Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TRADEWEB MKTS INC(TW) | 99,113 | 106,274 | +7,161 | 12,976 | 15,777 | 16.88% | +2,802 |
| EQUIFAX INC(EFX) | 47,017 | 57,324 | +10,307 | 11,982 | 13,962 | 14.94% | +1,980 |
| MOODYS CORP(MCO) | 24,738 | 24,154 | -584 | 11,710 | 11,248 | 12.04% | -462 |
| FAIR ISAAC CORP(FICO) | 7,777 | 8,016 | +239 | 15,483 | 14,783 | 15.82% | -701 |
| GARTNER INC(IT) | 26,280 | 28,245 | +1,965 | 12,732 | 11,856 | 12.69% | -876 |
| VEEVA SYS INC(VEEV) | 68,802 | 49,538 | -19,264 | 14,466 | 11,474 | 12.28% | -2,991 |
| AXON ENTERPRISE INC(AXON) | 28,975 | 24,627 | -4,348 | 17,220 | 12,953 | 13.86% | -4,268 |
| SALESFORCE INC(CRM) | 21,438 | 5,191 | -16,247 | 7,167 | 1,393 | 1.49% | -5,774 |