 AMAZON COM INCAMZN |
| 32.21% | 38.2% | $1.37B | 5.7M | $1.58B | 7.6M | -1.8M-24.29% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 27.51% | 25.54% | $1.17B | 875,755 | $1.05B | 909,168 | -33,413-3.68% | Reduce |
 MICROSOFT CORPMSFT |
| 20.54% | 16.75% | $870.8M | 2.3M | $691.3M | 1.9M | +466,945+25.00% | Add |
 MASTERCARD INCORPORATEDMA |
| 9.26% | 6.33% | $392.7M | 764,507 | $261.2M | 522,836 | +241,671+46.22% | Add |
 VISA INCV |
| 6.77% | 3.65% | $287.0M | 836,470 | $150.7M | 498,677 | +337,793+67.74% | Add |
 MOODYS CORPMCO |
| 3.23% | 9.11% | $137.1M | 302,624 | $376.1M | 862,036 | -559,412-64.89% | Reduce |
 ALPHABET INCGOOGL |
| 0.35% | 0.3% | $15.0M | 41,994 | $12.5M | 43,391 | -1,397-3.22% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.12% | 0.11% | $5.0M | 15,202 | $4.7M | 15,341 | -139-0.91% | Reduce |
