Lts One Management LP Purchases and Sells in Q1 2025

Lts One Management LP

$264 Million
Q1 2025

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CPNG	40K + 4.6%	$21.34 - $25.52 $854K - $1.02M	910K $20M
WDAY	3.63K + 6.43%	$233.53 - $277.82 $847K - $1.01M	60K $14M
TSM	11.5K + 9.79%	$165.25 - $224.62 $1.9M - $2.58M	129K $21.4M
MSFT	1K + 1.69%	$375.39 - $447.2 $375K - $447K	60K $22.5M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WST	110K New	$199.11 - $347.87 $21.9M - $38.3M	110K $24.6M
DHR	115K New	$201.62 - $250.59 $23.2M - $28.8M	115K $23.6M
BKNG	2.6K New	$4295.4 - $5141.88 $11.2M - $13.4M	2.6K $12M
SHW	31K New	$330.16 - $365.55 $10.2M - $11.3M	31K $10.8M
PCOR	135K New	$65.21 - $88.33 $8.8M - $11.9M	135K $8.91M
NU	675K New	$10.12 - $13.95 $6.83M - $9.42M	675K $6.91M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EXPE	-47K - 42.73%	$157.11 - $206.52 $7.38M - $9.71M	63K $10.6M
AON	-23.5K - 31.33%	$348.44 - $409.32 $8.19M - $9.62M	51.5K $20.6M
TRU	-42.5K - 21.25%	$80.45 - $100.25 $3.42M - $4.26M	158K $13.1M
COF	-24K - 15.48%	$163.87 - $209.82 $3.93M - $5.04M	131K $23.5M
INTU	-1.5K - 4.76%	$555.63 - $630.23 $833K - $945K	30K $18.4M
APH	-7.5K - 3.66%	$61.62 - $78.55 $462K - $589K	198K $13M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DANAHER CORPORATION	30K New	N/A	30K $0

Activity Summary All Purchases 15 New Holdings 11 Increased Positions 4 All Sells 6 Reductions 6 Sold out 0 Calls 1 Puts 0

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