Bluegrass Capital Partners LP 13F Holdings
CIK 0001727353 · Palm Beach, FL
As of Sep 30, 2025, Bluegrass Capital Partners LP reported 10 positions worth
CIK 0001727353 · Palm Beach, FL
As of Sep 30, 2025, Bluegrass Capital Partners LP reported 10 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 44,000 | $22.8M | 14.91% |
| GE AEROSPACE | GE | Industrials | 72,000 | $21.7M | 14.17% |
| MOODYS CORP | MCO | Financial Services | 43,000 | $20.5M | 13.41% |
| TRANSDIGM GROUP INC | TDG | Industrials | 15,500 | $20.4M | 13.37% |
| MASTERCARD INC | MA | Financial Services | 32,000 | 8.2M | 11.91% |
| AMAZON.COM INC | AMZN | Equity | 80,000 | 7.6M | 11.50% |
| MARTIN MARIETTA MATERIALS INC | MLM | Basic Materials | 26,000 | 6.4M | 10.72% |
| S&P GLOBAL INC | SPGI | Financial Services | 21,000 | 0.2M | 6.69% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 7,500 | $2.6M | 1.70% |
| WASTE CONNECTIONS INC | WCN | Industrials | 14,000 | $2.5M | 1.61% |