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Square Wave Partners, L.P. Top Holdings and 13F Report (2025)

About Square Wave Partners, L.P.

Investment Activity

  • Square Wave Partners, L.P. has $103.74 million in total holdings as of December 31, 2024.
  • Square Wave Partners, L.P. owns shares of 8 different stocks, but just 6 companies or ETFs make up 80% of its holdings.

Largest Holdings

Axon Enterprise
$17,220,422
Fair Isaac
$15,483,463
Veeva Systems
$14,465,621
Tradeweb Markets
$12,975,874
Gartner
$12,731,872

Sector Allocation

Map of 500 Largest Holdings ofSquare Wave Partners, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$17,220,42228,97516.6%Aerospace
Fair Isaac Co. stock logo
FICO
Fair Isaac
$15,483,4637,77714.9%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$14,465,62168,80213.9%Medical
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$12,975,87499,11312.5%Finance
Gartner, Inc. stock logo
IT
Gartner
$12,731,87226,28012.3%Business Services
Equifax Inc. stock logo
EFX
Equifax
$11,982,28247,01711.6%Business Services
Moody's Co. stock logo
MCO
Moody's
$11,710,22724,73811.3%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$7,167,36721,4386.9%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data