Q3 2025 Holdings
Filed 2025-11-14 | 3 holdings | $104.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $38.9M | 169,447 | 37.2% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $37.3M | 28,279 | 35.6% |
| Moodys Corp(MCO) | COM | 615369105 | $28.5M | 59,743 | 27.2% |