Q1 2024 Holdings
Filed 2024-05-13 | 95 holdings | $3.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Resmed Inc(RMD) | COM | 761152107 | $126.4M | 638,306 | 4.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $146.7M | 951,406 | 4.6% |
| Intuit(INTU) | COM | 461202103 | $146.9M | 226,028 | 4.6% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $165.4M | 1,136,818 | 5.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $200.9M | 1,476,610 | 6.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $247.1M | 1,637,486 | 7.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $367.6M | 873,741 | 11.5% |