GREENWICH, CT
Allocation by class
Portfolio Concentration
Top 3 weight
54.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Full voting authority
5.60M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INCSOLE | COM | 63.34K | SH | $84.37M 19.57% | 63.34K | 0.00 | 0.00 |
FIRST ADVANTAGE CORP NEWSOLE | COM | 4.23M | SH | $76.32M 17.71% | 4.23M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 200.60K | SH | $74.83M 17.36% | 200.60K | 0.00 | 0.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 664K | SH | $73.91M 17.15% | 664K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 339.21K | SH | $68.29M 15.84% | 339.21K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 50.01K | SH | $28.00M 6.50% | 50.01K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 52.98K | SH | $25.30M 5.87% | 52.98K | 0.00 | 0.00 |