Holdings
| FICO FAIR ISAAC CORP | $1.40B | 31.0% | 768,422 | — | — | Held |
| SPGI S&P GLOBAL INC | $925.4M | 20.4% | 1,755,098 | — | — | Held |
| MA MASTERCARD INC - A | $834.4M | 18.4% | 1,484,772 | — | — | Held |
| MCO MOODY'S CORP | $659.2M | 14.6% | 1,314,144 | — | — | Held |
| V VISA INC-CLASS A SHARES | $323.8M | 7.2% | 912,017 | — | — | Held |
| INTU INTUIT INC | $207.4M | 4.6% | 263,312 | −34,048 | −11.5% | Reduced |
| ASML ASML HOLDING NV-NY REG SHS | $100.7M | 2.2% | 125,627 | — | — | Held |
| EFX EQUIFAX INC | $37.3M | 0.8% | 144,000 | — | — | Held |
| MSCI MSCI INC | $34.4M | 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.