Square Wave Capital, LLC
CIK 2077145 · Holdings on Dec 31, 2024 · First reported Jul 24, 2025
Top ten holdings
Q4 2024- AXON16.60%
- FICO14.93%
- VEEV13.94%
- TW12.51%
- IT12.27%
- EFX11.55%
- MCO11.29%
- CRM6.91%
Share classes counted separately100.00%
Portfolio value by quarter
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AXONAXON ENTERPRISE INC View history and evidence | $17.22M | 16.60% | 28.98K shares | Prior unavailable — | — | ↗▾ |
| 02 | FICOFAIR ISAAC CORP View history and evidence | $15.48M | 14.93% | 7.78K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $14.47M | 13.94% | 68.80K shares | Prior unavailable — | — | ↗▾ |
| 04 | TWTRADEWEB MARKETS INC-CLASS ACL A View history and evidence | $12.98M | 12.51% | 99.11K shares | Prior unavailable — | — | ↗▾ |
| 05 | ITGARTNER INC View history and evidence | $12.73M | 12.27% | 26.28K shares | Prior unavailable — | — | ↗▾ |
| 06 | EFXEQUIFAX INC View history and evidence | $11.98M | 11.55% | 47.02K shares | Prior unavailable — | — | ↗▾ |
| 07 | MCOMOODY'S CORP View history and evidence | $11.71M | 11.29% | 24.74K shares | Prior unavailable — | — | ↗▾ |
| 08 | CRMSALESFORCE INC View history and evidence | $7.17M | 6.91% | 21.44K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2077145 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 103737128
}Take these holdings further.
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