Portfolio Value Over Time
Current Holdings for Cantillon Capital Management
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
AVGO|BROADCOM INC
|
4.6M | $1.6B | TRIM -2.0% | +144.64% | |
|
GOOGL|ALPHABET INC
|
4.2M | $1.3B | ADD +0.8% | — | |
|
SPGI|S&P GLOBAL INC
|
1.8M | $917.5M | ADD +0.8% | — | |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
2.8M | $859.8M | ADD +0.8% | — | |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
12.8M | $820.6M | ADD +0.8% | — | |
|
AMAT|APPLIED MATLS INC
|
3.0M | $764.2M | ADD +0.8% | +403.02% | |
|
CBRE|CBRE GROUP INC
|
4.5M | $717.2M | ADD +0.8% | — | |
|
V|VISA INC
|
1.9M | $683.7M | ADD +0.8% | — | |
|
MSFT|MICROSOFT CORP
|
1.3M | $610.3M | ADD +0.8% | +101.33% | |
|
ADI|ANALOG DEVICES INC
|
2.2M | $588.2M | ADD +0.8% | — | |
|
BLK|BLACKROCK INC
|
514.3K | $550.4M | ADD +0.8% | +11.84% | |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
3.3M | $540.6M | ADD +0.8% | — | |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
873.3K | $506.0M | ADD +0.8% | +118.02% | |
|
FLUT|FLUTTER ENTMT PLC
|
2.3M | $486.9M | ADD +0.8% | -12.49% | |
|
FERG|FERGUSON ENTERPRISES INC
|
2.0M | $441.9M | ADD +0.8% | +24.37% | |
|
AON|AON PLC
|
1.2M | $438.6M | ADD +0.8% | +58.12% | |
|
IQV|IQVIA HLDGS INC
|
1.9M | $437.6M | ADD +0.7% | +16.83% | |
|
CME|CME GROUP INC
|
1.6M | $429.6M | ADD +0.8% | — | |
|
AG8|AGILENT TECHNOLOGIES INC
|
3.1M | $423.9M | ADD +0.8% | — | |
|
UBER|UBER TECHNOLOGIES INC
|
5.1M | $420.0M | ADD +0.8% | +16.72% | |
|
ADBE|ADOBE INC
|
1.2M | $405.0M | ADD +15.7% | -31.22% | |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
2.8M | $398.6M | ADD +0.8% | +62.42% | |
|
EFX|EQUIFAX INC
|
1.7M | $374.1M | ADD +0.8% | — | |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
4.3M | $372.3M | ADD +0.8% | — | |
|
FAST|FASTENAL CO
|
9.3M | $371.9M | ADD +0.8% | +76.36% | |
|
TCOM|TRIP COM GROUP LTD
|
4.7M | $335.8M | ADD +1.4% | +19.19% | |
|
TME|TENCENT MUSIC ENTMT GROUP
|
18.7M | $328.0M | ADD +1.4% | +21.17% | |
|
AMT|AMERICAN TOWER CORP NEW
|
1.8M | $321.4M | ADD +0.8% | — | |
|
YUM|YUM BRANDS INC
|
2.1M | $311.0M | ADD +0.8% | +13.43% | |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
4.2M | $309.8M | ADD +0.8% | -8.44% | |
|
TW|TRADEWEB MKTS INC
|
2.7M | $289.1M | ADD +39.0% | +9.89% | |
|
DUT|MOODYS CORP
|
445.4K | $227.5M | ADD +0.8% | — | |
|
ALCON AG
|
2.8M | $224.2M | ADD +0.8% | — | |
|
ENTG|ENTEGRIS INC
|
2.5M | $207.2M | ADD +0.8% | +95.66% | |
|
FWONA|LIBERTY MEDIA CORP DEL
|
1.7M | $168.1M | ADD +46.4% | -9.34% | |
|
ORCL|ORACLE CORP
|
860.7K | $167.8M | ADD +0.8% | +56.20% | |
|
LPLA|LPL FINL HLDGS INC
|
369.1K | $131.8M | ADD NEW | -1.06% |
Trading Activity for Cantillon Capital Management
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q4 | |||||
|
AVGO|BROADCOM INC
|
SELL | -2.03% | 4.6M | $1.6B | +164.1% |
|
GOOGL|ALPHABET INC
|
BUY | +0.76% | 4.2M | $1.3B | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +0.76% | 1.8M | $917M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +0.76% | 12.8M | $821M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +0.76% | 2.8M | $860M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | +0.76% | 3.0M | $764M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +0.76% | 4.5M | $717M | — |
|
V|VISA INC
|
BUY | +0.76% | 1.9M | $684M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +0.76% | 1.3M | $610M | — |
|
BLK|BLACKROCK INC
|
BUY | +0.75% | 514.3K | $550M | — |
|
ADI|ANALOG DEVICES INC
|
BUY | +0.76% | 2.2M | $588M | — |
|
FLUT|FLUTTER ENTMT PLC
|
BUY | +0.75% | 2.3M | $487M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +0.76% | 3.3M | $541M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +0.76% | 873.3K | $506M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | +0.76% | 5.1M | $420M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
BUY | +0.77% | 2.8M | $399M | — |
|
FAST|FASTENAL CO
|
BUY | +0.76% | 9.3M | $372M | — |
|
FERG|FERGUSON ENTERPRISES INC
|
BUY | +0.76% | 2.0M | $442M | — |
|
AON|AON PLC
|
BUY | +0.75% | 1.2M | $439M | — |
|
EFX|EQUIFAX INC
|
BUY | +0.76% | 1.7M | $374M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +0.74% | 1.9M | $438M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +1.39% | 18.7M | $328M | — |
|
CME|CME GROUP INC
|
BUY | +0.76% | 1.6M | $430M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +0.76% | 3.1M | $424M | — |
|
ADBE|ADOBE INC
|
BUY | +15.69% | 1.2M | $405M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +0.76% | 4.3M | $372M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +0.81% | 1.8M | $321M | — |
|
TCOM|TRIP COM GROUP LTD
|
BUY | +1.38% | 4.7M | $336M | — |
|
YUM|YUM BRANDS INC
|
BUY | +0.77% | 2.1M | $311M | — |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | +0.81% | 4.2M | $310M | — |
|
TW|TRADEWEB MKTS INC
|
BUY | +38.98% | 2.7M | $289M | — |
|
ORCL|ORACLE CORP
|
BUY | +0.75% | 860.7K | $168M | — |
|
DUT|MOODYS CORP
|
BUY | +0.77% | 445.4K | $228M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +0.80% | 2.5M | $207M | — |
|
ALCON AG
|
BUY | +0.77% | 2.8M | $224M | — |
|
ZTS|ZOETIS INC
|
SELL | EXIT | — | — | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
BUY | +46.37% | 1.7M | $168M | — |
|
LPLA|LPL FINL HLDGS INC
|
BUY | NEW | 369.1K | $132M | — |
|
ECL|ECOLAB INC
|
SELL | EXIT | — | — | — |
| 2025-Q3 | |||||
|
AVGO|BROADCOM INC
|
SELL | -14.25% | 4.7M | $1.6B | +124.2% |
|
GOOGL|ALPHABET INC
|
SELL | -1.09% | 4.2M | $1.0B | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -1.09% | 1.7M | $848M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -1.09% | 12.7M | $871M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.09% | 2.8M | $784M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -1.09% | 4.4M | $698M | — |
|
V|VISA INC
|
SELL | -1.09% | 1.9M | $661M | — |
|
FLUT|FLUTTER ENTMT PLC
|
SELL | -1.09% | 2.2M | $571M | +41.7% |
|
MSFT|MICROSOFT CORP
|
SELL | -1.09% | 1.3M | $649M | +127.2% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.09% | 3.3M | $558M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.09% | 3.0M | $604M | +191.7% |
|
BLK|BLACKROCK INC
|
SELL | -1.09% | 510.4K | $595M | +9.8% |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.09% | 2.2M | $529M | — |
|
UBER|UBER TECHNOLOGIES INC
|
SELL | -1.09% | 5.1M | $500M | +32.4% |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
SELL | -1.09% | 2.8M | $454M | +89.2% |
|
FAST|FASTENAL CO
|
SELL | -1.09% | 9.2M | $451M | +87.2% |
|
EFX|EQUIFAX INC
|
SELL | -1.08% | 1.7M | $439M | — |
|
AON|AON PLC
|
SELL | -1.09% | 1.2M | $440M | +69.6% |
|
FERG|FERGUSON ENTERPRISES INC
|
SELL | -1.09% | 2.0M | $442M | +11.5% |
|
CME|CME GROUP INC
|
SELL | -1.09% | 1.6M | $422M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -1.26% | 18.5M | $431M | +78.5% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.08% | 866.8K | $420M | +62.0% |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.09% | 1.8M | $349M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -1.09% | 3.1M | $397M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.09% | 4.2M | $375M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +27.30% | 1.9M | $366M | — |
|
ADBE|ADOBE INC
|
BUY | +16.77% | 1.0M | $353M | — |
|
TCOM|TRIP COM GROUP LTD
|
BUY | +12.42% | 4.6M | $346M | — |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
SELL | -1.09% | 4.2M | $311M | -4.0% |
|
YUM|YUM BRANDS INC
|
SELL | -1.11% | 2.0M | $310M | +8.6% |
|
ECL|ECOLAB INC
|
SELL | -92.83% | 78.5K | $22M | — |
|
ALCON AG
|
SELL | -1.06% | 2.8M | $210M | — |
|
ORCL|ORACLE CORP
|
SELL | -1.08% | 854.3K | $240M | +114.3% |
|
ENTG|ENTEGRIS INC
|
SELL | -1.06% | 2.4M | $226M | +42.4% |
|
DUT|MOODYS CORP
|
SELL | -1.09% | 442.0K | $211M | — |
|
TW|TRADEWEB MKTS INC
|
BUY | +71.19% | 1.9M | $215M | — |
|
ZTS|ZOETIS INC
|
SELL | -1.10% | 1.2M | $176M | — |
|
FWONA|LIBERTY MEDIA CORP DEL
|
BUY | NEW | 1.2M | $122M | — |
|
ICLR|ICON PLC
|
SELL | EXIT | — | — | +19.2% |
| 2025-Q2 | |||||
|
AVGO|BROADCOM INC
|
SELL | -13.10% | 5.5M | $1.5B | +71.9% |
|
SPGI|S&P GLOBAL INC
|
SELL | -2.82% | 1.8M | $929M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.82% | 4.2M | $745M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +288.72% | 12.8M | $709M | — |
|
V|VISA INC
|
SELL | -2.82% | 2.0M | $695M | — |
|
FLUT|FLUTTER ENTMT PLC
|
SELL | -2.82% | 2.3M | $649M | +17.9% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.82% | 2.8M | $643M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -2.82% | 1.3M | $630M | +100.9% |
|
CBRE|CBRE GROUP INC
|
SELL | -2.82% | 4.5M | $627M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.82% | 3.3M | $615M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -2.82% | 3.0M | $546M | +148.5% |
|
BLK|BLACKROCK INC
|
BUY | +10.30% | 516.0K | $541M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -2.82% | 2.2M | $518M | — |
|
AON|AON PLC
|
SELL | -2.82% | 1.2M | $445M | +69.3% |
|
UBER|UBER TECHNOLOGIES INC
|
SELL | -2.83% | 5.2M | $481M | +18.7% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -2.83% | 876.3K | $355M | +41.1% |
|
EFX|EQUIFAX INC
|
SELL | -2.83% | 1.7M | $449M | — |
|
CME|CME GROUP INC
|
SELL | -2.82% | 1.6M | $435M | — |
|
FERG|FERGUSON ENTERPRISES INC
|
SELL | -2.82% | 2.0M | $434M | -12.6% |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
SELL | -2.82% | 2.8M | $425M | +61.3% |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -2.82% | 1.8M | $406M | — |
|
FAST|FASTENAL CO
|
BUY | +94.35% | 9.3M | $391M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -2.82% | 3.1M | $369M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -2.82% | 4.3M | $354M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -2.87% | 18.7M | $364M | +23.6% |
|
IQV|IQVIA HLDGS INC
|
SELL | -24.48% | 1.5M | $239M | -27.6% |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | +16.79% | 4.2M | $335M | — |
|
ADBE|ADOBE INC
|
BUY | +7.50% | 856.6K | $331M | — |
|
YUM|YUM BRANDS INC
|
BUY | +13.08% | 2.1M | $306M | — |
|
ECL|ECOLAB INC
|
SELL | -2.83% | 1.1M | $295M | — |
|
ALCON AG
|
BUY | +94.84% | 2.9M | $252M | — |
|
TCOM|TRIP COM GROUP LTD
|
BUY | +14.55% | 4.1M | $240M | — |
|
DUT|MOODYS CORP
|
SELL | -2.82% | 446.9K | $224M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -2.85% | 2.5M | $199M | +25.9% |
|
ZTS|ZOETIS INC
|
SELL | -2.82% | 1.2M | $190M | — |
|
ORCL|ORACLE CORP
|
SELL | -2.84% | 863.6K | $189M | +37.8% |
|
TW|TRADEWEB MKTS INC
|
