Q4 2024 Holdings
Filed 2025-02-14 | 4 holdings | $141.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $40.9M | 242,862 | 28.9% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $37.9M | 172,582 | 26.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $34.4M | 27,149 | 24.3% |
| Moodys Corp(MCO) | COM | 615369105 | $28.3M | 59,743 | 20.0% |