Holdings
| FICO FAIR ISAAC CORP | $1.05B | 29.9% | 903,587 | −39,461 | −4.2% | Reduced |
| SPGI S&P GLOBAL INC | $729.3M | 20.7% | 1,655,561 | — | — | Held |
| MA MASTERCARD INC - A | $633.3M | 18.0% | 1,484,772 | −4,330 | −0.3% | Reduced |
| MCO MOODY'S CORP | $475.9M | 13.5% | 1,218,410 | — | — | Held |
| INTU INTUIT INC | $278.1M | 7.9% | 444,881 | — | — | Held |
| V VISA INC-CLASS A SHARES | $237.4M | 6.7% | 912,017 | +7,040 | +0.8% | Added |
| AZPN1USD ASPEN TECHNOLOGY INC | $65.1M | 1.8% | 295,485 | — | — | Held |
| ASML ASML HOLDING NV-NY REG SHS | $47.6M | 1.4% | 62,903 | — | — | 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.