Holdings
| FICO FAIR ISAAC CORP | $76.1M | 25.3% | 333,078 | +14,000 | +4.4% | Added |
| SPGI S&P GLOBAL INC | $72.2M | 24.0% | 369,532 | +67,300 | +22.3% | Added |
| MCO MOODY'S CORP | $61.8M | 20.6% | 369,415 | +18,000 | +5.1% | Added |
| MNST MONSTER BEVERAGE CORP | $35.4M | 11.8% | 608,230 | — | — | Held |
| INTU INTUIT INC | $13.3M | 4.4% | 58,500 | — | — | Held |
| V VISA INC-CLASS A SHARES | $12.3M | 4.1% | 82,000 | — | — | Held |
| ADSK AUTODESK INC | $11.9M | 4.0% | 76,200 | +76,200 | — | New |
| MA MASTERCARD INC - A | $7.7M | 2.6% | 34,750 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $4.1M | 1.4% | 25,000 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $3.6M | 1.2% | 31,713 | — | — | Held |
| AMZN AMAZON.COM INC | $2.0M | 0.7% | 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.