| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INCTDG | 50.56% | 46.98% | $41.4M | 31,097 | $36.0M | 31,097 | 00.00% | Unchanged | |
MOODYS CORPMCO | 41.39% | 42.57% | $33.9M | 74,868 | $32.7M | 74,868 | 00.00% | Unchanged | |
| GGUIDEWIRE SOFTWARE INCGWRE | 8.05% | 10.45% | $6.6M | 53,601 | $8.0M | 53,601 | 00.00% | Unchanged |