Holdings
| SPGI S&P GLOBAL INC | $180.4M | 21.9% | 547,505 | +109,545 | +25.0% | Added |
| MCO MOODY'S CORP | $156.5M | 19.0% | 569,529 | +119,614 | +26.6% | Added |
| FICO FAIR ISAAC CORP | $142.3M | 17.3% | 340,278 | — | — | Held |
| MA MASTERCARD INC - A | $130.4M | 15.9% | 441,150 | +265,500 | +151.2% | Added |
| V VISA INC-CLASS A SHARES | $93.3M | 11.3% | 482,922 | — | — | Held |
| INTU INTUIT INC | $34.3M | 4.2% | 115,741 | +21,100 | +22.3% | Added |
| ADSK AUTODESK INC | $32.9M | 4.0% | 137,624 | +29,574 | +27.4% | Added |
| ADBE ADOBE INC | $31.1M | 3.8% | 71,500 | +71,500 | — | New |
| AZPNUSD ASPEN TECHNOLOGY INC | $18.8M | 2.3% | 181,266 | +137,453 | +313.7% | Added |
| AMZN AMAZON.COM INC | $2.8M | 0.3% | 1,000 | — | — | 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.