
LTS ONE MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NU | 1.00M | $16.01M |
![]() | BN | 325K | $22.29M |
![]() | ATI | 210K | $17.08M |
![]() | APH | 155K | $19.18M |
![]() | DHR | 110K | $21.81M |
![]() | COF | 105K | $22.32M |
![]() | AMZN | 105K | $23.05M |
![]() | TSM | 90K | $25.14M |
![]() | UNP | 64K | $15.13M |
![]() | AON | 63K | $22.29M |
![]() | V | 60K | $20.48M |
![]() | LPLA | 50K | $16.63M |
![]() | MSFT | 48K | $24.60M |
![]() | INTU | 22K | $14.68M |

Nu Holdings Ltd.
NU
Shares Held
1.00M
Value
$16.01M

Brookfield Corporation
BN
Shares Held
325K
Value
$22.29M

ATI Inc.
ATI
Shares Held
210K
Value
$17.08M

Amphenol Corporation
APH
Shares Held
155K
Value
$19.18M

Danaher Corporation
DHR
Shares Held
110K
Value
$21.81M

Capital One Financial Corporation
COF
Shares Held
105K
Value
$22.32M

Amazon.com, Inc.
AMZN
Shares Held
105K
Value
$23.05M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
90K
Value
$25.14M

Union Pacific Corporation
UNP
Shares Held
64K
Value
$15.13M

Aon plc
AON
Shares Held
63K
Value
$22.29M

Visa Inc.
V
Shares Held
60K
Value
$20.48M

LPL Financial Holdings Inc.
LPLA
Shares Held
50K
Value
$16.63M

Microsoft Corporation
MSFT
Shares Held
48K
Value
$24.60M

Intuit Inc.
INTU
Shares Held
22K
Value
$14.68M
