Visualize Group LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001994625

Type: FundHoldings: 14Value: $303.6MLatest: 2025Q1

Visualize Group LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BRO",
  "HEI-A",
  "ICE",
  "SPY",
  "NOW",
  "RSG",
  "ADSK",
  "FI",
  "WCN",
  "IIIV",
  "SEAT",
  "CWST",
  "CSGP",
  "RSP"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 14
Total Value: 303631659
Accession Number: 0001892688-25-000130
Form Type: 13F-HR/A
CIK: visualize-group-lp
Manager Name: Visualize-Group-Lp

Data Enrichment

100% identified

14 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $303.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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Waste Connections, Inc.

WCN|94106B101

Shares:294.7K

Value:$57.5M

% of Portfolio:18.9% ($57.5M/$303.6M)

BROWN & BROWN, INC.

BRO|115236101

Shares:306.0K

Value:$38.1M

% of Portfolio:12.5% ($38.1M/$303.6M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:136.9K

Value:$33.2M

% of Portfolio:10.9% ($33.2M/$303.6M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:404.1K

Value:$32.0M

% of Portfolio:10.5% ($32.0M/$303.6M)

Autodesk, Inc.

ADSK|052769106

Shares:115.7K

Value:$30.3M

% of Portfolio:10.0% ($30.3M/$303.6M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:156.1K

Value:$26.9M

% of Portfolio:8.9% ($26.9M/$303.6M)

FISERV INC

FI|337738108

Shares:121.6K

Value:$26.9M

% of Portfolio:8.8% ($26.9M/$303.6M)

HEICO CORP

HEI-A|422806208

Shares:106.3K

Value:$22.4M

% of Portfolio:7.4% ($22.4M/$303.6M)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:79.0K

Value:$8.8M

% of Portfolio:2.9% ($8.8M/$303.6M)

ServiceNow, Inc.

NOW|81762P102

Shares:9.7K

Value:$7.8M

% of Portfolio:2.6% ($7.8M/$303.6M)

i3 Verticals, Inc.

IIIV|46571Y107

Shares:284.3K

Value:$7.0M

% of Portfolio:2.3% ($7.0M/$303.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:11.8K

Value:$6.6M

% of Portfolio:2.2% ($6.6M/$303.6M)

46137V357

RSP|46137V357

Shares:23.6K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$303.6M)

Vivid Seats Inc.

SEAT|92854T100

Shares:718.7K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$303.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Waste Connections, Inc.(WCNcusip94106B101)	294.7K	QoQ +61.92% (+112.7K) YoY-	All Managers (Combined)	$57.5M	18.9% ($57.5M/$303.6M)	QoQ +84.20% (+$26.3M) YoY-
BROWN & BROWN, INC.(BROcusip115236101)	306.0K	QoQ +83.00% (+138.8K) YoY-	All Managers (Combined)	$38.1M	12.5% ($38.1M/$303.6M)	QoQ +123.15% (+$21.0M) YoY-
REPUBLIC SERVICES, INC.(RSGcusip760759100)	136.9K	QoQ +215.16% (+93.5K) YoY-	All Managers (Combined)	$33.2M	10.9% ($33.2M/$303.6M)	QoQ +279.36% (+$24.4M) YoY-
COSTAR GROUP, INC.(CSGPcusip22160N109)	404.1K	QoQ +83.35% (+183.7K) YoY-	All Managers (Combined)	$32.0M	10.5% ($32.0M/$303.6M)	QoQ +102.91% (+$16.2M) YoY-
Autodesk, Inc.(ADSKcusip052769106)	115.7K	QoQ +65.01% (+45.6K) YoY-	All Managers (Combined)	$30.3M	10.0% ($30.3M/$303.6M)	QoQ +46.16% (+$9.6M) YoY-
Intercontinental Exchange, Inc.(ICEcusip45866F104)	156.1K	QoQ +80.04% (+69.4K) YoY-	All Managers (Combined)	$26.9M	8.9% ($26.9M/$303.6M)	QoQ +108.42% (+$14.0M) YoY-
FISERV INC(FIcusip337738108)	121.6K	QoQ +60.02% (+45.6K) YoY-	All Managers (Combined)	$26.9M	8.8% ($26.9M/$303.6M)	QoQ +72.03% (+$11.2M) YoY-
HEICO CORP(HEI-Acusip422806208)	106.3K	QoQ +110.47% (+55.8K) YoY-	All Managers (Combined)	$22.4M	7.4% ($22.4M/$303.6M)	QoQ +138.63% (+$13.0M) YoY-
CASELLA WASTE SYSTEMS INC(CWSTcusip147448104)	79.0K	QoQ NEW(+79.0K) YoY-	All Managers (Combined)	$8.8M	2.9% ($8.8M/$303.6M)	QoQ NEW(+$8.8M) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	9.7K	QoQ NEW(+9.7K) YoY-	All Managers (Combined)	$7.8M	2.6% ($7.8M/$303.6M)	QoQ NEW(+$7.8M) YoY-
i3 Verticals, Inc.(IIIVcusip46571Y107)	284.3K	QoQ NEW(+284.3K) YoY-	All Managers (Combined)	$7.0M	2.3% ($7.0M/$303.6M)	QoQ NEW(+$7.0M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	11.8K	QoQ -21.66% (-3.3K) YoY-	All Managers (Combined)	$6.6M	2.2% ($6.6M/$303.6M)	QoQ -25.23% (-$2.2M) YoY-
(RSPcusip46137V357)	23.6K	QoQ NEW(+23.6K) YoY-	All Managers (Combined)	$4.1M	1.3% ($4.1M/$303.6M)	QoQ NEW(+$4.1M) YoY-
Vivid Seats Inc.(SEATcusip92854T100)	718.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$303.6M)	QoQ -36.06% (-$1.2M) YoY-