| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | 10.7% | 2,973,210 | $847,503,000 | 382,537 | 14.77% | $285.05 | 13F |
| ALC | ALCON AG | 8.6% | 7,713,406 | $681,452,000 | 597,835 | 8.4% | $88.35 | 13F |
| MSFT | MICROSOFT CORP | 7.99% | 1,272,557 | $632,983,000 | 21,839 | 1.75% | $497.41 | 13F |
| INTU | INTUIT | 6.72% | 675,783 | $532,267,000 | 119,972 | 21.59% | $787.63 | 13F |
| MCO | MOODYS CORP | 5.24% | 827,554 | $415,093,000 | 820 | 0.1% | $501.59 | 13F |
| AMZN | AMAZON COM INC | 4.04% | 1,460,648 | $320,452,000 | 22,740 | 1.58% | $219.39 | 13F |
| RACE | FERRARI N V | 4% | 646,106 | $316,595,000 | 60,988 | 10.42% | $490 | 13F |
| ADI | ANALOG DEVICES INC | 3.81% | 1,267,990 | $301,807,000 | 24,143 | 1.94% | $238.02 | 13F |
| FICO | FAIR ISAAC CORP | 3.54% | 153,273 | $280,177,000 | 2,613 | 1.73% | $1827.96 | 13F |
| CPRT | COPART INC | 3.31% | 5,340,975 | $262,082,000 | 259,830 | 5.11% | $49.07 | 13F |
| EFX | EQUIFAX INC | 2.98% | 911,820 | $236,499,000 | 148,915 | 19.52% | $259.37 | 13F |
| CRM | SALESFORCE INC | 1.61% | 469,254 | $127,961,000 | 109,346 | 30.38% | $272.69 | 13F |