Holdings
| FICO FAIR ISAAC CORP | $662.7M | 25.1% | 943,048 | −20,000 | −2.1% | Reduced |
| MA MASTERCARD INC - A | $541.2M | 20.5% | 1,489,102 | −66,565 | −4.3% | Reduced |
| SPGI S&P GLOBAL INC | $480.1M | 18.2% | 1,392,653 | — | — | Held |
| MCO MOODY'S CORP | $372.9M | 14.1% | 1,218,410 | — | — | Held |
| V VISA INC-CLASS A SHARES | $204.0M | 7.7% | 904,977 | −99,800 | −9.9% | Reduced |
| INTU INTUIT INC | $198.3M | 7.5% | 444,881 | +246,810 | +124.6% | Added |
| ADBE ADOBE INC | $94.9M | 3.6% | 246,305 | — | — | Held |
| ADSK AUTODESK INC | $46.6M | 1.8% | 224,034 | — | — | Held |
| AZPN1USD ASPEN TECHNOLOGY INC | $40.2M | 1.5% | 175,485 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AMZN AMAZON.COM INC | 1,105,393 | $92.9M |
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.