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Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 5, 2024 to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.
Share-count changes versus the prior quarter's filing.
| Ticker | Company | Today | Position | Weight | Since disclosed |
|---|---|---|---|---|---|
| $VEEV | VEEVA SYS INC | $145.0M | 1.1% | +74.7% | |
| $MSFT | MICROSOFT CORP | $595.6M | 4.4% | +43.7% | |
| $ADP | AUTOMATIC DATA PROCESSING IN | $582.6M | 4.3% | +37.1% | |
| $MA | MASTERCARD INCORPORATED | $639.5M | 4.7% | +27.7% | |
| $IDXX | IDEXX LABS INC | $536.9M | 3.9% | +27.4% | |
| $V | VISA INC | $693.0M | 5.1% | +23.2% | |
| $WAT | WATERS CORP | $852.7M | 6.2% | +20.8% | |
| $MSCI | MSCI INC | $30.0M | 0.2% | +17.1% | |
| $CHD | CHURCH & DWIGHT CO INC | $625.5M | 4.6% | +14.9% | |
| $PG | PROCTER & GAMBLE CO | $598.1M | 4.4% | +14.0% |
Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.
Source: SEC Form 13F-HR · filings on EDGAR ↗
15 of 25 priced positions are up since the quarter ended Jun 30, 2026.
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