Q1 2024 Holdings
Filed 2024-05-15 | 5 holdings | $133.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $33.4M | 27,149 | 25.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $31.1M | 172,582 | 23.4% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $25.3M | 216,552 | 19.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $22.0M | 52,262 | 16.5% |
| Moodys Corp(MCO) | COM | 615369105 | $21.4M | 54,378 | 16.0% |