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CIK 0001569205 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADMA BIOLOGICS INC | COM | $38.3M | 0.2% | 2,102,054 SH | New |
| ALPHABET INC | CAP STK CL A | $1.10B | 6.4%Prev: 7.7% | 3,498,519 SH | Decreased-2,790,833 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.07B | 6.3%Prev: 6.4% | 4,177,969 SH | Decreased-133,634 SH |
| CATALYST PHARMACEUTICALS INC | COM | $78.5M | 0.5%Prev: 0.3% | 3,363,807 SH | Increased |
| CHURCH AND DWIGHT CO INC | COM | $564.2M | 3.3% | 6,728,404 SH | New |
| CLOROX CO DEL | COM | $61.9M | 0.4%Prev: 0.4% | 613,497 SH | Decreased |
| DOXIMITY INC | CL A | $73.1M | 0.4%Prev: 0.5% | 1,650,002 SH | Decreased+294,058 SH |
| FORTINET INC | COM | $517.4M | 3.0%Prev: 3.6% | 6,516,011 SH | Decreased-1,904,081 SH |
| GRACO INC | COM | $47.5M | 0.3%Prev: 0.4% | 579,016 SH | Decreased-321,529 SH |
| HOME DEPOT INC | COM | $27.6M | 0.2%Prev: 0.2% | 80,206 SH | Decreased-4,654 SH |
| IDEXX LABS INC | COM | $1.27B | 7.4%Prev: 8.4% | 1,876,035 SH | Decreased-734,422 SH |
| INTUIT | COM | $414.4M | 2.4%Prev: 2.1% | 625,619 SH | Increased+21,163 SH |
| MANHATTAN ASSOCIATES INC | COM | $50.0M | 0.3%Prev: 0.3% | 288,332 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $1.23B | 7.2%Prev: 5.6% | 3,979,927 SH | Increased-248,371 SH |
| MEDPACE HLDGS INC | COM | $46.4M | 0.3%Prev: 0.3% | 82,567 SH | Decreased-44,970 SH |
| META PLATFORMS INC | CL A | $900.1M | 5.3%Prev: 5.8% | 1,363,539 SH | Decreased-195,125 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $809.3M | 4.7%Prev: 3.7% | 580,507 SH | Increased-10,147 SH |
| MICROSOFT CORP | COM | $1.01B | 5.9%Prev: 6.8% | 2,079,971 SH | Decreased-503,398 SH |
| MSCI INC | COM | $95.6M | 0.6%Prev: 0.5% | 166,619 SH | Increased |
| NAPCO SEC TECHNOLOGIES INC | COM | $74.2M | 0.4%Prev: 0.4% | 1,779,857 SH | Decreased |
| NIKE INC | CL B | $367.6M | 2.1%Prev: 2.2% | 5,770,181 SH | Decreased-359,302 SH |
| NUTANIX INC | CL A | $71.2M | 0.4% | 1,377,158 SH | New |
| ODDITY TECH LTD | SHS CL A | $83.3M | 0.5%Prev: 0.4% | 2,074,167 SH | Decreased+657,211 SH |
| OTIS WORLDWIDE CORP | COM | $271.9M | 1.6%Prev: 2.7% | 3,112,380 SH | Decreased-2,706,771 SH |
| PAYCOM SOFTWARE INC | COM | $83.4M | 0.5%Prev: 0.6% | 523,433 SH | Decreased |
| PHILIP MORRIS INTL INC | COM | $982.4M | 5.7%Prev: 5.9% | 6,124,597 SH | Decreased-1,063,547 SH |
| PROCTER AND GAMBLE CO | COM | $608.8M | 3.6%Prev: 3.6% | 4,248,048 SH | Decreased-328,992 SH |
| QUALYS INC | COM | $86.1M | 0.5%Prev: 0.6% | 647,806 SH | Decreased-223,053 SH |
| ROLLINS INC | COM | $88.7M | 0.5%Prev: 0.4% | 1,478,629 SH | Increased |
| SABRE CORP | COM | $29.2M | 0.2%Prev: 0.2% | 21,499,095 SH | Decreased |
| STRYKER CORPORATION | COM | $1.30B | 7.6%Prev: 8.6% | 3,687,511 SH | Decreased-903,782 SH |
| TEXAS INSTRS INC | COM | $455.2M | 2.7%Prev: 2.5% | 2,623,552 SH | Decreased-98,329 SH |
| VERISIGN INC | COM | $65.8M | 0.4%Prev: 0.4% | 270,634 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $66.6M | 0.4%Prev: 0.5% | 410,944 SH | Decreased-180,506 SH |
| VISA INC | COM CL A | $1.24B | 7.2%Prev: 6.6% | 3,534,684 SH | Decreased-319,652 SH |
| WATERS CORP | COM | $1.35B | 7.9%Prev: 6.0% | 3,557,978 SH | Increased-397,520 SH |
| ZOETIS INC | CL A | $490.8M | 2.9%Prev: 2.7% | 3,900,803 SH | Decreased+285,672 SH |
| 13F-HR |
| 0001569205-26-000012 |
| $13.65B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001801547-25-000008 | $23.02B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001569205-26-000005 | $12.83B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001520023-25-000003 | $21.97B | View |