SQUARE WAVE CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TW | 526K | $56.52M |
 | VEEV | 253K | $56.37M |
 | MAR | 219K | $67.97M |
 | AMZN | 187K | $43.09M |
 | EFX | 165K | $35.81M |
 | GOOGL | 120K | $37.50M |
 | MCO | 116K | $59.11M |
 | FICO | 42K | $70.84M |
 | AXON | 5K | $3.02M |
Tradeweb Markets Inc.
TW
Shares Held
526K
Value
$56.52M
Veeva Systems Inc.
VEEV
Shares Held
253K
Value
$56.37M
Marriott International, Inc.
MAR
Shares Held
219K
Value
$67.97M
Amazon.com, Inc.
AMZN
Shares Held
187K
Value
$43.09M
Equifax Inc.
EFX
Shares Held
165K
Value
$35.81M
Alphabet Inc.
GOOGL
Shares Held
120K
Value
$37.50M
Moody's Corporation
MCO
Shares Held
116K
Value
$59.11M
Fair Isaac Corporation
FICO
Shares Held
42K
Value
$70.84M
Axon Enterprise, Inc.
AXON
Shares Held
5K
Value
$3.02M