| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HURON CONSULTING | 610,939 | 40,414,000 | 11.46% | ||
| 2 | LEGG MASON INC | 635,970 | 35,106,000 | 9.96% | ||
| 3 | SS&C TECHNOLOGIES HLDGS INC | 458,650 | 28,574,000 | 8.10% | ||
| 4 | EQUIFAX INC | 297,287 | 27,648,000 | 7.84% | ||
| 5 | SEI INVESTMENTS CO | 614,725 | 27,103,000 | 7.69% | ||
| 6 | NICE LTD | 378,055 | 23,035,000 | 6.53% | ||
| 7 | INVESCO LTD | 552,436 | 21,926,000 | 6.22% | ||
| 8 | INTERACTIVE BROKERS GROUP INC COM CL A | 580,355 | 19,744,000 | 5.60% | ||
| 9 | JANUS CAP GROUP INC | 1,011,000 | 17,379,000 | 4.93% | ||
| 10 | GLOBAL PAYMENTS | 167,300 | 15,338,000 | 4.35% | ||
| 11 | STIFEL FINANCIAL CP | 261,586 | 14,583,000 | 4.14% | ||
| 12 | MORGAN STANLEY | 404,000 | 14,419,000 | 4.09% | ||
| 13 | CHINA MOBILE LIMITED | 201,000 | 13,071,000 | 3.71% | ||
| 14 | TYLER TECHNOLOGIES INC | 97,905 | 11,800,000 | 3.35% | ||
| 15 | CBRE GROUP INC | 282,500 | 10,936,000 | 3.10% | ||
| 16 | GRUBHUB INC | 238,498 | 10,825,000 | 3.07% | ||
| 17 | JD COM INC ADR | 306,000 | 8,990,000 | 2.55% | ||
| 18 | Nielsen Holdings B.V. | 148,000 | 6,596,000 | 1.87% | ||
| 19 | IHS Markit Ltd. | 44,900 | 5,108,000 | 1.45% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001595880-15-000002, 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.
