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 | AMZNAMAZON COM INC | $1.7B | ADDED |
| 2 | MSFTMICROSOFT CORP | $1.3B | REDUCED |
| 3 | MAMASTERCARD INCORPORATED | $1.2B | ADDED |
| 4 | TDGTRANSDIGM GROUP INC | $992M | ADDED |
| 5 | DPZDOMINOS PIZZA INC | $895M | NEW |
| 6 | VVISA INC | $895M | ADDED |
| 7 | METAMETA PLATFORMS INC | $801M | ADDED |
| 8 | EFXEQUIFAX INC | $754M | ADDED |
| 9 | SPGIS&P GLOBAL INC | $718M | ADDED |
| 10 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $653M | REDUCED |
| 11 | GOOGALPHABET INC | $611M | REDUCED |
| 12 | FERGFERGUSON ENTERPRISES INC | $559M | REDUCED |
| 13 | PNWPINNACLE WEST CAP CORP | $388M | ADDED |
| 14 | WDCWESTERN DIGITAL CORP | $310M | HELD |
| 15 | DTEDTE ENERGY CO | $298M | ADDED |
| 16 | SOSOUTHERN CO | $229M | REDUCED |
| 17 | NINISOURCE INC | $210M | REDUCED |
| 18 | STXSEAGATE TECHNOLOGY HLDNGS PL | $209M | HELD |
| 19 | ETRENTERGY CORP NEW | $194M | REDUCED |
| 20 | NXPINXP SEMICONDUCTORS N V | $170M | NEW |
| 21 | GOOGLALPHABET INC | $153M | REDUCED |
| 22 | AEPAMERICAN ELEC PWR CO INC | $148M | REDUCED |
| 23 | WECWEC ENERGY GROUP INC | $139M | REDUCED |
| 24 | AEEAMEREN CORP | $137M | HELD |
| 25 | REXRREXFORD INDL RLTY INC | $119M | REDUCED |
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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