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Q2 2026 vs Q1 2026
You're seeing 11 of 20 positions. Create a free account to see every buy and sell.
Mastercard Incorporated
Portfolio
19.95%
Shares
2.28M → 1.99M
Since Q-end
+28.3%
Moodys Corp
Portfolio
10.23%
Shares
1.25M → 1.16M
Since Q-end
+12.8%
Brookfield Corp
Portfolio
10.08%
Shares
17.03M → 12.12M
Since Q-end
-0.5%
KKR & Co L P Del
Portfolio
8.93%
Shares
6.72M → 4.98M
Since Q-end
+9.9%
Fair Isaac Corp
Portfolio
8.44%
Shares
363.8K → 361.8K
Since Q-end
-38.9%
Roper Technologies Inc
Portfolio
7.77%
Shares
1.26M → 1.18M
Since Q-end
+40.2%
Visa Inc
Portfolio
7.44%
Shares
1.64M → 1.11M
Since Q-end
+23.3%
Costar Group Inc
Portfolio
6.47%
Shares
10.35M → 11.70M
Since Q-end
+7.1%
Copart Inc
Portfolio
4.39%
Shares
8.00M → 7.99M
Since Q-end
+14.6%
Oreilly Automotive Inc
Portfolio
3.89%
Shares
3.89M → 2.16M
Since Q-end
-2.9%
Servicenow Inc
Portfolio
2.42%
Shares
1.10M → 1.25M
Since Q-end
+0.3%
9 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001112520). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.