Q4 2022 Holdings
Filed 2023-02-14 | 5 holdings | $922.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $214.6M | 340,898 | 23.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $203.0M | 846,593 | 22.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $184.8M | 2,360,102 | 20.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $162.5M | 1,831,670 | 17.6% |
| Salesforce Inc(CRM) | COM | 79466L302 | $157.5M | 1,187,765 | 17.1% |