Opti Capital Management, LP Purchases and Sells in Q3 2025

Opti Capital Management, LP

$1.6 Trillion
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LIVE NATION ENTERTAINMENT IN	35.5M + 95.11%	N/A	72.8M $118B
TRANSMEDICS GROUP INC	27.5M + 1100.0%	N/A	30M $42.8B
SEA LTD	23.2M + 60.27%	N/A	61.6M $59.2B
ENPHASE ENERGY INC	17.5M + 46.67%	N/A	55M $53.8B
HALOZYME THERAPEUTICS INC	2M + 2.82%	N/A	73M $83.8B
PAR TECHNOLOGY CORP	10M + 45.45%	N/A	32M $31B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SEAGATE HDD CAYMAN	43.4M New	N/A	43.4M $125B
BENTLEY SYS INC	44.5M New	N/A	44.5M $42B
WESTERN DIGITAL CORP	11M New	N/A	11M $35.3B
ITRON INC	28.5M New	N/A	28.5M $32.8B
BIOMARIN PHARMACEUTICAL INC	32.1M New	N/A	32.1M $30.5B
WORKIVA INC	30.8M New	N/A	30.8M $30.5B

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TELADOC HEALTH INC	-71.7M - 50.61%	N/A	70M $65.5B
SNAP INC	-36.7M - 39.81%	N/A	55.5M $49.7B
IMPINJ INC	-23.6M - 86.4%	N/A	3.71M $6.21B
CONMED CORP	-7.5M - 27.27%	N/A	20M $19.1B
PROGRESS SOFTWARE CORP	-2.67M - 13.36%	N/A	17.3M $17.4B
RAPID7 INC	-7.5M - 12.88%	N/A	50.8M $47.8B

Activity Summary All Purchases 22 New Holdings 16 Increased Positions 6 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Opti Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Opti Capital Management, LP with notifications on news.