Holdings
| SPGI S&P GLOBAL INC | $525.2M | 19.9% | 1,112,913 | −163,631 | −12.8% | Reduced |
| MA MASTERCARD INC - A | $517.7M | 19.6% | 1,440,698 | +59,575 | +4.3% | Added |
| MCO MOODY'S CORP | $401.4M | 15.2% | 1,027,734 | −128,512 | −11.1% | Reduced |
| FICO FAIR ISAAC CORP | $387.9M | 14.7% | 894,482 | +169,771 | +23.4% | Added |
| AMZN AMAZON.COM INC | $272.5M | 10.3% | 81,715 | +800 | +1.0% | Added |
| V VISA INC-CLASS A SHARES | $202.3M | 7.7% | 933,397 | −81,906 | −8.1% | Reduced |
| ADBE ADOBE INC | $139.7M | 5.3% | 246,305 | +46,228 | +23.1% | Added |
| INTU INTUIT INC | $126.1M | 4.8% | 196,071 | −19,150 | −8.9% | Reduced |
| ADSK AUTODESK INC | $71.3M | 2.7% | 253,608 | — | — | 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.