| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOME DEPOT INC | 2,097,434 | 238,289,000 | 26.00% | ||
| 2 | VISA INC | 1,547,036 | 101,192,000 | 11.04% | ||
| 3 | HDFC BANK LTD | 1,685,517 | 99,260,000 | 10.83% | ||
| 4 | GOOGLE INC | 180,246 | 98,775,000 | 10.78% | ||
| 5 | LOWES COS INC | 1,182,176 | 87,942,000 | 9.59% | ||
| 6 | MASTERCARD INCORPORATED | 643,203 | 55,566,000 | 6.06% | ||
| 7 | AUTOZONE INC | 64,634 | 44,091,000 | 4.81% | ||
| 8 | ALIBABA GROUP HLDG LTD | 508,413 | 42,320,000 | 4.62% | ||
| 9 | YAHOO INC | 913,445 | 40,589,000 | 4.43% | ||
| 10 | AMERICAN INTL GROUP INC | 721,010 | 39,504,000 | 4.31% | ||
| 11 | PLAINS GP HLDGS L P CL A | 1,238,181 | 35,127,000 | 3.83% | ||
| 12 | UNITED RENTALS | 280,423 | 25,563,000 | 2.79% | ||
| 13 | TRINET GROUP INC | 238,466 | 8,401,000 | 0.92% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-15-002553, filed 2015.05.15).
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.
