Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	4.1M	$2B	13.8%	—	$260.41	+87.20%	28 qtrs	Decreased 0
DHR Danaher Corp	7.6M	$1.7B	12.1%	—	$206.01	+11.97%	12 qtrs	Increased 72
MELI MercadoLibre Inc	458,751	$924M	6.4%	—	$1,253.08	+61.27%	28 qtrs	Increased 64
GOOGL Alphabet Inc	2.8M	$885M	6.1%	—	$183.58	+70.96%	5 qtrs	Decreased 0
WDAY Workday Inc	4.1M	$884.5M	6.1%	—	$238.11	-8.89%	7 qtrs	Increased 80
SCHW Charles Schwab Corp/The	7.8M	$784.1M	5.4%	—	$54.43	+84.11%	28 qtrs	Decreased 0
CRM Salesforce Inc	2.8M	$734.6M	5.1%	—	$252.00	+5.52%	2 qtrs	Increased 87
ACN Accenture PLC	2.4M	$644.4M	4.5%	—	$299.98	-9.99%	9 qtrs	Increased 78
TMO Thermo Fisher Scientific Inc	1.1M	$644M	4.5%	—	$456.98	+27.67%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	2.6M	$595.5M	4.1%	—	$150.77	+54.23%	20 qtrs	Increased 79
TRMB Trimble Inc	7.6M	$595M	4.1%	—	$57.56	+38.22%	10 qtrs	Decreased 0
A Agilent Technologies Inc	4.2M	$568.8M	3.9%	—	$134.46	+2.16%	6 qtrs	Decreased 0
STE STERIS PLC	2.1M	$529.5M	3.7%	—	$204.46	+24.63%	22 qtrs	Decreased 0
WST West Pharmaceutical Services Inc	1.6M	$429.7M	3.0%	—	$240.19	+15.17%	3 qtrs	Increased 78
V Visa Inc	1.2M	$425.2M	2.9%	—	$307.95	+14.60%	6 qtrs	Decreased 0
EFX Equifax Inc	1.6M	$341M	2.4%	—	$219.34	+0.65%	28 qtrs	Decreased 0
SNPS Synopsys Inc	499,931	$234.8M	1.6%	—	$444.06	+6.85%	4 qtrs	Increased 58
COO Cooper Cos Inc/The	2.8M	$233.5M	1.6%	—	$82.47	0.00%	1 qtr	New 71
SPOT Spotify Technology SA	332,933	$193.3M	1.3%	—	$576.68	0.00%	1 qtr	New 71
TTAN SERVICETITAN INC	1.8M	$186.5M	1.3%	—	$103.92	+3.14%	5 qtrs	Unchanged 0
NTNX Nutanix Inc	3.4M	$177.3M	1.2%	—	$32.36	+60.56%	27 qtrs	Decreased 0
MSCI MSCI Inc	227,249	$130.4M	0.9%	—	$579.96	0.00%	1 qtr	New 60
MCO Moody's Corp	225,909	$115.4M	0.8%	—	$486.18	+6.08%	3 qtrs	Decreased 0
CSL Carlisle Cos Inc	341,452	$109.2M	0.8%	—	$324.19	0.00%	1 qtr	New 60
RELY REMITLY GLOBAL INC	7.7M	$106.2M	0.7%	—	$37.00	-62.54%	18 qtrs	Unchanged 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

DHRDanaher Corp

Q4 2024 → Q4 2025+5.4M shares+$1.1B

ACNAccenture PLC

Q2 2025 → Q4 2025+1.1M shares+$234.1M

AMZNAmazon.com Inc

Q3 2025 → Q4 2025+857,819 shares+$217.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer