Ycg
$1.1B Assets Reported
46 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 156,474 | $78M | 7.1% |
| MCO | MOODYS CORP | 174,963 | $76M | 6.9% |
| MSFT | MICROSOFT CORP | 164,827 | $61M | 5.5% |
| CPRT | COPART INC | 1,756,341 | $58M | 5.3% |
| MSCI | MSCI INC | 106,886 | $58M | 5.2% |
| FICO | FAIR ISAAC CORP | 48,818 | $52M | 4.7% |
| WM | WASTE MGMT INC DEL | 220,662 | $51M | 4.6% |
| AON | AON PLC | 147,010 | $47M | 4.3% |
| LIN | LINDE PLC | 87,574 | $43M | 3.9% |
| RSG | REPUBLIC SVCS INC | 194,097 | $43M | 3.8% |
Track Ycg's 13F portfolio: $1.1B in reported holdings, 46 positions. Top holdings, AUM, and quarterly changes on SentiSense.