Home › Institution › Square Wave Partners, L.P.
Square Wave Partners, L.P.
WatchNo.9199 Data as of 2025Q1Latest AUM (Q1 2025)
$93.4M
QoQ Change Q4 2024
-$10.3M-9.9%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2025 Value | Q1 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
TRADEWEB MKTS INCTW |
| 16.88% | 12.51% | $15.8M | 106,274 | $13.0M | 99,113 | +7,161+7.23% | Add |
FAIR ISAAC CORPFICO |
| 15.82% | 14.93% | $14.8M | 8,016 | $15.5M | 7,777 | +239+3.07% | Add |
EQUIFAX INCEFX |
| 14.94% | 11.55% | $14.0M | 57,324 | $12.0M | 47,017 | +10,307+21.92% | Add |
AXON ENTERPRISEAXON |
| 13.86% | 16.6% | $13.0M | 24,627 | $17.2M | 28,975 | -4,348-15.01% | Reduce |
GARTNER INCIT |
| 12.69% | 12.27% | $11.9M | 28,245 | $12.7M | 26,280 | +1,965+7.48% | Add |
VEEVA SYS INCVEEV |
| 12.28% | 13.94% | $11.5M | 49,538 | $14.5M | 68,802 | -19,264-28.00% | Reduce |
MOODYS CORPMCO |
| 12.04% | 11.29% | $11.2M | 24,154 | $11.7M | 24,738 | -584-2.36% | Reduce |
SALESFORCE INCCRM |
| 1.49% | 6.91% | $1.4M | 5,191 | $7.2M | 21,438 | -16,247-75.79% | Reduce |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow