Holdings
| MCO MOODY'S CORP | $33.1M | 30.2% | 351,415 | — | — | — |
| SPGI S&P GLOBAL INC | $31.4M | 28.7% | 292,209 | — | — | — |
| MNST MONSTER BEVERAGE CORP | $20.3M | 18.5% | 457,174 | — | — | — |
| INTU INTUIT INC | $6.7M | 6.1% | 58,500 | — | — | — |
| V VISA INC-CLASS A SHARES | $6.4M | 5.8% | 82,000 | — | — | — |
| NKE NIKE INC -CL B | $6.4M | 5.8% | 125,084 | — | — | — |
| MA MASTERCARD INC - A | $3.6M | 3.3% | 34,750 | — | — | — |
| AZPNUSD ASPEN TECHNOLOGY INC | $1.7M | 1.6% | 31,713 | — | — | — |
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.