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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 25.54% | 909,168 | $1,053,689,345 | -60,232 | -6.21% | $1158.96 | 13F |
| MSFT | MICROSOFT CORP | 16.75% | 1,867,537 | $691,306,171 | -214,820 | -10.32% | $370.17 | 13F |
| MA | MASTERCARD INC-CLASS A | 6.33% | 522,836 | $261,240,236 | -19,000 | -3.51% | $499.66 | 13F |
| V | VISA INC-CLASS A SHRS | 3.65% | 498,677 | $150,720,137 | -18,000 | -3.48% | $302.24 | 13F |
| GOOGL | ALPHABET INC-CL A | 0.3% | 43,391 | $12,477,516 | -126,000 | -74.38% | $287.56 | 13F |
| HLT | HILTON WORLDWIDE | 0.11% | 15,341 | $4,664,891 | -527,272 | -97.17% | $304.08 | 13F |