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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 | $170.2M | 4.9% | 1,325,963 SH | New |
| AMAZON COM INC | COM | $495.9M | 14.2%Prev: 14.2% | 2,258,356 SH | Increased+715,959 SH |
| CAPITAL ONE FINL CORP | COM | $492.9M | 14.1%Prev: 10.2% | 2,318,833 SH | Increased+997,405 SH |
| EQUIFAX INC | COM | $43.5M | 1.2%Prev: 0.9% | 169,633 SH | Increased+14,338 SH |
| MICROSOFT CORP | COM | $582.5M | 16.6%Prev: 18.4% | 1,124,698 SH | Increased-153,955 SH |
| MSCI INC | COM | $235.6M | 6.7%Prev: 5.9% | 415,308 SH | Increased+140,739 SH |
| PROCORE TECHNOLOGIES INC | COM | $198.9M | 5.7% | 2,727,718 SH | New |
| RESTAURANT BRANDS INTL INC | COM | $210.4M | 6.0% | 3,280,877 SH | New |
| SOMNIGROUP INTERNATIONAL INC | COM | $256.0M | 7.3% | 3,036,205 SH | New |
| TRANSUNION | COM | $458.1M | 13.1%Prev: 10.2% | 5,468,063 SH | Increased+1,811,966 SH |
| WORKDAY INC | CL A | $358.5M | 10.2%Prev: 7.7% | 1,489,253 SH | Increased-144,146 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 |