Q4 2024 Holdings
Filed 2025-07-24 | 8 holdings | $103.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $17.2M | 28,975 | 16.6% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $15.5M | 7,777 | 14.9% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $14.5M | 68,802 | 13.9% |
| Tradeweb Mkts Inc(TW) | CL A | 892672106 | $13.0M | 99,113 | 12.5% |
| Gartner Inc(IT) | COM | 366651107 | $12.7M | 26,280 | 12.3% |
| Equifax Inc(EFX) | COM | 294429105 | $12.0M | 47,017 | 11.6% |
| Moodys Corp(MCO) | COM | 615369105 | $11.7M | 24,738 | 11.3% |
| Salesforce Inc(CRM) | COM | 79466L302 | $7.2M | 21,438 | 6.9% |