Holdings
| FICO FAIR ISAAC CORP | $1.57B | 34.9% | 808,793 | −68,955 | −7.9% | Reduced |
| SPGI S&P GLOBAL INC | $881.3M | 19.6% | 1,705,898 | +50,337 | +3.0% | Added |
| MA MASTERCARD INC - A | $733.2M | 16.3% | 1,484,772 | — | — | Held |
| MCO MOODY'S CORP | $611.5M | 13.6% | 1,288,444 | +70,034 | +5.7% | Added |
| INTU INTUIT INC | $276.3M | 6.1% | 444,881 | — | — | Held |
| V VISA INC-CLASS A SHARES | $250.8M | 5.6% | 912,017 | — | — | Held |
| ASML ASML HOLDING NV-NY REG SHS | $104.7M | 2.3% | 125,627 | +62,724 | +99.7% | Added |
| AZPN1USD ASPEN TECHNOLOGY INC | $70.6M | 1.6% | 295,485 | — | — | 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.