Holdings
| FICO FAIR ISAAC CORP | $1.31B | 33.8% | 877,748 | −3,000 | −0.3% | Reduced |
| SPGI S&P GLOBAL INC | $738.4M | 19.1% | 1,655,561 | — | — | Held |
| MA MASTERCARD INC - A | $655.0M | 16.9% | 1,484,772 | — | — | Held |
| MCO MOODY'S CORP | $512.9M | 13.3% | 1,218,410 | — | — | Held |
| INTU INTUIT INC | $292.4M | 7.6% | 444,881 | — | — | Held |
| V VISA INC-CLASS A SHARES | $239.4M | 6.2% | 912,017 | — | — | Held |
| ASML ASML HOLDING NV-NY REG SHS | $64.3M | 1.7% | 62,903 | — | — | Held |
| AZPN1USD ASPEN TECHNOLOGY INC | $58.7M | 1.5% | 295,485 | — | — | 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.