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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALC | ALCON AG | 13.62% | 9,324,656 | $695,604,000 | 1,637,956 | 21.31% | $74.6 | 13F |
| WAT | WATERS CORP | 4.76% | 816,929 | $243,281,000 | 63,474 | 8.42% | $297.8 | 13F |
| BKNG | BOOKING HOLDINGS INC | 4.11% | 49,923 | $210,192,000 | 7,122 | 16.64% | $4210.32 | 13F |
| FICO | FAIR ISAAC CORP | 2.66% | 127,212 | $135,804,000 | 14,427 | 12.79% | $1067.54 | 13F |
| MA | MASTERCARD INCORPORATED | 1.52% | 155,592 | $77,743,000 | 55,483 | 55.42% | $499.66 | 13F |
| LIN | LINDE PLC | 1.31% | 134,631 | $66,745,000 | 121,155 | 899.04% | $495.76 | 13F |
| CRM | SALESFORCE INC | 1.3% | 354,805 | $66,231,000 | 42,197 | 13.5% | $186.67 | 13F |