$108Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AMZN | AMAZON COM INC | 24.26 | 172,582 | 26,222,100 | UNCHANGED | 0.00 | |
GWRE | GUIDEWIRE SOFTWARE INC | 16.58 | 164,389 | 17,925,000 | UNCHANGED | 0.00 | |
MCO | MOODYS CORP | 15.57 | 43,107 | 16,835,900 | ADDED | 37.73 | |
MSFT | MICROSOFT CORP | 18.18 | 52,262 | 19,652,600 | UNCHANGED | 0.00 | |
TDG | TRANSDIGM GROUP INC | 25.41 | 27,149 | 27,463,900 | UNCHANGED | 0.00 |