YCG, LLC

Q3 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    37

  • Value ($000)

    $1,331,788

  • Date Filed
    10/28/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

Microsoft Corp

COM
594918104
$114.02M
9 %

220,140

MA
MA

Mastercard Incorporated

CL A
57636Q104
$97.47M
7 %

171,358

MCO
MCO

Moodys Corp

COM
615369105
$87.88M
7 %

184,431

AMZN
AMZN

Amazon Com Inc

COM
023135106
$75.48M
6 %

343,761

FICO
FICO

Fair Isaac Corp

COM
303250104
$66.47M
5 %

44,418

MSCI
MSCI

MSCI Inc

COM
55354G100
$62.25M
5 %

109,714

GOOG
GOOG

Alphabet Inc

CAP STK CL C
02079K107
$61.75M
5 %

253,550

CPRT
CPRT

Copart Inc

COM
217204106
$58.18M
4 %

1,293,787

AAPL
AAPL

Apple Inc

COM
037833100
$58.11M
4 %

228,202

WM
WM

Waste Mgmt Inc Del

COM
94106L109
$54.06M
4 %

244,787

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