Q2 2025 Holdings
Filed 2025-08-14 | 7 holdings | $104.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $16.5M | 19,915 | 15.8% |
| Tradeweb Mkts Inc(TW) | CL A | 892672106 | $15.6M | 106,870 | 15.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $15.4M | 53,426 | 14.8% |
| Equifax Inc(EFX) | COM | 294429105 | $15.3M | 58,962 | 14.7% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $15.1M | 8,284 | 14.5% |
| Moodys Corp(MCO) | COM | 615369105 | $13.9M | 27,669 | 13.3% |
| Gartner Inc(IT) | COM | 366651107 | $12.4M | 30,728 | 11.9% |