Holdings
Ycg, LLC
As of Jun 30, 2026, Ycg, LLC reported 32 positions worth US$996M. Largest: Mastercard Incorporated, Moody's Corporation and Fair Isaac Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mastercard Incorporated | 156K | US$80.1M | −577 | Jun 30, 2026 |
| Moody's Corporation | 174K | US$78.9M | −753 | Jun 30, 2026 |
| Fair Isaac Corporation | 62,236 | US$74.4M | +13,418 | Jun 30, 2026 |
| Copart, Inc. | 2.5M | US$70.4M | +742K | Jun 30, 2026 |
| Transdigm Group Inc. | 46,242 | US$61.6M | +16,066 | Jun 30, 2026 |
| Microsoft Corp. | 164K | US$61.2M | −883 | Jun 30, 2026 |
| Msci Inc. | 104K | US$58.4M | −2,679 | Jun 30, 2026 |
| Verisk Analytics, Inc. | 251K | US$45.1M | +32,775 | Jun 30, 2026 |
| Cme Group Inc. | 200K | US$44.2M | +64,217 | Jun 30, 2026 |
| Waste Management, Inc. | 193K | US$43M | −27,750 | Jun 30, 2026 |