| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 9.39% | 4,053,249 | $889,971,883 | 715,864 | 21.45% | $219.57 | 13F |
| V | VISA INC | 8.58% | 2,383,373 | $813,635,875 | 473,058 | 24.76% | $341.38 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 6.16% | 2,600,224 | $583,958,306 | 366,898 | 16.43% | $224.58 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 5.47% | 5,312,504 | $518,659,766 | 3,671,548 | 223.74% | $97.63 | 13F |
| APH | AMPHENOL CORP NEW | 4.99% | 3,823,422 | $473,148,473 | 654,949 | 20.67% | $123.75 | 13F |
| MA | MASTERCARD INCORPORATED | 2.76% | 460,155 | $261,740,766 | 40,109 | 9.55% | $568.81 | 13F |
| ARMK | ARAMARK | 1.3% | 3,204,201 | $123,041,318 | 374,656 | 13.24% | $38.4 | 13F |