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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 32.21% | 5,729,972 | $1,365,681,526 | -1,837,974 | -24.29% | $238.34 | 13F |
| TDG | TRANSDIGM GROUP INC | 27.51% | 875,755 | $1,166,540,690 | -33,413 | -3.68% | $1332.04 | 13F |
| MSFT | MICROSOFT CORP | 20.54% | 2,334,482 | $870,808,476 | 466,945 | 25% | $373.02 | 13F |
| MA | MASTERCARD INC-CLASS A | 9.26% | 764,507 | $392,650,795 | 241,671 | 46.22% | $513.6 | 13F |
| V | VISA INC-CLASS A SHRS | 6.77% | 836,470 | $286,984,492 | 337,793 | 67.74% | $343.09 | 13F |
| MCO | MOODYS CORP | 3.23% | 302,624 | $137,064,462 | -559,412 | -64.89% | $452.92 | 13F |
| GOOGL | ALPHABET INC-CL A | 0.35% | 41,994 | $15,007,396 | -1,397 | -3.22% | $357.37 | 13F |
| HLT | HILTON WORLDWIDE | 0.12% | 15,202 | $5,023,653 | -139 | -0.91% | $330.46 | 13F |