Q4 2023 Holdings
Filed 2024-02-14 | 5 holdings | $108.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $27.5M | 27,149 | 25.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $26.2M | 172,582 | 24.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.7M | 52,262 | 18.2% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $17.9M | 164,389 | 16.6% |
| Moodys Corp(MCO) | COM | 615369105 | $16.8M | 43,107 | 15.6% |