Skip to content
Disclosery

Visualize Group LP

Follow

13F filer, CIK 1994625, NEW YORK, NY

Visualize Group LP reported $290,511,818 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 97.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000134

Period
2026-06-30
Reported value
$291M
Holdings
11
Top 10 weight
97.29%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+72,500$17.3M
RSPadded+80,400$17.1M
BKRnew+285,400$15.8M
XPOnew+38,286$7.86M
SPYadded+10,520$7.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HEI-Aexited-122,790-$25.9M
LYVexited-97,922-$14.9M
RSGreduced-5,400-$1.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001892688-26-000134, largest first. % of portfolio is the value over $290,511,818, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 117,300 shares; 2026Q2: 197,700 shares 197,700$42.1M14.48%+80,400Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 40,751 shares; 2026Q2: 51,271 shares 51,271$38.3M13.18%+10,520Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 51,447 shares; 2026Q2: 51,447 shares 51,447$33.1M11.41%0Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 40,816 shares; 2026Q2: 40,816 shares 40,816$30.9M10.65%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 42,116 shares; 2026Q2: 42,116 shares 42,116$30.3M10.44%0Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 96,300 shares; 2026Q2: 96,300 shares 96,300$28.8M9.9%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 137,265 shares; 2026Q2: 131,865 shares 131,865$28.1M9.67%-5,400Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 54,240 shares; 2026Q2: 54,240 shares 54,240$17.9M6.17%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 72,500 shares 72,500$17.3M5.95%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 285,400 shares 285,400$15.8M5.45%newTimeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 38,286 shares 38,286$7.86M2.71%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HEI-AHEICO CORP NEW122,790$25.9Mshares
LYVLIVE NATION ENTERTAINMENT IN97,922$14.9Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-26-000134 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001892688-26-000134 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001892688-26-000090 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set