Holdings
| SPGI S&P GLOBAL INC | $228.6M | 24.8% | 633,998 | +86,493 | +15.8% | Added |
| MCO MOODY'S CORP | $170.6M | 18.5% | 588,529 | +19,000 | +3.3% | Added |
| MA MASTERCARD INC - A | $150.4M | 16.3% | 444,650 | +3,500 | +0.8% | Added |
| FICO FAIR ISAAC CORP | $144.7M | 15.7% | 340,278 | — | — | Held |
| V VISA INC-CLASS A SHARES | $96.6M | 10.5% | 482,922 | — | — | Held |
| INTU INTUIT INC | $37.8M | 4.1% | 115,741 | — | — | Held |
| ADBE ADOBE INC | $35.1M | 3.8% | 71,500 | — | — | Held |
| ADSK AUTODESK INC | $31.8M | 3.4% | 137,624 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $22.9M | 2.5% | 181,266 | — | — | Held |
| AMZN AMAZON.COM INC | $3.1M | 0.3% | 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.