Filed: 11/14/2025ACC: 0001892688-25-000202
📋 What this filing means
VISUALIZE GROUP LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $298.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$298.56M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
COM$231.04M77.4%
CL A$35.52M11.9%
SHS$29.72M10.0%
COM CL A1$2.28M0.8%
Portfolio Concentration
Top 3$111.81M37.4%
4–10$186.75M62.6%
Top 3 weight
37.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Sole
Full voting authority
1.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
WASTE CONNECTIONS INC
SOLEShares228.14K
TypeSH
Market value$40.11M
13.43%
Sole
228.14K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares428.84K
TypeSH
Market value$36.18M
12.12%
Sole
428.84K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares139.80K
TypeSH
Market value$35.52M
11.90%
Sole
139.80K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares149.06K
TypeSH
Market value$34.21M
11.46%
Sole
149.06K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares106.29K
TypeSH
Market value$32.92M
11.03%
Sole
106.29K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares190.65K
TypeSH
Market value$32.12M
10.76%
Sole
190.65K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares186.89K
TypeSH
Market value$31.93M
10.69%
Sole
186.89K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares42.58K
TypeSH
Market value$29.72M
9.95%
Sole
42.58K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares25.61K
TypeSH
Market value$23.57M
7.90%
Sole
25.61K
Shared
0.00
None
0.00
ACCEL ENTERTAINMENT INC
SOLEShares206.01K
TypeSH
Market value$2.28M
0.76%
Sole
206.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WASTE CONNECTIONS INCSOLE | COM | 228.14K | SH | $40.11M 13.43% | 228.14K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 428.84K | SH | $36.18M 12.12% | 428.84K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 139.80K | SH | $35.52M 11.90% | 139.80K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 149.06K | SH | $34.21M 11.46% | 149.06K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 106.29K | SH | $32.92M 11.03% | 106.29K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 190.65K | SH | $32.12M 10.76% | 190.65K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 186.89K | SH | $31.93M 10.69% | 186.89K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 42.58K | SH | $29.72M 9.95% | 42.58K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 25.61K | SH | $23.57M 7.90% | 25.61K | 0.00 | 0.00 |
ACCEL ENTERTAINMENT INCSOLE | COM CL A1 | 206.01K | SH | $2.28M 0.76% | 206.01K | 0.00 | 0.00 |