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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 7.8% | 472,716 | $802,383,411 | 15,090 | 3.3% | $1697.39 | 13F |
| V | VISA INC | 5.09% | 1,526,992 | $523,895,685 | 12,323 | 0.81% | $343.09 | 13F |
| COO | COOPER COS INC | 3.46% | 4,968,673 | $356,303,541 | 369,284 | 8.03% | $71.71 | 13F |
| MSCI | MSCI INC | 2.93% | 538,342 | $301,493,054 | 36,176 | 7.2% | $560.04 | 13F |
| EFX | EQUIFAX INC | 2.83% | 1,832,583 | $290,867,574 | 56,974 | 3.21% | $158.72 | 13F |
| INTU | INTUIT | 2.78% | 1,095,488 | $285,922,368 | 271,526 | 32.95% | $261 | 13F |
| MCO | MOODYS CORP | 2.37% | 538,516 | $243,904,667 | 172,155 | 46.99% | $452.92 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.69% | 378,559 | $173,807,794 | 50,549 | 15.41% | $459.13 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.66% | 141,665 | $67,654,954 | 2,721 | 1.96% | $477.57 | 13F |
| HTHT | H WORLD GROUP LTD | 0.47% | 1,151,118 | $48,024,643 | 78,339 | 7.3% | $41.72 | 13F |
| SE | SEA LTD | 0.16% | 168,830 | $16,178,979 | 75,505 | 80.91% | $95.83 | 13F |