SELL | -2.86% | 1.1M | $165M | +93.5% |
|
ICLR|ICON PLC
|
BUY | NEW | 465.2K | $68M | — |
| 2025-Q1 | |||||
|
AVGO|BROADCOM INC
|
SELL | -14.44% | 6.3M | $1.1B | +63.6% |
|
SPGI|S&P GLOBAL INC
|
SELL | -3.00% | 1.8M | $921M | — |
|
GOOGL|ALPHABET INC
|
SELL | -3.00% | 4.4M | $673M | — |
|
V|VISA INC
|
SELL | -3.00% | 2.0M | $705M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -3.00% | 4.6M | $602M | — |
|
FLUT|FLUTTER ENTMT PLC
|
SELL | -3.00% | 2.3M | $518M | +27.1% |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -3.00% | 3.3M | $545M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -3.00% | 2.9M | $485M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -3.00% | 3.4M | $595M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -3.00% | 1.3M | $489M | +82.8% |
|
AMAT|APPLIED MATLS INC
|
SELL | -3.00% | 3.1M | $446M | +170.8% |
|
AON|AON PLC
|
SELL | -3.00% | 1.3M | $512M | +83.3% |
|
BLK|BLACKROCK INC
|
SELL | -3.29% | 467.9K | $443M | -4.9% |
|
ADI|ANALOG DEVICES INC
|
SELL | -3.02% | 2.2M | $452M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -3.02% | 901.8K | $449M | +81.8% |
|
EFX|EQUIFAX INC
|
SELL | -3.00% | 1.8M | $434M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -3.00% | 3.2M | $376M | — |
|
CME|CME GROUP INC
|
SELL | -3.00% | 1.6M | $431M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -3.00% | 1.9M | $411M | — |
|
IQV|IQVIA HLDGS INC
|
SELL | -2.99% | 2.0M | $353M | -6.2% |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | +31.26% | 5.3M | $387M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
SELL | -3.00% | 2.9M | $377M | +62.4% |
|
FAST|FASTENAL CO
|
SELL | -3.00% | 4.8M | $371M | +139.8% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -3.00% | 4.4M | $367M | — |
|
FERG|FERGUSON ENTERPRISES INC
|
SELL | -2.95% | 2.0M | $328M | -13.5% |
|
TCOM|TRIP COM GROUP LTD
|
SELL | -24.68% | 3.6M | $227M | +30.7% |
|
ADBE|ADOBE INC
|
BUY | +29.60% | 796.9K | $306M | — |
|
YUM|YUM BRANDS INC
|
SELL | -2.97% | 1.8M | $287M | +10.5% |
|
ECL|ECOLAB INC
|
SELL | -3.00% | 1.1M | $286M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -11.91% | 19.2M | $277M | -6.0% |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
SELL | -3.00% | 3.6M | $254M | -3.4% |
|
ENTG|ENTEGRIS INC
|
SELL | -2.99% | 2.5M | $222M | +66.8% |
|
DUT|MOODYS CORP
|
SELL | -3.00% | 459.9K | $214M | — |
|
ZTS|ZOETIS INC
|
SELL | -3.00% | 1.3M | $207M | — |
|
TW|TRADEWEB MKTS INC
|
SELL | -3.00% | 1.2M | $173M | +81.8% |
|
ORCL|ORACLE CORP
|
SELL | -3.13% | 888.8K | $124M | +43.0% |
|
ALCON AG
|
BUY | NEW | 1.5M | $139M | — |
| 2024-Q4 | |||||
|
AVGO|BROADCOM INC
|
BUY | +0.54% | 7.4M | $1.7B | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +0.53% | 1.9M | $931M | — |
|
GOOGL|ALPHABET INC
|
BUY | +0.53% | 4.5M | $849M | — |
|
V|VISA INC
|
BUY | +0.53% | 2.1M | $656M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | +0.53% | 3.2M | $515M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +0.53% | 4.7M | $623M | — |
|
FLUT|FLUTTER ENTMT PLC
|
BUY | +0.53% | 2.4M | $623M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +0.53% | 3.4M | $600M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +0.53% | 3.0M | $595M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +0.53% | 1.3M | $566M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +0.53% | 3.6M | $529M | — |
|
EFX|EQUIFAX INC
|
BUY | +0.53% | 1.8M | $468M | — |
|
ADI|ANALOG DEVICES INC
|
BUY | +0.53% | 2.3M | $491M | — |
|
BLK|BLACKROCK INC
|
BUY | NEW | 483.8K | $496M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +16.38% | 929.9K | $484M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +0.53% | 3.3M | $446M | — |
|
AON|AON PLC
|
BUY | +0.53% | 1.3M | $475M | — |
|
BLK|BLACKROCK INC
|
SELL | EXIT | — | — | +38.2% |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +0.53% | 1.9M | $357M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +12.28% | 2.1M | $406M | — |
|
CME|CME GROUP INC
|
BUY | +0.58% | 1.7M | $389M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
BUY | +0.54% | 3.0M | $386M | — |
|
FERG|FERGUSON ENTERPRISES INC
|
BUY | +24.46% | 2.1M | $367M | — |
|
FAST|FASTENAL CO
|
BUY | +0.54% | 4.9M | $355M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +0.57% | 4.5M | $344M | — |
|
TCOM|TRIP COM GROUP LTD
|
SELL | -2.46% | 4.7M | $326M | +30.2% |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | +0.54% | 3.7M | $270M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | +0.54% | 4.0M | $244M | — |
|
ECL|ECOLAB INC
|
BUY | +0.54% | 1.2M | $272M | — |
|
CDW|CDW CORP
|
SELL | EXIT | — | — | -0.4% |
|
ADBE|ADOBE INC
|
BUY | +18.33% | 614.9K | $273M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +12.56% | 2.6M | $259M | — |
|
YUM|YUM BRANDS INC
|
BUY | +31.68% | 1.9M | $252M | — |
|
ZTS|ZOETIS INC
|
BUY | +0.54% | 1.3M | $211M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +18.34% | 21.8M | $248M | — |
|
DUT|MOODYS CORP
|
BUY | +0.54% | 474.1K | $224M | — |
|
TW|TRADEWEB MKTS INC
|
BUY | +0.54% | 1.2M | $157M | — |
|
ORCL|ORACLE CORP
|
BUY | +0.56% | 917.5K | $153M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | EXIT | — | — | — |
| 2024-Q3 | |||||
|
AVGO|BROADCOM INC
|
BUY | +849.57% | 7.3M | $1.3B | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -2.89% | 1.9M | $960M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.90% | 4.5M | $740M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -2.90% | 3.1M | $636M | +218.2% |
|
ADI|ANALOG DEVICES INC
|
SELL | -23.26% | 2.3M | $529M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -2.89% | 1.3M | $575M | +90.3% |
|
CBRE|CBRE GROUP INC
|
SELL | -2.90% | 4.7M | $588M | — |
|
FLUT|FLUTTER ENTMT PLC
|
BUY | NEW | 2.4M | $569M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.90% | 3.5M | $568M | — |
|
V|VISA INC
|
SELL | -2.90% | 2.1M | $568M | — |
|
EFX|EQUIFAX INC
|
SELL | -2.90% | 1.8M | $536M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.90% | 3.0M | $520M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -2.90% | 799.0K | $494M | +128.5% |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -2.90% | 3.3M | $490M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -2.90% | 3.4M | $471M | — |
|
BLK|BLACKROCK INC
|
SELL | -4.49% | 488.7K | $464M | +16.7% |
|
AON|AON PLC
|
BUY | +15.63% | 1.3M | $455M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -2.90% | 1.9M | $451M | — |
|
IQV|IQVIA HLDGS INC
|
SELL | -2.90% | 1.8M | $436M | +14.7% |
|
CME|CME GROUP INC
|
SELL | -2.94% | 1.7M | $367M | — |
|
FAST|FASTENAL CO
|
SELL | -2.90% | 4.9M | $350M | +118.2% |
|
FERG|FERGUSON PLC NEW
|
SELL | EXIT | — | — | +35.9% |
|
FERG|FERGUSON ENTERPRISES INC
|
BUY | NEW | 1.7M | $337M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -2.94% | 4.5M | $334M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
SELL | -2.90% | 3.0M | $324M | +12.7% |
|
ENTG|ENTEGRIS INC
|
SELL | -2.90% | 2.3M | $262M | +97.6% |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | +9.15% | 3.7M | $317M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | +65.17% | 4.0M | $302M | — |
|
CDW|CDW CORP
|
SELL | -2.91% | 1.3M | $290M | +18.6% |
|
ECL|ECOLAB INC
|
SELL | -2.90% | 1.2M | $295M | — |
|
TCOM|TRIP COM GROUP LTD
|
BUY | +14.85% | 4.9M | $289M | — |
|
ADBE|ADOBE INC
|
BUY | +18.17% | 519.6K | $269M | — |
|
ZTS|ZOETIS INC
|
SELL | -2.90% | 1.3M | $251M | — |
|
DUT|MOODYS CORP
|
SELL | -2.90% | 471.5K | $224M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +39.92% | 18.5M | $222M | — |
|
YUM|YUM BRANDS INC
|
BUY | +3.76% | 1.4M | $200M | — |
|
ORCL|ORACLE CORP
|
SELL | -2.94% | 912.4K | $155M | +23.2% |
|
TW|TRADEWEB MKTS INC
|
SELL | -2.89% | 1.2M | $148M | +59.1% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.94% | 227.1K | $101M | — |
|
TNET|TRINET GROUP INC
|
SELL | EXIT | — | — | — |
| 2024-Q2 | |||||
|
AVGO|BROADCOM INC
|
SELL | -4.88% | 772.1K | $1.2B | +399.6% |
|
SPGI|S&P GLOBAL INC
|
SELL | -7.59% | 1.9M | $854M | — |
|
GOOGL|ALPHABET INC
|
SELL | -4.85% | 4.6M | $837M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -4.84% | 3.2M | $765M | +237.1% |
|
ADI|ANALOG DEVICES INC
|
SELL | -4.85% | 3.0M | $683M | — |
|
V|VISA INC
|
SELL | -4.85% | 2.1M | $558M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -4.85% | 1.4M | $615M | +89.0% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -4.85% | 3.1M | $536M | — |
|
EFX|EQUIFAX INC
|
SELL | -4.84% | 1.9M | $456M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -4.84% | 3.6M | $498M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -4.84% | 3.4M | $440M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -4.84% | 822.8K | $455M | +116.4% |
|
CBRE|CBRE GROUP INC
|
SELL | -4.86% | 4.9M | $433M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +7.23% | 1.9M | $401M | — |
|
ADSK|AUTODESK INC
|
SELL | EXIT | — | — | +24.7% |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -4.85% | 3.5M | $426M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -4.83% | 2.0M | $388M | — |
|
FAST|FASTENAL CO
|
SELL | -4.84% | 5.1M | $317M | +115.3% |
|
BLK|BLACKROCK INC
|
BUY | +6.84% | 511.7K | $403M | — |
|
FERG|FERGUSON PLC NEW
|
SELL | -4.83% | 1.7M | $338M | +40.8% |
|
AON|AON PLC
|
SELL | -4.84% | 1.1M | $334M | +47.9% |
|
TNET|TRINET GROUP INC
|
SELL | -73.95% | 763.4K | $76M | — |
|
CME|CME GROUP INC
|
SELL | -4.84% | 1.7M | $337M | — |
|
CDW|CDW CORP
|
SELL | -4.85% | 1.3M | $295M | +21.2% |
|
ENTG|ENTEGRIS INC
|
SELL | -4.85% | 2.4M | $324M | +130.8% |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
SELL | -4.86% | 3.0M | $286M | +10.3% |
|
VRSN|VERISIGN INC
|
SELL | EXIT | — | — | — |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
SELL | -4.85% | 3.4M | $267M | +2.4% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -4.85% | 4.6M | $291M | — |
|
ECL|ECOLAB INC
|
SELL | -4.85% | 1.2M | $283M | — |
|
ADBE|ADOBE INC
|
SELL | -4.35% | 439.7K | $244M | +11.6% |
|
ZTS|ZOETIS INC
|
SELL | -4.85% | 1.3M | $230M | — |
|
DUT|MOODYS CORP
|
SELL | -4.86% | 485.6K | $204M | — |
|
YUM|YUM BRANDS INC
|
SELL | -4.90% | 1.4M | $182M | +2.8% |
|
TCOM|TRIP COM GROUP LTD
|
BUY | NEW | 4.2M | $199M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | NEW | 13.2M | $185M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | NEW | 2.4M | $177M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -4.87% | 233.9K | $120M | — |
|
TW|TRADEWEB MKTS INC
|
SELL | -4.86% | 1.2M | $130M | +45.8% |
|
ORCL|ORACLE CORP
|
SELL | -4.86% | 940.0K | $133M | +8.1% |
