| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PAYPAL HLDGS INC | 3,226,342 | 132,183,000 | 8.63% | ||
| 2 | CONSTELLATION BRANDS INC | 753,456 | 125,443,000 | 8.19% | ||
| 3 | ACTIVISION BLIZZARD INC | 2,629,829 | 116,501,000 | 7.61% | ||
| 4 | DOLLAR TREE INC | 1,216,095 | 95,986,000 | 6.27% | ||
| 5 | NEWFIELD EXPLOR | 2,035,542 | 88,465,000 | 5.78% | ||
| 6 | ITAU UNIBANCO HLDG SA | 7,251,980 | 79,337,000 | 5.18% | ||
| 7 | PTC | 1,727,042 | 76,525,000 | 5.00% | ||
| 8 | ADOBE INC | 657,009 | 71,312,000 | 4.66% | ||
| 9 | VISA INC | 859,340 | 71,067,000 | 4.64% | ||
| 10 | EPAM SYS INC | 955,475 | 66,224,000 | 4.32% | ||
| 11 | FACEBOOK INC | 501,222 | 64,292,000 | 4.20% | ||
| 12 | MICROSOFT CORP | 1,088,185 | 62,679,000 | 4.09% | ||
| 13 | AXALTA COATING SYS LTD | 2,209,215 | 62,455,000 | 4.08% | ||
| 14 | RESTAURANT BRANDS INTL INC | 1,316,667 | 58,697,000 | 3.83% | ||
| 15 | PANERA BREAD CO | 295,382 | 57,517,000 | 3.76% | ||
| 16 | AMAZON COM INC | 68,091 | 57,013,000 | 3.72% | ||
| 17 | VULCAN MATLS CO | 468,348 | 53,265,000 | 3.48% | ||
| 18 | CTRIP COM INTL LTD | 1,086,915 | 50,618,000 | 3.31% | ||
| 19 | PIONEER NAT RES CO | 255,545 | 47,442,000 | 3.10% | ||
| 20 | FAIR ISAAC CORP | 249,564 | 31,093,000 | 2.03% | ||
| 21 | HDFC BANK LTD | 362,323 | 26,047,000 | 1.70% | ||
| 22 | MASONITE INTL CORP NEW COM | 331,768 | 20,626,000 | 1.35% | ||
| 23 | SONY GROUP CORP | 500,359 | 16,617,000 | 1.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004197, filed 2016.11.14).
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.
