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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 30.61% | 1,156,398 | $1,424,219,777 | -81,224 | -6.56% | $1231.6 | 13F |
| AMZN | AMAZON.COM INC | 16.3% | 4,204,460 | $758,400,495 | -230,174 | -5.19% | $180.38 | 13F |
| MSFT | MICROSOFT CORP | 15.86% | 1,754,186 | $738,021,134 | -236,528 | -11.88% | $420.72 | 13F |
| GOOGL | ALPHABET INC-CL A | 13.9% | 4,285,110 | $646,751,652 | -574,720 | -11.83% | $150.93 | 13F |
| V | VISA INC-CLASS A SHRS | 10.67% | 1,778,383 | $496,311,128 | -48,770 | -2.67% | $279.08 | 13F |
| MCO | MOODYS CORP | 6.76% | 800,135 | $314,477,059 | -10,500 | -1.3% | $393.03 | 13F |
| CHTR | CHARTER COMMUNICATIONS INC-A | 3.15% | 504,868 | $146,729,787 | -68,892 | -12.01% | $290.63 | 13F |
| MA | MASTERCARD INC-CLASS A | 2.76% | 267,033 | $128,595,082 | -1,961 | -0.73% | $481.57 | 13F |