§ 13F · FUND PROFILE
Visualize Group LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 11Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$267.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WCN | WASTE CONNECTIONS INC | 229K | $40.1T | 15.0% | NEW |
| 2 | HEI/A | HEICO CORP NEW | 141K | $35.6T | 13.3% | NEW |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | 198K | $32.1T | 12.0% | NEW |
| 4 | BX | BLACKSTONE INC | 201K | $31.0T | 11.6% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 35K | $23.6T | 8.8% | NEW |
| 6 | NOW | SERVICENOW INC | 139K | $21.3T | 7.9% | NEW |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 33K | $19.4T | 7.2% | NEW |
| 8 | PWR | QUANTA SVCS INC | 42K | $17.5T | 6.5% | NEW |
| 9 | CW | CURTISS WRIGHT CORP | 31K | $17.0T | 6.3% | NEW |
| 10 | RSG | REPUBLIC SVCS INC | 74K | $15.6T | 5.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISUALIZE SIGNAL
AC read
Visualize Group LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed