Holdings
| MCO MOODY'S CORP | $42.8M | 30.4% | 351,415 | — | — | Held |
| SPGI S&P GLOBAL INC | $42.7M | 30.3% | 292,209 | — | — | Held |
| MNST MONSTER BEVERAGE CORP | $26.4M | 18.8% | 531,249 | +9,504 | +1.8% | Added |
| INTU INTUIT INC | $7.8M | 5.5% | 58,500 | — | — | Held |
| V VISA INC-CLASS A SHARES | $7.7M | 5.5% | 82,000 | — | — | Held |
| NKE NIKE INC -CL B | $7.4M | 5.2% | 125,084 | — | — | Held |
| MA MASTERCARD INC - A | $4.2M | 3.0% | 34,750 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $1.8M | 1.2% | 31,713 | — | — | 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.