Holdings
| FICO FAIR ISAAC CORP | $576.5M | 23.4% | 963,048 | — | — | Held |
| MA MASTERCARD INC - A | $541.0M | 22.0% | 1,555,667 | −18,750 | −1.2% | Reduced |
| SPGI S&P GLOBAL INC | $466.5M | 18.9% | 1,392,653 | +97,378 | +7.5% | Added |
| MCO MOODY'S CORP | $339.5M | 13.8% | 1,218,410 | +59,406 | +5.1% | Added |
| V VISA INC-CLASS A SHARES | $208.8M | 8.5% | 1,004,777 | +31,300 | +3.2% | Added |
| AMZN AMAZON.COM INC | $92.9M | 3.8% | 1,105,393 | −528,907 | −32.4% | Reduced |
| ADBE ADOBE INC | $82.9M | 3.4% | 246,305 | — | — | Held |
| INTU INTUIT INC | $77.1M | 3.1% | 198,071 | — | — | Held |
| ADSK AUTODESK INC | $41.9M | 1.7% | 224,034 | — | — | Held |
| AZPN1USD ASPEN TECHNOLOGY INC | $36.0M | 1.5% | 175,485 | — | — | 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.