| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | 11.33% | 3,120,116 | $796,701,000 | 146,906 | 4.94% | $255.34 | 13F |
| ALC | ALCON AG | 8.44% | 7,974,364 | $593,771,000 | 260,958 | 3.38% | $74.46 | 13F |
| AMZN | AMAZON COM INC | 5.64% | 1,808,033 | $396,990,000 | 347,385 | 23.78% | $219.57 | 13F |
| MMC | MARSH & MCLENNAN COS INC | 5.16% | 1,799,753 | $362,704,000 | 17,553 | 0.98% | $201.53 | 13F |
| CPRT | COPART INC | 3.53% | 5,527,245 | $248,560,000 | 186,270 | 3.49% | $44.97 | 13F |
| WAT | WATERS CORP | 3.44% | 806,948 | $241,931,000 | 19,602 | 2.49% | $299.81 | 13F |
| EFX | EQUIFAX INC | 3.42% | 938,348 | $240,714,000 | 26,528 | 2.91% | $256.53 | 13F |
| CDNS | CADENCE DESIGN SYSTEM INC | 0.84% | 168,767 | $59,281,000 | 36,960 | 28.04% | $351.26 | 13F |