|
FLUT|FLUTTER ENTMT PLC
|
BUY | NEW | 61.0K | $11M | — |
| 2024-Q1 | |||||
|
AVGO|BROADCOM INC
|
SELL | -12.37% | 811.7K | $1.1B | +363.1% |
|
SPGI|S&P GLOBAL INC
|
SELL | -1.97% | 2.1M | $881M | — |
|
GOOGL|ALPHABET INC
|
BUY | +13.25% | 4.8M | $729M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.98% | 3.4M | $703M | +196.0% |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.97% | 3.1M | $622M | — |
|
V|VISA INC
|
SELL | -1.96% | 2.2M | $624M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -1.97% | 1.4M | $608M | +82.1% |
|
EFX|EQUIFAX INC
|
SELL | -1.96% | 2.0M | $528M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.00% | 3.8M | $526M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -1.96% | 3.6M | $520M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.96% | 864.7K | $503M | +108.6% |
|
CBRE|CBRE GROUP INC
|
SELL | -1.97% | 5.1M | $497M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.97% | 2.1M | $414M | — |
|
IQV|IQVIA HLDGS INC
|
SELL | -1.98% | 1.8M | $447M | +13.5% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.98% | 3.2M | $441M | — |
|
ADSK|AUTODESK INC
|
SELL | -1.99% | 1.7M | $435M | +45.9% |
|
FAST|FASTENAL CO
|
SELL | -1.98% | 5.3M | $410M | +126.2% |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -1.96% | 3.7M | $408M | — |
|
FERG|FERGUSON PLC NEW
|
SELL | -1.99% | 1.8M | $401M | +32.5% |
|
BLK|BLACKROCK INC
|
SELL | -2.09% | 478.9K | $399M | +8.2% |
|
AON|AON PLC
|
SELL | -1.97% | 1.2M | $399M | +57.4% |
|
TNET|TRINET GROUP INC
|
SELL | -12.43% | 2.9M | $388M | — |
|
CME|CME GROUP INC
|
SELL | -1.96% | 1.8M | $388M | — |
|
VRSN|VERISIGN INC
|
SELL | -1.96% | 1.7M | $325M | — |
|
CDW|CDW CORP
|
SELL | -1.96% | 1.4M | $355M | +29.4% |
|
ENTG|ENTEGRIS INC
|
SELL | -1.96% | 2.5M | $354M | +129.7% |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
BUY | +16.71% | 3.2M | $339M | — |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | +49.06% | 3.6M | $315M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.98% | 4.9M | $314M | — |
|
ECL|ECOLAB INC
|
SELL | -2.00% | 1.3M | $289M | — |
|
ZTS|ZOETIS INC
|
SELL | -1.97% | 1.4M | $236M | — |
|
ADBE|ADOBE INC
|
BUY | +20.22% | 459.7K | $232M | — |
|
BC|BRUNSWICK CORP
|
SELL | EXIT | — | — | +55.3% |
|
BDX|BECTON DICKINSON & CO
|
SELL | EXIT | — | — | — |
|
DUT|MOODYS CORP
|
SELL | -1.97% | 510.4K | $201M | — |
|
YUM|YUM BRANDS INC
|
BUY | NEW | 1.4M | $201M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.98% | 245.9K | $136M | — |
|
TW|TRADEWEB MKTS INC
|
SELL | -2.09% | 1.3M | $134M | +41.7% |
|
ORCL|ORACLE CORP
|
BUY | NEW | 988.0K | $124M | — |
| 2023-Q4 | |||||
|
AVGO|BROADCOM INC
|
SELL | -2.37% | 926.3K | $1.0B | +241.2% |
|
SPGI|S&P GLOBAL INC
|
SELL | -2.38% | 2.1M | $931M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -2.38% | 3.2M | $637M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.36% | 4.3M | $596M | — |
|
V|VISA INC
|
SELL | -2.38% | 2.3M | $593M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -2.36% | 3.5M | $563M | +134.8% |
|
MSFT|MICROSOFT CORP
|
SELL | -2.36% | 1.5M | $555M | +65.2% |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -2.40% | 3.6M | $506M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.36% | 3.9M | $501M | — |
|
EFX|EQUIFAX INC
|
SELL | -2.37% | 2.0M | $498M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +13.09% | 5.2M | $486M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -2.41% | 882.0K | $468M | +84.8% |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +14.53% | 2.1M | $462M | — |
|
IQV|IQVIA HLDGS INC
|
SELL | -2.40% | 1.8M | $417M | -1.1% |
|
ADSK|AUTODESK INC
|
BUY | +35.06% | 1.7M | $415M | — |
|
AON|AON PLC
|
SELL | -2.38% | 1.2M | $355M | +63.9% |
|
TNET|TRINET GROUP INC
|
SELL | -2.47% | 3.3M | $398M | — |
|
BLK|BLACKROCK INC
|
SELL | -2.51% | 489.1K | $397M | -5.6% |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | EXIT | — | — | — |
|
CME|CME GROUP INC
|
SELL | -2.36% | 1.8M | $387M | — |
|
VRSN|VERISIGN INC
|
SELL | -2.38% | 1.7M | $360M | — |
|
FERG|FERGUSON PLC NEW
|
BUY | +58.42% | 1.9M | $362M | — |
|
FAST|FASTENAL CO
|
SELL | -2.36% | 5.4M | $351M | +93.7% |
|
BC|BRUNSWICK CORP
|
SELL | -45.46% | 2.4M | $232M | +35.2% |
|
BDX|BECTON DICKINSON & CO
|
SELL | -35.19% | 867.8K | $212M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.38% | 3.3M | $344M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -2.38% | 3.7M | $309M | — |
|
CDW|CDW CORP
|
SELL | -2.37% | 1.4M | $322M | +13.3% |
|
ENTG|ENTEGRIS INC
|
SELL | -2.34% | 2.6M | $307M | +76.1% |
|
ECL|ECOLAB INC
|
SELL | -29.58% | 1.3M | $253M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -2.35% | 5.0M | $304M | — |
|
ZTS|ZOETIS INC
|
SELL | -2.36% | 1.4M | $280M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
BUY | +146.56% | 2.7M | $257M | — |
|
ADBE|ADOBE INC
|
SELL | -2.35% | 382.4K | $228M | +45.5% |
|
DUT|MOODYS CORP
|
SELL | -2.40% | 520.7K | $203M | — |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | +111.12% | 2.4M | $189M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.41% | 250.9K | $134M | — |
|
TW|TRADEWEB MKTS INC
|
BUY | +7.40% | 1.3M | $120M | — |
|
HAYW|HAYWARD HLDGS INC
|
SELL | EXIT | — | — | -17.8% |
| 2023-Q3 | |||||
|
AVGO|BROADCOM INC
|
SELL | -9.44% | 948.8K | $788M | +220.1% |
|
SPGI|S&P GLOBAL INC
|
SELL | -0.39% | 2.2M | $791M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.39% | 3.3M | $576M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.36% | 4.4M | $572M | — |
|
V|VISA INC
|
SELL | -0.39% | 2.3M | $537M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -0.39% | 3.6M | $493M | +126.9% |
|
MSFT|MICROSOFT CORP
|
SELL | -0.39% | 1.5M | $477M | +47.4% |
|
EFX|EQUIFAX INC
|
SELL | -0.39% | 2.1M | $378M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.38% | 903.8K | $457M | +100.8% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.39% | 4.0M | $440M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.38% | 3.7M | $417M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -0.39% | 1.9M | $392M | — |
|
AON|AON PLC
|
SELL | -0.39% | 1.2M | $405M | +68.4% |
|
IQV|IQVIA HLDGS INC
|
SELL | -0.38% | 1.8M | $363M | +5.8% |
|
VRSN|VERISIGN INC
|
SELL | -0.39% | 1.8M | $363M | — |
|
TNET|TRINET GROUP INC
|
SELL | -1.48% | 3.4M | $400M | — |
|
BC|BRUNSWICK CORP
|
SELL | -0.39% | 4.4M | $347M | +47.1% |
|
CME|CME GROUP INC
|
SELL | -0.37% | 1.9M | $377M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -0.39% | 4.6M | $341M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.39% | 1.9M | $307M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +2.66% | 1.3M | $346M | — |
|
BLK|BLACKROCK INC
|
BUY | +0.47% | 501.7K | $324M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.39% | 3.4M | $294M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -14.93% | 2.6M | $247M | +75.0% |
|
ECL|ECOLAB INC
|
SELL | -0.39% | 1.8M | $307M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -0.39% | 3.8M | $331M | — |
|
FAST|FASTENAL CO
|
SELL | -0.39% | 5.5M | $303M | +84.5% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -0.39% | 5.1M | $268M | — |
|
CDW|CDW CORP
|
SELL | -0.38% | 1.4M | $292M | +7.9% |
|
ADSK|AUTODESK INC
|
SELL | -0.39% | 1.3M | $261M | +28.0% |
|
ZTS|ZOETIS INC
|
SELL | -0.39% | 1.5M | $253M | — |
|
ADBE|ADOBE INC
|
SELL | -0.39% | 391.6K | $200M | +28.7% |
|
FERG|FERGUSON PLC NEW
|
SELL | -0.38% | 1.2M | $194M | +13.2% |
|
DUT|MOODYS CORP
|
SELL | -0.39% | 533.5K | $169M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.39% | 257.1K | $118M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
SELL | -0.38% | 1.1M | $93M | +6.7% |
|
TW|TRADEWEB MKTS INC
|
SELL | -0.39% | 1.2M | $98M | +15.9% |
|
CP|CANADIAN PACIFIC KANSAS CITY
|
BUY | NEW | 1.1M | $84M | — |
|
HAYW|HAYWARD HLDGS INC
|
SELL | -0.39% | 5.5M | $78M | -8.9% |
| 2023-Q2 | |||||
|
AVGO|BROADCOM INC
|
BUY | +6.35% | 1.0M | $909M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +6.36% | 2.2M | $871M | — |
|
ADI|ANALOG DEVICES INC
|
BUY | +6.36% | 3.3M | $643M | — |
|
V|VISA INC
|
BUY | +6.36% | 2.3M | $557M | — |
|
GOOGL|ALPHABET INC
|
BUY | +6.39% | 4.4M | $525M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | +6.38% | 3.6M | $517M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +6.35% | 1.5M | $517M | — |
|
EFX|EQUIFAX INC
|
BUY | +6.36% | 2.1M | $488M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +10.62% | 907.2K | $473M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +13.33% | 3.7M | $450M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +6.35% | 4.0M | $454M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +6.35% | 1.9M | $443M | — |
|
AON|AON PLC
|
BUY | +6.35% | 1.3M | $433M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +14.27% | 1.9M | $417M | — |
|
VRSN|VERISIGN INC
|
BUY | +6.38% | 1.8M | $407M | — |
|
BC|BRUNSWICK CORP
|
BUY | +6.36% | 4.4M | $382M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +6.34% | 4.6M | $374M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +6.35% | 1.9M | $364M | — |
|
CME|CME GROUP INC
|
BUY | +6.39% | 1.9M | $350M | — |
|
BLK|BLACKROCK INC
|
BUY | +15.50% | 499.4K | $345M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +12.22% | 1.3M | $344M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +6.34% | 3.4M | $343M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +6.35% | 3.1M | $342M | — |
|
ECL|ECOLAB INC
|
BUY | +6.34% | 1.8M | $340M | — |
|
TNET|TRINET GROUP INC
|
BUY | +1.96% | 3.5M | $331M | — |
|
FAST|FASTENAL CO
|
BUY | +6.36% | 5.6M | $329M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +6.38% | 3.8M | $319M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +6.34% | 5.1M | $310M | — |
|
ZTS|ZOETIS INC
|
SELL | -18.36% | 1.5M | $251M | — |
|
CDW|CDW CORP
|
BUY | +19.08% | 1.5M | $267M | — |
|
ADSK|AUTODESK INC
|
BUY | +6.35% | 1.3M | $259M | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +6.40% | 393.2K | $192M | — |
|
FERG|FERGUSON PLC NEW
|
BUY | +14.31% | 1.2M | $187M | — |
|
DUT|MOODYS CORP
|
BUY | +6.34% | 535.5K | $186M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | EXIT | — | — | -4.4% |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +6.32% | 258.1K | $131M | — |
|
LYV|LIVE NATION ENTERTAINMENT IN
|
BUY | NEW | 1.1M | $102M | — |
|
TW|TRADEWEB MKTS INC
|
BUY | NEW | 1.2M | $84M | — |
|
HAYW|HAYWARD HLDGS INC
|
BUY | +6.37% | 5.5M | $71M | — |
| 2023-Q1 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -1.62% | 2.0M | $704M | — |
