Visualize Group LP
- SEC CIK
- 0001994625
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- +1 vs. Q3 2025
- Portfolio value
- $267.7M
- −$30.9M (−10.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CSGPCostar Group, Inc. | COM | 214,388 | $14.4M | 5.4% | −214,450−50.0% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 73,765 | $15.6M | 5.8% | −75,300−50.5% | Reduced | History |
| CWCurtiss Wright Corp | Stock | 30,802 | $17.0M | 6.3% | +30,802 | New | History |
| PWRQuanta Services, Inc. | COM | 41,520 | $17.5M | 6.5% | +41,520 | New | History |
| SPOTSpotify Technology S.A. | Stock | 33,356 | $19.4M | 7.2% | −9,220−21.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 138,870 | $21.3M | 7.9% | +10,800+8.4% | AddedConverted for a 5-for-1 split | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,680 | $23.6M | 8.8% | +34,680 | New | History |
| BXBlackstone Inc. | COM | 200,827 | $31.0M | 11.6% | +13,935+7.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 198,463 | $32.1M | 12.0% | +7,810+4.1% | Added | History |
| HEI.AHeico Corp | CL A | 141,209 | $35.6M | 13.3% | +1,410+1.0% | Added | History |
| WCNWaste Connections, Inc. | COM | 228,759 | $40.1M | 15.0% | +620+0.3% | Added | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.