Holdings
| MA MASTERCARD INC - A | $1.79B | 17.9% | 3,155,594 | −139,692 | −4.2% | Reduced |
| BN BROOKFIELD CORP | $1.32B | 13.1% | 19,215,941 | −3,349 | −0.0% | Reduced |
| KKR KKR & CO INC | $1.13B | 11.3% | 8,713,264 | −134,300 | −1.5% | Reduced |
| V VISA INC-CLASS A SHARES | $1.02B | 10.1% | 2,973,760 | −201,480 | −6.3% | Reduced |
| MCO MOODY'S CORP | $1.01B | 10.1% | 2,118,949 | −186,475 | −8.1% | Reduced |
| ORLY O'REILLY AUTOMOTIVE INC | $928.5M | 9.3% | 8,612,428 | −798,286 | −8.5% | Reduced |
| CSGP COSTAR GROUP INC | $785.2M | 7.8% | 9,306,485 | −2,747 | −0.0% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $576.8M | 5.8% | 1,156,673 | −282,795 | −19.6% | Reduced |
| ABNB AIRBNB INC-CLASS A | $421.7M | 4.2% | 3,473,243 | — | — | Held |
| FICO FAIR ISAAC CORP | $390.4M | 3.9% | 260,849 | +251,701 | +2751.4% | Added |
| CPRT COPART INC | $190.5M | 1.9% | 4,236,760 | +3,036,760 | +253.1% | Added |
| DHR DANAHER CORP | $173.4M | 1.7% | 874,831 | −900,569 | −50.7% | Reduced |
| CCC CCC INTELLIGENT SOLUTIONS HO | $148.2M | 1.5% | 16,270,128 | +1,500,000 | +10.2% | Added |
| AMT AMERICAN TOWER CORP | $85.2M | 0.8% | 442,843 | −472,406 | −51.6% | Reduced |
| GSHD GOOSEHEAD INSURANCE INC -A | $27.2M | 0.3% | 366,125 | — | — | Held |
| SOPH SOPHIA GENETICS SA | $17.7M | 0.2% | 3,719,140 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $7.0M | 0.1% | 13,985 | — | — | Held |
| KMX CARMAX INC | $6.8M | 0.1% | 150,600 | — | — | Held |
| VRSK VERISK ANALYTICS INC | $2.1M | 0.0% | 8,279 | −360 | −4.2% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.