Holdings
| FICO FAIR ISAAC CORP | $1.10B | 30.0% | 880,748 | −22,839 | −2.5% | Reduced |
| MA MASTERCARD INC - A | $715.0M | 19.5% | 1,484,772 | — | — | Held |
| SPGI S&P GLOBAL INC | $704.4M | 19.2% | 1,655,561 | — | — | Held |
| MCO MOODY'S CORP | $478.9M | 13.1% | 1,218,410 | — | — | Held |
| INTU INTUIT INC | $289.2M | 7.9% | 444,881 | — | — | Held |
| V VISA INC-CLASS A SHARES | $254.5M | 6.9% | 912,017 | — | — | Held |
| AZPN1USD ASPEN TECHNOLOGY INC | $63.0M | 1.7% | 295,485 | — | — | Held |
| ASML ASML HOLDING NV-NY REG SHS | $61.0M | 1.7% | 62,903 | — | — | 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.