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

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

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Square Wave Partners, L.P. opened 0 positions, added to 4, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was TW (+$2,801,564); the largest decrease was CRM (-$5,774,310).

  • CRM: Country of operation United States; Class COM; Shares 2024-12-31 21,438; Shares 2025-03-31 5,191.
  • AXON: Country of operation United States; Class COM; Shares 2024-12-31 28,975; Shares 2025-03-31 24,627.
  • VEEV: Country of operation United States; Class CL A COM; Shares 2024-12-31 68,802; Shares 2025-03-31 49,538.
  • MCO: Country of operation United States; Class COM; Shares 2024-12-31 24,738; Shares 2025-03-31 24,154.

Two Form 13F-HR filings compared (SEC CIK 1947907): 2024-12-31 (filed 2025-02-14) and 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; share change is the position change.

StockCountry of operationClassShares 2024-12-31Shares 2025-03-31Share changeValue 2024-12-31Value 2025-03-31Value change
CRM
SALESFORCE INC
United StatesCOM21,4385,191-16,247$7,167,367$1,393,057-$5,774,310
AXON
AXON ENTERPRISE INC. COMMON STOCK
United StatesCOM28,97524,627-4,348$17,220,422$12,952,571-$4,267,851
VEEV
VEEVA SYS INC
United StatesCL A COM68,80249,538-19,264$14,465,621$11,474,487-$2,991,134
MCO
MOODY'S CORP
United StatesCOM24,73824,154-584$11,710,227$11,248,276-$461,951

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