Visualize Group LP
- SEC CIK
- 0001994625
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 16, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 14
- +2 vs. Q4 2024
- Portfolio value
- $303.6M
- +$145.6M (+92.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SEATVivid Seats Inc. | COM CL A | 718,676 | $2.13M | 0.7% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 23,597 | $4.09M | 1.3% | +23,597 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,750 | $6.57M | 2.2% | −3,250−21.7% | Reduced | History |
| IIIVi3 Verticals, Inc. | COM CL A | 284,287 | $7.01M | 2.3% | +284,287 | New | History |
| NOWServiceNow, Inc. | Stock | 9,740 | $7.75M | 2.6% | +9,740 | New | History |
| CWSTCasella Waste Systems Inc | CL A | 78,966 | $8.81M | 2.9% | +78,966 | New | History |
| HEI.AHeico Corp | CL A | 106,338 | $22.4M | 7.4% | +55,816+110.5% | Added | History |
| FISVFiserv Inc | Stock | 121,622 | $26.9M | 8.8% | +45,622+60.0% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 156,100 | $26.9M | 8.9% | +69,400+80.0% | Added | History |
| ADSKAutodesk, Inc. | COM | 115,734 | $30.3M | 10.0% | +45,600+65.0% | Added | History |
| CSGPCostar Group, Inc. | COM | 404,091 | $32.0M | 10.5% | +183,700+83.4% | Added | History |
| RSGRepublic Services, Inc. | COM | 136,895 | $33.2M | 10.9% | +93,459+215.2% | Added | History |
| BROBrown & Brown, Inc. | Stock | 305,991 | $38.1M | 12.5% | +138,791+83.0% | Added | History |
| WCNWaste Connections, Inc. | COM | 294,689 | $57.5M | 18.9% | +112,700+61.9% | Added | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.