Holdings
| SPGI S&P GLOBAL INC | $542.4M | 21.5% | 1,276,544 | +4,000 | +0.3% | Added |
| MA MASTERCARD INC - A | $480.2M | 19.1% | 1,381,123 | +28,309 | +2.1% | Added |
| MCO MOODY'S CORP | $410.6M | 16.3% | 1,156,246 | +1,000 | +0.1% | Added |
| FICO FAIR ISAAC CORP | $288.4M | 11.5% | 724,711 | +53,202 | +7.9% | Added |
| AMZN AMAZON.COM INC | $265.8M | 10.6% | 80,915 | +2,200 | +2.8% | Added |
| V VISA INC-CLASS A SHARES | $226.2M | 9.0% | 1,015,303 | — | — | Held |
| INTU INTUIT INC | $116.1M | 4.6% | 215,221 | — | — | Held |
| ADBE ADOBE INC | $115.2M | 4.6% | 200,077 | +5,888 | +3.0% | Added |
| ADSK AUTODESK INC | $72.3M | 2.9% | 253,608 | — | — | 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.