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CIK 0001427119 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $425.4M | 13.2%Prev: 14.2% | 1,843,006 SH | Decreased-415,350 SH |
| CAPITAL ONE FINL CORP | COM | $445.2M | 13.8%Prev: 14.1% | 1,837,016 SH | Decreased-481,817 SH |
| EQUIFAX INC | COM | $35.9M | 1.1%Prev: 1.2% | 165,488 SH | Decreased-4,145 SH |
| MICROSOFT CORP | COM | $610.5M | 19.0%Prev: 16.6% | 1,262,311 SH | Increased+137,613 SH |
| MSCI INC | COM | $267.7M | 8.3%Prev: 6.7% | 466,617 SH | Increased+51,309 SH |
| PROCORE TECHNOLOGIES INC | COM | $194.2M | 6.0%Prev: 5.7% | 2,669,593 SH | Decreased-58,125 SH |
| RESTAURANT BRANDS INTL INC | COM | $218.4M | 6.8%Prev: 6.0% | 3,200,731 SH | Increased-80,146 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $214.6M | 6.7%Prev: 7.3% | 2,403,651 SH | Decreased-632,554 SH |
| TRANSUNION | COM | $457.4M | 14.2%Prev: 13.1% | 5,334,488 SH | Decreased-133,575 SH |
| WORKDAY INC | CL A | $346.3M | 10.8%Prev: 10.2% | 1,612,523 SH | Decreased+123,270 SH |
| 13F-HR |
| 0001427119-26-000007 |
| $2.60B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001427119-25-000011 | $3.65B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001427119-26-000004 | $2.65B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001427119-25-000009 | $3.64B | View |