Visualize Group LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COSTAR GROUP INC(CSGP) | 0 | 428,838 | +428,838 | 0 | 36,181,062 | 12.12% | +36,181,062 |
| HEICO CORP NEW | 0 | 139,799 | +139,799 | 0 | 35,521,528 | 11.90% | +35,521,528 |
| GALLAGHER ARTHUR J & CO(AJG) | 0 | 106,294 | +106,294 | 0 | 32,923,504 | 11.03% | +32,923,504 |
| BLACKSTONE INC(BX) | 0 | 186,892 | +186,892 | 0 | 31,930,498 | 10.69% | +31,930,498 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 42,576 | +42,576 | 0 | 29,718,048 | 9.95% | +29,718,048 |
| SERVICENOW INC(NOW) | 0 | 25,614 | +25,614 | 0 | 23,572,052 | 7.90% | +23,572,052 |
| WASTE CONNECTIONS INC(WCN) | 115,734 | 228,139 | +112,405 | 35,827,774 | 40,106,836 | 13.43% | +4,279,062 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 156,100 | 190,653 | +34,553 | 28,639,667 | 32,121,217 | 10.76% | +3,481,550 |
| ACCEL ENTERTAINMENT INC(ACEL) | 0 | 206,006 | +206,006 | 0 | 2,280,486 | 0.76% | +2,280,486 |
| REPUBLIC SVCS INC(RSG) | 305,991 | 149,065 | -156,926 | 33,925,222 | 34,207,436 | 11.46% | +282,214 |
| CASELLA WASTE SYS INC(CSGP) | 78,966 | 0 | -78,966 | 9,111,097 | 0 | — | -9,111,097 |
| BLACKSTONE INC(BRO) | 75,100 | 0 | -75,100 | 11,233,458 | 0 | — | -11,233,458 |
| SPOTIFY TECHNOLOGY S A(CWST) | 19,695 | 0 | -19,695 | 15,112,761 | 0 | — | -15,112,761 |
| SERVICENOW INC(SPY) | 16,476 | 0 | -16,476 | 16,938,646 | 0 | — | -16,938,646 |
| HEICO CORP NEW(FISV) | 106,338 | 0 | -106,338 | 27,514,958 | 0 | — | -27,514,958 |
| COSTAR GROUP INC | 404,091 | 0 | -404,091 | 32,488,916 | 0 | — | -32,488,916 |
| REPUBLIC SVCS INC | 136,895 | 0 | -136,895 | 33,759,676 | 0 | — | -33,759,676 |
| WASTE CONNECTIONS INC | 294,689 | 0 | -294,689 | 55,024,330 | 0 | — | -55,024,330 |