Visualize Group LP
CIK 1994625 · Holdings on Mar 31, 2025 · First reported May 16, 2025
Top ten holdings
Q1 2025- WCN18.94%
- BRO12.54%
- RSG10.92%
- CSGP10.54%
- ADSK9.98%
- ICE8.87%
- FISV8.85%
- HEI.A7.39%
- CWST2.90%
- NOW2.55%
Share classes counted separately93.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RSGWeight increased · +5.39 pp5.53% → 10.92%Shares +93.46K (+215.16%)
- SPYWeight decreased · -3.40 pp5.56% → 2.16%Shares -3.25K (-21.67%)
- ADSKWeight decreased · -3.14 pp13.12% → 9.98%Shares +45.60K (+65.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WCNWASTE CONNECTIONS INC View history and evidence | $57.52M | 18.94% | 294.69K shares | 19.76% → 18.94%-0.82 pp +112.70K (+61.93%) | Added | ↗▾ |
| 02 | BROBROWN & BROWN INC View history and evidence | $38.07M | 12.54% | 305.99K shares | 10.80% → 12.54%+1.74 pp +138.79K (+83.01%) | Added | ↗▾ |
| 03 | RSGREPUBLIC SERVICES INC View history and evidence | $33.15M | 10.92% | 136.90K shares | 5.53% → 10.92%+5.39 pp +93.46K (+215.16%) | Added | ↗▾ |
| 04 | CSGPCOSTAR GROUP INC View history and evidence | $32.02M | 10.54% | 404.09K shares | 9.99% → 10.54%+0.55 pp +183.70K (+83.35%) | Added | ↗▾ |
| 05 | ADSKAUTODESK INC View history and evidence | $30.30M | 9.98% | 115.73K shares | 13.12% → 9.98%-3.14 pp +45.60K (+65.02%) | Added | ↗▾ |
| 06 | ICEINTERCONTINENTAL EXCHANGE IN View history and evidence | $26.93M | 8.87% | 156.10K shares | 8.18% → 8.87%+0.69 pp +69.40K (+80.05%) | Added | ↗▾ |
| 07 | FISVFISERV INC View history and evidence | $26.86M | 8.85% | 121.62K shares | 9.88% → 8.85%-1.03 pp +45.62K (+60.03%) | Added | ↗▾ |
| 08 | HEI.AHEICO CORP-CLASS ACL A View history and evidence | $22.43M | 7.39% | 106.34K shares | 5.95% → 7.39%+1.44 pp +55.82K (+110.48%) | Added | ↗▾ |
| 09 | CWSTCASELLA WASTE SYSTEMS INC-ACL A View history and evidence | $8.81M | 2.90% | 78.97K shares | Prior unavailable +78.97K | New | ↗▾ |
| 10 | NOWSERVICENOW INC View history and evidence | $7.75M | 2.55% | 9.74K shares | Prior unavailable +9.74K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JKHY JACK HENRY & ASSOCIATES INC | Non-derivative | -54,700 | -$9.59M | SEC filing ↗ | SEC filing ↗ |
| NICE NICE LTD - SPON ADR | Non-derivative | -28,515 | -$4.84M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1994625 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-16
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001892688-25-000130",
"cover_total": 303631659,
"filing_date": "2025-05-16",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 1,
"positions_restated": 11,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001892688-25-000128",
"filing_date": "2025-05-15",
"confidential": false,
"cover_table_value_total_raw": 185694951
}
],
"cover_table_value": 303631659
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.