| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| MSFTMicrosoft Corp | 9.72% | Add 62.1% | 2,632,100 | $181M |
| METAFacebook Inc | 8.77% | Add ×2.7 | 1,083,600 | $164M |
| GOOGLAlphabet Inc | 8.70% | Add 74.0% | 174,650 | $162M |
| 741503403Priceline Grp Inc | 6.31% | Add 54.6% | 62,930 | $118M |
| AMZNAmazon Com Inc | 6.22% | Add 68.8% | 120,003 | $116M |
| BABAAlibaba Group Hldg Ltd | 5.36% | NEW | 710,200 | $100M |
| CRMSalesforce Com Inc | 5.02% | Add 12.1% | 1,081,600 | $94M |
| CMCSAComcast Corp New | 4.10% | Add ×2.9 | 1,968,400 | $77M |
| CTRPUSDCtrip Com Intl Ltd | 4.08% | Add 54.8% | 1,412,200 | $76M |
| EA*Electronic Arts Inc | 4.04% | Add 24.4% | 713,900 | $75M |
| JDJd Com Inc | 2.86% | Add ×2.1 | 1,358,800 | $53M |
| PYPLPaypal Hldgs Inc | 2.66% | Add 61.2% | 925,200 | $50M |
| MRKMerck & Co Inc | 2.59% | NEW | 755,500 | $48M |
| EXPEExpedia Inc Del | 2.58% | Add 58.9% | 323,884 | $48M |
| NOWServicenow Inc | 2.43% | NEW | 428,000 | $45M |
| ATVIEURActivision Blizzard Inc | 2.20% | Add 32.9% | 714,100 | $41M |
| LVSLas Vegas Sands Corp | 2.10% | Add ×2.2 | 614,500 | $39M |
| ADSKAutodesk Inc | 1.88% | Add ×2.2 | 347,800 | $35M |
| POT1EURPotash Corp Sask Inc | 1.83% | — | 2,093,500 | $34M |
| NTESNetease Inc | 1.38% | Add 64.5% | 85,700 | $26M |
| IBBIshares Tr | 1.37% | NEW | 82,400 | $26M |
| PTCPtc Inc | 1.33% | Reduce 45.8% | 449,600 | $25M |
| WDAYWorkday Inc | 1.30% | Add 7.3% | 250,300 | $24M |
| YUMCYum China Hldgs Inc | 1.26% | NEW | 597,200 | $24M |
| NKTREURNektar Therapeutics | 1.22% | Add 75.2% | 1,166,100 | $23M |
| H00263105Ac Immune Sa | 1.13% | — | 2,388,700 | $21M |
| DALDelta Air Lines Inc Del | 1.13% | NEW | 391,000 | $21M |
| VVisa Inc | 1.09% | NEW | 216,400 | $20M |
| AALAmerican Airls Group Inc | 1.08% | Add 97.0% | 400,000 | $20M |
| MAMastercard Incorporated | 1.08% | NEW | 165,200 | $20M |
| UALUnited Contl Hldgs Inc | 0.98% | Add 85.0% | 243,500 | $18M |
| SBACSba Communications Corp New | 0.81% | NEW | 112,000 | $15M |
| CCICrown Castle Intl Corp New | 0.79% | NEW | 148,000 | $15M |
| HDBHdfc Bank Ltd | 0.60% | NEW | 128,200 | $11M |