Ycg
$1.1B 13F equity value
45 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ycg covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 155,897 | $80M | 7.0% |
| MCO | MOODYS CORP | 174,210 | $79M | 6.9% |
| FICO | FAIR ISAAC CORP | 62,236 | $74M | 6.5% |
| CPRT | COPART INC | 2,498,653 | $70M | 6.2% |
| TDG | TRANSDIGM GROUP INC | 46,242 | $62M | 5.4% |
| MSFT | MICROSOFT CORP | 163,944 | $61M | 5.4% |
| MSCI | MSCI INC | 104,207 | $58M | 5.1% |
| LIN | LINDE PLC | 93,887 | $49M | 4.3% |
| AON | AON PLC | 145,134 | $48M | 4.2% |
| VRSK | VERISK ANALYTICS INC | 251,376 | $45M | 4.0% |
Track Ycg's 13F portfolio: $1.1B in reported holdings, 45 positions. Top holdings and quarterly changes on SentiSense.
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