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. 21.24 1,574,417 $284.34 $447,670,000 $351.17 23.50% $276.87 $398.11
FICO Fair Isaac Corp. 18.83 963,048 $412.01 $396,785,000 $624.99 51.69% $340.48 $637.69
SPGI S&P Global Inc. 18.77 1,295,275 $305.35 $395,512,000 $352.81 15.54% $279.32 $481.01
AMZN Amazon.com Inc. 8.76 1,634,300 $113.00 $184,676,000 $90.32 -20.07% $85.87 $176.97
V Visa Inc. 8.21 973,477 $177.65 $172,938,000 $209.10 17.70% $173.81 $233.54
INTU Intuit Inc. 3.64 Nákup 1.02% 198,071 $387.32 $76,717,000 $405.28 4.64% $338.16 $679.92
ADBE Adobe Inc. 3.22 246,305 $275.20 $67,783,000 $332.58 20.85% $274.73 $675.21
ADSK Autodesk Inc. 1.99 224,034 $186.80 $41,850,000 $196.58 5.24% $163.20 $285.38
AZPN Aspen Technology Inc. 1.98 175,485 $238.20 $41,801,000 $224.47 -5.76% $173.81 $263.59