Sydney, C3CIK 19144724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 121.4K | $38.09M | 9.8% | 0 | Held |
| 2 | Intuit | 40.4K | $26.77M | 6.9% | 0 | Held |
| 3 | Quanta Svcs Inc | 55.2K | $23.31M | 6.0% | −97 | Reduced |
| 4 | Intercontinental Exchange In |
| 124.4K |
| $20.16M |
| 5.2% |
| 0 |
| Held |
| 5 | Msci Inc | 34.8K | $19.98M | 5.1% | 0 | Held |
| 6 | Transunion | 229.9K | $19.71M | 5.1% | 0 | Held |
| 7 | Visa Inc | 56.2K | $19.70M | 5.1% | 0 | Held |
| 8 | Thermo Fisher Scientific Inc | 33.3K | $19.28M | 4.9% | +1.6K | Added |
| 9 | Tradeweb Mkts Inc | 148.1K | $15.92M | 4.1% | 0 | Held |
| 10 | Rb Global Inc | 139.3K | $14.33M | 3.7% | +11.0K | Added |
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