Q3 2024 Holdings
Filed 2024-11-14 | 5 holdings | $152.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $44.4M | 242,862 | 29.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $38.7M | 27,149 | 25.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $32.2M | 172,582 | 21.1% |
| Moodys Corp(MCO) | COM | 615369105 | $28.4M | 59,743 | 18.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.0M | 20,900 | 5.9% |