Q4 2024 Holdings
Filed 2025-02-14 | 7 holdings | $113.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $26.4M | 62,048 | 23.2% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $18.8M | 106,559 | 16.6% |
| API Group Corp(APG) | COM STK | 00187Y100 | $16.9M | 470,629 | 14.9% |
| Transunion(TRU) | COM | 89400J107 | $16.9M | 182,369 | 14.9% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $15.7M | 84,305 | 13.8% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $15.6M | 29,913 | 13.7% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $3.3M | 20,131 | 2.9% |