Holdings
| GOOG ALPHABET INC-CL C | $8.54B | 19.2% | 2,952,307 | — | — | Held |
| CHTR CHARTER COMMUNICATIONS INC-A | $6.39B | 14.4% | 9,800,605 | −558,487 | −5.4% | Reduced |
| MSFT MICROSOFT CORP | $5.61B | 12.6% | 16,683,044 | — | — | Held |
| V VISA INC-CLASS A SHARES | $5.00B | 11.3% | 23,094,422 | +3,155,111 | +15.8% | Added |
| CNI CANADIAN NATL RAILWAY CO | $4.51B | 10.2% | 36,699,825 | — | — | Held |
| CANADIAN PAC RY LTD | $4.02B | 9.0% | 55,860,385 | — | — | Held |
| MCO MOODY'S CORP | $2.56B | 5.8% | 6,562,790 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $1.79B | 4.0% | 618,021 | — | — | Held |
| SPGI S&P GLOBAL INC | $1.77B | 4.0% | 3,747,284 | −1,066,154 | −22.1% | Reduced |
| UNP UNION PACIFIC CORP | $1.55B | 3.5% | 6,145,915 | +424,705 | +7.4% | Added |
| BXP BXP INC | $1.44B | 3.2% | 12,458,851 | −529,898 | −4.1% | Reduced |
| MRKTEUR IHS MARKIT LTD | $1.02B | 2.3% | 7,660,706 | +3,821,464 | +99.5% | Added |
| ARE ALEXANDRIA REAL ESTATE EQUIT | $232.8M | 0.5% | 1,044,359 | — | — | Held |
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.