Q2 2023 Holdings
Filed 2023-08-14 | 5 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $278.9M | 819,113 | 25.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $248.8M | 278,228 | 22.8% |
| Salesforce Inc(CRM) | COM | 79466L302 | $197.4M | 934,595 | 18.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $187.8M | 1,552,770 | 17.2% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $179.8M | 2,019,902 | 16.5% |