|
AVGO|BROADCOM INC
|
SELL | -1.57% | 985.2K | $632M | +133.1% |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.78% | 3.1M | $612M | — |
|
GOOGL|ALPHABET INC
|
SELL | -28.65% | 4.1M | $428M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -1.69% | 3.3M | $457M | — |
|
V|VISA INC
|
SELL | -1.79% | 2.2M | $497M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.78% | 820.1K | $473M | +129.9% |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -1.64% | 1.8M | $411M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.68% | 3.4M | $413M | +93.9% |
|
MSFT|MICROSOFT CORP
|
BUY | +20.39% | 1.4M | $411M | — |
|
EFX|EQUIFAX INC
|
SELL | -1.61% | 1.9M | $395M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.53% | 3.8M | $394M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.68% | 1.8M | $360M | — |
|
AON|AON PLC
|
SELL | -1.72% | 1.2M | $372M | +61.6% |
|
VRSN|VERISIGN INC
|
SELL | -1.79% | 1.7M | $357M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -1.66% | 4.4M | $317M | — |
|
CME|CME GROUP INC
|
BUY | +11.93% | 1.8M | $340M | — |
|
BC|BRUNSWICK CORP
|
SELL | -1.59% | 4.1M | $340M | +46.0% |
|
IQV|IQVIA HLDGS INC
|
BUY | +6.17% | 1.6M | $323M | — |
|
BLK|BLACKROCK INC
|
SELL | -1.20% | 432.4K | $289M | -4.9% |
|
ZTS|ZOETIS INC
|
SELL | -1.56% | 1.8M | $298M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +11.93% | 3.6M | $298M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.58% | 3.2M | $298M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +8.99% | 1.2M | $288M | — |
|
ECL|ECOLAB INC
|
SELL | -1.75% | 1.7M | $283M | — |
|
FAST|FASTENAL CO
|
SELL | -1.64% | 5.2M | $282M | +73.3% |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | EXIT | — | — | — |
|
TNET|TRINET GROUP INC
|
SELL | -1.76% | 3.4M | $275M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +11.93% | 4.8M | $272M | — |
|
ADSK|AUTODESK INC
|
SELL | -1.58% | 1.2M | $248M | +24.0% |
|
ENTG|ENTEGRIS INC
|
SELL | -1.75% | 2.9M | $238M | +47.8% |
|
CDW|CDW CORP
|
BUY | +142.43% | 1.2M | $238M | — |
|
GOOG|ALPHABET INC
|
SELL | EXIT | — | — | — |
|
DUT|MOODYS CORP
|
SELL | -1.74% | 503.6K | $154M | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -1.97% | 369.5K | $142M | -12.5% |
|
FERG|FERGUSON PLC NEW
|
BUY | NEW | 1.0M | $139M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -1.64% | 1.9M | $134M | +5.3% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.53% | 242.8K | $106M | — |
|
0C3|ENDEAVOR GROUP HLDGS INC
|
SELL | EXIT | — | — | — |
|
HAYW|HAYWARD HLDGS INC
|
SELL | -1.03% | 5.2M | $61M | -20.1% |
| 2022-Q4 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -1.85% | 2.1M | $696M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.92% | 5.8M | $510M | — |
|
AVGO|BROADCOM INC
|
SELL | -2.02% | 1.0M | $560M | +99.9% |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.76% | 3.2M | $518M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -1.92% | 3.4M | $503M | — |
|
V|VISA INC
|
SELL | -1.65% | 2.2M | $466M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.94% | 834.9K | $460M | +120.2% |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -1.97% | 1.8M | $440M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -2.10% | 1.8M | $380M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.94% | 3.8M | $393M | — |
|
EFX|EQUIFAX INC
|
SELL | -1.78% | 2.0M | $385M | — |
|
AON|AON PLC
|
SELL | -1.75% | 1.2M | $360M | +53.4% |
|
VRSN|VERISIGN INC
|
SELL | -1.67% | 1.7M | $354M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -1.73% | 4.4M | $341M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.54% | 3.4M | $333M | +62.8% |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.92% | 4.1M | $279M | — |
|
IQV|IQVIA HLDGS INC
|
SELL | -2.03% | 1.5M | $313M | -1.2% |
|
BLK|BLACKROCK INC
|
BUY | +2.81% | 437.6K | $310M | — |
|
BC|BRUNSWICK CORP
|
SELL | -2.05% | 4.2M | $304M | +29.6% |
|
CME|CME GROUP INC
|
SELL | -1.70% | 1.6M | $267M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -1.87% | 1.2M | $284M | +14.2% |
|
ZTS|ZOETIS INC
|
SELL | -2.19% | 1.8M | $266M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -1.74% | 1.1M | $271M | — |
|
ECL|ECOLAB INC
|
SELL | -2.27% | 1.7M | $254M | — |
|
TNET|TRINET GROUP INC
|
SELL | -2.05% | 3.5M | $236M | — |
|
FAST|FASTENAL CO
|
SELL | -1.59% | 5.3M | $252M | +61.9% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.17% | 3.3M | $242M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +30.33% | 3.2M | $233M | — |
|
ADSK|AUTODESK INC
|
SELL | -2.13% | 1.2M | $226M | +22.3% |
|
GOOG|ALPHABET INC
|
SELL | -2.09% | 2.3M | $208M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.96% | 4.3M | $224M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +15.63% | 3.0M | $194M | — |
|
META|META PLATFORMS INC
|
SELL | EXIT | — | — | -43.1% |
|
DUT|MOODYS CORP
|
SELL | -2.06% | 512.5K | $143M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
BUY | +8.66% | 1.9M | $132M | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -1.47% | 376.9K | $127M | -19.4% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.37% | 246.6K | $117M | — |
|
CDW|CDW CORP
|
BUY | NEW | 503.9K | $90M | — |
|
0C3|ENDEAVOR GROUP HLDGS INC
|
SELL | -3.26% | 4.0M | $89M | — |
|
HAYW|HAYWARD HLDGS INC
|
SELL | -2.90% | 5.2M | $49M | -40.0% |
| 2022-Q3 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -0.88% | 2.1M | $646M | — |
|
GOOGL|ALPHABET INC
|
BUY | NEW | 5.9M | $563M | — |
|
AVGO|BROADCOM INC
|
SELL | -0.93% | 1.0M | $454M | +99.0% |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.86% | 3.2M | $448M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.71% | 1.8M | $393M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.79% | 851.4K | $432M | +129.3% |
|
V|VISA INC
|
SELL | -0.87% | 2.3M | $405M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.89% | 3.4M | $417M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.87% | 4.2M | $317M | — |
|
EFX|EQUIFAX INC
|
SELL | -0.76% | 2.0M | $346M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.85% | 3.9M | $353M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -0.71% | 1.8M | $369M | — |
|
IQV|IQVIA HLDGS INC
|
SELL | -0.88% | 1.6M | $283M | +5.9% |
|
CBRE|CBRE GROUP INC
|
SELL | -0.88% | 4.5M | $304M | — |
|
CME|CME GROUP INC
|
SELL | -0.88% | 1.6M | $286M | — |
|
AON|AON PLC
|
SELL | -0.93% | 1.2M | $327M | +46.7% |
|
ZTS|ZOETIS INC
|
SELL | -0.72% | 1.9M | $275M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -0.89% | 3.5M | $284M | +61.0% |
|
VRSN|VERISIGN INC
|
SELL | -0.68% | 1.8M | $304M | — |
|
BC|BRUNSWICK CORP
|
SELL | -1.05% | 4.3M | $281M | +35.6% |
|
MSFT|MICROSOFT CORP
|
BUY | +13.04% | 1.2M | $281M | — |
|
TNET|TRINET GROUP INC
|
SELL | -0.72% | 3.5M | $253M | — |
|
ECL|ECOLAB INC
|
SELL | -0.83% | 1.8M | $257M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.83% | 3.3M | $228M | — |
|
FAST|FASTENAL CO
|
SELL | -1.04% | 5.4M | $249M | +69.0% |
|
BDX|BECTON DICKINSON & CO
|
SELL | -1.11% | 1.1M | $242M | — |
|
GOOG|ALPHABET INC
|
BUY | NEW | 2.4M | $230M | — |
|
BLK|BLACKROCK INC
|
BUY | +14.47% | 425.7K | $234M | — |
|
ADSK|AUTODESK INC
|
SELL | -0.87% | 1.2M | $231M | +24.5% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +19.66% | 4.4M | $209M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +22.70% | 2.6M | $212M | — |
|
META|META PLATFORMS INC
|
SELL | -0.80% | 1.1M | $154M | -20.7% |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -0.88% | 2.5M | $158M | — |
|
DUT|MOODYS CORP
|
SELL | -0.86% | 523.3K | $127M | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -0.77% | 382.6K | $105M | -5.7% |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -0.89% | 1.8M | $140M | +18.8% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.16% | 252.5K | $111M | — |
|
0C3|ENDEAVOR GROUP HLDGS INC
|
SELL | -0.88% | 4.1M | $83M | — |
|
HAYW|HAYWARD HLDGS INC
|
SELL | -1.11% | 5.4M | $48M | -25.1% |
| 2022-Q2 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -0.39% | 2.1M | $720M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.44% | 297.3K | $648M | — |
|
AVGO|BROADCOM INC
|
SELL | -0.45% | 1.0M | $501M | +123.1% |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.52% | 3.2M | $474M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.47% | 3.9M | $371M | — |
|
V|VISA INC
|
SELL | -0.48% | 2.3M | $453M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.54% | 858.2K | $466M | +126.2% |
|
EFX|EQUIFAX INC
|
SELL | -0.32% | 2.0M | $371M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.45% | 1.8M | $471M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -0.29% | 3.5M | $319M | +88.1% |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.32% | 3.5M | $411M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -0.53% | 1.8M | $365M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.53% | 4.2M | $388M | — |
|
AON|AON PLC
|
SELL | -0.53% | 1.2M | $333M | +45.2% |
|
CBRE|CBRE GROUP INC
|
BUY | +3.25% | 4.5M | $335M | — |
|
CME|CME GROUP INC
|
SELL | -0.44% | 1.6M | $333M | — |
|
VRSN|VERISIGN INC
|
BUY | +4.88% | 1.8M | $295M | — |
|
ZTS|ZOETIS INC
|
SELL | -0.40% | 1.9M | $322M | — |
|
TNET|TRINET GROUP INC
|
SELL | -0.51% | 3.6M | $278M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.54% | 3.4M | $274M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +6.57% | 1.6M | $342M | — |
|
GOOG|ALPHABET INC
|
SELL | -0.57% | 120.9K | $264M | — |
|
BC|BRUNSWICK CORP
|
BUY | +5.42% | 4.3M | $284M | — |
|
FAST|FASTENAL CO
|
SELL | -0.24% | 5.5M | $273M | +80.2% |
|
ECL|ECOLAB INC
|
SELL | -0.30% | 1.8M | $276M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +12.68% | 1.1M | $274M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +2.50% | 1.1M | $271M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -0.59% | 3.7M | $213M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -0.09% | 2.1M | $192M | +142.6% |
|
META|META PLATFORMS INC
|
SELL | -0.39% | 1.1M | $184M | -5.7% |
|
ADSK|AUTODESK INC
|
BUY | +8.85% | 1.2M | $214M | — |
|
BLK|BLACKROCK INC
|
BUY | +62.20% | 371.9K | $226M | — |
|
DUT|MOODYS CORP
|
SELL | -0.24% | 527.8K | $144M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -0.29% | 1.8M | $133M | +18.3% |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +12.07% | 2.5M | $137M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.67% | 255.5K | $121M | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | NEW | 385.6K | $141M | — |
|
0C3|ENDEAVOR GROUP HLDGS INC
|
