Holdings
Bluegrass Capital Partners LP
As of Jun 30, 2026, Bluegrass Capital Partners LP reported 11 positions worth US$154M. Largest: Mastercard Incorporated, Transdigm Group Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mastercard Incorporated | 50,000 | US$25.7M | +5,000 | Jun 30, 2026 |
| Transdigm Group Inc. | 19,000 | US$25.3M | −600 | Jun 30, 2026 |
| Amazon.com, Inc. | 99,000 | US$23.6M | −7,500 | Jun 30, 2026 |
| Moody's Corporation | 52,000 | US$23.6M | no change | Jun 30, 2026 |
| Ge Aerospace | 53,000 | US$19.8M | −26,500 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 29,000 | US$13.8M | new | Jun 30, 2026 |
| Martin Marietta Materials, Inc. | 17,000 | US$9.8M | +9,000 | Jun 30, 2026 |
| Microsoft Corp. | 19,000 | US$7.09M | −25,000 | Jun 30, 2026 |
| S&p Global Inc. | 12,000 | US$4.89M | +1,000 | Jun 30, 2026 |
| Sherwin-williams Company (the) | 500 | US$172K | −500 | Jun 30, 2026 |