| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC COM | 591,504 | 147,261,000 | 21.58% | ||
| 2 | CHARTER COMM | 481,637 | 138,673,000 | 20.32% | ||
| 3 | MOODYS CORP | 1,078,336 | 101,655,000 | 14.90% | ||
| 4 | PRICELINE GRP INC | 66,213 | 97,072,000 | 14.22% | ||
| 5 | LIBERTY GLOBAL PLC | 2,585,359 | 76,785,000 | 11.25% | ||
| 6 | WABTEC | 689,826 | 57,269,000 | 8.39% | ||
| 7 | MASTERCARD INCORPORATED | 403,690 | 41,681,000 | 6.11% | ||
| 8 | VISA INC | 282,516 | 22,042,000 | 3.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-008608, filed 2017.02.14).
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.
