Q1 2025 Holdings
Filed 2025-07-24 | 8 holdings | $93.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tradeweb Mkts Inc(TW) | CL A | 892672106 | $15.8M | 106,274 | 16.9% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $14.8M | 8,016 | 15.8% |
| Equifax Inc(EFX) | COM | 294429105 | $14.0M | 57,324 | 14.9% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $13.0M | 24,627 | 13.9% |
| Gartner Inc(IT) | COM | 366651107 | $11.9M | 28,245 | 12.7% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $11.5M | 49,538 | 12.3% |
| Moodys Corp(MCO) | COM | 615369105 | $11.2M | 24,154 | 12.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $1.4M | 5,191 | 1.5% |