Visualize Group LP 13F Holdings
CIK 0001994625
As of Sep 30, 2025, Visualize Group LP reported 10 positions worth $298.6M in its SEC Form 13F filing.
Top 10 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WASTE CONNECTIONS INC | WCN | Industrials | 228,139 | $40.1M | 13.43% |
| COSTAR GROUP INC | CSGP | Real Estate | 428,838 | $36.2M | 12.12% |
| HEICO CORP | HEI.A | Industrials | 139,799 | $35.5M | 11.90% |
| REPUBLIC SERVICES INC | RSG | Industrials | 149,065 | $34.2M | 11.46% |
| ARTHUR J GALLAGHER & CO | AJG | Financial Services | 106,294 | $32.9M | 11.03% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 190,653 | $32.1M | 10.76% |
| BLACKSTONE INC | BX | Financial Services | 186,892 | $31.9M | 10.69% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 42,576 | $29.7M | 9.95% |
| SERVICENOW INC | NOW | Technology | 25,614 | $23.6M | 7.90% |
| ACCEL ENTERTAINMENT INC | ACEL | Consumer Cyclical | 206,006 | $2.3M | 0.76% |