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 7.45 535,000 $96.15 $51,440,000 $93.98 -2.26% $83.45 $152.10
CSGP CoStar Group Inc. 5.80 Prodej 11.54% 575,000 $69.65 $40,049,000 $82.40 18.31% $49.00 $85.37
DHR Danaher Corp. 5.42 145,000 $258.29 $37,452,000 $271.82 5.24% $233.25 $330.29
TMO Thermo Fisher Scientific 4.77 Prodej 7.14% 65,000 $507.18 $32,967,000 $567.95 11.98% $475.77 $671.21
VMC Vulcan Materials 4.57 200,000 $157.71 $31,542,000 $182.81 15.92% $136.92 $211.70
ADI Analog Devices 4.54 225,000 $139.34 $31,352,000 $169.66 21.76% $132.89 $184.17
BRK.B Berkshire Hathaway CL B 4.45 115,000 $267.02 $30,707,000 $305.99 14.59% $259.85 $362.10
V Visa Inc. 4.37 Prodej 2.86% 170,000 $177.65 $30,201,000 $209.10 17.70% $173.81 $233.54
MA Mastercard Inc. 4.32 105,000 $284.34 $29,856,000 $351.17 23.50% $276.87 $398.11
META Meta Platforms Inc. 3.93 200,000 $135.68 $27,136,000 $115.34 -14.99% $88.09 $352.71
LBRDK Liberty Broadband Corp. CL C 3.85 Nákup 20.00% 360,000 $73.80 $26,568,000 $86.28 16.91% $71.70 $164.82
FIS Fidelity National Information Services 3.78 Nákup 2.99% 345,000 $75.57 $26,072,000 $69.79 -7.65% $56.53 $120.23
ROP Roper Technologies Inc. 3.65 70,000 $359.64 $25,175,000 $433.63 20.57% $356.22 $491.46
IT Gartner Inc. 3.61 90,000 $276.69 $24,902,000 $346.40 25.19% $221.39 $357.40
LSXMK Liberty SiriusXM Series C 3.41 625,000 $37.71 $23,569,000 $41.69 10.55% $34.34 $52.43
SCHW Charles Schwab Corp. 3.38 325,000 $71.87 $23,358,000 $80.25 11.66% $58.83 $94.91
AMZN Amazon.com Inc. 3.27 200,000 $113.00 $22,600,000 $90.32 -20.07% $85.87 $176.97
LH Laboratory Corp. of America Hldgs 3.19 Prodej 6.52% 107,500 $204.81 $22,017,000 $235.68 15.07% $199.73 $314.45
AON Aon Plc 3.10 80,000 $267.88 $21,430,000 $306.57 14.44% $245.26 $340.07
ACN Accenture 2.98 80,000 $257.30 $20,584,000 $292.15 13.54% $242.95 $411.75
ORCL Oracle Corp. 2.87 325,000 $61.07 $19,848,000 $80.07 31.11% $60.47 $104.53
SPGI S&P Global Inc. 2.87 Prodej 7.14% 65,000 $305.35 $19,848,000 $352.81 15.54% $279.32 $481.01
KMX CarMax Inc. 2.68 Prodej 6.67% 280,000 $66.02 $18,486,000 $65.48 -0.82% $54.85 $150.32
CRM Salesforce.com 2.60 125,000 $143.84 $17,980,000 $130.13 -9.53% $127.02 $270.57
ADBE Adobe Inc. 2.59 Nákup 8.33% 65,000 $275.20 $17,888,000 $332.58 20.85% $274.73 $675.21
LIN Linde plc 2.54 Prodej 7.14% 65,000 $269.58 $17,523,000 $334.63 24.13% $261.56 $346.83