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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| RYAN | RYAN SPECIALTY HOLDINGS INC | 9.09% | 7,912,669 | $298,782,388 | 1,317,334 | 19.97% | $37.76 | 13F |
| MA | MASTERCARD INCORPORATED | 7.86% | 502,961 | $258,320,770 | 119,782 | 31.26% | $513.6 | 13F |
| ARES | ARES MANAGEMENT CORPORATION | 6.45% | 1,902,580 | $211,776,180 | 211,404 | 12.5% | $111.31 | 13F |
| TPG | TPG INC | 2.92% | 2,361,862 | $95,773,504 | 375,836 | 18.92% | $40.55 | 13F |
| NOW | SERVICENOW INC | 1.74% | 574,811 | $57,067,236 | 40,994 | 7.68% | $99.28 | 13F |
| IQV | IQVIA HLDGS INC | 1.53% | 259,856 | $50,209,376 | 11,755 | 4.74% | $193.22 | 13F |