Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
MA Mastercard Inc. 14.79 Nákup 0.48% 5,891,226 $284.34 $1,675,111,000 $351.17 23.50% $276.87 $398.11
AMT American Tower Corp. 13.22 6,973,187 $214.70 $1,497,143,000 $212.25 -1.14% $178.17 $288.99
V Visa Inc. 8.23 5,244,738 $177.65 $931,728,000 $209.10 17.70% $173.81 $233.54
KKR KKR & Co. L.P. 5.87 Nákup 0.50% 15,452,918 $43.00 $664,475,000 $48.27 12.26% $41.53 $57.55
ROP Roper Technologies Inc. 5.26 1,655,660 $359.64 $595,442,000 $433.63 20.57% $356.22 $491.46
BAM Brookfield Asset Management Inc. 4.83 Nákup 0.43% 13,366,753 $40.89 $546,567,000 $43.61 6.65% $36.82 $61.75
CSGP CoStar Group Inc. 4.37 7,111,430 $69.65 $495,311,000 $82.40 18.31% $49.00 $85.37
KMX CarMax Inc. 4.29 Nákup 0.07% 7,353,022 $66.02 $485,447,000 $65.48 -0.82% $54.85 $150.32
ADBE Adobe Inc. 4.05 Nákup 0.33% 1,665,895 $275.20 $458,454,000 $332.58 20.85% $274.73 $675.21
CRM Salesforce.com 3.93 Nákup 0.83% 3,095,500 $143.84 $445,257,000 $130.13 -9.53% $127.02 $270.57
DHR Danaher Corp. 3.78 1,655,300 $258.29 $427,547,000 $271.82 5.24% $233.25 $330.29
VRSK Verisk Analytics Inc. 3.68 2,444,286 $170.53 $416,824,000 $182.26 6.88% $155.79 $229.57
SNOW Snowflake Inc. 1.50 1,000,000 $169.96 $169,960,000 $142.87 -15.94% $110.27 $377.26
DBRG DigitalBridge Group Inc. 0.51 Nákup 12.84% 4,623,651 $12.51 $57,842,000 $12.63 0.96% $11.22 $34.17
ALRM Alarm.Com Holdings 0.15 263,939 $64.86 $17,119,000 $49.59 -23.54% $47.16 $85.73
GSHD Goosehead Insurance Inc. 0.08 Prodej 30.05% 243,672 $35.64 $8,684,000 $40.69 14.17% $29.23 $146.25
BRK.B Berkshire Hathaway CL B 0.04 17,114 $267.03 $4,570,000 $305.99 14.59% $259.85 $362.10
DLTR Dollar Tree Inc. 0.04 32,912 $136.09 $4,479,000 $144.45 6.14% $123.62 $177.19