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CIK 0002077145 • 7 13F filings • Jul 24, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $37.5M | 8.7% | 119,800 SH | New |
| AMAZON COM INC | COM | $43.1M | 10.0% | 186,700 SH | New |
| AXON ENTERPRISE INC | COM | $3.0M | 0.7%Prev: 16.6% | 5,317 SH | Decreased-23,658 SH |
| EQUIFAX INC | COM | $35.8M | 8.3%Prev: 11.6% | 165,020 SH | Increased+118,003 SH |
| FAIR ISAAC CORP | COM | $70.8M | 16.5%Prev: 14.9% | 41,900 SH | Increased+34,123 SH |
| MARRIOTT INTL INC NEW | CL A | $68.0M | 15.8% | 219,100 SH | New |
| MOODYS CORP | COM | $59.1M | 13.7%Prev: 11.3% | 115,700 SH | Increased+90,962 SH |
| TRADEWEB MKTS INC | CL A | $56.5M | 13.1%Prev: 12.5% | 525,600 SH | Increased+426,487 SH |
| VEEVA SYS INC | CL A COM | $56.4M | 13.1%Prev: 13.9% | 252,500 SH | Increased+183,698 SH |
| 13F-HR |
| 0001213900-25-110488 |
| $273.3M |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001213900-26-089594 | $670.3M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001213900-25-076212 | $104.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001213900-26-057257 | $413.4M | View |
| Jul 24, 2025 | Q1 2025 | 13F-HR | 0001213900-25-067379 | $93.4M | View |