YCG, LLC

Q1 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    38

  • Value ($000)

    $1,277,003

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001584801
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MA
MA

Mastercard Incorporated

CL A
57636Q104
$93.76M
7 %

171,063

MCO
MCO

Moodys Corp

COM
615369105
$83.68M
7 %

179,681

MSFT
MSFT

Microsoft Corp

COM
594918104
$83.64M
7 %

222,809

CPRT
CPRT

Copart Inc

COM
217204106
$66.95M
5 %

1,183,091

AMZN
AMZN

Amazon Com Inc

COM
023135106
$64.02M
5 %

336,479

MSCI
MSCI

MSCI Inc.

COM
55354G100
$60.26M
5 %

106,561

AON
AON

AON Plc

SHS CL A
G0403H108
$59.07M
5 %

148,016

WM
WM

Waste Mgmt Inc Del

COM
94106L109
$57.60M
5 %

248,792

VRSK
VRSK

Verisk Analytics Inc

COM
92345Y106
$57.53M
5 %

193,297

MMC
MMC

Marsh & McLennan Cos Inc

COM
571748102
$53.17M
4 %

217,885

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