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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | 25.77% | 672,186 | $803,114,389 | -97,156 | -12.63% | $1194.78 | 13F |
| SPGI | S&P GLOBAL INC | 19.92% | 1,524,036 | $620,678,901 | -234,038 | -13.31% | $407.26 | 13F |
| MCO | MOODYS CORP | 19.14% | 1,317,188 | $596,580,789 | No Change | $452.92 | 13F | |
| MA | MASTERCARD INCORPORATED | 17.57% | 1,065,934 | $547,463,702 | -421,562 | -28.34% | $513.6 | 13F |
| ASML | ASML HLDG NV | 10.92% | 171,083 | $340,359,364 | No Change | $1989.44 | 13F | |
| V | VISA INC | 5.1% | 462,978 | $158,843,122 | -135,775 | -22.68% | $343.09 | 13F |
| INTU | INTUIT | 1.58% | 189,072 | $49,347,792 | No Change | $261 | 13F |