Investor Details
| Filer Name: | SQUARE WAVE PARTNERS, L.P. |
|---|---|
| CIK: | 1947907 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 8 |
| Portfolio Value: | $0.10B |
Square Wave Partners, L.P. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AXON | US | AXON ENTERPRISE INC | 28,975 | $17M | 16.60% | - | - |
| FICO | US | FAIR ISAAC CORP | 7,777 | $15M | 14.93% | - | - |
| VEEV | US | VEEVA SYSTEMS INC-CLASS A | 68,802 | $14M | 13.94% | - | - |
| TW | US | TRADEWEB MARKETS INC-CLASS A | 99,113 | $13M | 12.51% | - | - |
| IT | US | GARTNER INC | 26,280 | $13M | 12.27% | - | - |
| EFX | US | EQUIFAX INC | 47,017 | $12M | 11.55% | - | - |
| MCO | US | MOODY'S CORP | 24,738 | $12M | 11.29% | - | - |
| CRM | US | SALESFORCE INC | 21,438 | $7M | 6.91% | - | - |