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Visualize Group LP

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13F filer, CIK 1994625, NEW YORK, NY

Visualize Group LP reported $299,576,505 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 96.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000160

Period
2025-06-30
Reported value
$300M
Holdings
11
Top 10 weight
96.96%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADSKadded+288,357$23.2M
RSGadded+169,096$18.7M
HEI-Aadded+30,557$7.54M
SPYadded+4,726$4.86M
IIIVadded+10,402$1.94M

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
WCNreduced-178,955-$55.4M
CWSTreduced-59,271-$45.5M
CSGPreduced-325,125-$37.5M
BROreduced-230,891-$34.5M
NOWexited-9,740-$7.75M

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 2025

Share positions as resolved from 13F-HR 0001892688-25-000160, largest first. % of portfolio is the value over $299,576,505, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IIIVI3 VERTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 284,287 shares; 2025Q2: 294,689 shares 294,689$55M18.37%+10,402Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,989 shares; 2025Q1: 294,689 shares; 2025Q2: 115,734 shares 115,734$35.8M11.96%-178,955Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,436 shares; 2025Q1: 136,895 shares; 2025Q2: 305,991 shares 305,991$33.9M11.32%+169,096Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,522 shares; 2025Q1: 106,338 shares; 2025Q2: 136,895 shares 136,895$33.8M11.27%+30,557Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,134 shares; 2025Q1: 115,734 shares; 2025Q2: 404,091 shares 404,091$32.5M10.84%+288,357Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,700 shares; 2025Q1: 156,100 shares; 2025Q2: 156,100 shares 156,100$28.6M9.56%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,000 shares; 2025Q1: 121,622 shares; 2025Q2: 106,338 shares 106,338$27.5M9.18%-15,284Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 11,750 shares; 2025Q2: 16,476 shares 16,476$16.9M5.65%+4,726Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 78,966 shares; 2025Q2: 19,695 shares 19,695$15.1M5.04%-59,271Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167,200 shares; 2025Q1: 305,991 shares; 2025Q2: 75,100 shares 75,100$11.2M3.75%-230,891Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220,391 shares; 2025Q1: 404,091 shares; 2025Q2: 78,966 shares 78,966$9.11M3.04%-325,125Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
NOWSERVICENOW INC9,740$7.75Mshares
RSPINVESCO EXCHANGE TRADED FD T23,597$4.09Mshares
Vivid Seats IncVivid Seats Inc718,676$2.13Mshares

How Q2 2025 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 0001892688-25-000160 base2025-08-14acceptance time not in the bulk data set