To The Moon

$Microsoft(MSFT)$ $MasterCard(MA)$ $UnitedHealth(UNH)$ $Amazon.com(AMZN)$ $Lowe's(LOW)$ $Visa(V)$ $Canadian Pacific Railway(CP)$ $LPL Financial Holdings Inc(LPLA)$ $Tractor Supply(TSCO)$ $Analog Devices(ADI)$ $CSX Corp(CSX)$ $NVR Inc(NVR)$ $Canadian National Railway(CNI)$ $Applied Materials(AMAT)$ $Linde PLC(LIN)$ $First Citizens BancShares, Inc(FCNCO)$ $KKR & Co LP(KKR)$ $Taiwan Semiconductor Manufacturing(TSM)$$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Snap Inc(SNAP)$ $Bath & Body Works Inc.(BBWI)$

I recently discovered the UK headquartered fund Egerton Capital. Here are their currently disclosed holdings and former holdings (in yellow) ranked by their returns and linearity over 5 and 10 years.

Some strong choices (payments, semiconductors) and some questionable ones too.

$Adobe(ADBE)$ $Amazon.com(AMZN)$ $ASML Holding NV(ASML)$ $Costco(COST)$ $Intuit(INTU)$ $Automatic Data Processing Inc(ADP)$ $Microsoft(MSFT)$ $Visa(V)$ $NVIDIA Corp(NVDA)$

Morningstar is a useful starting point for understanding a company's competitive advantages.

Here are their "moat" ratings for each of the companies in my portfolio.

I personally see Cadence and Edwards has having Wide moats, and Qualys and Nemetschek as having Narrow moats.