Quarter snapshot

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Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $18,167,841,425
Positions: 42
Sources: 13F on EDGAR 1
13F on EDGAR 2

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	MAR	−24%	7.11%	3,487,680	$1,292,499,332
≡	SYK	−7%	6.87%	3,964,418	$1,248,157,363
≡	WAT	−28%	6.42%	3,111,396	$1,166,897,956
≡	V	−35%	5.1%	2,700,302	$926,446,613
≡	CHD	−3%	4.8%	8,993,877	$871,326,804
≡	UBER	Newly reported	4.73%	11,899,112	$858,639,922
≡	MA	Newly reported	4.63%	1,637,984	$841,268,583
≡	GOOG	−43%	4.59%	2,332,317	$833,500,126
≡	META	−22%	4.32%	1,392,606	$784,441,034
≡	MSFT	−23%	4.32%	2,102,098	$784,124,596
≡	ADP	−34%	4.22%	3,425,231	$767,080,483
≡	TXN	−27%	4.2%	2,558,316	$762,557,250
≡	PG	−13%	4.17%	5,164,290	$757,291,485
≡	TSM	+54577%	4.1%	1,559,925	$744,973,382
≡	FTNT	−39%	4.02%	4,756,172	$730,643,143
≡	IDXX	−31%	3.9%	1,346,945	$709,085,726
≡	PM	−43%	3.84%	3,858,089	$697,966,881
≡	NFLX	Newly reported	3.61%	9,177,290	$655,258,506
≡	GEV	Newly reported	3.48%	538,481	$632,639,788
≡	APP	Newly reported	2.64%	930,489	$479,415,848
≡	TJX	+93088%	2.5%	2,994,142	$453,612,513
≡	NXT	Newly reported	2.47%	3,759,615	$447,920,531
≡	VEEV	Newly reported	1.05%	1,075,855	$190,931,987
≡	YUM	Newly reported	0.65%	734,116	$117,355,784
≡	BMI	+55%	0.35%	425,823	$63,183,616
≡	MSCI	−17%	0.17%	53,580	$30,006,943
≡	MEDP	−16%	0.15%	52,372	$27,735,687
≡	NTNX	−7%	0.15%	538,281	$27,430,800
≡	CLX	+6%	0.14%	271,318	$25,894,590
≡	ROL		0.14%	619,935	$25,876,087
≡	WM	+63%	0.14%	114,984	$25,627,634
≡	Unmapped CUSIP	+43%	0.13%	172,977	$24,087,047
≡	Unmapped CUSIP	+58%	0.13%	606,974	$23,052,873
≡	FICO	Newly reported	0.12%	17,953	$21,449,885
≡	SABR		0.1%	9,013,783	$18,838,806
≡	IDCC	Newly reported	0.09%	60,324	$17,079,534
≡	ORLY	Newly reported	0.09%	168,101	$15,480,421
≡	VRT	−54%	0.08%	41,893	$14,026,614
≡	VRSN	−51%	0.08%	55,713	$14,015,162
≡	ADMA		0.08%	1,649,493	$13,806,256
≡	DOCS	−6%	0.07%	653,324	$13,549,940
≡	PAYC	−54%	0.07%	100,763	$12,663,894
≡	Unmapped CUSIP	SOLD	—	—	—
≡	ZTS	SOLD	—	—	—
≡	OTIS	SOLD	—	—	—
≡	CPRX	SOLD	—	—	—
≡	QLYS	SOLD	—	—	—
≡	HD	SOLD	—	—	—
≡	AAPL	SOLD	—	—	—
≡	AMZN	SOLD	—	—	—

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