Bluegrass Capital Partners LP — 13F holdings

Bluegrass Capital Partners LP reported 11 holdings worth $154M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MA MASTERCARD INCORPORATED — $25.7M (16.7%)
2. TDG TRANSDIGM GROUP INC — $25.3M (16.4%)
3. AMZN AMAZON COM INC — $23.6M (15.3%)
4. MCO MOODYS CORP — $23.6M (15.3%)
5. GE GE AEROSPACE — $19.8M (12.9%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $13.8M (9.0%)
7. MLM MARTIN MARIETTA MATLS INC — $9.80M (6.4%)
8. MSFT MICROSOFT CORP — $7.09M (4.6%)
9. SPGI S&P GLOBAL INC — $4.89M (3.2%)
10. SHW SHERWIN WILLIAMS CO — $172K (0.1%)