13F HOLDINGS REPORT
Visualize Group LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001892688-25-000160
Total Value
$299.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WASTE CONNECTIONS INC | IIIV | 294,689 | $55.0M | 18.37% |
| 2 | AUTODESK INC | WCN | 115,734 | $35.8M | 11.96% |
| 3 | BROWN & BROWN INC | 760759100 | 305,991 | $33.9M | 11.32% |
| 4 | REPUBLIC SVCS INC | HEI-A | 136,895 | $33.8M | 11.27% |
| 5 | COSTAR GROUP INC | ADSK | 404,091 | $32.5M | 10.84% |
| 6 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 156,100 | $28.6M | 9.56% |
| 7 | HEICO CORP NEW | FISV | 106,338 | $27.5M | 9.18% |
| 8 | SERVICENOW INC | SPY | 16,476 | $16.9M | 5.65% |
| 9 | SPOTIFY TECHNOLOGY S A | CWST | 19,695 | $15.1M | 5.04% |
| 10 | BLACKSTONE INC | BRO | 75,100 | $11.2M | 3.75% |
| 11 | CASELLA WASTE SYS INC | CSGP | 78,966 | $9.1M | 3.04% |