BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$3.3B

Holdings

11

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (11 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	YUMCYUM CHINA HLDGS INC	13,078,503	$630.0M	19.31%
2	ADPAUTOMATIC DATA PROCESSING IN	1,509,635	$441.9M	13.54%
3	OTISOTIS WORLDWIDE CORP	4,198,788	$388.8M	11.92%
4	AZOAUTOZONE INC	89,119	$285.4M	8.74%
5	MAMASTERCARD INCORPORATED	505,745	$266.3M	8.16%
6	NKENIKE INC	3,439,525	$260.3M	7.98%
7	VVISA INC	761,422	$240.6M	7.37%
8	SPGIS&P GLOBAL INC	442,186	$220.2M	6.75%
9	MCOMOODYS CORP	403,287	$190.9M	5.85%
10	HLTHILTON WORLDWIDE HLDGS INC	688,574	$170.2M	5.22%
11	VRSNVERISIGN INC	814,098	$168.5M	5.16%