Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Transdigm Group Inc(TDG) | 31,097 | 31,097 | 0 | 36,040 | 41,422 | 50.56% | +5,382 |
| Moodys Corp(MCO) | 74,868 | 74,868 | 0 | 32,661 | 33,909 | 41.39% | +1,248 |
| Guidewire Software Inc(GWRE) | 53,601 | 53,601 | 0 | 8,017 | 6,596 | 8.05% | -1,421 |