Holdings
| FICO FAIR ISAAC CORP | $803.1M | 25.8% | 672,186 | −97,156 | −12.6% | Reduced |
| SPGI S&P GLOBAL INC | $620.7M | 19.9% | 1,524,036 | −234,038 | −13.3% | Reduced |
| MCO MOODY'S CORP | $596.6M | 19.1% | 1,317,188 | — | — | Held |
| MA MASTERCARD INC - A | $547.5M | 17.6% | 1,065,934 | −421,562 | −28.3% | Reduced |
| ASML ASML HOLDING NV-NY REG SHS | $340.4M | 10.9% | 171,083 | — | — | Held |
| V VISA INC-CLASS A SHARES | $158.8M | 5.1% | 462,978 | −135,775 | −22.7% | Reduced |
| INTU INTUIT INC | $49.3M | 1.6% | 189,072 | — | — | 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.