Holdings
| SPGI S&P GLOBAL INC | $57.7M | 27.0% | 302,232 | +10,023 | +3.4% | Added |
| MCO MOODY'S CORP | $56.7M | 26.5% | 351,415 | — | — | Held |
| MNST MONSTER BEVERAGE CORP | $34.8M | 16.3% | 608,230 | +76,981 | +14.5% | Added |
| EFX EQUIFAX INC | $31.8M | 14.9% | 270,003 | +28,500 | +11.8% | Added |
| INTU INTUIT INC | $10.1M | 4.7% | 58,500 | — | — | Held |
| V VISA INC-CLASS A SHARES | $9.8M | 4.6% | 82,000 | — | — | Held |
| MA MASTERCARD INC - A | $6.1M | 2.9% | 34,750 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $4.0M | 1.9% | 25,000 | +25,000 | — | New |
| AZPNUSD ASPEN TECHNOLOGY INC | $2.5M | 1.2% | 31,713 | — | — | 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.