Q4 2022 Holdings
Filed 2023-02-14 | 14 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $227.5M | 1,094,959 | 16.2% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $188.3M | 2,752,590 | 13.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $182.3M | 915,136 | 13.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $169.2M | 2,429,797 | 12.1% |
| Verisign Inc(VRSN) | COM | 92343E102 | $127.2M | 619,050 | 9.1% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $114.2M | 339,336 | 8.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $80.7M | 909,440 | 5.8% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $68.5M | 197,823 | 4.9% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $54.0M | 98,800 | 3.8% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $47.6M | 5,710,943 | 3.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $46.3M | 133,144 | 3.3% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $42.6M | 704,456 | 3.0% |
| XP Inc(XP) | CL A | G98239109 | $31.6M | 2,059,572 | 2.3% |
| Aspen Technology Inc(AZPN1USD) | COM | 29109X106 | $22.3M | 108,415 | 1.6% |