Filed: 2/17/2026ACC: 0001892688-26-000049
📋 What this filing means
VISUALIZE GROUP LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $267.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$267.70M
Total AUM (reported)
1.34M
Total Shares
Allocation by class
COM$189.04M70.6%
CL A$35.65M13.3%
TR UNIT$23.65M8.8%
SHS$19.37M7.2%
Portfolio Concentration
Top 3$107.90M40.3%
4–10$145.39M54.3%
11–25$14.42M5.4%
Top 3 weight
40.3%
Top 10 weight
94.6%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Sole
Full voting authority
1.34M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
WASTE CONNECTIONS INC
SOLEShares228.76K
TypeSH
Market value$40.12M
14.98%
Sole
228.76K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares141.21K
TypeSH
Market value$35.65M
13.32%
Sole
141.21K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares198.46K
TypeSH
Market value$32.14M
12.01%
Sole
198.46K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares200.83K
TypeSH
Market value$30.96M
11.56%
Sole
200.83K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares34.68K
TypeSH
Market value$23.65M
8.83%
Sole
34.68K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares138.87K
TypeSH
Market value$21.27M
7.95%
Sole
138.87K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares33.36K
TypeSH
Market value$19.37M
7.24%
Sole
33.36K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares41.52K
TypeSH
Market value$17.52M
6.55%
Sole
41.52K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares30.80K
TypeSH
Market value$16.98M
6.34%
Sole
30.80K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares73.77K
TypeSH
Market value$15.63M
5.84%
Sole
73.77K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares214.39K
TypeSH
Market value$14.42M
5.38%
Sole
214.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WASTE CONNECTIONS INCSOLE | COM | 228.76K | SH | $40.12M 14.98% | 228.76K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 141.21K | SH | $35.65M 13.32% | 141.21K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 198.46K | SH | $32.14M 12.01% | 198.46K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 200.83K | SH | $30.96M 11.56% | 200.83K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 34.68K | SH | $23.65M 8.83% | 34.68K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 138.87K | SH | $21.27M 7.95% | 138.87K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 33.36K | SH | $19.37M 7.24% | 33.36K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 41.52K | SH | $17.52M 6.55% | 41.52K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 30.80K | SH | $16.98M 6.34% | 30.80K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 73.77K | SH | $15.63M 5.84% | 73.77K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 214.39K | SH | $14.42M 5.38% | 214.39K | 0.00 | 0.00 |