Holdings
| FICO FAIR ISAAC CORP | $819.1M | 27.9% | 943,048 | — | — | Held |
| SPGI S&P GLOBAL INC | $605.0M | 20.6% | 1,655,561 | — | — | Held |
| MA MASTERCARD INC - A | $589.6M | 20.1% | 1,489,102 | — | — | Held |
| MCO MOODY'S CORP | $385.2M | 13.1% | 1,218,410 | — | — | Held |
| INTU INTUIT INC | $227.3M | 7.8% | 444,881 | — | — | Held |
| V VISA INC-CLASS A SHARES | $208.2M | 7.1% | 904,977 | — | — | Held |
| AZPN1USD ASPEN TECHNOLOGY INC | $60.4M | 2.1% | 295,485 | — | — | Held |
| ASML ASML HOLDING NV-NY REG SHS | $37.0M | 1.3% | 62,903 | — | — | 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.