BUY | +17.09% | 4.1M | $85M | — |
|
HAYW|HAYWARD HLDGS INC
|
BUY | NEW | 5.5M | $79M | — |
| 2022-Q1 | |||||
|
SPGI|S&P GLOBAL INC
|
BUY | +2.82% | 2.1M | $879M | — |
|
GOOGL|ALPHABET INC
|
BUY | +2.84% | 298.6K | $831M | — |
|
AVGO|BROADCOM INC
|
BUY | +2.96% | 1.0M | $652M | — |
|
EFX|EQUIFAX INC
|
BUY | +2.91% | 2.0M | $483M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +2.94% | 862.9K | $510M | — |
|
ADI|ANALOG DEVICES INC
|
BUY | +2.83% | 3.3M | $539M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +2.77% | 3.5M | $459M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | +2.80% | 3.5M | $463M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +2.85% | 4.0M | $523M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +2.93% | 1.9M | $465M | — |
|
V|VISA INC
|
BUY | +2.92% | 2.3M | $513M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +2.77% | 4.4M | $403M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +2.93% | 4.3M | $427M | — |
|
ZTS|ZOETIS INC
|
BUY | +2.89% | 1.9M | $354M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +2.87% | 1.9M | $439M | — |
|
VRSN|VERISIGN INC
|
BUY | +2.72% | 1.7M | $374M | — |
|
ECL|ECOLAB INC
|
BUY | +3.01% | 1.8M | $318M | — |
|
AON|AON PLC
|
BUY | +2.98% | 1.2M | $404M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +3.03% | 3.4M | $351M | — |
|
CME|CME GROUP INC
|
BUY | +2.82% | 1.6M | $389M | — |
|
BC|BRUNSWICK CORP
|
BUY | +8.13% | 4.1M | $333M | — |
|
META|META PLATFORMS INC
|
BUY | +2.94% | 1.1M | $255M | — |
|
TNET|TRINET GROUP INC
|
BUY | +2.82% | 3.6M | $353M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +19.15% | 1.5M | $341M | — |
|
GOOG|ALPHABET INC
|
BUY | +2.79% | 121.6K | $340M | — |
|
FAST|FASTENAL CO
|
BUY | +2.74% | 5.5M | $325M | — |
|
ADSK|AUTODESK INC
|
BUY | +2.58% | 1.1M | $245M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +2.88% | 948.0K | $292M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +2.98% | 3.7M | $277M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +2.70% | 1.1M | $285M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +2.78% | 2.1M | $274M | — |
|
DUT|MOODYS CORP
|
BUY | +2.93% | 529.1K | $179M | — |
|
BLK|BLACKROCK INC
|
BUY | +124.14% | 229.3K | $175M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +2.95% | 257.2K | $142M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +2.87% | 2.2M | $147M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
BUY | +47.57% | 1.8M | $161M | — |
|
0C3|ENDEAVOR GROUP HLDGS INC
|
BUY | +3.14% | 3.5M | $104M | — |
|
PRI|PRIMERICA INC
|
SELL | EXIT | — | — | — |
| 2021-Q4 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -10.44% | 2.1M | $984M | — |
|
GOOGL|ALPHABET INC
|
SELL | -6.93% | 290.4K | $841M | — |
|
AVGO|BROADCOM INC
|
SELL | -7.08% | 1.0M | $669M | +121.2% |
|
EFX|EQUIFAX INC
|
SELL | -7.06% | 2.0M | $580M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -6.96% | 3.4M | $539M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -6.83% | 3.2M | $557M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -6.98% | 838.3K | $559M | +168.7% |
|
V|VISA INC
|
SELL | -6.90% | 2.2M | $487M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -6.89% | 3.4M | $538M | +153.9% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -6.88% | 3.9M | $527M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -6.97% | 1.8M | $526M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -6.81% | 4.3M | $465M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +9.16% | 4.1M | $451M | — |
|
ZTS|ZOETIS INC
|
SELL | -17.24% | 1.8M | $446M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +8.31% | 1.8M | $429M | — |
|
VRSN|VERISIGN INC
|
SELL | -7.01% | 1.6M | $415M | — |
|
ECL|ECOLAB INC
|
SELL | -7.04% | 1.7M | $411M | — |
|
META|META PLATFORMS INC
|
SELL | -7.02% | 1.1M | $375M | +62.0% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -7.04% | 3.3M | $393M | — |
|
BC|BRUNSWICK CORP
|
SELL | -6.97% | 3.8M | $384M | +90.7% |
|
AON|AON PLC
|
SELL | -6.89% | 1.2M | $362M | +57.4% |
|
CME|CME GROUP INC
|
SELL | -6.97% | 1.6M | $364M | — |
|
GOOG|ALPHABET INC
|
SELL | -11.99% | 118.3K | $342M | — |
|
TNET|TRINET GROUP INC
|
SELL | -7.06% | 3.5M | $333M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +9.87% | 1.2M | $350M | — |
|
ADSK|AUTODESK INC
|
SELL | -6.83% | 1.1M | $314M | +78.9% |
|
FAST|FASTENAL CO
|
SELL | -6.89% | 5.3M | $342M | +102.5% |
|
MSFT|MICROSOFT CORP
|
SELL | -6.78% | 921.4K | $310M | +69.0% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -6.79% | 3.6M | $294M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -6.98% | 2.0M | $281M | +227.5% |
|
CTXSEUR|CITRIX SYS INC
|
SELL | EXIT | — | — | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -6.78% | 1.0M | $262M | — |
|
DUT|MOODYS CORP
|
SELL | -6.97% | 514.0K | $201M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -7.07% | 249.9K | $172M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -7.02% | 2.2M | $172M | — |
|
PRI|PRIMERICA INC
|
SELL | -25.43% | 727.3K | $111M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
BUY | +2.67% | 1.2M | $141M | — |
|
0C3|ENDEAVOR GROUP HLDGS INC
|
BUY | NEW | 3.4M | $120M | — |
|
BLK|BLACKROCK INC
|
BUY | NEW | 102.3K | $94M | — |
| 2021-Q3 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -1.68% | 2.3M | $989M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.65% | 312.0K | $834M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.71% | 3.4M | $570M | — |
|
V|VISA INC
|
SELL | -1.68% | 2.4M | $538M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -1.57% | 3.6M | $572M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.52% | 3.8M | $461M | — |
|
EFX|EQUIFAX INC
|
SELL | -1.61% | 2.1M | $540M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.66% | 1.9M | $513M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.68% | 3.7M | $472M | +134.7% |
|
AVGO|BROADCOM INC
|
SELL | -1.50% | 1.1M | $525M | +93.5% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.69% | 901.2K | $515M | +131.3% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.57% | 4.1M | $475M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -1.78% | 4.6M | $448M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.63% | 3.5M | $393M | — |
|
ZTS|ZOETIS INC
|
SELL | -1.66% | 2.2M | $428M | — |
|
META|FACEBOOK INC
|
SELL | -1.60% | 1.2M | $407M | +74.8% |
|
VRSN|VERISIGN INC
|
SELL | -1.61% | 1.8M | $361M | — |
|
ECL|ECOLAB INC
|
SELL | -1.73% | 1.9M | $393M | — |
|
BC|BRUNSWICK CORP
|
BUY | +5.15% | 4.1M | $390M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -1.63% | 1.7M | $388M | — |
|
AON|AON PLC
|
SELL | -1.77% | 1.3M | $370M | +46.5% |
|
CME|CME GROUP INC
|
SELL | -1.53% | 1.7M | $331M | — |
|
GOOG|ALPHABET INC
|
SELL | -1.52% | 134.4K | $358M | — |
|
TNET|TRINET GROUP INC
|
SELL | -1.54% | 3.8M | $356M | — |
|
ADSK|AUTODESK INC
|
SELL | -1.61% | 1.2M | $342M | +88.0% |
|
CTXSEUR|CITRIX SYS INC
|
SELL | -1.41% | 2.6M | $277M | — |
|
FAST|FASTENAL CO
|
SELL | -1.57% | 5.7M | $296M | +84.9% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -2.04% | 3.8M | $267M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -1.86% | 988.4K | $279M | +48.1% |
|
IQV|IQVIA HLDGS INC
|
SELL | -1.72% | 1.1M | $270M | +27.8% |
|
BDX|BECTON DICKINSON & CO
|
SELL | -1.75% | 1.1M | $275M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -1.46% | 2.2M | $275M | +175.5% |
|
DUT|MOODYS CORP
|
SELL | -1.87% | 552.5K | $196M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.32% | 268.9K | $157M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -1.41% | 2.3M | $145M | — |
|
PRI|PRIMERICA INC
|
SELL | -2.25% | 975.3K | $150M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -2.05% | 1.2M | $113M | +75.4% |
|
NIELSEN HLDGS PLC
|
SELL | EXIT | — | — | — |
| 2021-Q2 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -1.24% | 2.4M | $972M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.36% | 317.2K | $775M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.13% | 3.5M | $596M | — |
|
V|VISA INC
|
SELL | -1.23% | 2.5M | $574M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.17% | 3.8M | $545M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -1.36% | 3.7M | $545M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.12% | 2.0M | $531M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.19% | 3.7M | $531M | +133.3% |
|
AVGO|BROADCOM INC
|
SELL | -1.25% | 1.1M | $524M | +85.2% |
|
EFX|EQUIFAX INC
|
SELL | -1.64% | 2.2M | $519M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.03% | 4.2M | $499M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.37% | 916.7K | $462M | +99.0% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.14% | 3.6M | $430M | — |
|
META|FACEBOOK INC
|
BUY | +24.44% | 1.2M | $424M | — |
|
ZTS|ZOETIS INC
|
SELL | -5.77% | 2.2M | $418M | — |
|
ECL|ECOLAB INC
|
SELL | -1.20% | 1.9M | $395M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -5.53% | 1.7M | $390M | — |
|
VRSN|VERISIGN INC
|
SELL | -1.26% | 1.8M | $407M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -2.35% | 4.7M | $401M | — |
|
BC|BRUNSWICK CORP
|
SELL | -1.14% | 3.9M | $388M | +106.2% |
|
CME|CME GROUP INC
|
SELL | -1.24% | 1.7M | $369M | — |
|
CTXSEUR|CITRIX SYS INC
|
BUY | +0.03% | 2.6M | $307M | — |
|
ADSK|AUTODESK INC
|
SELL | -1.27% | 1.2M | $355M | +80.3% |
|
GOOG|ALPHABET INC
|
SELL | -1.12% | 136.5K | $342M | — |
|
AON|AON PLC
|
SELL | -1.54% | 1.3M | $314M | +29.9% |
|
FAST|FASTENAL CO
|
SELL | -1.58% | 5.8M | $303M | +78.0% |
|
TNET|TRINET GROUP INC
|
SELL | -1.15% | 3.8M | $277M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.21% | 3.9M | $283M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -1.03% | 1.1M | $277M | — |
|
IQV|IQVIA HLDGS INC
|
BUY | +20.38% | 1.1M | $278M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +56.70% | 1.0M | $273M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -1.05% | 2.2M | $272M | +164.2% |
|
DUT|MOODYS CORP
|
SELL | -1.13% | 563.0K | $204M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -1.59% | 2.4M | $155M | — |
|
PRI|PRIMERICA INC
|
SELL | -1.10% | 997.7K | $153M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -0.87% | 1.2M | $129M | +73.5% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.97% | 275.3K | $125M | — |
|
NIELSEN HLDGS PLC
|
SELL | -1.34% | 4.3M | $105M | — |
|
GRA1EUR|GRACE W R & CO DEL NEW
|
SELL | EXIT | — | — | — |
| 2021-Q1 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -7.67% | 2.4M | $846M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -28.67% | 3.5M | $543M | — |
