| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD SHS | 1,496,044 | 129,094,000 | 9.86% | ||
| 2 | GOLDMAN SACHS GROUP INC | 518,729 | 124,210,000 | 9.48% | ||
| 3 | MOODYS CORP | 1,264,718 | 119,225,000 | 9.10% | ||
| 4 | DEERE & CO | 812,163 | 83,685,000 | 6.39% | ||
| 5 | CUMMINS INC | 610,635 | 83,455,000 | 6.37% | ||
| 6 | FASTENAL CO | 1,679,707 | 78,913,000 | 6.03% | ||
| 7 | NVR INC | 46,951 | 78,361,000 | 5.98% | ||
| 8 | UNION PAC CORP | 680,328 | 70,536,000 | 5.39% | ||
| 9 | EXPEDITORS INTL WASH INC | 1,262,965 | 66,887,000 | 5.11% | ||
| 10 | WELLS FARGO & CO NEW | 1,168,551 | 64,399,000 | 4.92% | ||
| 11 | STRAYER EDUCATION INC | 746,088 | 60,157,000 | 4.59% | ||
| 12 | YUM BRANDS INC | 920,530 | 58,297,000 | 4.45% | ||
| 13 | US BANCORP DEL | 1,115,098 | 57,283,000 | 4.37% | ||
| 14 | MASTERCARD INCORPORATED | 547,224 | 56,501,000 | 4.31% | ||
| 15 | VISA INC | 694,510 | 54,186,000 | 4.14% | ||
| 16 | ROSS STORES INC | 814,368 | 53,423,000 | 4.08% | ||
| 17 | CHIPOTLE MEXICAN GRILL INC | 106,807 | 40,300,000 | 3.08% | ||
| 18 | WATERS CORP | 108,024 | 14,517,000 | 1.11% | ||
| 19 | YUM CHINA HLDGS INC | 499,188 | 13,039,000 | 1.00% | ||
| 20 | CAPELLA EDUCATION | 35,841 | 3,147,000 | 0.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-002585, filed 2017.02.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
