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CIK 0001427119 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | $156.2M | 4.3% | 1,334,958 SH | |
| AIRBNB INC | COM CL A | $151.7M | 4.2% | 1,269,499 SH | |
| AMAZON COM INC | COM | $324.5M | 8.9% | 1,705,389 SH | |
| ANALOG DEVICES INC | COM | $80.8M | 2.2% | 400,645 SH | |
| AUTODESK INC | COM | $297.9M | 8.2% | 1,138,082 SH | |
| CANADIAN PACIFIC KANSAS CITY | COM | $265.1M | 7.3% | 3,773,482 SH | |
| CAPITAL ONE FINL CORP | COM | $370.4M | 10.2% | 2,065,594 SH | |
| DOLLAR TREE INC | COM | $4.4M | 0.1% | 58,257 SH | |
| EQUIFAX INC | COM | $98.1M | 2.7% | 402,901 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $145.2M | 4.0% | 2,999,177 SH | |
| MICROSOFT CORP | COM | $520.0M | 14.3% | 1,385,107 SH | |
| PROCORE TECHNOLOGIES INC | COM | $181.3M | 5.0% | 2,745,504 SH | |
| RESTAURANT BRANDS INTL INC | COM | $220.0M | 6.0% | 3,301,689 SH | |
| SOMNIGROUP INTERNATIONAL INC | COM | $113.4M | 3.1% | 1,894,377 SH | |
| TRANSDIGM GROUP INC | COM | $53.0M | 1.5% | 38,290 SH | |
| TRANSUNION | COM | $355.1M | 9.8% | 4,278,373 SH | |
| WORKDAY INC | CL A | $301.5M | 8.3% | 1,291,132 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 |