Opti Capital Management, LP Purchases and Sells in Q3 2024

Opti Capital Management, LP

$1.71 Trillion
Q3 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNITY SOFTWARE INC	15.6M + 17.99%	N/A	103M $92B
BOOKING HOLDINGS INC	5M + 14.48%	N/A	39.5M $88.6B
FASTLY INC	40.8M + 86.88%	N/A	87.8M $81.1B
FIVE9 INC	5M + 8.75%	N/A	62.1M $60.1B
INFINERA CORP	14.3M + 39.58%	N/A	50.3M $56.9B
SNAP INC	38.5M + 140.6%	N/A	65.8M $56.6B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXON ENTERPRISE INC	33.7M New	N/A	33.7M $60.6B
NICE LTD	42.6M New	N/A	42.6M $40.8B
LCI INDS	36.3M New	N/A	36.3M $36.9B
STRIDE INC	20.3M New	N/A	20.3M $34.3B
ENVISTA HOLDINGS CORPORATION	30.5M New	N/A	30.5M $27.6B
PROGRESS SOFTWARE CORP	22M New	N/A	22M $27.2B

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILL HOLDINGS INC	-2.5M - 22.95%	N/A	8.39M $7.43B
AFFIRM HLDGS INC	-16.1M - 61.72%	N/A	10M $8.9B
WIX COM LTD	-1M - 5.37%	N/A	17.6M $16.9B
OMNICELL COM	-16.3M - 37.12%	N/A	27.7M $26.5B
BENTLEY SYS INC	-9.89M - 24.79%	N/A	30M $30.1B

Activity Summary All Purchases 31 New Holdings 11 Increased Positions 20 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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