Disclosed positions
| MICROSOFT CORP | MSFT | COM | $482,529,181 | 1,303,534 | SH | None |
| HCA HEALTHCARE INC | HCA | COM | $430,915,307 | 910,564 | SH | None |
| BOOKING HLDGS INC | BKNG | COM | $384,763,630 | 2,284,646 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $358,312,682 | 717,113 | SH | None |
| COMCAST CORP NEW | CMCSA | CL A | $267,489,606 | 9,316,949 | SH | None |
| RYANAIR HOLDINGS PLC | RYAAY | SPONSORED ADR | $255,110,531 | 4,413,677 | SH | None |
| NEWS CORP NEW | NWSA | CL A | $229,159,178 | 9,192,105 | SH | None |
| SUNBELT RENTALS HOLDINGS INC | SUNB | SHS | $222,192,856 | 3,542,479 | SH | None |
| DISNEY WALT CO | DIS | COM | $216,838,712 | 2,249,831 | SH | None |
| STATE STR CORP | STT | COM | $174,006,078 | 1,374,890 | SH | None |
| VISA INC | V | COM CL A | $131,959,193 | 436,604 | SH | None |
| CROWN HLDGS INC | CCK | COM | $130,987,552 | 1,306,609 | SH | None |
| TD SYNNEX | SNX | COM | $61,235,488 | 362,963 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $40,060,207 | 206,347 | SH | None |
| NEWS CORP NEW | NWS | CL B | $33,431,282 | 1,172,616 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $29,481,068 | 87,235 | 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.