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Investing style at a glance · Q2 2026
- Concentrated: 24 stocks, with 69.2% of the portfolio in the 10 largest.
- Biggest sector: Information Technology (38.1% of the portfolio).
- Turnover this quarter: low — 0 new positions and 0 sold out (8 added to, 16 trimmed).
- Largest position: MA at 11.0% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter (dashed = partial quarter)
Sector allocation
Q2 2026
- Information Technology38.1%
- Health Care37.9%
- Financials11.8%
- Communication Services5.5%
- Consumer Discretionary4.0%
- Industrials2.7%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| MA | Mastercard Inc (Class A) | Financials | 169.41K | $87.01M | 11.0% | Reduced | -8.6K | -4.8% | -$4.39M |
| UNH | Unitedhealth Group Inc | Health Care | 160.02K | $66.51M | 8.4% | Reduced | -121.1K | -43.1% | -$50.33M |
| VEEV | Veeva Systems Inc (Class A) | Information Technology | 317.03K | $56.26M | 7.1% | Added | +707 | +0.2% | +$125.47K |
| EW | Edwards Lifesciences Corp | Health Care | 600.23K | $54.30M | 6.8% | Reduced | -90.0K | -13.0% | -$8.14M |
| IDXX | Idexx Laboratories Inc | Health Care | 97.56K | $51.36M | 6.5% | Added | +16.7K | +20.7% | +$8.81M |
| TYL | Tyler Technologies Inc | Information Technology | 173.17K | $50.65M | 6.4% | Reduced | -9.1K | -5.0% | -$2.66M |
| WST | West Pharmaceutical Services Inc | Health Care | 138.23K | $49.62M | 6.3% | Reduced | -87.8K | -38.8% | -$31.52M |
| ISRG | Intuitive Surgical Inc | Health Care | 115.69K | $46.01M | 5.8% | Added | +17.3K | +17.6% | +$6.89M |
| ADSK | Autodesk, Inc | Information Technology | 227.68K | $44.26M | 5.6% | Added | +22.5K | +11.0% | +$4.38M |
| GOOGL | Alphabet Inc (Class A) | Communication Services | 121.43K | $43.39M | 5.5% | Reduced | -64.1K | -34.5% | -$22.89M |
| MSFT | Microsoft Corp | Information Technology | 115.13K | $42.94M | 5.4% | Reduced | -16.7K | -12.7% | -$6.23M |
| CDNS | Cadence Design Systems Inc | Information Technology | 114.32K | $42.91M | 5.4% | Reduced | -31.4K | -21.5% | -$11.77M |
| ADBE | Adobe Inc | Information Technology | 179.90K | $36.88M | 4.6% | Added | +2.9K | +1.6% | +$589.64K |
| ZTS | Zoetis Inc (Class A) | Health Care | 460.01K | $33.06M | 4.2% | Added | +141.2K | +44.3% | +$10.15M |
| CPRT | Copart Inc | Consumer Discretionary | 1.05M | $29.68M | 3.7% | Added | +983.8K | +1428.9% | +$27.73M |
| MTD | Mettler Toledo International Inc | Information Technology | 21.06K | $26.90M | 3.4% | Reduced | -1.5K | -6.6% | -$1.89M |
| ACN | Accenture plc (Class A) | Industrials | 163.64K | $20.36M | 2.6% | Reduced | -9.3K | -5.4% | -$1.16M |
| BKNG | Booking Holdings Inc | Consumer Discretionary | 12.36K | $2.20M | 0.3% | Added | +11.8K | +2027.0% | +$2.10M |
| TW | Tradeweb Markets Inc (Class A) | Financials | 19.49K | $1.94M | 0.2% | Reduced | -2.7K | -12.3% | -$272.07K |
| V | Visa Inc (Class A) | Financials | 5.62K | $1.93M | 0.2% | Reduced | -175 | -3.0% | -$60.04K |
| ADP | Automatic Data Processing Inc | Information Technology | 8.41K | $1.88M | 0.2% | Reduced | -2.4K | -22.0% | -$530.31K |
| MCO | Moodys Corp | Financials | 3.63K | $1.64M | 0.2% | Reduced | -1.1K | -23.3% | -$499.12K |
| GGG | Graco Inc | Industrials | 16.79K | $1.27M | 0.2% | Reduced | -9.5K | -36.1% | -$717.46K |
| CME | Cme Group Inc | Financials | 3.80K | $839.15K | 0.1% | Reduced | -3.4K | -47.0% | -$744.20K |
Column filters
No positions were fully sold this quarter.
13F filings on record (4)
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