Opti Capital Management, LP Purchases and Sells in Q1 2025

Opti Capital Management, LP

$1.63 Trillion
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TELADOC HEALTH INC	44.7M + 53.77%	N/A	128M $117B
SNAP INC	47.9M + 163.93%	N/A	77.1M $65.6B
HALOZYME THERAPEUTICS INC	34.8M + 137.62%	N/A	60M $63.8B
DYNAVAX TECHNOLOGIES CORP	22.3M + 947.87%	N/A	24.6M $33B
CONMED CORP	16M + 44.44%	N/A	52M $49.1B
3D SYS CORP DEL	13.6M + 36.16%	N/A	51.3M $46.9B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SAREPTA THERAPEUTICS INC	45.9M New	N/A	45.9M $43B
BRIDGEBIO PHARMA INC	22.9M New	N/A	22.9M $26.2B
CYTOKINETICS INC	22.2M New	N/A	22.2M $25.5B
EXACT SCIENCES CORP	25M New	N/A	25M $23.2B
ENPHASE ENERGY INC	15M New	N/A	15M $14.3B
NEOGENOMICS INC	14.3M New	N/A	14.3M $12.4B

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GUARDANT HEALTH INC	-38.5M - 93.9%	N/A	2.5M $2.21B
LCI INDS	-29.1M - 76.09%	N/A	9.15M $8.89B
ALARM COM HLDGS INC	-21.5M - 55.84%	N/A	17M $16.3B
DAYFORCE INC	-20.3M - 55.15%	N/A	16.5M $15.8B
TRIPADVISOR INC	-9.92M - 24.85%	N/A	30M $28.8B
BENTLEY SYS INC	-7.5M - 25.0%	N/A	22.5M $21.9B

Activity Summary All Purchases 28 New Holdings 11 Increased Positions 17 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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