Q4 2025 Holdings
Filed 2026-02-13 | 3 holdings | $102.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $37.6M | 28,279 | 36.8% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $34.1M | 169,447 | 33.3% |
| Moodys Corp(MCO) | COM | 615369105 | $30.5M | 59,743 | 29.9% |