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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 27.93% | 1,237,622 | $1,251,978,415 | -72,464 | -5.53% | $1011.6 | 13F |
| MSFT | MICROSOFT CORP | 16.7% | 1,990,714 | $748,588,093 | -220,798 | -9.98% | $376.04 | 13F |
| GOOGL | ALPHABET INC CAP STK CL A | 15.14% | 4,859,830 | $678,869,653 | -399,392 | -7.59% | $139.69 | 13F |
| AMZN | AMAZON COM INC | 15.03% | 4,434,634 | $673,798,290 | -165,600 | -3.6% | $151.94 | 13F |
| V | VISA INC COM CL A | 10.61% | 1,827,153 | $475,699,284 | -250,867 | -12.07% | $260.35 | 13F |
| MCO | MOODYS CORP | 7.06% | 810,635 | $316,601,606 | 466,201 | 135.35% | $390.56 | 13F |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | 4.97% | 573,760 | $223,009,037 | 76,058 | 15.28% | $388.68 | 13F |
| MA | MASTERCARD INCORPORATED CL A | 2.56% | 268,994 | $114,728,631 | -11,457 | -4.09% | $426.51 | 13F |