High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
201
1832 Asset Management
1832 Asset Management
Ontario, Canada
$320M +696% 1,960,120
202
JAM
Jupiter Asset Management
United Kingdom
$320M +631% 1,520,816
203
Invesco
Invesco
Georgia
$318M +400% 6,779,099
204
Fidelity Investments
Fidelity Investments
Massachusetts
$318M +166% 6,537,492
205
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$318M +340% 1,109,006
206
MCM
Melvin Capital Management
New York
$316M +173% 7,622,200
207
Artisan Partners
Artisan Partners
Wisconsin
$316M +174% 6,316,120
208
ZIG
Zurich Insurance Group
Switzerland
$314M +733% 15,231,740
209
JP Morgan Chase
JP Morgan Chase
New York
$314M +73,421% 1,389,852
210
TAF
Tredje AP-fonden
Sweden
$314M +276% 937,000
211
DZ Bank
DZ Bank
Germany
$313M +567% 2,879,505
212
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$313M +921% 6,256,210
213
Dodge & Cox
Dodge & Cox
California
$312M +114% 4,104,483
214
JP Morgan Chase
JP Morgan Chase
New York
$312M +103% 11,151,107
215
Voloridge Investment Management
Voloridge Investment Management
Florida
$311M +851% 14,431,698
216
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$311M +536% 12,348,359
217
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$310M +156% 2,651,921
218
Lazard Asset Management
Lazard Asset Management
New York
$309M +117% 3,381,117
219
Goldman Sachs
Goldman Sachs
New York
$308M +291% 2,852,104
220
WRCM
Whale Rock Capital Management
Massachusetts
$308M +182% 3,103,433
221
Capital World Investors
Capital World Investors
California
$307M +129% 4,006,631
222
D.E. Shaw & Co
D.E. Shaw & Co
New York
$307M +640% 3,958,305
223
OAMG
Odey Asset Management Group
United Kingdom
$307M +9,540% 1,535,900
224
Viking Global Investors
Viking Global Investors
Connecticut
$307M +380% 1,833,687
225
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$306M +189% 10,556,067