| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 10.72% | 2,000,000 | $459,720,000 | No Change | $229.86 | 13F | |
| HCA | HCA HEALTHCARE INC | 9.94% | 1,000,000 | $426,200,000 | No Change | $426.2 | 13F | |
| EFX | EQUIFAX INC | 5.98% | 1,000,000 | $256,530,000 | No Change | $256.53 | 13F | |
| SCHW | SCHWAB CHARLES CORP | 5.01% | 2,250,000 | $214,807,500 | No Change | $95.47 | 13F | |
| AER | AERCAP HOLDINGS NV | 2.05% | 725,000 | $87,725,000 | No Change | $121 | 13F |