Holdings
| FICO FAIR ISAAC CORP | $1.15B | 27.7% | 768,422 | — | — | Held |
| SPGI S&P GLOBAL INC | $854.2M | 20.5% | 1,755,098 | — | — | Held |
| MA MASTERCARD INC - A | $844.6M | 20.3% | 1,484,772 | — | — | Held |
| MCO MOODY'S CORP | $626.2M | 15.1% | 1,314,144 | — | — | Held |
| V VISA INC-CLASS A SHARES | $311.3M | 7.5% | 912,017 | — | — | Held |
| INTU INTUIT INC | $178.3M | 4.3% | 261,097 | −2,215 | −0.8% | Reduced |
| ASML ASML HOLDING NV-NY REG SHS | $121.6M | 2.9% | 125,627 | — | — | Held |
| EFX EQUIFAX INC | $36.9M | 0.9% | 144,000 | — | — | Held |
| MSCI MSCI INC | $33.9M | 0.8% | 59,700 | — | — | 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.