Q1 2023 Holdings
Filed 2023-05-15 | 5 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $248.5M | 862,013 | 24.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $215.8M | 292,828 | 21.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $196.5M | 983,795 | 19.5% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $179.4M | 2,125,002 | 17.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $169.8M | 1,632,870 | 16.8% |