| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | 8.74% | 6,654,666 | $1,319,354,081 | 1,689,020 | 34.01% | $198.26 | 13F |
| A | AGILENT TECHNOLOGIES INC | 5.41% | 6,357,953 | $816,043,268 | 582,093 | 10.08% | $128.35 | 13F |
| WDAY | WORKDAY INC | 4.92% | 3,087,395 | $743,228,598 | 1,034,589 | 50.4% | $240.73 | 13F |
| EFX | EQUIFAX INC | 4.65% | 2,736,467 | $701,985,880 | 163,375 | 6.35% | $256.53 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.13% | 1,284,924 | $623,213,839 | 295,984 | 29.93% | $485.02 | 13F |
| ACN | ACCENTURE PLC IRELAND | 2.81% | 1,722,474 | $424,762,088 | 82,744 | 5.05% | $246.6 | 13F |
| AMZN | AMAZON COM INC | 2.58% | 1,776,958 | $390,166,668 | 54,891 | 3.19% | $219.57 | 13F |
| HTHT | H WORLD GROUP LTD | 0.39% | 1,492,241 | $58,361,546 | 4,428 | 0.3% | $39.11 | 13F |
| FRSH | FRESHWORKS INC | 0.06% | 798,709 | $9,400,805 | 330,232 | 70.49% | $11.77 | 13F |