Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
GOOG Alphabet Inc. CL C 6.52 535,000 $88.73 $47,471,000 $99.26 11.87% $83.45 $152.10
CSGP CoStar Group Inc. 5.31 Prodej 13.04% 500,000 $77.28 $38,640,000 $78.48 1.55% $49.00 $85.37
DHR Danaher Corp. 4.92 Prodej 6.90% 135,000 $265.42 $35,832,000 $274.40 3.38% $233.03 $303.24
BRK.B Berkshire Hathaway CL B 4.88 115,000 $308.90 $35,524,000 $309.87 0.31% $259.85 $362.10
V Visa Inc. 4.85 170,000 $207.76 $35,319,000 $224.31 7.97% $173.81 $233.54
VMC Vulcan Materials 4.81 200,000 $175.11 $35,022,000 $178.89 2.16% $136.92 $191.55
MA Mastercard Inc. 4.78 Prodej 4.76% 100,000 $347.73 $34,773,000 $376.28 8.21% $276.42 $397.47
ADI Analog Devices 4.73 Prodej 6.67% 210,000 $164.03 $34,446,000 $165.12 0.66% $132.89 $179.95
TMO Thermo Fisher Scientific 4.54 Prodej 7.69% 60,000 $550.68 $33,041,000 $593.66 7.80% $475.52 $617.34
ORCL Oracle Corp. 4.49 Nákup 23.08% 400,000 $81.74 $32,696,000 $87.25 6.74% $60.24 $89.47
IT Gartner Inc. 4.16 90,000 $336.14 $30,253,000 $332.96 -0.95% $221.39 $358.25
META Meta Platforms Inc. 3.89 Nákup 17.50% 235,000 $120.34 $28,280,000 $139.31 15.76% $88.09 $328.00
LBRDK Liberty Broadband Corp. CL C 3.77 360,000 $76.27 $27,457,000 $91.15 19.51% $68.67 $155.98
SCHW Charles Schwab Corp. 3.43 Prodej 7.69% 300,000 $83.26 $24,978,000 $77.03 -7.48% $58.83 $94.91
LH Laboratory Corp. of America Hldgs 3.40 Prodej 2.33% 105,000 $235.48 $24,725,000 $255.59 8.54% $199.73 $287.71
LSXMK Liberty SiriusXM Series C 3.36 625,000 $39.13 $24,456,000 $39.95 2.10% $34.34 $52.43
AON Aon Plc 3.30 80,000 $300.14 $24,011,000 $325.40 8.42% $245.26 $340.07
ROP Roper Technologies Inc. 3.27 Prodej 21.43% 55,000 $432.09 $23,765,000 $441.59 2.20% $355.66 $485.92
FIS Fidelity National Information Services 3.22 345,000 $67.85 $23,408,000 $73.92 8.95% $56.15 $119.42
ADBE Adobe Inc. 3.01 65,000 $336.52 $21,874,000 $356.36 5.90% $274.73 $540.46
SPGI S&P Global Inc. 2.99 65,000 $334.94 $21,771,000 $368.05 9.89% $279.32 $422.40
ACN Accenture 2.93 80,000 $266.84 $21,347,000 $280.47 5.11% $241.96 $354.72
CRM Salesforce.com 2.55 Nákup 12.00% 140,000 $132.59 $18,563,000 $151.25 14.07% $126.34 $234.49
KMX CarMax Inc. 2.34 280,000 $60.89 $17,049,000 $66.08 8.52% $52.10 $114.43
AMZN Amazon.com Inc. 2.31 200,000 $84.00 $16,800,000 $97.21 15.73% $81.43 $170.83
LIN Linde plc 2.24 Prodej 23.08% 50,000 $326.18 $16,309,000 $328.62 0.75% $261.56 $347.60

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