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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 14.83% | 4,469,019 | $1,654,296,763 | 340,719 | 8.25% | $370.17 | 13F |
| AMZN | AMAZON COM INC | 10.08% | 5,401,711 | $1,125,014,350 | 2,821,825 | 109.38% | $208.27 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 5.04% | 2,243,976 | $562,430,145 | 682,107 | 43.67% | $250.64 | 13F |
| WDAY | WORKDAY INC | 4.87% | 4,181,886 | $543,310,629 | 63,875 | 1.55% | $129.92 | 13F |
| STE | STERIS PLC | 4.57% | 2,308,459 | $510,469,539 | 219,976 | 10.53% | $221.13 | 13F |
| TRMB | TRIMBLE INC | 4.55% | 7,780,490 | $507,521,363 | 186,509 | 2.46% | $65.23 | 13F |
| V | VISA INC | 4.1% | 1,514,669 | $457,793,559 | 302,223 | 24.93% | $302.24 | 13F |
| COO | COOPER COS INC | 2.95% | 4,599,389 | $328,856,314 | 1,749,961 | 61.41% | $71.5 | 13F |
| EFX | EQUIFAX INC | 2.87% | 1,775,609 | $319,733,913 | 203,935 | 12.98% | $180.07 | 13F |
| NTNX | NUTANIX INC | 2.56% | 7,503,821 | $285,220,236 | 4,073,899 | 118.78% | $38.01 | 13F |
| MSCI | MSCI INC | 2.43% | 502,166 | $270,672,496 | 274,917 | 120.98% | $539.01 | 13F |
| MCO | MOODYS CORP | 1.43% | 366,361 | $159,824,986 | 140,452 | 62.17% | $436.25 | 13F |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.24% | 428,010 | $26,258,414 | 15,281 | 3.7% | $61.35 | 13F |
| CPNG | COUPANG INC | 0.14% | 856,309 | $16,167,114 | 551,368 | 180.81% | $18.88 | 13F |