Lts One Management LP Portfolio Holdings
Lts One Management LP
- $264 Million
- Q1 2025
Lts One Management LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $264 Million distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: West Pharmaceutical Services Inc with a value of $24.6M, Danaher Corp with a value of $23.6M, Capital One Financial Corp with a value of $23.5M, Microsoft Corp with a value of $22.5M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $21.4M.
Examining the 13F form we can see an decrease of $94.3M in the current position value, from $359M to 264M.
Below you can find more details about Lts One Management LP portfolio as well as his latest detailed transactions.