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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 | $20.4M | 2.6%Prev: 4.2% | 163,642 SH | Decreased-50,421 SH |
| ADOBE INC | COM | $36.9M | 4.6%Prev: 6.1% | 179,896 SH | Decreased-58,256 SH |
| ALPHABET INC | CAP STK CL A | $43.4M | 5.5%Prev: 6.3% | 121,426 SH | Decreased-417,883 SH |
| AUTODESK INC | COM | $44.3M | 5.6%Prev: 4.4% | 227,675 SH | Decreased+10,403 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.9M | 0.2%Prev: 0.7% | 8,408 SH | Decreased-25,441 SH |
| BOOKING HOLDINGS INC | COM | $2.2M | 0.3%Prev: 0.7% | 12,358 SH | Decreased+10,469 SH |
| CADENCE DESIGN SYSTEM INC | COM | $42.9M | 5.4%Prev: 4.9% | 114,321 SH | Decreased-127,859 SH |
| CME GROUP INC | COM | $839K | 0.1%Prev: 0.5% | 3,800 SH | Decreased-23,510 SH |
| COPART INC | COM | $29.7M | 3.7% | 1,052,697 SH | New |
| EDWARDS LIFESCIENCES CORP | COM | $54.3M | 6.8%Prev: 6.4% | 600,231 SH | Decreased-638,644 SH |
| GRACO INC | COM | $1.3M | 0.2%Prev: 0.5% | 16,788 SH | Decreased-74,689 SH |
| IDEXX LABS INC | COM | $51.4M | 6.5%Prev: 7.5% | 97,560 SH | Decreased-114,616 SH |
| INTUITIVE SURGICAL INC | COM NEW | $46.0M | 5.8%Prev: 4.5% | 115,695 SH | Decreased-8,816 SH |
| MASTERCARD INCORPORATED | CL A | $87.0M | 11.0%Prev: 9.7% | 169,410 SH | Decreased-92,173 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $26.9M | 3.4%Prev: 5.0% | 21,057 SH | Decreased-43,231 SH |
| MICROSOFT CORP | COM | $42.9M | 5.4%Prev: 10.5% | 115,127 SH | Decreased-206,129 SH |
| MOODYS CORP | COM | $1.6M | 0.2%Prev: 0.6% | 3,630 SH | Decreased-13,127 SH |
| TRADEWEB MKTS INC | CL A | $1.9M | 0.2% | 19,488 SH | New |
| TYLER TECHNOLOGIES INC | COM | $50.6M | 6.4%Prev: 5.7% | 173,172 SH | Decreased+27,659 SH |
| UNITEDHEALTH GROUP INC | COM | $66.5M | 8.4%Prev: 8.1% | 160,023 SH | Decreased-232,658 SH |
| VEEVA SYS INC | CL A COM | $56.3M | 7.1%Prev: 6.4% | 317,032 SH | Decreased-19,017 SH |
| VISA INC | COM CL A | $1.9M | 0.2%Prev: 0.5% | 5,621 SH | Decreased-14,140 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $49.6M | 6.3%Prev: 6.2% | 138,230 SH | Decreased-293,331 SH |
| ZOETIS INC | CL A | $33.1M | 4.2%Prev: 0.6% | 460,006 SH | Increased+397,369 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 |