account_balance
Investment manager · 13F filer · SEC CIK 1584801
Ycg, LLC
Reported value$1.05Bas of Sep 30, 2026
Positions41 3 new, 3 sold out
Top 10 weight54.5%MA alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MAMastercard Inc
8.0%Trimmed −3%
MCOMoody's Corp
7.3%Trimmed −3%
TDGTransDigm Group INC
5.5%Added +16%
CPRTCopart Inc
5.2%Trimmed −21%
MSFTMicrosoft Corp
5.1%Trimmed −36%
MSCIMSCI Inc.
5.1%Trimmed −4%
CMECME Group Inc.
4.9%
VRSKVerisk Analytics, Inc.
4.8%Added +19%
LINLinde PLC
4.3%
AMZNAmazon.com Inc
4.1%Trimmed −3%
WMWaste Management Inc
3.6%−3%
AONAon PLC
3.6%−7%
MAMastercard Inc
8.0%Trimmed −3%
MCOMoody's Corp
7.3%Trimmed −3%
TDGTransDigm Group INC
5.5%+16%
CPRTCopart Inc
5.2%
MSFTMicrosoft Corp
5.1%
MSCIMSCI Inc.
5.1%
CMECME Group Inc.
4.9%
VRSKVerisk Analytics, Inc.
4.8%
LINLinde PLC
4.3%
AMZN4.1%WM3.6%AON3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MA Mastercard Inc 8.0% Trimmed −3%MCO Moody's Corp 7.3% Trimmed −3%TDG TransDigm Group INC 5.5% Added +16%CPRT Copart Inc 5.2% Trimmed −21%MSFT Microsoft Corp 5.1% Trimmed −36%MSCI MSCI Inc. 5.1% Trimmed −4%CME CME Group Inc. 4.9% HeldVRSK Verisk Analytics, Inc. 4.8% Added +19%LIN Linde PLC 4.3% HeldAMZN Amazon.com Inc 4.1% Trimmed −3%WM Waste Management Inc 3.6% Trimmed −3%AON Aon PLC 3.6% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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