Holdings
| MSFT MICROSOFT CORP | $5.34B | 17.8% | 22,268,951 | +2,391,274 | +12.0% | Added |
| GOOG ALPHABET INC-CL C | $4.84B | 16.2% | 54,540,690 | +2,109,900 | +4.0% | Added |
| CNI CANADIAN NATL RAILWAY CO | $4.36B | 14.6% | 36,699,825 | — | — | Held |
| CANADIAN PAC RY LTD | $4.16B | 13.9% | 55,860,385 | — | — | Held |
| V VISA INC-CLASS A SHARES | $4.14B | 13.8% | 19,936,821 | — | — | Held |
| SPGI S&P GLOBAL INC | $3.08B | 10.3% | 9,184,573 | +416,252 | +4.7% | Added |
| MCO MOODY'S CORP | $2.57B | 8.6% | 9,212,287 | +966,080 | +11.7% | Added |
| GOOGL ALPHABET INC-CL A | $1.41B | 4.7% | 15,961,420 | — | — | Held |
| TMO THERMO FISHER SCIENTIFIC INC | $35.1M | 0.1% | 63,770 | +63,770 | — | New |
| UNP UNION PACIFIC CORP | $1.1M | 0.0% | 5,191 | −5,528,907 | −99.9% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BXP BXP INC | 5,220,997 | $391.4M |
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.