13F HOLDINGS REPORT
Square Wave Capital, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001213900-25-076212
Total Value
$104.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXON ENTERPRISE INC | AXON | 19,915 | $16.5M | 15.82% |
| 2 | TRADEWEB MKTS INC | 892672106 | 106,870 | $15.6M | 15.01% |
| 3 | VEEVA SYS INC | VEEV | 53,426 | $15.4M | 14.76% |
| 4 | EQUIFAX INC | EFX | 58,962 | $15.3M | 14.67% |
| 5 | FAIR ISAAC CORP | FICO | 8,284 | $15.1M | 14.52% |
| 6 | MOODYS CORP | MCO | 27,669 | $13.9M | 13.31% |
| 7 | GARTNER INC | IT | 30,728 | $12.4M | 11.91% |