|
GOOGL|ALPHABET INC
|
SELL | -3.71% | 321.6K | $663M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -3.52% | 3.9M | $547M | — |
|
V|VISA INC
|
SELL | -3.44% | 2.5M | $526M | — |
|
AVGO|BROADCOM INC
|
SELL | -3.62% | 1.1M | $516M | +85.1% |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -3.67% | 4.2M | $474M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -2.92% | 3.8M | $505M | +94.6% |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -23.03% | 1.8M | $411M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -8.69% | 3.7M | $475M | — |
|
ZTS|ZOETIS INC
|
SELL | -18.18% | 2.4M | $375M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -3.71% | 2.0M | $476M | — |
|
ECL|ECOLAB INC
|
SELL | -11.48% | 1.9M | $415M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -3.61% | 929.4K | $424M | +104.1% |
|
EFX|EQUIFAX INC
|
SELL | -3.51% | 2.2M | $399M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -3.65% | 3.6M | $428M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -28.22% | 4.8M | $379M | — |
|
ADSK|AUTODESK INC
|
SELL | -3.61% | 1.2M | $342M | +84.5% |
|
BC|BRUNSWICK CORP
|
SELL | -3.50% | 3.9M | $376M | +84.0% |
|
CTXSEUR|CITRIX SYS INC
|
BUY | NEW | 2.6M | $368M | — |
|
VRSN|VERISIGN INC
|
BUY | +22.92% | 1.8M | $360M | — |
|
CME|CME GROUP INC
|
SELL | -3.20% | 1.8M | $359M | — |
|
TNET|TRINET GROUP INC
|
SELL | -3.64% | 3.9M | $301M | — |
|
AON|AON PLC
|
SELL | -3.58% | 1.3M | $308M | +19.3% |
|
FAST|FASTENAL CO
|
SELL | -3.43% | 5.9M | $297M | +62.4% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -3.30% | 4.0M | $277M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -3.36% | 1.2M | $280M | — |
|
GOOG|ALPHABET INC
|
SELL | -17.57% | 138.0K | $286M | — |
|
META|FACEBOOK INC
|
SELL | -3.88% | 979.0K | $288M | +46.9% |
|
ENTG|ENTEGRIS INC
|
SELL | -14.27% | 2.2M | $250M | +137.1% |
|
IQV|IQVIA HLDGS INC
|
BUY | NEW | 953.6K | $184M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -3.27% | 2.4M | $175M | — |
|
DUT|MOODYS CORP
|
SELL | -3.74% | 569.5K | $170M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -3.22% | 642.7K | $152M | +41.8% |
|
PRI|PRIMERICA INC
|
SELL | -3.37% | 1.0M | $149M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -2.51% | 1.2M | $109M | +38.3% |
|
NIELSEN HLDGS PLC
|
BUY | NEW | 4.3M | $109M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.11% | 278.0K | $100M | — |
|
GRA1EUR|GRACE W R & CO DEL NEW
|
SELL | -3.09% | 1.6M | $95M | — |
| 2020-Q4 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -0.49% | 2.6M | $853M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.49% | 4.9M | $725M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.47% | 4.0M | $571M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.42% | 334.0K | $585M | — |
|
V|VISA INC
|
SELL | -0.42% | 2.6M | $563M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.48% | 4.4M | $508M | — |
|
AVGO|BROADCOM INC
|
SELL | -0.68% | 1.2M | $506M | +51.8% |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.49% | 2.1M | $464M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -0.60% | 2.3M | $492M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.60% | 4.1M | $485M | — |
|
ZTS|ZOETIS INC
|
SELL | -0.32% | 2.9M | $482M | — |
|
ECL|ECOLAB INC
|
SELL | -0.56% | 2.2M | $474M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.49% | 964.2K | $449M | +98.3% |
|
EFX|EQUIFAX INC
|
SELL | -0.34% | 2.3M | $440M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -0.93% | 6.7M | $419M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.61% | 3.8M | $409M | — |
|
ADSK|AUTODESK INC
|
SELL | -0.44% | 1.3M | $391M | +62.2% |
|
AMAT|APPLIED MATLS INC
|
SELL | -0.89% | 3.9M | $336M | +25.6% |
|
CME|CME GROUP INC
|
SELL | -0.95% | 1.8M | $331M | — |
|
TNET|TRINET GROUP INC
|
SELL | -0.53% | 4.0M | $323M | — |
|
VRSN|VERISIGN INC
|
SELL | -0.45% | 1.5M | $319M | — |
|
BC|BRUNSWICK CORP
|
SELL | -0.45% | 4.1M | $311M | +43.1% |
|
FAST|FASTENAL CO
|
SELL | -0.47% | 6.1M | $299M | +61.8% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -0.44% | 4.1M | $299M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -0.99% | 1.2M | $298M | — |
|
GOOG|ALPHABET INC
|
SELL | -0.54% | 167.5K | $293M | — |
|
AON|AON PLC
|
SELL | -0.65% | 1.4M | $293M | +9.4% |
|
META|FACEBOOK INC
|
SELL | -0.51% | 1.0M | $278M | +51.2% |
|
ENTG|ENTEGRIS INC
|
SELL | -0.49% | 2.6M | $251M | +102.0% |
|
DUT|MOODYS CORP
|
SELL | -0.71% | 591.6K | $172M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -0.40% | 2.5M | $151M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -0.44% | 664.1K | $148M | +30.3% |
|
PRI|PRIMERICA INC
|
SELL | -1.02% | 1.0M | $140M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.60% | 284.0K | $98M | — |
|
AWI|ARMSTRONG WORLD INDS INC
|
SELL | -1.89% | 1.2M | $93M | +22.0% |
|
GRA1EUR|GRACE W R & CO DEL NEW
|
SELL | -1.96% | 1.6M | $90M | — |
| 2020-Q3 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -1.16% | 2.6M | $941M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.12% | 4.9M | $576M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.00% | 4.1M | $597M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.06% | 2.1M | $502M | — |
|
V|VISA INC
|
SELL | -1.14% | 2.6M | $517M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.09% | 335.4K | $492M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -0.95% | 2.3M | $490M | — |
|
ZTS|ZOETIS INC
|
SELL | -1.14% | 2.9M | $483M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.19% | 4.4M | $443M | — |
|
ECL|ECOLAB INC
|
SELL | -1.04% | 2.2M | $440M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.21% | 969.0K | $428M | +76.9% |
|
AVGO|BROADCOM INC
|
SELL | -1.02% | 1.2M | $424M | +31.2% |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.96% | 4.1M | $416M | — |
|
EFX|EQUIFAX INC
|
SELL | -1.02% | 2.3M | $359M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -0.99% | 6.7M | $317M | — |
|
ADSK|AUTODESK INC
|
SELL | -1.04% | 1.3M | $297M | +50.1% |
|
VRSN|VERISIGN INC
|
SELL | -1.17% | 1.5M | $303M | — |
|
CME|CME GROUP INC
|
SELL | -1.00% | 1.8M | $307M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.00% | 3.8M | $306M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -1.02% | 1.2M | $280M | — |
|
AON|AON PLC
|
SELL | -1.13% | 1.4M | $288M | +5.9% |
|
FAST|FASTENAL CO
|
SELL | -1.13% | 6.2M | $277M | +56.3% |
|
META|FACEBOOK INC
|
SELL | -0.87% | 1.0M | $268M | +39.8% |
|
BC|BRUNSWICK CORP
|
SELL | -1.28% | 4.1M | $242M | +29.6% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.41% | 4.1M | $250M | — |
|
TNET|TRINET GROUP INC
|
SELL | -0.82% | 4.0M | $239M | — |
|
GOOG|ALPHABET INC
|
SELL | -0.86% | 168.4K | $247M | — |
|
AMAT|APPLIED MATLS INC
|
SELL | -1.10% | 3.9M | $233M | +7.9% |
|
ENTG|ENTEGRIS INC
|
SELL | -1.44% | 2.6M | $195M | +57.0% |
|
DUT|MOODYS CORP
|
SELL | -0.75% | 595.8K | $173M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -1.08% | 667.1K | $140M | +26.8% |
|
PRI|PRIMERICA INC
|
SELL | -1.33% | 1.1M | $119M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.22% | 288.6K | $98M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -1.02% | 2.5M | $120M | — |
|
AWI|ARMSTRONG WORLD INDS INC
|
SELL | -0.92% | 1.3M | $87M | +22.9% |
|
GRA1EUR|GRACE W R & CO DEL NEW
|
SELL | -1.17% | 1.7M | $67M | — |
| 2020-Q2 | |||||
|
SPGI|S&P GLOBAL INC
|
BUY | +1.01% | 2.6M | $869M | — |
|
ADI|ANALOG DEVICES INC
|
BUY | +0.98% | 5.0M | $612M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +0.95% | 4.1M | $549M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +0.91% | 2.1M | $543M | — |
|
V|VISA INC
|
BUY | +0.93% | 2.6M | $505M | — |
|
GOOGL|ALPHABET INC
|
BUY | +0.96% | 339.1K | $481M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +0.89% | 2.4M | $467M | — |
|
ECL|ECOLAB INC
|
BUY | +0.88% | 2.2M | $443M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +1.13% | 4.5M | $410M | — |
|
ZTS|ZOETIS INC
|
BUY | +1.01% | 3.0M | $405M | — |
|
EFX|EQUIFAX INC
|
BUY | +0.80% | 2.3M | $398M | — |
|
AVGO|BROADCOM INC
|
BUY | +1.02% | 1.2M | $371M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +1.03% | 4.2M | $367M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +1.06% | 980.8K | $355M | — |
|
CME|CME GROUP INC
|
BUY | +1.02% | 1.9M | $301M | — |
|
ADSK|AUTODESK INC
|
BUY | +0.90% | 1.3M | $311M | — |
|
VRSN|VERISIGN INC
|
BUY | +0.96% | 1.5M | $310M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +0.97% | 6.8M | $308M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +0.86% | 1.2M | $291M | — |
|
AON|AON PLC
|
BUY | NEW | 1.4M | $272M | — |
|
FAST|FASTENAL CO
|
BUY | +0.90% | 6.2M | $267M | — |
|
BC|BRUNSWICK CORP
|
BUY | +10.52% | 4.2M | $266M | — |
|
TNET|TRINET GROUP INC
|
BUY | +0.87% | 4.1M | $248M | — |
|
GOOG|ALPHABET INC
|
BUY | +0.87% | 169.8K | $240M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | +62.71% | 4.0M | $240M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +1.24% | 4.2M | $236M | — |
|
META|FACEBOOK INC
|
BUY | +0.76% | 1.0M | $235M | — |
|
AON|AON PLC
|
SELL | EXIT | — | — | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +0.79% | 3.8M | $217M | — |
|
DUT|MOODYS CORP
|
BUY | +0.87% | 600.3K | $165M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +0.66% | 2.7M | $157M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +1.03% | 674.4K | $137M | — |
|
PRI|PRIMERICA INC
|
BUY | +8.15% | 1.1M | $125M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +1.02% | 292.2K | $122M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +0.75% | 2.5M | $105M | — |
|
AWI|ARMSTRONG WORLD INDS INC
|
BUY | +1.13% | 1.3M | $100M | — |
|
GRA1EUR|GRACE W R & CO DEL NEW
|
BUY | +1.38% | 1.7M | $86M | — |
| 2020-Q1 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -0.21% | 2.6M | $640M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.18% | 4.9M | $443M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.21% | 4.1M | $493M | — |
|
V|VISA INC
|
SELL | -0.13% | 2.6M | $417M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.10% | 2.1M | $453M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -0.13% | 2.3M | $399M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.18% | 335.9K | $390M | — |
|
ZTS|ZOETIS INC
|
SELL | -12.49% | 2.9M | $344M | — |
|
ECL|ECOLAB INC
|
SELL | -0.15% | 2.2M | $344M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -0.17% | 6.7M | $254M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.16% | 4.4M | $358M | — |
