Here are the companies in the Claremont Global fund. Their strategy is to own 10-15 of the world's best businesses.
I've highlighted the companies that I personally follow.
$Visa(V)$ $GameStop(GME)$ $Jack Henry & Associates(JKHY)$ $Microsoft(MSFT)$ $Zoetis(ZTS)$ $Adobe(ADBE)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $DASSAULT AVIATION(DUAVF)$ $Dassault Systemes SA(DASTF)$ $Agilent(A)$ $IDEXX Laboratories(IDXX)$ $Allegion PLC(ALLE)$ $Equifax(EFX)$ $STERIS plc(STE)$ $Automatic Data Processing Inc(ADP)$
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