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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $134.6M | 646053 | 17.87% |
| 2 | UBER TECHNOLOGIES INC | $105.2M | 1462202 | 13.97% |
| 3 | INTUIT | $99.2M | 229497 | 13.18% |
| 4 | VISA INC | $92.9M | 307388 | 12.34% |
| 5 | S&P GLOBAL INC | $63.9M | 150274 | 8.49% |
| 6 | AIRBNB INC | $59.4M | 470711 | 7.90% |
| 7 | MSCI INC | $57.4M | 106458 | 7.62% |
| 8 | MICROSOFT CORP | $52.6M | 142096 | 6.99% |
| 9 | FAIR ISAAC CORP | $41.6M | 38958 | 5.52% |
| 10 | VERISK ANALYTICS INC | $39.6M | 208935 | 5.27% |
| 11 | WD 40 CO | $6.5M | 31628 | 0.86% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.