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CIK 0001817797 • 6 13F filings • Apr 14, 2025 – Jul 8, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $67.0M | 4.4% | 214,794 SH | |
| ADOBE INC | COM | $96.2M | 6.3% | 250,794 SH | |
| ALPHABET INC | CAP STK CL A | $88.7M | 5.8% | 573,507 SH | |
| AUTODESK INC | COM | $8.1M | 0.5% | 30,977 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $12.6M | 0.8% | 41,131 SH | |
| BOOKING HOLDINGS INC | COM | $11.7M | 0.8% | 2,540 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $64.8M | 4.2% | 254,788 SH | |
| CME GROUP INC | COM | $7.8M | 0.5% | 29,524 SH | |
| EDWARDS LIFESCIENCES CORP | COM | $99.3M | 6.5% | 1,369,459 SH | |
| GRACO INC | COM | $8.4M | 0.6% | 101,116 SH | |
| IDEXX LABS INC | COM | $111.7M | 7.3% | 265,949 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $62.8M | 4.1% | 126,817 SH | |
| MASTERCARD INCORPORATED | CL A | $152.8M | 10.0% | 278,711 SH | |
| METTLER TOLEDO INTERNATIONAL | COM | $80.6M | 5.3% | 68,233 SH | |
| MICROSOFT CORP | COM | $136.5M | 8.9% | 363,755 SH | |
| MOODYS CORP | COM | $8.4M | 0.5% | 18,019 SH | |
| NIKE INC | CL B | $73.1M | 4.8% | 1,152,119 SH | |
| TYLER TECHNOLOGIES INC | COM | $87.0M | 5.7% | 149,681 SH | |
| UNITEDHEALTH GROUP INC | COM | $137.8M | 9.0% | 263,098 SH | |
| VEEVA SYS INC | CL A COM | $97.2M | 6.4% | 419,758 SH | |
| VISA INC | COM CL A | $8.5M | 0.6% | 24,340 SH | |
| WEST PHARMACEUTICAL SVSC INC | COM | $98.8M | 6.5% | 441,357 SH | |
| ZOETIS INC | CL A | $9.9M | 0.6% | 59,949 SH |
| Q3 2025 |
| 13F-HR |
| 0001817797-25-000011 |
| $1.38B |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001817797-26-000004 | $793.8M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001817797-25-000007 | $1.52B | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001817797-26-000003 | $838.5M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001817797-25-000006 | $1.53B | View |