13F HOLDINGS REPORT
Visualize Group LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001892688-26-000049
Total Value
$267.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WASTE CONNECTIONS INC | WCN | 228,759 | $40.1M | 14.98% |
| 2 | HEICO CORP NEW | HEI-A | 141,209 | $35.6M | 13.32% |
| 3 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 198,463 | $32.1M | 12.01% |
| 4 | BLACKSTONE INC | BX | 200,827 | $31.0M | 11.56% |
| 5 | SPDR S&P 500 ETF TR | SPY | 34,680 | $23.6M | 8.83% |
| 6 | SERVICENOW INC | NOW | 138,870 | $21.3M | 7.95% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 33,356 | $19.4M | 7.24% |
| 8 | QUANTA SVCS INC | 74762E102 | 41,520 | $17.5M | 6.55% |
| 9 | CURTISS WRIGHT CORP | CW | 30,802 | $17.0M | 6.34% |
| 10 | REPUBLIC SVCS INC | 760759100 | 73,765 | $15.6M | 5.84% |
| 11 | COSTAR GROUP INC | CSGP | 214,388 | $14.4M | 5.38% |