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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 | $34.3M | 4.1%Prev: 4.4% | 172,985 SH | Decreased-41,809 SH |
| ADOBE INC | COM | $43.0M | 5.1%Prev: 6.3% | 177,020 SH | Decreased-73,774 SH |
| ALPHABET INC | CAP STK CL A | $53.3M | 6.4%Prev: 5.8% | 185,486 SH | Decreased-388,021 SH |
| AUTODESK INC | COM | $49.1M | 5.9%Prev: 0.5% | 205,128 SH | Increased+174,151 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $2.2M | 0.3%Prev: 0.8% | 10,776 SH | Decreased-30,355 SH |
| BOOKING HOLDINGS INC | COM | $2.4M | 0.3%Prev: 0.8% | 581 SH | Decreased-1,959 SH |
| CADENCE DESIGN SYSTEM INC | COM | $40.5M | 4.8%Prev: 4.2% | 145,672 SH | Decreased-109,116 SH |
| CME GROUP INC | COM | $2.1M | 0.3%Prev: 0.5% | 7,170 SH | Decreased-22,354 SH |
| COPART INC | COM | $2.3M | 0.3% | 68,854 SH | New |
| EDWARDS LIFESCIENCES CORP | COM | $55.3M | 6.6%Prev: 6.5% | 690,191 SH | Decreased-679,268 SH |
| GRACO INC | COM | $2.2M | 0.3%Prev: 0.6% | 26,277 SH | Decreased-74,839 SH |
| IDEXX LABS INC | COM | $45.4M | 5.4%Prev: 7.3% | 80,831 SH | Decreased-185,118 SH |
| INTUITIVE SURGICAL INC | COM NEW | $45.3M | 5.4%Prev: 4.1% | 98,358 SH | Decreased-28,459 SH |
| MASTERCARD INCORPORATED | CL A | $88.9M | 10.6%Prev: 10.0% | 177,965 SH | Decreased-100,746 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $28.4M | 3.4%Prev: 5.3% | 22,534 SH | Decreased-45,699 SH |
| MICROSOFT CORP | COM | $48.8M | 5.8%Prev: 8.9% | 131,825 SH | Decreased-231,930 SH |
| MOODYS CORP | COM | $2.1M | 0.2%Prev: 0.5% | 4,732 SH | Decreased-13,287 SH |
| TRADEWEB MKTS INC | CL A | $2.6M | 0.3% | 22,218 SH | New |
| TYLER TECHNOLOGIES INC | COM | $62.4M | 7.4%Prev: 5.7% | 182,258 SH | Decreased+32,577 SH |
| UNITEDHEALTH GROUP INC | COM | $76.1M | 9.1%Prev: 9.0% | 281,119 SH | Decreased+18,021 SH |
| VEEVA SYS INC | CL A COM | $55.6M | 6.6%Prev: 6.4% | 316,325 SH | Decreased-103,433 SH |
| VISA INC | COM CL A | $1.8M | 0.2%Prev: 0.6% | 5,796 SH | Decreased-18,544 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $56.6M | 6.8%Prev: 6.5% | 226,021 SH | Decreased-215,336 SH |
| ZOETIS INC | CL A | $37.7M | 4.5%Prev: 0.6% | 318,773 SH | Increased+258,824 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 |