Holdings
| FICO FAIR ISAAC CORP | $1.30B | 29.5% | 769,424 | +1,002 | +0.1% | Added |
| SPGI S&P GLOBAL INC | $918.8M | 20.8% | 1,758,179 | +3,081 | +0.2% | Added |
| MA MASTERCARD INC - A | $849.1M | 19.2% | 1,487,409 | +2,637 | +0.2% | Added |
| MCO MOODY'S CORP | $672.9M | 15.3% | 1,317,292 | +3,148 | +0.2% | Added |
| V VISA INC-CLASS A SHARES | $321.4M | 7.3% | 916,410 | +4,393 | +0.5% | Added |
| INTU INTUIT INC | $146.6M | 3.3% | 221,236 | −39,861 | −15.3% | Reduced |
| ASML ASML HOLDING NV-NY REG SHS | $135.1M | 3.1% | 126,242 | +615 | +0.5% | Added |
| MSCI MSCI INC | $34.9M | 0.8% | 60,770 | +1,070 | +1.8% | Added |
| EFX EQUIFAX INC | $31.8M | 0.7% | 146,352 | +2,352 | +1.6% | Added |
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.