Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $134.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $41.9M | 223,476 | 31.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $37.6M | 27,149 | 27.9% |
| Moodys Corp(MCO) | COM | 615369105 | $27.8M | 59,743 | 20.7% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $27.4M | 144,121 | 20.4% |