YCG, LLC — 13F holdings

YCG, LLC reported 41 holdings worth $1.14B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MA MASTERCARD INCORPORATED — $80.1M (7.0%)
2. MCO MOODYS CORP — $78.9M (6.9%)
3. FICO FAIR ISAAC CORP — $74.4M (6.5%)
4. CPRT COPART INC — $70.4M (6.2%)
5. TDG TRANSDIGM GROUP INC — $61.6M (5.4%)
6. MSFT MICROSOFT CORP — $61.2M (5.4%)
7. MSCI MSCI INC — $58.4M (5.1%)
8. LIN LINDE PLC — $48.7M (4.3%)
9. AON AON PLC — $48.1M (4.2%)
10. VRSK VERISK ANALYTICS INC — $45.1M (4.0%)