account_balance
Investment manager · 13F filer · SEC CIK 1727353
Bluegrass Capital Partners LP
Reported value$154Mas of Jun 30, 2026
Positions11 1 new, 0 sold out
Top 10 weight99.9%MA alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
MAMastercard Inc
16.7%Added +11%
TDGTransDigm Group INC
16.4%Trimmed −3%
AMZNAmazon.com Inc
15.3%Trimmed −7%
MCOMoody's Corp
15.3%
GEGeneral Electric Co
12.9%Trimmed −33%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.0%New
MLMMartin Marietta Materials Inc
6.4%Added +112%
MSFTMicrosoft Corp
4.6%Trimmed −57%
SPGIS&P Global Inc.
3.2%Added +9%
MAMastercard Inc
16.7%Added +11%
TDGTransDigm Group INC
16.4%Trimmed −3%
AMZNAmazon.com Inc
15.3%Trimmed −7%
MCOMoody's Corp
15.3%
GEGeneral Electric Co
12.9%Trimmed −33%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.0%
MLM6.4%MSFT4.6%SPGI3.2%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
MA Mastercard Inc 16.7% Added +11%TDG TransDigm Group INC 16.4% Trimmed −3%AMZN Amazon.com Inc 15.3% Trimmed −7%MCO Moody's Corp 15.3% HeldGE General Electric Co 12.9% Trimmed −33%TSM Taiwan Semiconductor Manufacturing Co Ltd 9.0% NewMLM Martin Marietta Materials Inc 6.4% Added +112%MSFT Microsoft Corp 4.6% Trimmed −57%SPGI S&P Global Inc. 3.2% Added +9%SHW Sherwin Williams Co 0.1% Trimmed −50%WCN Waste Connections, Inc. 0.1% Held
What changed
Biggest moves since Mar 31, 2026
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