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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 | $367.6M | 14.2%Prev: 13.6% | 1,542,397 SH | Decreased-715,959 SH |
| AON PLC | SHS CL A | $227.0M | 8.7% | 684,518 SH | New |
| CAPITAL ONE FINL CORP | COM | $265.1M | 10.2%Prev: 13.5% | 1,321,428 SH | Decreased-997,405 SH |
| COSTAR GROUP INC | COM | $152.8M | 5.9% | 5,394,164 SH | New |
| EQUIFAX INC | COM | $24.6M | 0.9% | 155,295 SH | New |
| META PLATFORMS INC | CL A | $161.3M | 6.2% | 286,391 SH | New |
| MICROSOFT CORP | COM | $477.0M | 18.4%Prev: 15.3% | 1,278,653 SH | Decreased+153,955 SH |
| MSCI INC | COM | $153.8M | 5.9%Prev: 4.9% | 274,569 SH | Decreased-36,746 SH |
| S&P GLOBAL INC | COM | $206.7M | 8.0% | 507,635 SH | New |
| TOAST INC | CL A | $95.5M | 3.7% | 3,432,027 SH | New |
| TRANSUNION | COM | $263.8M | 10.2%Prev: 14.3% | 3,656,097 SH | Decreased-2,262,225 SH |
| WORKDAY INC | CL A | $200.0M | 7.7%Prev: 8.4% | 1,633,399 SH | Decreased+350,967 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 |