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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 | $64.0M | 4.2%Prev: 4.1% | 214,063 SH | Increased+41,078 SH |
| ADOBE INC | COM | $92.1M | 6.1%Prev: 5.1% | 238,152 SH | Increased+61,132 SH |
| ALPHABET INC | CAP STK CL A | $95.0M | 6.3%Prev: 6.4% | 539,309 SH | Increased+353,823 SH |
| AUTODESK INC | COM | $67.3M | 4.4%Prev: 5.9% | 217,272 SH | Increased+12,144 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $10.4M | 0.7%Prev: 0.3% | 33,849 SH | Increased+23,073 SH |
| BOOKING HOLDINGS INC | COM | $10.9M | 0.7%Prev: 0.3% | 1,889 SH | Increased+1,308 SH |
| CADENCE DESIGN SYSTEM INC | COM | $74.6M | 4.9%Prev: 4.8% | 242,180 SH | Increased+96,508 SH |
| CME GROUP INC | COM | $7.5M | 0.5%Prev: 0.3% | 27,310 SH | Increased+20,140 SH |
| EDWARDS LIFESCIENCES CORP | COM | $96.9M | 6.4%Prev: 6.6% | 1,238,875 SH | Increased+548,684 SH |
| GRACO INC | COM | $7.9M | 0.5%Prev: 0.3% | 91,477 SH | Increased+65,200 SH |
| IDEXX LABS INC | COM | $113.8M | 7.5%Prev: 5.4% | 212,176 SH | Increased+131,345 SH |
| INTUITIVE SURGICAL INC | COM NEW | $67.7M | 4.5%Prev: 5.4% | 124,511 SH | Increased+26,153 SH |
| MASTERCARD INCORPORATED | CL A | $147.0M | 9.7%Prev: 10.6% | 261,583 SH | Increased+83,618 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $75.5M | 5.0%Prev: 3.4% | 64,288 SH | Increased+41,754 SH |
| MICROSOFT CORP | COM | $159.8M | 10.5%Prev: 5.8% | 321,256 SH | Increased+189,431 SH |
| MOODYS CORP | COM | $8.4M | 0.6%Prev: 0.2% | 16,757 SH | Increased+12,025 SH |
| TYLER TECHNOLOGIES INC | COM | $86.3M | 5.7%Prev: 7.4% | 145,513 SH | Increased-36,745 SH |
| UNITEDHEALTH GROUP INC | COM | $122.5M | 8.1%Prev: 9.1% | 392,681 SH | Increased+111,562 SH |
| VEEVA SYS INC | CL A COM | $96.8M | 6.4%Prev: 6.6% | 336,049 SH | Increased+19,724 SH |
| VISA INC | COM CL A | $7.0M | 0.5%Prev: 0.2% | 19,761 SH | Increased+13,965 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $94.4M | 6.2%Prev: 6.8% | 431,561 SH | Increased+205,540 SH |
| ZOETIS INC | CL A | $9.8M | 0.6%Prev: 4.5% | 62,637 SH | Decreased-256,136 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 |