Q1 2026 Holdings
Filed 2026-05-14 | 3 holdings | $76.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $36.0M | 31,097 | 47.0% |
| Moodys Corp(MCO) | COM | 615369105 | $32.7M | 74,868 | 42.6% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $8.0M | 53,601 | 10.4% |