Q1 2026 Holdings
Filed 2026-05-14 | 5 holdings | $308.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $101.6M | 336,000 | 33.0% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $64.7M | 10,778,074 | 21.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $52.7M | 300,000 | 17.1% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $48.7M | 115,000 | 15.8% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $40.4M | 95,000 | 13.1% |