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CIK: 0001994625
Total reported value
$290.5M
$290.5M
12 檔
34.6%
During the Q4 2024 filing period, Visualize Group LP (CIK: 0001994625) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $290.5M across 12 reported positions.
During Q4 2024, Visualize Group LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WCN | Waste Connections Inc | Stock-Industrials | 19.76% | — | — | |
| 2 | ADSK | Autodesk Inc | Stock-Tech | 13.12% | — | — | |
| 3 | BRO | Brown & Brown Inc | Stock-Financials | 10.80% | — | — | |
| 4 | CSGP | Costar Group Inc | Stock-Real Estate | 9.99% | — | — | |
| 5 | FISV | Fiserv Inc | Stock-Other | 9.88% | — | — | |
| 6 | ICE | Intercontinental Exchange In | Stock-Financials | 8.18% | — | — | |
| 7 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 6.07% | — | — | |
| 8 | HEI-A | Heico Corp-class A | Stock-Other | 5.95% | -10.67% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.56% | +2.27% | — | |
| 10 | RSG | Republic Services Inc | Stock-Industrials | 5.53% | -2.71% | — | |
| 11 | NICE | Nice LTD - Spon Adr | Stock-Tech | 3.06% | — | — | |
| 12 | SEAT | Vivid Seats Inc. | Stock-Other | 2.11% | — | — |
According to official SEC Form 13F filings, Visualize Group LP reported a total U.S. public equity portfolio value of $290.5M across 12 disclosed positions in Q4 2024.
During Q4 2024, Visualize Group LP's top holdings by market value included WCN (19.8%)、ADSK (13.1%)、BRO (10.8%). The largest single position, WCN, represented 19.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including WCN, ADSK, BRO) accounted for 34.6% of total reported equity market value during Q4 2024.
In Q4 2024, Visualize Group LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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