Holdings
| MA MASTERCARD INC - A | $447.7M | 21.2% | 1,574,417 | — | — | Held |
| FICO FAIR ISAAC CORP | $396.8M | 18.8% | 963,048 | — | — | Held |
| SPGI S&P GLOBAL INC | $395.5M | 18.8% | 1,295,275 | — | — | Held |
| MCO MOODY'S CORP | $281.8M | 13.4% | 1,159,004 | — | — | Held |
| AMZN AMAZON.COM INC | $184.7M | 8.8% | 1,634,300 | — | — | Held |
| V VISA INC-CLASS A SHARES | $172.9M | 8.2% | 973,477 | — | — | Held |
| INTU INTUIT INC | $76.7M | 3.6% | 198,071 | +2,000 | +1.0% | Added |
| ADBE ADOBE INC | $67.8M | 3.2% | 246,305 | — | — | Held |
| ADSK AUTODESK INC | $41.9M | 2.0% | 224,034 | — | — | Held |
| AZPN1USD ASPEN TECHNOLOGY INC | $41.8M | 2.0% | 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.