| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 4.3% | 818,130 | $279,293,219 | -27,770 | -3.28% | $341.38 | 13F |
| SE | SEA LTD | 3.63% | 1,320,000 | $235,923,600 | -288,800 | -17.95% | $178.73 | 13F |
| MSFT | MICROSOFT CORP | 2.79% | 349,700 | $181,127,115 | -6,300 | -1.77% | $517.95 | 13F |
| EFX | EQUIFAX INC | 1.78% | 450,000 | $115,438,500 | -269,900 | -37.49% | $256.53 | 13F |