Holdings
| MA MASTERCARD INC - A | $241.5M | 22.4% | 676,614 | +231,964 | +52.2% | Added |
| SPGI S&P GLOBAL INC | $212.2M | 19.7% | 645,541 | +11,543 | +1.8% | Added |
| FICO FAIR ISAAC CORP | $177.0M | 16.4% | 346,278 | +6,000 | +1.8% | Added |
| MCO MOODY'S CORP | $172.3M | 16.0% | 593,529 | +5,000 | +0.8% | Added |
| V VISA INC-CLASS A SHARES | $117.7M | 10.9% | 538,122 | +55,200 | +11.4% | Added |
| INTU INTUIT INC | $44.0M | 4.1% | 115,741 | — | — | Held |
| ADSK AUTODESK INC | $42.0M | 3.9% | 137,624 | — | — | Held |
| ADBE ADOBE INC | $40.3M | 3.7% | 80,500 | +9,000 | +12.6% | Added |
| AZPNUSD ASPEN TECHNOLOGY INC | $26.3M | 2.4% | 202,266 | +21,000 | +11.6% | Added |
| AMZN AMAZON.COM INC | $3.3M | 0.3% | 1,000 | — | — | 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.