| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CELGENE CORP | 248,250 | 25,950,000 | 15.93% | ||
| 2 | Equinix Inc New | 57,500 | 20,714,000 | 12.72% | ||
| 3 | MACQUARIE INFRASTRUCTURE COR | 180,000 | 14,983,000 | 9.20% | ||
| 4 | FLEETCOR TECH | 84,239 | 14,635,000 | 8.99% | ||
| 5 | Former Charter Communication (Del 5/18/2016) | 50,000 | 13,499,000 | 8.29% | ||
| 6 | PRICELINE GRP INC | 6,920 | 10,183,000 | 6.25% | ||
| 7 | AMAZON COM INC | 11,060 | 9,261,000 | 5.69% | ||
| 8 | Newstar Finl Inc Com | 852,811 | 8,281,000 | 5.08% | ||
| 9 | ACCELERATE DIAGNOSTICS INC | 291,400 | 7,944,000 | 4.88% | ||
| 10 | GILEAD SCIENCES INC | 85,000 | 6,725,000 | 4.13% | ||
| 11 | JD COM INC ADR | 245,000 | 6,392,000 | 3.92% | ||
| 12 | AMERICAN TOWER CORP NEW | 49,150 | 5,570,000 | 3.42% | ||
| 13 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 6,700 | 5,387,000 | 3.31% | ||
| 14 | VIPSHOP HLDGS LTD | 351,000 | 5,149,000 | 3.16% | ||
| 15 | VISA INC | 40,000 | 3,308,000 | 2.03% | ||
| 16 | VALEANT PHARMACEUTICALS INTL | 102,000 | 2,504,000 | 1.54% | ||
| 17 | ZILLOW GROUP INC | 69,200 | 2,384,000 | 1.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-16-012263, 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.
