Stock Taper 
LTS ONE MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nu Holdings Ltd. | NU | 1.02M | $13.59M |
 Coupang, Inc. | CPNG | 717.5K | $12.46M |
 Brookfield Corporation | BN | 394.15K | $16.79M |
 Johnson Controls International plc | JCI | 109.75K | $16.04M |
 Ares Management Corporation | ARES | 95.8K | $10.66M |
 Amphenol Corporation | APH | 89.75K | $15.82M |
 Capital One Financial Corporation | COF | 89K | $17.86M |
 Amazon.com, Inc. | AMZN | 59.5K | $14.18M |
 Visa Inc. | V | 57.16K | $19.61M |
 NVIDIA Corporation | NVDA | 56.5K | $11.31M |
 Aon plc | AON | 50.65K | $16.8M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 37.45K | $17.88M |
 Microsoft Corporation | MSFT | 30.73K | $11.46M |
 Analog Devices, Inc. | ADI | 30.7K | $12.19M |
 Union Pacific Corporation | UNP | 30K | $8.16M |
 LPL Financial Holdings Inc. | LPLA | 24.5K | $6.9M |
 Seagate Technology Holdings plc | STX | 10.39K | $10.03M |
 SiTime Corporation | SITM | 9.65K | $7.19M |