Square Wave Partners, L.P. — 13F holdings

Square Wave Partners, L.P. reported 8 holdings worth $93.4M in its 13F filing for Q1 2025, filed May 15, 2025.

Largest positions

1. TW TRADEWEB MKTS INC — $15.8M (16.9%)
2. FICO FAIR ISAAC CORP — $14.8M (15.8%)
3. EFX EQUIFAX INC — $14.0M (14.9%)
4. AXON AXON ENTERPRISE INC — $13.0M (13.9%)
5. IT GARTNER INC — $11.9M (12.7%)
6. VEEV VEEVA SYS INC — $11.5M (12.3%)
7. MCO MOODYS CORP — $11.2M (12.0%)
8. CRM SALESFORCE INC — $1.39M (1.5%)