Bluegrass Capital Partners LP

Palm Beach, FL · CIK 1727353 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPalm Beach, FL

$153.9m reported value +10.9% vs Q1 2026

11positions

99.9%in top 10

1 new 3 added 5 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MASTERCARD INCORPORATED CL A MA	MA	50,000	$25.7m16.68%	16.68%	Added +5.0k	+5,000 11.1%
2	TRANSDIGM GROUP INC COM TDG	TDG	19,000	$25.3m16.44%	16.44%	Reduced -600	-600 -3.1%
3	AMAZON COM INC COM AMZN	AMZN	99,000	$23.6m15.33%	15.33%	Reduced -7.5k	-7,500 -7.0%
4	MOODYS CORP COM MCO	MCO	52,000	$23.6m15.30%	15.30%	Unchanged
5	GE AEROSPACE COM NEW GE	GE	53,000	$19.8m12.87%	12.87%	Reduced -26.5k	-26,500 -33.3%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	29,000	$13.8m9.00%	9.00%	New
7	MARTIN MARIETTA MATLS INC COM MLM	MLM	17,000	$9.8m6.37%	6.37%	Added +9.0k	+9,000 112.5%
8	MICROSOFT CORP COM MSFT	MSFT	19,000	$7.1m4.60%	4.60%	Reduced -25.0k	-25,000 -56.8%
9	S&P GLOBAL INC COM SPGI	SPGI	12,000	$4.9m3.18%	3.18%	Added +1.0k	+1,000 9.1%
10	SHERWIN WILLIAMS CO COM SHW	SHW	500	$172.2k0.11%	0.11%	Reduced -500	-500 -50.0%
11	WASTE CONNECTIONS INC COM WCN	WCN	1,000	$166.7k0.11%	0.11%	Unchanged