Kairos Partners

Taken From the combined 2021-06-30 13F-HR Filing of BANK JULIUS BAER & COMPANY . LTD, ZURICH

Stock Symbol Security Type Shares Market Value
Microsoft Corp. MSFT SH 3203082 867.715 Million
Alphabet Inc. Class A GOOGL SH 305473 745.9 Million
Amazon.com Inc. AMZN SH 173867 598.13 Million
Apple Inc AAPL SH 4263164 583.883 Million
Facebook Inc FB SH 1462676 508.587 Million
VISA Inc V SH 1656253 387.265 Million
Danaher Corp. DHR SH 1253439 336.373 Million
JPMorgan Chase & Co. (Chemical Bank) JPM SH 2060788 320.535 Million
Thermo Fisher Scientific, Inc. TMO SH 609856 307.654 Million
NVIDIA Corp. NVDA SH 352851 282.316 Million
PayPal Holdings Inc PYPL SH 962045 280.417 Million
Texas Instruments, Inc. TXN SH 1416807 272.452 Million
Estee Lauder Companies Inc. EL SH 735739 234.024 Million
Mastercard Inc MA SH 639289 233.398 Million
Abbott Laboratories ABT SH 1494367 173.242 Million
Johnson & Johnson Co. JNJ SH 1020663 168.144 Million
Intuitive Surgical Inc ISRG SH 176843 162.632 Million
Merck & Co MRK SH 2048296 159.296 Million
McDonalds Corp. MCD SH 426538 98.526 Million
Walmart Inc WMT SH 624550 88.074 Million
Brown-Forman Corp. Class B BF.B SH 1171377 87.783 Million
Booking Holdings Inc. (Priceline) BKNG SH 23771 52.013 Million
Electronic Arts, Inc. EA SH 331996 47.751 Million
FIserv Inc. FISV SH 434681 46.463 Million
Citigroup, Inc. C SH 600749 42.503 Million
CME Group Inc CME SH 190323 40.478 Million
Alphabet Inc. Class C GOOG SH 14926 37.41 Million
International Game Technology, Inc. IGT SH 1250125 29.953 Million
Cloudflare Inc NET SH 240164 25.419 Million
Alibaba Group Holding Ltd ADR BABA SH 99687 22.607 Million
QUALCOMM Inc. QCOM SH 143203 20.468 Million
Pfizer, Inc. PFE SH 493948 19.343 Million
Snap Inc Class A SNAP SH 278750 18.994 Million
3M Co. (Minnesota Mining & Manufacturing) MMM SH 91668 18.208 Million
Lululemon Athletica inc. LULU SH 36206 13.214 Million
Ionis Phrmacutls IONS SH 288844 11.522 Million
Bank of America Corp. (North Carolina National Bank) BAC SH 240504 9.916 Million
Match Group Inc. MTCH SH 57730 9.309 Million
Fidelity National Information Services Inc FIS SH 51443 7.288 Million
Uber Technologies Inc UBER SH 131105 6.571 Million
Slack Technologies Inc WORK SH 142212 6.3 Million
BlackRock Inc. Class A BLK SH 6972 6.1 Million
Elastic NV ESTC SH 36636 5.34 Million
Illumina Inc ILMN SH 8603 4.071 Million
Activision Blizzard Inc ATVI SH 39386 3.759 Million
Pultegroup Inc PHM SH 68536 3.74 Million
The Trade Desk Inc Class A TTD SH 42386 3.279 Million
Camden Property Trust CPT SH 20336 2.698 Million
Best Buy Co., Inc. BBY SH 21212 2.439 Million
Datadog Inc DDOG SH 23338 2.429 Million
Netflix Inc NFLX SH 4591 2.425 Million
Ecolab Inc. ECL SH 11181 2.303 Million
Costco Co. COST SH 5722 2.264 Million
Corporacin America Airports SA CAAP SH 389336 2.227 Million
Advanced Micro Devices Inc AMD SH 22921 2.153 Million
Global Payments Inc. GPN SH 11406 2.139 Million
Lyft Inc LYFT SH 34854 2.108 Million
Roku Inc ROKU SH 4486 2.06 Million
MercadoLibre Inc MELI SH 1213 1.889 Million
Twitter Inc TWTR SH 23906 1.645 Million
Lowes Companies, Inc. LOW SH 8465 1.642 Million
Zoom Video Communications Inc ZM SH 4015 1.554 Million
Chipotle Mexican Grill, Inc. CMG SH 791 1.227 Million
Lennar Corp. Class A LEN SH 10327 1.026 Million
Beyond Meat Inc BYND SH 6343 999 Thousand
Essex Property Trust, Inc. ESS SH 3290 987 Thousand
Intuit, Inc. INTU SH 1991 976 Thousand
D.R. Horton, Inc. DHI SH 10203 922 Thousand
Monster Beverage Corp. MNST SH 10016 915 Thousand
Peloton Interactive Inc PTON SH 6805 844 Thousand
Spotify Technology SA SPOT SH 3019 832 Thousand
Atlassian Corp Plc TEAM SH 3095 795 Thousand
Pinterest Inc PINS SH 9677 764 Thousand
Planet Fitness Inc PLNT SH 9914 746 Thousand
Nikola Corp NKLA SH 41196 744 Thousand
eBay Inc. EBAY SH 10298 723 Thousand
Shopify Inc SHOP SH 443 647 Thousand
Carvana Co CVNA SH 2044 617 Thousand
WW Intl Inc WW SH 15993 578 Thousand
Wayfair Inc Class A W SH 1701 537 Thousand
Chewy Inc CHWY SH 6310 503 Thousand
Take-Two Interactive Software, Inc. TTWO SH 2604 461 Thousand
Baidu Inc ADR BIDU SH 1957 399 Thousand
Humana, Inc. HUM SH 876 388 Thousand
Kroger Co. KR SH 10102 387 Thousand
CarMax Inc. KMX SH 2710 350 Thousand
Zynga, Inc. ZNGA SH 32832 349 Thousand
Etsy Inc ETSY SH 1691 348 Thousand
Chegg Inc CHGG SH 4115 342 Thousand
Zillow Group Inc Class C Z SH 2692 329 Thousand
Ingredion Inc. INGR SH 3602 326 Thousand
Gap (The) GPS SH 9569 322 Thousand
Laureate Education Inc, Class A LAUR SH 22301 320 Thousand
GoDaddy Inc GDDY SH 3542 308 Thousand
Schlumberger Ltd. SLB SH 9341 299 Thousand
Garmin Ltd GRMN SH 2060 298 Thousand
Lumentum Holdings Inc LITE SH 3608 296 Thousand
REGENXBIO Inc RGNX SH 7387 287 Thousand
Sarepta Therapeutics Inc SRPT SH 3499 272 Thousand
Warner Music Group Corp. Class A WMG SH 7297 263 Thousand
Expedia Group Inc EXPE SH 1570 257 Thousand
Live Nation Entertainment Inc LYV SH 2934 257 Thousand
Bright Horizons Family Solutions, Inc. BFAM SH 1122 165 Thousand
CSX Corp CSX SH 3148 101 Thousand
NXP Semiconductors N.V. NXPI SH 472 97 Thousand
JD.com Inc ADR JD SH 752 60 Thousand
Check Point Software Technologies Ltd CHKP SH 241 28 Thousand

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