Visualize Group LP
- SEC CIK
- 0001994625
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 11
- −3 vs. Q1 2025
- Portfolio value
- $244.6M
- −$59.1M (−19.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CSGPCostar Group, Inc. | COM | 78,966 | $9.11M | 3.7% | −325,125−80.5% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 75,100 | $11.2M | 4.6% | −230,891−75.5% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 19,695 | $15.1M | 6.2% | −59,271−75.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,476 | $16.9M | 6.9% | +4,726+40.2% | Added | History |
| FISVFiserv Inc | Stock | 106,338 | $27.5M | 11.3% | −15,284−12.6% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 156,100 | $28.6M | 11.7% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 404,091 | $32.5M | 13.3% | +288,357+249.2% | Added | History |
| HEI.AHeico Corp | CL A | 136,895 | $33.8M | 13.8% | +30,557+28.7% | Added | History |
| RSGRepublic Services, Inc. | COM | 305,991 | $33.9M | 13.9% | +169,096+123.5% | Added | History |
| WCNWaste Connections, Inc. | COM | 115,734 | $35.8M | 14.7% | −178,955−60.7% | Reduced | History |
| IIIVi3 Verticals, Inc. | COM CL A | 294,689 | – | – | +10,402+3.7% | Added | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.