Bares Capital Management, Inc. 13F Holdings

CIK 0001340807 · AUSTIN, TX

As of Sep 30, 2025, Bares Capital Management, Inc. reported 24 positions worth .1B in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
PEGASYSTEMS INCPEGATechnology3,380,345 94.4M17.93%
BLOCK INCXYZTechnology1,991,847 44.0M13.28%
WORKDAY INCWDAYTechnology593,755 42.9M13.19%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services2,060,589 41.8M13.08%
COSTAR GROUP INCCSGPReal Estate1,226,251 03.5M9.54%
ETSY INCETSYConsumer Cyclical1,425,825$94.7M8.73%
ALIGN TECHNOLOGY INCALGNHealthcare609,722$76.3M7.04%
WAYFAIR INCWConsumer Cyclical672,486$60.1M5.54%
MEDPACE HOLDINGS INCMEDPHealthcare111,507$57.3M5.29%
GLOBUS MEDICAL INCGMEDHealthcare521,129$29.8M2.75%
VEEVA SYSTEMS INCVEEVHealthcare73,360$21.9M2.02%
ONTO INNOVATION INCONTOTechnology75,450$9.7M0.90%
MIDDLEBY CORPMIDDIndustrials54,625$7.3M0.67%
AMPHENOL CORP-CL AAPHTechnology353$43.7K0.00%
STONEX GROUP INCSNEXFinancial Services402$40.6K0.00%
HEICO CORPHEI.AIndustrials122$31.0K0.00%
API GROUP CORPAPGIndustrials877$30.1K0.00%
AMETEK INCAMEIndustrials152$28.6K0.00%
BROWN & BROWN INCBROFinancial Services259$24.3K0.00%
FERGUSON ENTERPRISES INCFERGIndustrials103$23.1K0.00%
WATSCO INCWSOIndustrials45 8.2K0.00%
MOODYS CORPMCOFinancial Services34 6.2K0.00%
TYLER TECHNOLOGIES INCTYLTechnology28 4.6K0.00%
VERISK ANALYTICS INCVRSKIndustrials58 4.6K0.00%