| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VISA INC | 282,516 | 25,107,000 | 3.72% | ||
| 2 | LIBERTY GLOBAL PLC | 1,254,232 | 43,948,000 | 6.52% | ||
| 3 | MASTERCARD INCORPORATED | 398,290 | 44,796,000 | 6.64% | ||
| 4 | WABTEC CORP | 686,426 | 53,541,000 | 7.94% | ||
| 5 | TRANSDIGM GROUP INC | 536,070 | 118,021,000 | 17.50% | ||
| 6 | MOODYS CORP | 1,082,436 | 121,276,000 | 17.99% | ||
| 7 | CHARTER COMMUNICATIONS INC N | 385,537 | 126,194,000 | 18.72% | ||
| 8 | PRICELINE GRP INC | 79,413 | 141,353,000 | 20.96% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-027136, filed 2017.05.15).
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.
