Q3 2023 Holdings
Filed 2023-11-14 | 5 holdings | $86.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $22.9M | 27,149 | 26.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.9M | 172,582 | 25.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.5M | 52,262 | 19.2% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $14.8M | 164,389 | 17.2% |
| Moodys Corp(MCO) | COM | 615369105 | $9.9M | 31,298 | 11.5% |