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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $1.65B | 4469019 | 14.83% |
| 2 | DANAHER CORP DEL | $1.38B | 7274395 | 12.36% |
| 3 | AMAZON COM INC | $1.13B | 5401711 | 10.08% |
| 4 | MERCADOLIBRE INC | $791.2M | 457626 | 7.09% |
| 5 | ALPHABET INC | $584.7M | 2033464 | 5.24% |
| 6 | WEST PHARMACEUTICAL SVSC INC | $562.4M | 2243976 | 5.04% |
| 7 | WORKDAY INC | $543.3M | 4181886 | 4.87% |
| 8 | STERIS PLC | $510.5M | 2308459 | 4.57% |
| 9 | TRIMBLE INC | $507.5M | 7780490 | 4.55% |
| 10 | VISA INC | $457.8M | 1514669 | 4.10% |
| 11 | THERMO FISHER SCIENTIFIC INC | $380.2M | 773600 | 3.41% |
| 12 | INTUIT | $356.3M | 823962 | 3.19% |
| 13 | COOPER COS INC | $328.9M | 4599389 | 2.95% |
| 14 | EQUIFAX INC | $319.7M | 1775609 | 2.87% |
| 15 | NUTANIX INC | $285.2M | 7503821 | 2.56% |
| 16 | MSCI INC | $270.7M | 502166 | 2.43% |
| 17 | SCHWAB CHARLES CORP | $257.9M | 2743703 | 2.31% |
| 18 | MOODYS CORP | $159.8M | 366361 | 1.43% |
| 19 | SPOTIFY TECHNOLOGY S A | $159.1M | 328010 | 1.43% |
| 20 | REMITLY GLOBAL INC | $120.5M | 7692320 | 1.08% |
| 21 | SERVICETITAN INC | $111.1M | 1751224 | 1.00% |
| 22 | ACCENTURE PLC IRELAND | $102.8M | 518390 | 0.92% |
| 23 | H WORLD GROUP LTD | $54.0M | 1072779 | 0.48% |
| 24 | TAIWAN SEMICONDUCTOR MANUFAC | $47.0M | 138944 | 0.42% |
| 25 | SOPHIA GENETICS SA | $33.6M | 6789560 | 0.30% |
| 26 | COGNIZANT TECHNOLOGY SOLUTIO | $26.3M | 428010 | 0.24% |
| 27 | COUPANG INC | $16.2M | 856309 | 0.14% |
| 28 | SEA LTD | $7.7M | 93325 | 0.07% |
| 29 | FRESHWORKS INC | $5.6M | 703407 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.