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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HOLDING N V | 16.31% | 118,917 | $157,069,000 | 12,139 | 11.37% | $1320.83 | 13F |
| TDG | TRANSDIGM GROUP INC | 12.82% | 106,544 | $123,480,000 | 2,650 | 2.55% | $1158.96 | 13F |
| META | META PLATFORMS INC | 6.99% | 117,628 | $67,299,000 | 20,252 | 20.8% | $572.13 | 13F |
| TRU | TRANSUNION COM | 5.88% | 817,828 | $56,586,000 | 266,675 | 48.38% | $69.19 | 13F |
| CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.37% | 5,413,036 | $32,478,000 | 608,000 | 12.65% | $6 | 13F |