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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 | $386.3M | 14.6%Prev: 8.9% | 1,855,005 SH | Increased+149,616 SH |
| AON PLC | SHS CL A | $219.5M | 8.3% | 680,169 SH | New |
| CAPITAL ONE FINL CORP | COM | $239.5M | 9.0%Prev: 10.2% | 1,313,033 SH | Decreased-752,561 SH |
| COSTAR GROUP INC | COM | $134.3M | 5.1% | 3,329,006 SH | New |
| EQUIFAX INC | COM | $27.8M | 1.0%Prev: 2.7% | 154,308 SH | Decreased-248,593 SH |
| MICROSOFT CORP | COM | $470.3M | 17.7%Prev: 14.3% | 1,270,530 SH | Decreased-114,577 SH |
| MSCI INC | COM | $218.9M | 8.3% | 406,084 SH | New |
| PROCORE TECHNOLOGIES INC | COM | $152.7M | 5.8%Prev: 5.0% | 2,678,410 SH | Decreased-67,094 SH |
| S&P GLOBAL INC | COM | $214.5M | 8.1% | 504,410 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $33.5M | 1.3% | 51,554 SH | New |
| TOAST INC | CL A | $90.4M | 3.4% | 3,410,223 SH | New |
| TRANSUNION | COM | $251.4M | 9.5%Prev: 9.8% | 3,632,870 SH | Decreased-645,503 SH |
| WORKDAY INC | CL A | $210.9M | 8.0%Prev: 8.3% | 1,623,022 SH | Decreased+331,890 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 |