Follow to mirror this book and get an email + MCP alert the moment a new 13F is filed. The positions below are the latest disclosed holdings you can copy: data, not investment advice.
| # | Holding | Value | Change |
|---|---|---|---|
| 1 | GEGE AEROSPACE | $13.5B | HELD |
| 2 | VVISA INC | $9.2B | ADDED |
| 3 | MCOMOODYS CORP | $6.3B | ADDED |
| 4 | SPGIS&P GLOBAL INC | $6.0B | ADDED |
| 5 | CPCANADIAN PACIFIC KANSAS CITY | $3.7B | REDUCED |
| 6 | GOOGALPHABET INC | $2.5B | ADDED |
| 7 | FERFERROVIAL SE | $1.3B | HELD |
| 8 | CNICANADIAN NATL RY CO | $1.0B | HELD |
| 9 | MSFTMICROSOFT CORP | $1.0B | REDUCED |
| 10 | GOOGLALPHABET INC | $707M | NEW |
Holdings sourced from SEC EDGAR 13F-HR filings, public domain. 13F is reported quarterly, ~45 days after quarter end: a lagged, longs-only snapshot, not a real-time book. Following is data, not investment advice.
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