|
CME|CME GROUP INC
|
SELL | -0.20% | 1.8M | $317M | — |
|
AVGO|BROADCOM INC
|
SELL | -0.13% | 1.2M | $276M | +21.7% |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.24% | 4.1M | $295M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -0.15% | 1.2M | $277M | — |
|
EFX|EQUIFAX INC
|
SELL | -0.15% | 2.3M | $274M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.13% | 970.5K | $275M | +39.0% |
|
AON|AON PLC
|
SELL | -0.09% | 1.4M | $231M | — |
|
VRSN|VERISIGN INC
|
SELL | -0.11% | 1.5M | $267M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -0.14% | 4.1M | $181M | — |
|
ADSK|AUTODESK INC
|
SELL | -0.13% | 1.3M | $201M | +20.9% |
|
TNET|TRINET GROUP INC
|
SELL | -0.28% | 4.0M | $152M | — |
|
FAST|FASTENAL CO
|
SELL | -0.19% | 6.2M | $193M | +23.1% |
|
GOOG|ALPHABET INC
|
SELL | -0.16% | 168.4K | $196M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.09% | 3.8M | $181M | — |
|
META|FACEBOOK INC
|
SELL | -0.28% | 1.0M | $171M | +15.1% |
|
BC|BRUNSWICK CORP
|
BUY | +9.79% | 3.8M | $133M | — |
|
DUT|MOODYS CORP
|
SELL | -0.35% | 595.1K | $126M | — |
|
ENTG|ENTEGRIS INC
|
SELL | -0.29% | 2.6M | $118M | +23.0% |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.40% | 289.2K | $74M | — |
|
AWI|ARMSTRONG WORLD INDS INC
|
SELL | -0.13% | 1.3M | $101M | +69.4% |
|
PRI|PRIMERICA INC
|
BUY | +10.24% | 988.3K | $87M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -0.29% | 2.5M | $108M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | NEW | 2.4M | $112M | — |
|
MSFT|MICROSOFT CORP
|
BUY | NEW | 667.5K | $105M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | EXIT | — | — | -10.8% |
|
GRA1EUR|GRACE W R & CO DEL NEW
|
BUY | NEW | 1.7M | $59M | — |
| 2019-Q4 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -6.86% | 2.6M | $715M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -2.15% | 5.0M | $588M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -2.19% | 4.1M | $565M | — |
|
V|VISA INC
|
SELL | -2.09% | 2.6M | $487M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -2.06% | 2.1M | $478M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -2.10% | 2.4M | $475M | — |
|
ZTS|ZOETIS INC
|
SELL | -9.37% | 3.3M | $442M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.11% | 336.5K | $451M | — |
|
ECL|ECOLAB INC
|
SELL | -2.16% | 2.2M | $426M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.33% | 4.4M | $411M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -2.25% | 6.8M | $414M | — |
|
CME|CME GROUP INC
|
SELL | -2.17% | 1.8M | $369M | — |
|
AVGO|BROADCOM INC
|
SELL | -2.15% | 1.2M | $368M | +24.3% |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -2.18% | 4.1M | $352M | — |
|
EFX|EQUIFAX INC
|
SELL | -2.17% | 2.3M | $322M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -2.03% | 1.2M | $328M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -2.12% | 971.8K | $316M | +28.7% |
|
AON|AON PLC
|
SELL | -2.08% | 1.4M | $291M | — |
|
VRSN|VERISIGN INC
|
SELL | -2.12% | 1.5M | $286M | — |
|
TNET|TRINET GROUP INC
|
SELL | -2.14% | 4.0M | $229M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -2.36% | 4.1M | $254M | — |
|
GOOG|ALPHABET INC
|
SELL | -15.61% | 168.6K | $225M | — |
|
ADSK|AUTODESK INC
|
BUY | NEW | 1.3M | $236M | — |
|
FAST|FASTENAL CO
|
SELL | -2.07% | 6.2M | $228M | +24.0% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -56.95% | 1.9M | $103M | -3.2% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.12% | 3.8M | $220M | — |
|
META|FACEBOOK INC
|
SELL | -1.92% | 1.0M | $211M | +6.7% |
|
BC|BRUNSWICK CORP
|
SELL | -1.89% | 3.4M | $206M | +22.2% |
|
DUT|MOODYS CORP
|
SELL | -1.93% | 597.2K | $142M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -2.07% | 2.5M | $117M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.19% | 290.4K | $128M | — |
|
ENTG|ENTEGRIS INC
|
BUY | +23.84% | 2.7M | $133M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -2.67% | 1.3M | $119M | +58.4% |
|
PRI|PRIMERICA INC
|
SELL | -2.22% | 896.5K | $117M | — |
| 2019-Q3 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -0.67% | 2.8M | $689M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.64% | 5.1M | $565M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.61% | 4.2M | $551M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.58% | 2.1M | $470M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -0.54% | 2.4M | $463M | — |
|
V|VISA INC
|
SELL | -0.62% | 2.6M | $456M | — |
|
ZTS|ZOETIS INC
|
SELL | -0.59% | 3.7M | $459M | — |
|
ECL|ECOLAB INC
|
SELL | -0.71% | 2.3M | $447M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.68% | 343.8K | $420M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.69% | 4.5M | $419M | — |
|
CME|CME GROUP INC
|
SELL | -0.48% | 1.9M | $397M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -0.47% | 6.9M | $366M | — |
|
AVGO|BROADCOM INC
|
SELL | -0.65% | 1.2M | $329M | +13.4% |
|
EFX|EQUIFAX INC
|
SELL | -0.60% | 2.3M | $330M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +6.88% | 4.2M | $323M | — |
|
VRSN|VERISIGN INC
|
SELL | -0.44% | 1.5M | $286M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -0.63% | 1.2M | $311M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.81% | 992.9K | $289M | +22.5% |
|
TNET|TRINET GROUP INC
|
SELL | -0.93% | 4.1M | $257M | — |
|
AON|AON PLC
|
SELL | -0.61% | 1.4M | $277M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -0.59% | 4.2M | $219M | — |
|
GOOG|ALPHABET INC
|
SELL | -0.81% | 199.8K | $244M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -0.39% | 4.4M | $222M | -11.3% |
|
FAST|FASTENAL CO
|
SELL | -0.44% | 6.3M | $206M | +6.0% |
|
META|FACEBOOK INC
|
SELL | -1.02% | 1.0M | $187M | +3.3% |
|
BC|BRUNSWICK CORP
|
BUY | +43.45% | 3.5M | $182M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.95% | 3.9M | $180M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.52% | 296.9K | $137M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -0.72% | 2.6M | $137M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -0.30% | 1.3M | $126M | +59.8% |
|
DUT|MOODYS CORP
|
SELL | -0.57% | 609.0K | $125M | — |
|
PRI|PRIMERICA INC
|
SELL | -0.66% | 916.9K | $117M | — |
|
ENTG|ENTEGRIS INC
|
BUY | NEW | 2.1M | $101M | — |
| 2019-Q2 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -1.99% | 2.8M | $645M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -1.98% | 5.1M | $575M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.92% | 4.2M | $513M | — |
|
V|VISA INC
|
SELL | -2.08% | 2.7M | $463M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -2.13% | 2.4M | $463M | — |
|
ECL|ECOLAB INC
|
SELL | -2.06% | 2.3M | $449M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -2.01% | 2.1M | $437M | — |
|
ZTS|ZOETIS INC
|
SELL | -1.99% | 3.7M | $421M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.92% | 346.1K | $375M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -1.95% | 4.6M | $393M | — |
|
CME|CME GROUP INC
|
SELL | -2.01% | 1.9M | $366M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -1.96% | 6.9M | $356M | — |
|
AVGO|BROADCOM INC
|
BUY | +18.98% | 1.2M | $345M | — |
|
EFX|EQUIFAX INC
|
SELL | -2.00% | 2.4M | $320M | — |
|
VRSN|VERISIGN INC
|
SELL | -2.08% | 1.5M | $319M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +18.66% | 1.2M | $312M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +11.46% | 3.9M | $295M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -2.03% | 1.0M | $294M | +17.3% |
|
TNET|TRINET GROUP INC
|
SELL | -1.76% | 4.2M | $283M | — |
|
AON|AON PLC
|
SELL | -2.14% | 1.4M | $277M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +20.04% | 4.3M | $246M | — |
|
GOOG|ALPHABET INC
|
SELL | -2.09% | 201.5K | $218M | — |
|
INTC|INTEL CORP
|
SELL | EXIT | — | — | -7.3% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -2.00% | 4.4M | $218M | -10.2% |
|
FAST|FASTENAL CO
|
BUY | +96.13% | 6.3M | $206M | — |
|
META|FACEBOOK INC
|
SELL | -1.67% | 1.1M | $204M | +0.3% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -1.67% | 3.9M | $153M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -2.19% | 298.4K | $144M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -1.72% | 2.6M | $139M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -2.17% | 1.3M | $127M | +46.6% |
|
DUT|MOODYS CORP
|
SELL | -2.07% | 612.5K | $120M | — |
|
PRI|PRIMERICA INC
|
SELL | -1.89% | 923.0K | $111M | — |
|
BC|BRUNSWICK CORP
|
BUY | NEW | 2.4M | $112M | — |
| 2019-Q1 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -0.47% | 2.9M | $608M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -0.48% | 5.2M | $547M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -0.51% | 4.3M | $482M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -0.27% | 2.5M | $433M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -0.39% | 2.2M | $430M | — |
|
V|VISA INC
|
SELL | -0.40% | 2.7M | $425M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.52% | 352.9K | $415M | — |
|
ECL|ECOLAB INC
|
SELL | -0.40% | 2.3M | $410M | — |
|
ZTS|ZOETIS INC
|
SELL | -0.50% | 3.8M | $381M | — |
|
CME|CME GROUP INC
|
SELL | -0.48% | 1.9M | $317M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -0.36% | 4.7M | $355M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -0.48% | 7.1M | $350M | — |
|
AVGO|BROADCOM INC
|
BUY | +9.85% | 1.0M | $303M | — |
|
EFX|EQUIFAX INC
|
SELL | -0.42% | 2.4M | $286M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -0.50% | 3.5M | $285M | — |
|
VRSN|VERISIGN INC
|
SELL | -0.38% | 1.6M | $283M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -0.31% | 1.0M | $280M | +5.9% |
|
BDX|BECTON DICKINSON & CO
|
SELL | -0.65% | 1.0M | $261M | — |
|
TNET|TRINET GROUP INC
|
SELL | -0.41% | 4.2M | $253M | — |
|
AON|AON PLC
|
BUY | +11.28% | 1.5M | $251M | — |
|
GOOG|ALPHABET INC
|
SELL | -0.30% | 205.8K | $241M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -0.30% | 3.6M | $226M | — |
|
INTC|INTEL CORP
|
SELL | -0.47% | 4.2M | $224M | -0.8% |
|
FAST|FASTENAL CO
|
SELL | -0.33% | 3.2M | $208M | +18.1% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -0.49% | 4.5M | $204M | -11.0% |
|
META|FACEBOOK INC
|
SELL | -0.56% | 1.1M | $180M | -9.9% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -0.45% | 4.0M | $163M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -0.77% | 2.6M | $136M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -0.51% | 305.1K | $138M | — |
|
BIDUN|BAIDU INC
|
SELL | EXIT | — | — | — |
|
CMPR|CIMPRESS N V
|
SELL | EXIT | — | — | — |
|
PRI|PRIMERICA INC
|
