1) $ADYEN 
Adyen is one of my favourite & largest holdings in the portfolio today essentially Adyen is a Dutch payment processing company that provides a single platform for businesses to accept electronic payments. 

I could mention multiple reasons why I love this company but here are a few 

They have an incredible management team & culture at the company. It's my belief that stocks track culture over the long term and this is why Adyen has been able to build the industry leading product over time. 

As mentioned they have the industry leading product in payment processing proven by being able to boat industry leading authorisation rates, this is crucial to all enterprises because no business wants to be missing out any payments through processing errors. 

Adyen is partnered with some of the most exciting companies in the world, both established and growing, as these companies produce more revenue over the years $ADYEN are the ones processing it all benefitting alongside. 

Finally the company is stacked with cash, has a beautiful balance sheet and margins to rival anyone.