Opti Capital Management, LP Purchases and Sells in Q2 2025

Opti Capital Management, LP

$1.76 Trillion
Q2 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GUARDANT HEALTH INC	24.9M + 995.52%	N/A	27.4M $25B
ENPHASE ENERGY INC	22.5M + 150.0%	N/A	37.5M $36B
CYTOKINETICS INC	17.3M + 77.87%	N/A	39.4M $42B
SNAP INC	15M + 19.45%	N/A	92.1M $80.2B
LUMENTUM HLDGS INC	5M + 8.13%	N/A	66.5M $78.3B
TELADOC HEALTH INC	14M + 10.96%	N/A	142M $131B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SEA LTD	35.5M New	N/A	35.5M $63.4B
LIVE NATION ENTERTAINMENT IN	37.3M New	N/A	37.3M $57.4B
NCL CORP LTD	50M New	N/A	50M $49.4B
NCL CORP LTD	43.2M New	N/A	43.2M $43.4B
CENTERPOINT ENERGY INC	35M New	N/A	35M $38B
SEA LTD	38.4M New	N/A	38.4M $36.3B

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CONMED CORP	-24.5M - 47.12%	N/A	27.5M $26.2B
PROGRESS SOFTWARE CORP	-10.1M - 33.61%	N/A	20M $24B
BLOCK INC	-8.5M - 5.82%	N/A	138M $123B
ENVISTA HOLDINGS CORPORATION	-5M - 16.13%	N/A	26M $24.2B
8X8 INC NEW	-4M - 13.48%	N/A	25.7M $21.8B

Activity Summary All Purchases 23 New Holdings 10 Increased Positions 13 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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