Holdings
| FICO FAIR ISAAC CORP | $1.42B | 32.3% | 768,422 | −15,700 | −2.0% | Reduced |
| SPGI S&P GLOBAL INC | $891.8M | 20.3% | 1,755,098 | — | — | Held |
| MA MASTERCARD INC - A | $813.8M | 18.5% | 1,484,772 | — | — | Held |
| MCO MOODY'S CORP | $612.0M | 13.9% | 1,314,144 | — | — | Held |
| V VISA INC-CLASS A SHARES | $319.6M | 7.3% | 912,017 | — | — | Held |
| INTU INTUIT INC | $182.6M | 4.2% | 297,360 | −104,921 | −26.1% | Reduced |
| ASML ASML HOLDING NV-NY REG SHS | $83.2M | 1.9% | 125,627 | — | — | Held |
| EFX EQUIFAX INC | $35.1M | 0.8% | 144,000 | — | — | Held |
| MSCI MSCI INC | $33.8M | 0.8% | 59,700 | — | — | 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.