§ 13F · FUND PROFILE
Bluegrass Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153M (13F)Positions · 10Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | 20K | $23M | 16.4% | +9% |
| 2 | MCO | MOODYS CORP | 52K | $23M | 16.3% | +24% |
| 3 | GE | GE AEROSPACE | 80K | $23M | 16.3% | +3% |
| 4 | MA | MASTERCARD INCORPORATED | 45K | $22M | 16.2% | +10% |
| 5 | AMZN | AMAZON COM INC | 107K | $22M | 16.0% | +7% |
| 6 | MSFT | MICROSOFT CORP | 44K | $16M | 11.7% | −8% |
| 7 | MLM | MARTIN MARIETTA MATLS INC | 8K | $5M | 3.4% | +14% |
| 8 | SPGI | S&P GLOBAL INC | 11K | $5M | 3.4% | −59% |
| 9 | SHW | SHERWIN WILLIAMS CO | 1K | $321K | 0.2% | −67% |
| 10 | WCN | WASTE CONNECTIONS INC | 1K | $162K | 0.1% | −80% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUEGRASS SIGNAL
AC read
Bluegrass Capital Partners LP is a Other fund managing $153 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed