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