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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 7.29% | 1,406,953 | $2,388,148,492 | 621,016 | 79.02% | $1697.39 | 13F |
| DHR | DANAHER CORP DEL | 5.45% | 9,361,490 | $1,783,176,557 | 2,786,331 | 42.38% | $190.48 | 13F |
| SPGI | S&P GLOBAL INC | 5.06% | 4,067,628 | $1,656,582,354 | 2,642,317 | 185.39% | $407.26 | 13F |
| HUM | HUMANA INC | 4.67% | 3,846,762 | $1,528,010,749 | 879,688 | 29.65% | $397.22 | 13F |
| WDAY | WORKDAY INC | 4.23% | 11,323,681 | $1,386,245,000 | 2,616,675 | 30.05% | $122.42 | 13F |
| MA | MASTERCARD INCORPORATED | 4.21% | 2,682,370 | $1,377,665,239 | 2,057,830 | 329.5% | $513.6 | 13F |
| SAP | SAP SE | 4.07% | 8,640,615 | $1,331,605,148 | 792,012 | 10.09% | $154.11 | 13F |
| AJG | GALLAGHER ARTHUR J & CO | 3.43% | 4,890,612 | $1,122,737,692 | 2,225,040 | 83.47% | $229.57 | 13F |
| EQT | EQT CORP | 2.49% | 15,356,952 | $816,529,156 | 11,696,998 | 319.59% | $53.17 | 13F |
| INTU | INTUIT | 2.37% | 2,973,884 | $776,183,703 | 652,719 | 28.12% | $261 | 13F |
| EL | LAUDER ESTEE COS INC | 2.17% | 9,010,180 | $711,353,742 | 1,077,579 | 13.58% | $78.95 | 13F |
| CHTR | CHARTER COMMUNICATIONS INC | 0.76% | 1,739,813 | $247,418,756 | 1,590,353 | 1064.07% | $142.21 | 13F |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.15% | 65,042 | $48,571,436 | 36,757 | 129.95% | $746.77 | 13F |
| IWD | ISHARES TR | 0.02% | 26,571 | $6,441,682 | 18,812 | 242.45% | $242.43 | 13F |
| VOO | VANGUARD INDEX FDS | 0.00358% | 1,708 | $1,173,258 | 946 | 124.15% | $686.92 | 13F |