| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| GOOGLAlphabet Inc | 10.27% | Add 32.8% | 231,850 | $226M |
| MSFTMicrosoft Corp | 9.85% | Add 10.4% | 2,906,100 | $216M |
| METAFacebook Inc | 8.42% | — | 1,083,600 | $185M |
| CRMSalesforce Com Inc | 6.49% | Add 41.1% | 1,526,500 | $143M |
| AMZNAmazon Com Inc | 6.38% | Add 21.5% | 145,803 | $140M |
| 741503403Priceline Grp Inc | 6.17% | Add 17.7% | 74,090 | $136M |
| BABAAlibaba Group Hldg Ltd | 6.11% | Add 9.5% | 777,400 | $134M |
| EA*Electronic Arts Inc | 3.83% | — | 713,900 | $84M |
| JDJd Com Inc | 3.80% | Add 60.8% | 2,185,100 | $83M |
| WDAYWorkday Inc | 3.77% | Add ×3.1 | 785,600 | $83M |
| CCitigroup Inc | 3.62% | NEW | 1,095,200 | $80M |
| CTRPUSDCtrip Com Intl Ltd | 3.39% | — | 1,412,200 | $74M |
| PYPLPaypal Hldgs Inc | 2.69% | — | 925,200 | $59M |
| EXPEExpedia Inc Del | 2.12% | — | 323,884 | $47M |
| ATVIEURActivision Blizzard Inc | 2.10% | — | 714,100 | $46M |
| LVSLas Vegas Sands Corp | 1.79% | — | 614,500 | $39M |
| IBBIshares Tr | 1.68% | Add 34.3% | 110,700 | $37M |
| CBChubb Limited | 1.34% | NEW | 206,600 | $29M |
| NKTREURNektar Therapeutics | 1.27% | — | 1,166,100 | $28M |
| CELGCelgene Corp | 1.25% | NEW | 188,100 | $27M |
| H00263105Ac Immune Sa | 1.23% | — | 2,388,700 | $27M |
| PXGBXPraxair Inc | 1.17% | NEW | 184,700 | $26M |
| VALEVale S A | 1.14% | NEW | 2,478,800 | $25M |
| YUMCYum China Hldgs Inc | 1.09% | — | 597,200 | $24M |
| MAMastercard Incorporated | 1.06% | — | 165,200 | $23M |
| VVisa Inc | 1.04% | — | 216,400 | $23M |
| NFLXNetflix Inc | 0.94% | NEW | 114,500 | $21M |
| BNYBank New York Mellon Corp | 0.91% | NEW | 376,000 | $20M |
| NVDANvidia Corp | 0.74% | NEW | 91,500 | $16M |
| BIIBBiogen Inc | 0.68% | NEW | 48,000 | $15M |
| REGNRegeneron Pharmaceuticals | 0.65% | NEW | 31,800 | $14M |
| CFCf Inds Hldgs Inc | 0.63% | NEW | 391,900 | $14M |
| HDBHdfc Bank Ltd | 0.56% | — | 128,200 | $12M |
| POT1EURPotash Corp Sask Inc | 0.53% | Reduce 70.9% | 609,900 | $12M |
| GGALGrupo Financiero Galicia S A | 0.47% | NEW | 200,000 | $10M |
| G27358103Despegar Com Corp | 0.44% | NEW | 300,000 | $10M |
| INCYIncyte Corp | 0.40% | NEW | 75,400 | $9M |