GCQ FUNDS MANAGEMENT PTY Ltd — 13F holdings

GCQ FUNDS MANAGEMENT PTY Ltd reported 14 holdings worth $721M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. AMZN AMAZON COM INC — $115M (16.0%)
2. ABNB AIRBNB INC — $88.0M (12.2%)
3. V Visa Inc — $76.2M (10.6%)
4. INTU INTUIT — $67.2M (9.3%)
5. MSCI MSCI INC — $66.7M (9.2%)
6. UBER UBER TECHNOLOGIES INC — $63.1M (8.8%)
7. MSFT MICROSOFT CORP — $57.8M (8.0%)
8. FICO FAIR ISAAC CORP — $56.7M (7.9%)
9. SPGI S&P GLOBAL INC — $47.5M (6.6%)
10. VRSK VERISK ANALYTICS INC — $39.9M (5.5%)