Q2 2025 Holdings
Filed 2025-08-14 | 3 holdings | $118.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $47.1M | 200,082 | 39.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $41.3M | 27,149 | 34.9% |
| Moodys Corp(MCO) | COM | 615369105 | $30.0M | 59,743 | 25.3% |