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Visualize Group LP

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13F filer, CIK 1994625, NEW YORK, NY

Visualize Group LP reported $298,562,667 across 10 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000202

Period
2025-09-30
Reported value
$299M
Holdings
10
Top 10 weight
100%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AJGnew+106,294$32.9M
BXnew+186,892$31.9M
SPOTnew+42,576$29.7M
CSGPadded+349,872$29.5M
NOWnew+25,614$23.6M

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
IIIVexited-294,689-$55M
RSGreduced-156,926-$36M
ADSKexited-404,091-$32.5M
FISVexited-106,338-$27.5M
SPYexited-16,476-$16.9M

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, Q3 2025

Share positions as resolved from 13F-HR 0001892688-25-000202, largest first. % of portfolio is the value over $298,562,667, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,989 shares; 2025Q1: 294,689 shares; 2025Q2: 115,734 shares; 2025Q3: 228,139 shares 228,139$40.1M13.43%+112,405Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220,391 shares; 2025Q1: 404,091 shares; 2025Q2: 78,966 shares; 2025Q3: 428,838 shares 428,838$36.2M12.12%+349,872Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,522 shares; 2025Q1: 106,338 shares; 2025Q2: 136,895 shares; 2025Q3: 139,799 shares 139,799$35.5M11.9%+2,904Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,436 shares; 2025Q1: 136,895 shares; 2025Q2: 305,991 shares; 2025Q3: 149,065 shares 149,065$34.2M11.46%-156,926Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,294 shares 106,294$32.9M11.03%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,700 shares; 2025Q1: 156,100 shares; 2025Q2: 156,100 shares; 2025Q3: 190,653 shares 190,653$32.1M10.76%+34,553Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,892 shares 186,892$31.9M10.69%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,576 shares 42,576$29.7M9.95%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,740 shares; 2025Q2: not reported; 2025Q3: 25,614 shares 25,614$23.6M7.9%newTimeline
ACELACCEL ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,006 shares 206,006$2.28M0.76%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
IIIVI3 VERTICALS INC294,689$55Mshares
ADSKAUTODESK INC404,091$32.5Mshares
FISVFISERV INC106,338$27.5Mshares
SPYSTATE STR SPDR S&P 500 ETF T16,476$16.9Mshares
CWSTCASELLA WASTE SYS INC19,695$15.1Mshares
BROBROWN & BROWN INC75,100$11.2Mshares

How Q3 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 0001892688-25-000202 base2025-11-14acceptance time not in the bulk data set