Holdings
| SPGI S&P GLOBAL INC | $107.3M | 22.7% | 437,960 | +16,553 | +3.9% | Added |
| FICO FAIR ISAAC CORP | $104.7M | 22.2% | 340,278 | +7,200 | +2.2% | Added |
| MCO MOODY'S CORP | $95.2M | 20.2% | 449,915 | — | — | Held |
| V VISA INC-CLASS A SHARES | $77.8M | 16.5% | 482,922 | — | — | Held |
| MA MASTERCARD INC - A | $42.4M | 9.0% | 175,650 | +90,800 | +107.0% | Added |
| INTU INTUIT INC | $21.8M | 4.6% | 94,641 | — | — | Held |
| ADSK AUTODESK INC | $16.9M | 3.6% | 108,050 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $4.2M | 0.9% | 43,813 | — | — | Held |
| AMZN AMAZON.COM INC | $1.9M | 0.4% | 1,000 | — | — | 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.