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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 13.79% | 4,110,970 | $1,242,499,573 | 839,971 | 25.68% | $302.24 | 13F |
| GOOG | ALPHABET INC | 11.01% | 3,459,649 | $992,434,912 | 2,380,881 | 220.7% | $286.86 | 13F |
| MCO | MOODYS CORP | 7.48% | 1,545,670 | $674,298,538 | 772,261 | 99.85% | $436.25 | 13F |
| VMC | VULCAN MATLS CO | 5.35% | 1,769,216 | $481,757,517 | 809,043 | 84.26% | $272.3 | 13F |
| CME | CME GROUP INC | 3.88% | 1,182,907 | $349,371,582 | 3,115 | 0.26% | $295.35 | 13F |
| UBER | UBER TECHNOLOGIES INC | 3.71% | 4,652,363 | $334,644,471 | 1,971,191 | 73.52% | $71.93 | 13F |
| CRH | CRH PLC | 3.22% | 2,759,331 | $290,060,875 | 498,271 | 22.04% | $105.12 | 13F |
| MA | MASTERCARD INCORPORATED | 2.55% | 459,652 | $229,669,718 | 1,310 | 0.29% | $499.66 | 13F |
| LAMR | LAMAR ADVERTISING CO | 1.53% | 1,088,744 | $137,900,315 | 366,661 | 50.78% | $126.66 | 13F |