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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 18.38% | 5,114,612 | $1,907,852,568 | 3,844,082 | 302.56% | $373.02 | 13F |
| AMZN | AMAZON COM INC | 14.17% | 6,169,588 | $1,470,459,604 | 4,314,583 | 232.59% | $238.34 | 13F |
| COF | CAPITAL ONE FINL CORP | 10.22% | 5,285,712 | $1,060,419,540 | 3,972,679 | 302.56% | $200.62 | 13F |
| TRU | TRANSUNION | 10.16% | 14,624,388 | $1,055,003,352 | 10,991,518 | 302.56% | $72.14 | 13F |
| AON | AON PLC | 8.75% | 2,738,072 | $908,191,100 | 2,057,903 | 302.56% | $331.69 | 13F |
| SPGI | S&P GLOBAL INC | 7.97% | 2,030,540 | $826,957,720 | 1,526,130 | 302.56% | $407.26 | 13F |
| WDAY | WORKDAY INC | 7.71% | 6,533,596 | $799,842,824 | 4,910,574 | 302.56% | $122.42 | 13F |
| META | META PLATFORMS INC | 6.22% | 1,145,564 | $645,284,744 | 1,145,564 | New | $563.29 | 13F |
| MSCI | MSCI INC | 5.93% | 1,098,276 | $615,078,492 | 692,192 | 170.46% | $560.04 | 13F |
| CSGP | COSTAR GROUP INC | 5.89% | 21,576,656 | $611,050,896 | 18,247,650 | 548.14% | $28.32 | 13F |
| TOST | TOAST INC | 3.68% | 13,728,108 | $381,915,964 | 10,317,885 | 302.56% | $27.82 | 13F |
| EFX | EQUIFAX INC | 0.95% | 621,180 | $98,593,688 | 466,872 | 302.56% | $158.72 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | -2,678,410 | Exited | 13F | ||||
| SPY | STATE STR SPDR S&P 500 ETF T | -51,554 | Exited | 13F |