| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SENSATA TECHNOLOGIES HLDNG PLC SHS | 7,504,262 | 431,120,000 | 26.07% | ||
| 2 | VALEANT PHARMACEUTICALS INTL | 1,368,040 | 271,720,000 | 16.43% | ||
| 3 | IHS Markit Ltd. | 2,089,803 | 237,736,000 | 14.38% | ||
| 4 | Nielsen Holdings B.V. | 5,254,000 | 234,171,000 | 14.16% | ||
| 5 | TRANSDIGM GROUP INC COM | 777,119 | 169,971,000 | 10.28% | ||
| 6 | EXPRESS SCRIPTS HLDG CO | 1,800,000 | 156,186,000 | 9.44% | ||
| 7 | EQIX | 656,323 | 152,825,000 | 9.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001278430-15-000005, filed 2015.05.15).
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.
