LTS ONE MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 867K | $14.51M |
 | BN | 459K | $21.04M |
 | JCI | 121K | $14.43M |
 | APH | 113K | $15.27M |
 | ATI | 103K | $11.76M |
 | WCN | 100K | $17.49M |
 | AMZN | 89K | $20.54M |
 | DHR | 75K | $17.23M |
 | COF | 69K | $16.72M |
 | V | 67K | $23.43M |
 | AON | 65K | $22.83M |
 | TSM | 52K | $15.88M |
 | MSFT | 45K | $21.64M |
 | LPLA | 41K | $14.79M |
 | INTU | 17K | $11.43M |
Nu Holdings Ltd.
NU
Shares Held
867K
Value
$14.51M
Brookfield Corporation
BN
Shares Held
459K
Value
$21.04M
Johnson Controls International plc
JCI
Shares Held
121K
Value
$14.43M
Amphenol Corporation
APH
Shares Held
113K
Value
$15.27M
ATI Inc.
ATI
Shares Held
103K
Value
$11.76M
Waste Connections, Inc.
WCN
Shares Held
100K
Value
$17.49M
Amazon.com, Inc.
AMZN
Shares Held
89K
Value
$20.54M
Danaher Corporation
DHR
Shares Held
75K
Value
$17.23M
Capital One Financial Corporation
COF
Shares Held
69K
Value
$16.72M
Visa Inc.
V
Shares Held
67K
Value
$23.43M
Aon plc
AON
Shares Held
65K
Value
$22.83M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
52K
Value
$15.88M
Microsoft Corporation
MSFT
Shares Held
45K
Value
$21.64M
LPL Financial Holdings Inc.
LPLA
Shares Held
41K
Value
$14.79M
Intuit Inc.
INTU
Shares Held
17K
Value
$11.43M