NASSAU, C5
Allocation by class
Portfolio Concentration
Top 3 weight
46.6%
Top 10 weight
94.7%
Voting Authority Distribution
Total shares with voting rights: 9.29M
Full voting authority
9.29M
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 |
|---|---|---|---|---|---|---|---|
CARGURUS INCSOLE | COM CL A | 2.48M | SH | $84.27M 22.71% | 2.48M | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 162K | SH | $47.85M 12.89% | 162K | 0.00 | 0.00 |
GARRETT MOTION INCSOLE | COM | 2.25M | SH | $40.88M 11.02% | 2.25M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 8.68K | SH | $36.55M 9.85% | 8.68K | 0.00 | 0.00 |
PHINIA INCSOLE | COM | 380K | SH | $26.01M 7.01% | 380K | 0.00 | 0.00 |
LYFT INCSOLE | COM CL A | 1.90M | SH | $25.27M 6.81% | 1.90M | 0.00 | 0.00 |
COPART INCSOLE | COM | 700K | SH | $23.24M 6.26% | 700K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 245K | SH | $22.57M 6.08% | 245K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 710K | SH | $22.54M 6.07% | 710K | 0.00 | 0.00 |
CARRIER GLOBAL CORPSOLE | COM | 395K | SH | $22.24M 5.99% | 395K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 65K | SH | $19.65M 5.29% | 65K | 0.00 | 0.00 |