YCG, LLC

Q2 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    36

  • Value ($000)

    $1,293,955

  • Date Filed
    08/13/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

Microsoft Corp

COM
594918104
$107.99M
8 %

217,104

MA
MA

Mastercard Incorporated

CL A
57636Q104
$94.60M
7 %

168,345

MCO
MCO

Moodys Corp

COM
615369105
$89.11M
7 %

177,663

AMZN
AMZN

Amazon Com Inc

COM
023135106
$73.29M
6 %

334,076

MSCI
MSCI

MSCI Inc

COM
55354G100
$60.62M
5 %

105,115

CPRT
CPRT

Copart Inc

COM
217204106
$57.58M
4 %

1,173,410

FICO
FICO

Fair Isaac Corp

COM
303250104
$56.86M
4 %

31,108

WM
WM

Waste Mgmt Inc Del

COM
94106L109
$54.18M
4 %

236,799

AON
AON

AON Plc

SHS CL A
G0403H108
$52.16M
4 %

146,192

RSG
RSG

Republic Svcs Inc

COM
760759100
$49.56M
4 %

200,950

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