 AMAZON COM INCAMZN |
| 15.97% | 17.87% | $115.2M | 483,228 | $134.6M | 646,053 | -162,825-25.20% | Reduce |
 AIRBNB INC COM CL AABNB |
| 12.2% | 7.9% | $88.0M | 614,772 | $59.4M | 470,711 | +144,061+30.60% | Add |
 VISA INCV |
| 10.56% | 12.34% | $76.2M | 221,954 | $92.9M | 307,388 | -85,434-27.79% | Reduce |
 INTUITINTU |
| 9.31% | 13.18% | $67.2M | 257,393 | $99.2M | 229,497 | +27,896+12.16% | Add |
 MSCI INCMSCI |
| 9.25% | 7.62% | $66.7M | 119,105 | $57.4M | 106,458 | +12,647+11.88% | Add |
 UBER TECHNOLOGIES INCUBER |
| 8.75% | 13.97% | $63.1M | 874,856 | $105.2M | 1.5M | -587,346-40.17% | Reduce |
 MICROSOFT CORPMSFT |
| 8.01% | 6.99% | $57.8M | 154,905 | $52.6M | 142,096 | +12,809+9.01% | Add |
 FAIR ISAAC CORPFICO |
| 7.86% | 5.52% | $56.7M | 47,472 | $41.6M | 38,958 | +8,514+21.85% | Add |
 S&P GLOBAL INCSPGI |
| 6.58% | 8.49% | $47.5M | 116,555 | $63.9M | 150,274 | -33,719-22.44% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 5.53% | 5.27% | $39.9M | 222,311 | $39.6M | 208,935 | +13,376+6.40% | Add |
 CME GROUP INCCME |
| 2.2% | — | $15.8M | 71,762 | $0 | 0 | +71,762 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 1.8% | — | $13.0M | 25,342 | $0 | 0 | +25,342 | New Buy |
| WWD 40 COWDFC |
| 1.04% | 0.86% | $7.5M | 30,749 | $6.5M | 31,628 | -879-2.78% | Reduce |
| DDOORDASH INCDASH |
| 0.94% | — | $6.8M | 36,911 | $0 | 0 | +36,911 | New Buy |
