Holdings
| MA MASTERCARD INC - A | $551.0M | 21.0% | 1,541,857 | +101,159 | +7.0% | Added |
| SPGI S&P GLOBAL INC | $487.9M | 18.6% | 1,189,361 | +76,448 | +6.9% | Added |
| FICO FAIR ISAAC CORP | $419.4M | 16.0% | 899,130 | +4,648 | +0.5% | Added |
| MCO MOODY'S CORP | $364.7M | 13.9% | 1,080,881 | +53,147 | +5.2% | Added |
| AMZN AMAZON.COM INC | $266.4M | 10.1% | 81,715 | — | — | Held |
| V VISA INC-CLASS A SHARES | $215.9M | 8.2% | 973,477 | +40,080 | +4.3% | Added |
| ADBE ADOBE INC | $112.2M | 4.3% | 246,305 | — | — | Held |
| INTU INTUIT INC | $94.3M | 3.6% | 196,071 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $69.1M | 2.6% | 417,823 | +417,823 | — | New |
| ADSK AUTODESK INC | $48.0M | 1.8% | 224,034 | −29,574 | −11.7% | Reduced |
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.