INTL INC | 1,712,083 | 71,223,000 | 4.50% | ||
| 11 | FACEBOOK INC | 606,870 | 69,353,000 | 4.38% | ||
| 12 | AIR PRODS & CHEMS INC | 465,208 | 66,078,000 | 4.18% | ||
| 13 | CTRIP COM INTL LTD | 1,536,969 | 63,323,000 | 4.00% | ||
| 14 | AMAZON COM INC | 86,048 | 61,578,000 | 3.89% | ||
| 15 | EPAM SYS INC | 919,607 | 59,140,000 | 3.74% | ||
| 16 | VISA INC | 773,429 | 57,365,000 | 3.62% | ||
| 17 | PIONEER NAT RES CO | 340,480 | 51,484,000 | 3.25% | ||
| 18 | MICROSOFT CORP | 951,081 | 48,667,000 | 3.08% | ||
| 19 | MASTERCARD INCORPORATED | 484,011 | 42,622,000 | 2.69% | ||
| 20 | FAIR ISAAC CORP | 319,867 | 36,148,000 | 2.28% | ||
| 21 | ITAU UNIBANCO HLDG SA | 2,439,650 | 23,030,000 | 1.46% | ||
| 22 | SONY GROUP CORP | 353,708 | 10,381,000 | 0.66% | ||
| 23 | HDFC BANK LTD | 111,040 | 7,368,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003752, filed 2016.08.15).
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.
