Hidden quality growth companies
The portfolio
- Concentrated into the very highest quality growth companies
- Low turnover
$NVIDIA(NVDA)$ $Constellation Software, Inc.(CNSWY)$ $Cadence Design(CDNS)$ $Visa(V)$ $Fortinet(FTNT)$ $MSCI Inc(MSCI)$ $Technology One, Ltd.(THNOF)$ $Fair Isaac(FICO)$ $Arista Networks(ANET)$ $KLA-Tencor(KLAC)$ $Applied Materials(AMAT)$ $Comfort Systems USA(FIX)$
A pie chart displaying portfolio allocation among various companies. Sectors include NVIDIA at 13.7%, Cadence Design at 11.8%, Mastercard at 9.8%, and others like Broadcom Systems, Applied Materials, KLA Corp, Arista Networks, Fair Isaac, TechnologyOne, Visa, and MSC at varying percentages. Company logos and percentage values are visible next to each segment.
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