Holdings
| MCO MOODY'S CORP | $2.20B | 12.3% | 5,621,097 | +1,061 | +0.0% | Added |
| MA MASTERCARD INC - A | $2.11B | 11.8% | 5,861,191 | +2,775 | +0.0% | Added |
| AMT AMERICAN TOWER CORP | $2.05B | 11.4% | 7,009,097 | +1,310 | +0.0% | Added |
| V VISA INC-CLASS A SHARES | $1.14B | 6.3% | 5,244,738 | — | — | Held |
| ORLY O'REILLY AUTOMOTIVE INC | $1.12B | 6.2% | 1,579,281 | +574 | +0.0% | Added |
| KKR KKR & CO INC | $1.10B | 6.1% | 14,730,660 | +632 | +0.0% | Added |
| KMX CARMAX INC | $949.4M | 5.3% | 7,290,172 | +181,090 | +2.5% | Added |
| ADBE ADOBE INC | $867.7M | 4.8% | 1,530,090 | +105 | +0.0% | Added |
| ROP ROPER TECHNOLOGIES INC | $818.0M | 4.6% | 1,663,070 | +485 | +0.0% | Added |
| BROOKFIELD ASSET MGMT INC | $792.7M | 4.4% | 13,127,979 | +711 | +0.0% | Added |
| CSGP COSTAR GROUP INC | $771.7M | 4.3% | 9,764,350 | +1,350 | +0.0% | Added |
| CRM SALESFORCE INC | $711.6M | 4.0% | 2,800,000 | — | — | Held |
| SBAC SBA COMMUNICATIONS CORP | $601.9M | 3.4% | 1,547,180 | −383,010 | −19.8% | Reduced |
| VRSK VERISK ANALYTICS INC | $559.2M | 3.1% | 2,445,001 | +746 | +0.0% | Added |
| DHR DANAHER CORP | $544.6M | 3.0% | 1,655,300 | — | — | Held |
| AMT CALL AMERICAN TOWER CORP | $414.7M | 2.3% | 6,500 | — | — | Held |
| DLTR DOLLAR TREE INC | $372.7M | 2.1% | 2,652,191 | −929,482 | −26.0% | Reduced |
| MA CALL MASTERCARD INC - A | $271.9M | 1.5% | 10,000 | — | — | Held |
| AKX ANSYS INC | $244.6M | 1.4% | 609,764 | — | — | Held |
| ALRM ALARM.COM HOLDINGS INC | $167.8M | 0.9% | 1,978,658 | — | — | Held |
| CLNSEUR DIGITALBRIDGE GROUP INC | $87.5M | 0.5% | 10,504,800 | — | — | Held |
| GSHD GOOSEHEAD INSURANCE INC -A | $38.2M | 0.2% | 293,366 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $5.2M | 0.0% | 17,504 | — | — | Held |
| TDUP THREDUP INC - CLASS A | $287K | 0.0% | 22,500 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 500,000 | $30.1M |
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.