- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | 7.25% | 1,257,232 | $444,884,116 | 152,079 | 13.76% | $353.86 | 13F |
| CSGP | COSTAR GROUP INC | 6.8% | 10,348,273 | $417,449,333 | 730,468 | 7.59% | $40.34 | 13F |
| FICO | FAIR ISAAC CORP | 6.33% | 363,765 | $388,333,688 | 86,320 | 31.11% | $1067.54 | 13F |
| CPRT | COPART INC | 4.33% | 7,998,938 | $265,564,742 | 130,971 | 1.66% | $33.2 | 13F |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 3.08% | 31,513,070 | $189,078,420 | 6,676,086 | 26.88% | $6 | 13F |
| GSHD | GOOSEHEAD INS INC | 0.31% | 443,385 | $18,914,804 | 72,289 | 19.48% | $42.66 | 13F |