Square Wave Partners, L.P. Historic Quarter Change: USA Stocks, Reduced

Square Wave Partners, L.P. historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 1 quarter from 2024-12-31 to 2025-03-31, Square Wave Partners, L.P. opened 0 positions, added to 4, reduced 4 and sold out of 0.

Q1 2025: Stock CRM; Country of operation United States; Class COM; Shares before 21,438.
Q1 2025: Stock AXON; Country of operation United States; Class COM; Shares before 28,975.
Q1 2025: Stock VEEV; Country of operation United States; Class CL A COM; Shares before 68,802.
Q1 2025: Stock MCO; Country of operation United States; Class COM; Shares before 24,738.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1947907), 1 quarter: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2025	CRM SALESFORCE INC	United States	COM	21,438	5,191	-16,247	$7,167,367	$1,393,057	-$5,774,310	2025-05-15
Q1 2025	AXON AXON ENTERPRISE INC. COMMON STOCK	United States	COM	28,975	24,627	-4,348	$17,220,422	$12,952,571	-$4,267,851	2025-05-15
Q1 2025	VEEV VEEVA SYS INC	United States	CL A COM	68,802	49,538	-19,264	$14,465,621	$11,474,487	-$2,991,134	2025-05-15
Q1 2025	MCO MOODY'S CORP	United States	COM	24,738	24,154	-584	$11,710,227	$11,248,276	-$461,951	2025-05-15

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