SELL | -0.40% | 940.8K | $115M | — |
|
DUT|MOODYS CORP
|
SELL | -0.51% | 625.4K | $113M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -0.49% | 1.3M | $106M | +15.5% |
| 2018-Q4 | |||||
|
SPGI|S&P GLOBAL INC
|
BUY | +0.77% | 2.9M | $493M | — |
|
ADI|ANALOG DEVICES INC
|
BUY | +0.71% | 5.2M | $448M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +0.66% | 4.3M | $439M | — |
|
GOOGL|ALPHABET INC
|
BUY | +0.75% | 354.7K | $371M | — |
|
V|VISA INC
|
BUY | +0.70% | 2.7M | $361M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +0.70% | 2.5M | $376M | — |
|
CME|CME GROUP INC
|
BUY | +0.70% | 1.9M | $364M | — |
|
ECL|ECOLAB INC
|
BUY | +0.75% | 2.3M | $344M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
BUY | +0.70% | 4.7M | $353M | — |
|
BIDUN|BAIDU INC
|
SELL | -44.26% | 855.7K | $136M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | +0.74% | 2.2M | $346M | — |
|
ZTS|ZOETIS INC
|
BUY | +0.70% | 3.8M | $325M | — |
|
EFX|EQUIFAX INC
|
BUY | +0.66% | 2.4M | $226M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +0.70% | 7.1M | $285M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +0.78% | 1.1M | $237M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
BUY | +0.69% | 3.6M | $240M | — |
|
GOOG|ALPHABET INC
|
BUY | +0.67% | 206.4K | $214M | — |
|
TNET|TRINET GROUP INC
|
BUY | +0.65% | 4.3M | $179M | — |
|
AVGO|BROADCOM INC
|
BUY | +0.93% | 916.5K | $233M | — |
|
VRSN|VERISIGN INC
|
BUY | +41.28% | 1.6M | $232M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +91.27% | 1.0M | $229M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +0.58% | 4.6M | $204M | — |
|
AON|AON PLC
|
BUY | +0.78% | 1.3M | $192M | — |
|
INTC|INTEL CORP
|
BUY | +0.77% | 4.2M | $197M | — |
|
META|FACEBOOK INC
|
BUY | +0.68% | 1.1M | $142M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +0.75% | 4.0M | $147M | — |
|
FAST|FASTENAL CO
|
BUY | +8.09% | 3.2M | $169M | — |
|
CMPR|CIMPRESS N V
|
BUY | +0.68% | 1.2M | $124M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +37.10% | 3.6M | $161M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +0.90% | 2.6M | $144M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
BUY | +0.99% | 306.6K | $117M | — |
|
PRI|PRIMERICA INC
|
BUY | +0.77% | 944.5K | $92M | — |
|
DUT|MOODYS CORP
|
BUY | NEW | 628.7K | $88M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
BUY | +25.40% | 1.3M | $78M | — |
|
SERVUSD|SERVICEMASTER GLOBAL HLDGS I
|
SELL | EXIT | — | — | — |
| 2018-Q3 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -6.03% | 2.9M | $562M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -6.34% | 5.2M | $479M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -6.26% | 4.3M | $464M | — |
|
GOOGL|ALPHABET INC
|
SELL | -6.32% | 352.1K | $425M | — |
|
V|VISA INC
|
SELL | -6.20% | 2.7M | $407M | — |
|
BIDUN|BAIDU INC
|
SELL | -6.76% | 1.5M | $351M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -6.16% | 2.5M | $346M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -6.31% | 4.7M | $348M | — |
|
ECL|ECOLAB INC
|
SELL | -6.36% | 2.3M | $363M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -6.34% | 7.1M | $312M | — |
|
SERVUSD|SERVICEMASTER GLOBAL HLDGS I
|
SELL | -80.91% | 1.1M | $70M | — |
|
ZTS|ZOETIS INC
|
SELL | -6.14% | 3.8M | $346M | — |
|
AVGO|BROADCOM INC
|
SELL | -34.82% | 908.0K | $224M | -9.7% |
|
CME|CME GROUP INC
|
SELL | -6.24% | 1.9M | $327M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -6.26% | 2.2M | $316M | — |
|
EFX|EQUIFAX INC
|
BUY | +29.50% | 2.4M | $314M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -6.20% | 1.0M | $272M | — |
|
TNET|TRINET GROUP INC
|
SELL | -6.25% | 4.2M | $238M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -6.30% | 3.5M | $249M | — |
|
GOOG|ALPHABET INC
|
SELL | -5.73% | 205.0K | $245M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -6.24% | 4.5M | $225M | -1.9% |
|
META|FACEBOOK INC
|
SELL | -6.36% | 1.1M | $177M | -3.5% |
|
AON|AON PLC
|
SELL | -6.25% | 1.3M | $201M | — |
|
INTC|INTEL CORP
|
BUY | +69.74% | 4.2M | $197M | — |
|
CMPR|CIMPRESS N V
|
SELL | -6.52% | 1.2M | $163M | — |
|
VRSN|VERISIGN INC
|
SELL | -6.60% | 1.1M | $177M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -6.17% | 4.0M | $175M | — |
|
FAST|FASTENAL CO
|
SELL | -6.32% | 3.0M | $174M | +10.8% |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +5.73% | 2.6M | $145M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -5.99% | 2.6M | $148M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -6.39% | 303.6K | $133M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | NEW | 535.8K | $131M | — |
|
PRI|PRIMERICA INC
|
SELL | -6.83% | 937.3K | $113M | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
SELL | -6.96% | 1.1M | $75M | +17.9% |
|
ALLERGAN PLC
|
SELL | EXIT | — | — | — |
| 2018-Q2 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -2.76% | 3.1M | $625M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -2.73% | 5.5M | $531M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -2.80% | 4.5M | $481M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.78% | 375.8K | $424M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -2.70% | 2.6M | $397M | — |
|
BIDUN|BAIDU INC
|
SELL | -2.34% | 1.6M | $400M | — |
|
V|VISA INC
|
SELL | -2.74% | 2.9M | $383M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.78% | 5.0M | $365M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +8.96% | 7.5M | $360M | — |
|
SERVUSD|SERVICEMASTER GLOBAL HLDGS I
|
SELL | -2.90% | 5.9M | $349M | — |
|
ECL|ECOLAB INC
|
SELL | -2.85% | 2.5M | $347M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -2.73% | 2.3M | $334M | — |
|
ZTS|ZOETIS INC
|
SELL | -2.70% | 4.0M | $343M | — |
|
CME|CME GROUP INC
|
SELL | -2.75% | 2.1M | $336M | — |
|
AVGO|BROADCOM INC
|
BUY | NEW | 1.4M | $338M | — |
|
AVGO|BROADCOM LTD
|
SELL | EXIT | — | — | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -2.70% | 1.1M | $266M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -2.69% | 3.8M | $233M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -2.74% | 4.8M | $230M | -2.2% |
|
TNET|TRINET GROUP INC
|
BUY | +9.04% | 4.5M | $253M | — |
|
GOOG|ALPHABET INC
|
SELL | -2.77% | 217.5K | $243M | — |
|
EFX|EQUIFAX INC
|
SELL | -2.85% | 1.9M | $232M | — |
|
META|FACEBOOK INC
|
BUY | +58.46% | 1.1M | $223M | — |
|
CMPR|CIMPRESS N V
|
SELL | -2.88% | 1.3M | $185M | — |
|
AON|AON PLC
|
BUY | +53.23% | 1.4M | $192M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -2.95% | 4.2M | $154M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
SELL | -2.66% | 2.5M | $159M | — |
|
ALLERGAN PLC
|
SELL | -79.77% | 204.5K | $34M | — |
|
VRSN|VERISIGN INC
|
SELL | -2.94% | 1.2M | $163M | — |
|
FAST|FASTENAL CO
|
BUY | NEW | 3.2M | $154M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -2.50% | 2.8M | $143M | — |
|
INTC|INTEL CORP
|
BUY | NEW | 2.5M | $122M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -3.12% | 324.4K | $115M | — |
|
PRI|PRIMERICA INC
|
BUY | +10.34% | 1.0M | $100M | — |
|
BITA|BITAUTO HLDGS LTD
|
SELL | EXIT | — | — | — |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
BUY | NEW | 1.2M | $73M | — |
| 2018-Q1 | |||||
|
SPGI|S&P GLOBAL INC
|
SELL | -2.43% | 3.2M | $602M | — |
|
ADI|ANALOG DEVICES INC
|
SELL | -2.05% | 5.7M | $519M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -1.94% | 4.7M | $450M | — |
|
GOOGL|ALPHABET INC
|
SELL | -2.01% | 386.6K | $401M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -2.13% | 2.7M | $410M | — |
|
BIDUN|BAIDU INC
|
SELL | -1.99% | 1.7M | $376M | — |
|
ICE|INTERCONTINENTAL EXCHANGE IN
|
SELL | -2.08% | 5.1M | $370M | — |
|
ZTS|ZOETIS INC
|
SELL | -17.47% | 4.1M | $345M | — |
|
V|VISA INC
|
SELL | -1.90% | 3.0M | $356M | — |
|
ECL|ECOLAB INC
|
SELL | -1.96% | 2.5M | $349M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | -1.88% | 2.4M | $347M | — |
|
CME|CME GROUP INC
|
SELL | -2.02% | 2.1M | $341M | — |
|
AVGO|BROADCOM LTD
|
BUY | +20.02% | 1.4M | $337M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -2.06% | 6.9M | $327M | — |
|
SERVUSD|SERVICEMASTER GLOBAL HLDGS I
|
SELL | -2.03% | 6.0M | $307M | — |
|
AG8|AGILENT TECHNOLOGIES INC
|
SELL | -14.81% | 3.9M | $259M | — |
|
ST|SENSATA TECHNOLOGIES HLDG NV
|
SELL | EXIT | — | — | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | NEW | 5.0M | $258M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -2.24% | 1.1M | $248M | — |
|
GOOG|ALPHABET INC
|
SELL | -2.37% | 223.7K | $231M | — |
|
EFX|EQUIFAX INC
|
SELL | -2.02% | 1.9M | $225M | — |
|
CMPR|CIMPRESS N V
|
SELL | -1.75% | 1.3M | $203M | — |
|
TNET|TRINET GROUP INC
|
BUY | +5.77% | 4.1M | $192M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +64.02% | 4.4M | $190M | — |
|
IBKR|INTERACTIVE BROKERS GROUP IN
|
BUY | +24.57% | 2.5M | $171M | — |
|
ALLERGAN PLC
|
SELL | -1.89% | 1.0M | $170M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +72.65% | 2.8M | $152M | — |
|
VRSN|VERISIGN INC
|
SELL | -1.86% | 1.2M | $145M | — |
|
BITA|BITAUTO HLDGS LTD
|
SELL | -16.16% | 3.5M | $75M | — |
|
AON|AON PLC
|
SELL | -1.86% | 912.1K | $128M | — |
|
META|FACEBOOK INC
|
BUY | NEW | 724.9K | $116M | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | -1.96% | 334.8K | $111M | — |
|
PRI|PRIMERICA INC
|
SELL | -1.72% | 911.7K | $88M | — |
Closed Positions for Cantillon Capital Management
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
ICLR|ICON PLC
|
2025-Q2 → 2025-Q3 (0.2y) | $66.5M | $79.3M | $+12.8M | +19.2% | +19.2% |
|
BLK|BLACKROCK INC
|
2021-Q4 → 2024-Q4 (3.0y) | $400.2M | $541.3M | $+141.2M | +35.3% | +10.6% |
|
CDW|CDW CORP
|
2022-Q4 → 2024-Q4 (2.0y) | $271.8M | $277.2M | $+5.5M | +2.0% | +1.0% |
|
FERG|FERGUSON PLC NEW
|
2023-Q1 → 2024-Q3 (1.5y) | $281.0M | $382.0M | $+101.0M | +35.9% | +22.8% |
|
ADSK|AUTODESK INC
|
2019-Q4 → 2024-Q2 (4.5y) | $340.9M | $437.1M | $+96.1M | +28.2% | +5.7% |
|
BC|BRUNSWICK CORP
|
2019-Q2 → 2024-Q1 (4.7y) | $294.7M | $433.0M | $+138.3M | +46.9% | +8.5% |
|
HAYW|HAYWARD HLDGS INC
|
2022-Q2 → 2023-Q4 (1.5y) | $88.1M | $71.9M | $-16.2M | -18.4% | -12.7% |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
2018-Q2 → 2023-Q2 (5.0y) | $156.5M | $153.9M | $-2.6M | -1.6% | -0.3% |
|
META|META PLATFORMS INC
|
2018-Q1 → 2022-Q4 (4.7y) | $295.7M | $208.2M | $-87.5M | -29.6% | -7.2% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
2018-Q1 → 2020-Q1 (2.0y) | $266.2M | $249.7M | $-16.4M | -6.2% | -3.1% |
|
INTC|INTEL CORP
|
2018-Q2 → 2019-Q2 (1.0y) | $214.6M | $199.0M | $-15.6M | -7.3% | -7.3% |