Lts One Management LP Portfolio Holdings by Sector

Lts One Management LP

$341 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials IFF 1 stocks	$54,023 15.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$34,936 10.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$25,432 7.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$24,097 7.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$21,060 6.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$20,759 6.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$19,360 5.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$18,669 5.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$18,194 5.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$17,698 5.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive FMX 1 stocks	$17,496 5.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$16,907 4.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$16,727 4.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$14,657 4.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AL 1 stocks	$12,228 3.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$8,908 2.61% of portfolio	1	-	1	-	0 Calls 0 Puts

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