Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| RTX CORPORATION(RTX) | 0 | 165,000 | +165,000 | 0 | 13,883 | 8.42% | +13,883 |
| CARMAX INC(KMX) | 175,000 | 460,000 | +285,000 | 21,926 | 35,300 | 21.42% | +13,374 |
| SILK RD MED INC | 0 | 860,004 | +860,004 | 0 | 10,552 | 6.40% | +10,552 |
| MOODYS CORP(MCO) | 120,000 | 120,000 | 0 | 37,940 | 46,867 | 28.43% | +8,927 |
| MICROSOFT CORP(MSFT) | 83,000 | 83,000 | 0 | 26,207 | 31,211 | 18.94% | +5,004 |
| CHECK POINT SOFTWARE TECHNOLOGY LT ORD | 160,000 | 160,000 | 0 | 21,325 | 24,446 | 14.83% | +3,122 |
| BLOCK H & R INC | 53,000 | 53,000 | 0 | 2,282 | 2,564 | 1.56% | +281 |