Bares Capital Management as of March 31, 2025
Portfolio Holdings for Bares Capital Management
Bares Capital Management holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 16.4 | $140M | 845k | 165.59 | |
| Pegasystems (PEGA) | 16.4 | $140M | 2.0M | 69.52 | |
| Workday Inc cl a (WDAY) | 15.6 | $133M | 571k | 233.53 | |
| Square Inc cl a (XYZ) | 14.5 | $123M | 2.3M | 54.33 | |
| CoStar (CSGP) | 10.5 | $90M | 1.1M | 79.23 | |
| Align Technology (ALGN) | 10.0 | $85M | 538k | 158.86 | |
| Etsy (ETSY) | 8.4 | $71M | 1.5M | 47.18 | |
| Wayfair (W) | 3.0 | $26M | 795k | 32.03 | |
| Veeva Sys Inc cl a (VEEV) | 2.8 | $24M | 104k | 231.63 | |
| Medpace Hldgs (MEDP) | 1.3 | $11M | 38k | 304.69 | |
| Stonex Group (SNEX) | 1.0 | $8.4M | 110k | 76.38 | |
| Brown & Brown (BRO) | 0.0 | $27k | 213.00 | 124.40 | |
| Ametek (AME) | 0.0 | $26k | 152.00 | 172.14 | |
| HEICO Corporation (HEI.A) | 0.0 | $26k | 122.00 | 210.97 | |
| Amphenol Corporation (APH) | 0.0 | $23k | 353.00 | 65.59 | |
| Kadant (KAI) | 0.0 | $20k | 60.00 | 336.92 | |
| Verisk Analytics (VRSK) | 0.0 | $17k | 58.00 | 297.62 | |
| Watsco, Incorporated (WSO) | 0.0 | $17k | 33.00 | 508.30 | |
| Tyler Technologies (TYL) | 0.0 | $16k | 28.00 | 581.39 | |
| Moody's Corporation (MCO) | 0.0 | $16k | 34.00 | 465.68 | |
| Danaher Corporation (DHR) | 0.0 | $14k | 68.00 | 205.00 |
