Disclosed positions
| AMAZON.COM INC | AMZN | COMM | $1,365,681,526 | 5,729,972 | SH | None |
| TRANSDIGM GROUP INC | TDG | COMM | $1,166,540,690 | 875,755 | SH | None |
| MICROSOFT CORP | MSFT | COMM | $870,808,476 | 2,334,482 | SH | None |
| MASTERCARD INC-CLASS A | MA | COMM | $392,650,795 | 764,507 | SH | None |
| VISA INC-CLASS A SHRS | V | COMM | $286,984,492 | 836,470 | SH | None |
| MOODYS CORP | MCO | COMM | $137,064,462 | 302,624 | SH | None |
| ALPHABET INC-CL A | GOOGL | COMM | $15,007,396 | 41,994 | SH | None |
| HILTON WORLDWIDE | HLT | COMM | $5,023,653 | 15,202 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.