Holdings
| MCO MOODY'S CORP | $48.9M | 31.0% | 351,415 | — | — | Held |
| SPGI S&P GLOBAL INC | $45.7M | 29.0% | 292,209 | — | — | Held |
| MNST MONSTER BEVERAGE CORP | $29.4M | 18.6% | 531,249 | — | — | Held |
| EFX EQUIFAX INC | $10.0M | 6.3% | 94,000 | +94,000 | — | New |
| V VISA INC-CLASS A SHARES | $8.6M | 5.5% | 82,000 | — | — | Held |
| INTU INTUIT INC | $8.3M | 5.3% | 58,500 | — | — | Held |
| MA MASTERCARD INC - A | $4.9M | 3.1% | 34,750 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $2.0M | 1.3% | 31,713 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NKE NIKE INC -CL B | 125,084 | $7.4M |
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.