| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| MSFTMicrosoft Corp | 17.68% | Add 12.0% | 5,171,051 | $610M |
| EEMIshares Tr | 8.75% | Add ×4.2 | 7,034,700 | $302M |
| AMZNAmazon Com Inc | 5.87% | Add 15.5% | 113,715 | $202M |
| NFLXNetflix Inc | 5.58% | Add ×8.2 | 539,875 | $192M |
| ADBEAdobe Inc | 4.95% | Add ×2.1 | 640,211 | $171M |
| BABAAlibaba Group Hldg Ltd | 4.91% | Add ×5.3 | 928,785 | $169M |
| TMUST Mobile Us Inc | 3.84% | NEW | 1,915,725 | $132M |
| ABTAbbott Labs | 3.34% | Add 11.2% | 1,440,200 | $115M |
| WDAYWorkday Inc | 2.93% | Reduce 0.1% | 524,600 | $101M |
| MELIMercadolibre Inc | 2.70% | Add ×2.5 | 183,328 | $93M |
| IBBIshares Tr | 2.56% | Add ×2.3 | 791,200 | $88M |
| GOOGLAlphabet Inc | 2.49% | Add ×6.5 | 73,069 | $86M |
| PYPLPaypal Hldgs Inc | 2.43% | Add 97.7% | 807,745 | $84M |
| ISRGIntuitive Surgical Inc | 2.17% | Add 18.9% | 131,100 | $75M |
| HDHome Depot Inc | 2.15% | NEW | 387,300 | $74M |
| COUPEURCoupa Software Inc | 2.12% | Reduce 29.0% | 802,690 | $73M |
| 369604103General Electric Co | 1.81% | NEW | 6,241,000 | $62M |
| MAMastercard Inc | 1.63% | NEW | 238,300 | $56M |
| VVisa Inc | 1.59% | NEW | 350,900 | $55M |
| QCOMQualcomm Inc | 1.57% | NEW | 948,100 | $54M |
| ILMNIllumina Inc | 1.55% | Add 23.1% | 171,800 | $53M |
| ATVIEURActivision Blizzard Inc | 1.44% | NEW | 1,091,152 | $50M |
| FISFidelity Natl Information Sv | 1.28% | NEW | 389,845 | $44M |
| LNGCheniere Energy Inc | 1.21% | NEW | 611,200 | $42M |
| AAgilent Technologies Inc | 1.12% | Add ×2.2 | 478,800 | $38M |
| NOWServicenow Inc | 0.97% | Add 64.9% | 135,515 | $33M |
| MPCMarathon Pete Corp | 0.94% | NEW | 541,000 | $32M |
| XLNXEURXilinx Inc | 0.82% | NEW | 224,000 | $28M |
| ADIAnalog Devices Inc | 0.68% | NEW | 222,625 | $23M |
| DATATableau Software Inc | 0.68% | NEW | 183,405 | $23M |
| POSTPost Hldgs Inc | 0.65% | NEW | 204,000 | $22M |
| MRKMerck & Co Inc | 0.64% | NEW | 266,300 | $22M |
| L8681T102Spotify Technology S A | 0.64% | NEW | 159,505 | $22M |
| MUMicron Technology Inc | 0.58% | NEW | 480,300 | $20M |
| INCYIncyte Corp | 0.50% | NEW | 202,400 | $17M |
| DOCUDocusign Inc | 0.50% | NEW | 331,410 | $17M |
| HO1Hologic Inc | 0.47% | — | 336,700 | $16M |
| SPLKCHFSplunk Inc | 0.42% | NEW | 115,500 | $14M |
| NFENew Fortress Energy Llc Cl A Shs Rp | 0.41% | NEW | 1,200,000 | $14M |
| SNAPSnap Inc | 0.40% | NEW | 1,240,200 | $14M |
| G47567105Ihs Markit Ltd | 0.39% | NEW | 244,500 | $13M |
| SWN1EURSouthwestern Energy Co | 0.31% | NEW | 2,257,700 | $11M |
| CTRACabot Oil & Gas Corp | 0.30% | NEW | 395,500 | $10M |
| METAFacebook Inc | 0.30% | NEW | 61,665 | $10M |
| RRCRange Res Corp | 0.28% | NEW | 844,500 | $9M |
| 85207U105Sprint Corporation | 0.25% | NEW | 1,550,000 | $9M |
| H00263105Ac Immune Sa | 0.19% | Reduce 46.8% | 1,324,935 | $7M |
| G06242104Atlassian Corp Plc | 0.15% | NEW | 46,770 | $5M |
| ADSKAutodesk Inc | 0.14% | Add 17.3% | 31,300 | $5M |
| NOKNokia Corp | 0.12% | NEW | 731,000 | $4M |
| TWLOTwilio Inc | 0.12% | NEW | 31,480 | $4M |
| FLT1EURFleetcor Technologies Inc | 0.10% | NEW | 14,605 | $4M |
| RPRealpage Inc | 0.10% | NEW | 58,690 | $4M |
| EXPEagle Materials Inc | 0.08% | NEW | 30,700 | $3M |
| OKTAOkta Inc | 0.06% | Reduce 85.2% | 25,807 | $2M |
| 14081R103Carbon Black Inc | 0.04% | NEW | 105,525 | $1M |
| WPWorldpay Inc | 0.03% | NEW | 10,120 | $1M |
| SAILEURSailpoint Technlgies Hldgs I | 0.03% | NEW | 33,870 | $973,000 |
| EPAYEURBottomline Tech Del Inc | 0.01% | NEW | 10,200 | $511,000 |
| SESea Ltd | 0.01% | NEW | 21,200 | $499,000 |
| GOOSCanada Goose Holdings Inc | 0.01% | NEW | 9,550 | $459,000 |